Web design and development agency

The complete software stack for a growing web design and development agency

Here's the exact, integrated 4-pillar stack we'd architect for a 9-person web design and development agency — no SaaS sprawl, no overlapping tools, every piece chosen for how well it fits your size and how cleanly it plugs into the rest.

By The StackMatch Research Team
Get YOUR blueprint

The example below is for a 9-person web design and development agency. Your blueprint will be tailored to your actual size and spend.

Example: A 9-person web design and development agencySave $34,572/yr

Sales & Marketing

  • HubSpot
  • Mailchimp

Core Operations

  • Figma
  • GitHub

Finance

  • QuickBooks Online (Plus)
  • Gusto (Plus)

Administration & Security

  • Google Workspace (Business Standard)
  • 1Password Business
You're currently spending $5,200/mo

Save $34,572/yr

Today
$5,200/mo
Optimized
$2,319/mo

Your 4-pillar stack blueprint

This stack is designed for your 9-person agency to streamline operations and drive growth. HubSpot and Mailchimp will centralize client communication and marketing efforts, while Semrush gives you the competitive edge in SEO. Figma and GitHub empower your design and development teams to collaborate efficiently, and ClickUp keeps all your client projects on track. WP Engine and Vercel ensure your clients' websites are robust and performant, and Toggl Track simplifies billing for your agency's time. QuickBooks Online, Gusto, Ramp, and Bill.com handle your core financial and HR needs seamlessly, freeing up valuable time for client work. Google Workspace provides essential communication and collaboration tools, 1Password secures your digital assets, Huntress protects your infrastructure, and PandaDoc streamlines your client contract processes.

Recommendations are ranked purely on fit for your business — our engine never sees which vendors pay us. When you adopt a tool through StackMatch, the vendor pays us a fee and we credit part of it back to you as an implementation bonus. Read our methodology.

Sales & Marketing

HubSpot · dashboard preview
  • HubSpot

    CRM & Marketing Automation

    Consolidates: spreadsheet-based sales tracking

    $100 implementation credit when you adopt

    $400/moAdopt
  • Mailchimp

    Email & SMS Marketing Automation

    Consolidates: manual email blasts

    $25 implementation credit when you adopt

    $65/moAdopt
  • Semrush

    SEO & Competitive Research

    Consolidates: manual keyword research, no SEO audit capability

    $15 implementation credit when you adopt

    $250/moAdopt
  • Calendly

    Scheduling & Booking

    Consolidates: manual email/phone scheduling

    $15 implementation credit when you adopt

    $20/moAdopt

Core Operations

Figma · dashboard preview
  • Figma

    UI/UX Design & Prototyping

    Consolidates: single-user design software with no live collaboration

    $25 implementation credit when you adopt

    $135/moAdopt
  • GitHub

    Source Code Hosting & Collaboration

    Consolidates: local-only version control, emailing zip files of code

    $15 implementation credit when you adopt

    $50/moAdopt
  • ClickUp

    Project Management

    Consolidates: spreadsheet-based project tracking, email-based task assignment

    $25 implementation credit when you adopt

    $110/moAdopt
  • WP Engine

    Managed WordPress Hosting

    Consolidates: shared/unmanaged WordPress hosting, manual site backups

    $50 implementation credit when you adopt

    $250/moAdopt
  • Vercel

    Frontend Application Hosting & Deployment

    Consolidates: self-managed Node.js server hosting, manual deployment scripts

    $40 implementation credit when you adopt

    $150/moAdopt
  • Toggl Track

    Time Tracking & Client Invoicing for Agencies

    Consolidates: spreadsheet-based time tracking, manual invoice creation

    $5 implementation credit when you adopt

    $80/moAdopt

Finance

QuickBooks Online (Plus) · dashboard preview
  • QuickBooks Online (Plus)

    Core accounting & bookkeeping

    Consolidates: manual/spreadsheet bookkeeping

    $40 implementation credit when you adopt

    $90/moAdopt
  • Gusto (Plus)

    Payroll & HR

    Consolidates: manual payroll processing

    $50 implementation credit when you adopt

    $200/moAdopt
  • Ramp

    Corporate cards & expense management

    Consolidates: manual reimbursement, excel-based expense tracking

    $100 implementation credit when you adopt

    $0/moAdopt
  • Bill.com

    Accounts payable & bill pay automation

    Consolidates: manual check writing

    $40 implementation credit when you adopt

    $99/moAdopt

Administration & Security

Google Workspace (Business Standard) · dashboard preview
  • Google Workspace (Business Standard)

    Business email hosting & productivity suite

    Consolidates: on-premise email server, personal email accounts for business use

    $15 implementation credit when you adopt

    $170/moAdopt
  • 1Password Business

    Password manager

    Consolidates: credentials in spreadsheets, browser-saved/reused passwords

    $20 implementation credit when you adopt

    $95/moAdopt
  • Huntress Managed EDR

    Endpoint detection & response / managed security

    Consolidates: free/consumer antivirus, unmanaged endpoints

    $40 implementation credit when you adopt

    $85/moAdopt
  • PandaDoc

    E-signature & document workflow

    Consolidates: manual PDF proposal creation, printing contracts for signature

    $50 implementation credit when you adopt

    $70/moAdopt
Optimized stack total$2,319/mo

Our picks, and why

Sales & Marketing · CRM & Marketing Automation

HubSpot

Fits teams of 3-100 employees, consolidates spreadsheet-based sales tracking.

Sales & Marketing · Email & SMS Marketing Automation

Mailchimp

Fits teams of 1-50 employees, consolidates manual email blasts.

Sales & Marketing · SEO & Competitive Research

Semrush

Fits teams of 2-50 employees, consolidates manual keyword research, no SEO audit capability.

Sales & Marketing · Scheduling & Booking

Calendly

Fits teams of 1-50 employees, consolidates manual email/phone scheduling.

Core Operations · UI/UX Design & Prototyping

Figma

Fits teams of 2-50 employees, consolidates single-user design software with no live collaboration.

Core Operations · Source Code Hosting & Collaboration

GitHub

Fits teams of 2-100 employees, consolidates local-only version control, emailing zip files of code.

Core Operations · Project Management

ClickUp

Fits teams of 3-100 employees, consolidates spreadsheet-based project tracking, email-based task assignment.

Core Operations · Managed WordPress Hosting

WP Engine

Fits teams of 1-50 employees, consolidates shared/unmanaged WordPress hosting, manual site backups.

Core Operations · Frontend Application Hosting & Deployment

Vercel

Fits teams of 1-50 employees, consolidates self-managed Node.js server hosting, manual deployment scripts.

Core Operations · Time Tracking & Client Invoicing for Agencies

Toggl Track

Fits teams of 1-50 employees, consolidates spreadsheet-based time tracking, manual invoice creation — chosen over 1 other time tracking & client invoicing for agencies option in our catalog.

Runner-up: Harvest

Finance · Core accounting & bookkeeping

QuickBooks Online (Plus)

Fits teams of 1-25 employees, consolidates manual/spreadsheet bookkeeping.

Finance · Payroll & HR

Gusto (Plus)

Fits teams of 2-50 employees, consolidates manual payroll processing.

Finance · Corporate cards & expense management

Ramp

Fits teams of 3-200 employees, consolidates manual reimbursement, excel-based expense tracking.

Finance · Accounts payable & bill pay automation

Bill.com

Fits teams of 5-100 employees, consolidates manual check writing.

Administration & Security · Business email hosting & productivity suite

Google Workspace (Business Standard)

Fits teams of 3-50 employees, consolidates on-premise email server, personal email accounts for business use.

Administration & Security · Password manager

1Password Business

Fits teams of 3-75 employees, consolidates credentials in spreadsheets, browser-saved/reused passwords.

Administration & Security · Endpoint detection & response / managed security

Huntress Managed EDR

Fits teams of 5-100 employees, consolidates free/consumer antivirus, unmanaged endpoints.

Administration & Security · E-signature & document workflow

PandaDoc

Fits teams of 3-200 employees, consolidates manual PDF proposal creation, printing contracts for signature.

Every tool we evaluated for a web design and development agency

Our engine picks one winner per category based on your size — here's the full shortlist it chose from, including the runners-up and who they're actually built for.

Sales & Marketing

ToolCost
HubSpotOur pick for this size$400/mo
MailchimpOur pick for this size$65/mo
SemrushOur pick for this size$250/mo
CalendlyOur pick for this size$20/mo

Core Operations

ToolCost
FigmaOur pick for this size$135/mo
GitHubOur pick for this size$50/mo
ClickUpOur pick for this size$110/mo
WP EngineOur pick for this size$250/mo
VercelOur pick for this size$150/mo
Harvest$100/mo
Toggl TrackOur pick for this size$80/mo

Finance

ToolCost
QuickBooks Online (Plus)Our pick for this size$90/mo
Gusto (Plus)Our pick for this size$200/mo
RampOur pick for this size$0/mo
Bill.comOur pick for this size$99/mo

Administration & Security

ToolCost
Google Workspace (Business Standard)Our pick for this size$170/mo
1Password BusinessOur pick for this size$95/mo
Huntress Managed EDROur pick for this size$85/mo
PandaDocOur pick for this size$70/mo
Buyer's guides for this stack
Further reading
Related industries

Trades and businesses that share tools with web design and development agency.

Frequently asked questions

How much does software cost for a small business in this industry?

It depends on your team size, but a genuinely optimized stack for a 10-15 person business typically runs $2,000-4,000/mo across all four pillars (sales & marketing, operations, finance, admin & security). We regularly see businesses paying 50-100% more than that because of overlapping tools, enterprise-tier subscriptions sized for larger teams, or never renegotiated pricing. Run the free audit to see your exact number.

What's the biggest source of software overspend in this industry?

The most common pattern is paying for two tools that do the same job — a legacy platform and a newer one that was added during a transition but never replaced the old one. The second most common is running an enterprise-tier platform sized for a much larger operation when a lighter alternative covers 95% of the functionality at a third of the cost.

How is StackMatch's recommendation different from a 'best software' list?

Most 'best software' lists rank tools by affiliate commission, not fit. Our engine is structurally blind to who pays us — the ranking code and the commission data live in separate, non-importing parts of our codebase. The engine ranks purely on your team-size fit and integration density, not on which vendor pays the biggest bounty.

Do I have to buy through StackMatch to use the blueprint?

No. The blueprint tells you exactly which tools to run and why. Adopting through our link just attaches your account so the rebate gets credited to you instead of going unclaimed. The recommendation is the same either way.

Get your own web design and development agency blueprint

Three questions, tailored to your actual size and spend — not the example above.