Top 14 Agency Management Software

Margarita Aranza

January 6, 2023

We Help Your Agency Reach New Heights

Switch from multiple tools and spreadsheets to one scalable agency management system.

Trying to manage projects, resources, budgets and your team’s happiness is no easy feat.

In today’s ever-changing business landscape, quick and accurate decision-making is crucial for your agency’s success story. 

More and more digital agencies have been turning to tools that helps with workflow management, keeping projects on track and ensuring agency growth. Project management tools, as well as agency management software, could be the perfect solution for your day-to-day struggles as an agency owner or manager.

When choosing the right agency management software you should take into consideration the type of agency business you run. A marketing agency and creative agency have different needs than software development agencies or digital marketing agencies. You should also take into consideration the types of clients you work with, as well as the scope of client projects you do.

Having a few big clients means you have creative teams that are working on projects full time, while having a lot of smaller clients means your creative teams will probably jump from project to project, which in turn impacts the way you schedule agency teams.

Taking all of that into consideration and more, we’re bringing you the full list of the top agency management software and all the information you need to be sure you’re choosing the right one for your agency business.

1. Top 14 Agency Management Software

1. Productive

Productive is a scalable agency management software designed to help you run a profitable agency. It’s a great solution for agencies since it offers advanced features like forecasting and reporting so you can keep track of your present and future agency operations. It’s well-suited for agencies of all sizes, whether you’re a one-man army or at 200+ employees, it scales alongside your agency.

Productive offers a wide range of features from scheduling and budgeting to time tracking and project management, so you can keep all the information you need for running a successful business in one place. From marketing teams to sales teams, Productive’s features are meant to give a real-time overview of you agency business. It’s a tool meant to be used by everyone from project managers to agency employees. 

You can invite your clients to Productive free of charge, so you can get quick client feedback on the projects you’re working on. This means it can be the ideal platform for advertising agencies or creative agencies alike.

Key features include:

Budgeting and Reporting

With our Budgeting feature, you can easily track budgets and profit globally across you agency business, or pin point it to a single project. You can see when you’re about to go over budget and forecast revenue as well as profitable projects. These actionable insights will help you make better business decisions all-around. 

source: productive

With our Reporting feature, you can easily create reports using data from time sheets, budgeting and rates. You can choose from the already available report templates in Productive or make your own custom reporting templates. With accurate revenue forecasting you can be sure you’re making informed decisions that’ll help your business grow.

source: productive

Time Tracking

The key to good time management is a good time tracking tool that’s easy to use and has an intuitive interface. Productive’s time tracking feature has a built-in timer that you can start once you’ve started working on a project and end once you switch to something else. If that’s not your preferred option of time tracking, you can also track time daily or weekly. Time is tracked as either billable or non-billable, against services which get displayed directly in profitability reports. 

Resource Management

You can easily track availability of your teams and see who is overbooked and who can take on more work. Aside from scheduling, you have an overview of vacations and different time off categories for all your employees. With the resource planning feature you can easily schedule agency teams to work on projects and tasks. 

source: productive

This insight will allow your agency to deliver projects on schedule and prevent any possible burnouts that might result in loss in productivity. Proper resource planning will lead to optimal utilization rates and in turn, increased profitability. 

Related: Resource Planning For Professionals: Managing 350+ People Using Productive

Billing 

You can automatically track invoices in Productive with our Billing feature. You can decide if you want to invoice a part of the client project or the entire project – depending on the billable hours you had at the end of the project.

Project Management

The essential parts of Productive’s project management feature are ProjectsTasks and Docs.

Projects and Tasks are used for project planning and task delegation, just choose a teammate and assign them a task they should work on. You can do your daily tasks like this and even your recurring tasks if you have things that need to be done on a let’s say monthly or weekly basis. Task-level communication is another great part of the tool, because all communication regarding the task is easily accessible to everyone who needs to know it.

This is a great way for project managers to monitor progress on any ongoing projects you have and make sure client projects are delivered on time.

Related: Seven2 Saves Hours on Operational Tasks Each Week Using Productive 

source: productive

Docs allow for real time collaboration and file sharing amongst your organization without the need for another tool. You can work alongside your colleagues in the same Doc at the same time, keeping all of your important documentation up-to-date and in a safe place.

Sales

Productive also has a sales pipeline feature that lets you set up your sales funnel in stages. This feature lets you to keep track of every stage of the sales process, from leads to turning your deal into a new project, you won’t need multiple tools and spreadsheets. 

Integrations:

Productive has a lot of integrations, some of which are: Jira, Slack, Xero, Hubspot and Quickbooks.

Pricing

Pricing plans start with Essential at $17 per month per user, which includes all the key features mentioned above.

The Professional plan includes custom fields, recurring budgets, advanced reports, billable time approvals and many more for $24 monthly per user.

The Ultimate plan has everything that Essential and Professional offer, along with the HubSpot integration, advanced forecasting, advanced custom fields, overhead calculations and more for $32 per user/month.

You can also check out the Enterprise Plan for companies that would have more than 50 active users. 

You can go for a free 14-day trial before you decide to subscribe to a paid plan.

Achieve Your Agency’s True Potential

Switch from multiple tools and spreadsheets to one scalable agency management system.

2. Forecast, a Fair All-around Tool 

Forecast is an agency management tool that offers a wide range of features to manage your projects, resources, time, and budget. The project management feature offers a range of tools to manage your projects, including task management, project timelines, and project milestones and is a good choice for agencies in need of project tracking and campaign management.

Key features include:

  • Resource scheduling and management
  • Time tracking
  • Project budgeting and profitability tracking
  • Project management
  • Reporting and analytics

Source: forecast

Some customers on Capterra said they like the time tracking tool because it’s easy to use, while others were critical of unannounced design feature drops that can be quite jarring when you face them for the first time. 

3. Scoro, a Good All-around tool

Scoro is a software for agency management that offers a range of features to help you manage your projects and resources as well as time tracking and budgeting tools with an option to set up customized templates for your projects.

 Key features include:

  • Resource scheduling and management
  • Time tracking
  • Project budgeting and profitability tracking
  • Project and task management
  • Reporting and analytics

SOurce: scoro

Users like Scoro because it’s a good business management software that offers a lot of features to help teams collaborate and manage tasks. Since it focuses on project management, time tracking, and invoicing it’s a popular choice for businesses looking to innovate processes, but some users have complained that it has a pretty steep learning curve and it might be confusing for beginners. 

Related: 13 Best Scoro Alternatives for Growing Agencies

4. Accelo, a Good Solution for Agencies

Accelo is a good advertising agency management software solution that offers a lot of features like project management, CRM and time tracking The CRM feature offers a range of tools to manage your clients and is one of the standout features.

Key features include:

  • Resource scheduling and management
  • Time tracking
  • CRM
  • Project and task management
  • Reporting and analytics

source: accelo

Accelo is a good agency management tool with a lot of functions that help agencies in making their everyday easier. Because its focus is mostly on project management, time tracking, and invoicing, it is a solid option for companies trying to optimize their processes. Customers have expressed dissatisfaction with the tool for being overly complicated and attempting to do too much.

See also: Scoro vs Accelo vs Productive: Which is Best for You?

5. Harvest, a Good Marketing Agency Project Management Tool

Harvest is a software for agency management with a focus on time tracking, project budgeting and invoicing. It integrates with a wide range of other tools, like Slack, Trello, and QuickBooks, making it easy for teams to use their favorite tools while still working in one central location.

Key Features:

  • Time tracking
  • Invoicing
  • Project budgeting and profitability tracking
  • Reporting tool

source: harvest

Harvest is a solid option for time tracking and invoicing that offers a number of other usefl tools that help agencies in their daily business. It is a well-liked option for companies trying to optimize their operations because of its focus on time tracking, invoicing, and collaboration. Customers have mentioned having trouble tracking their time.

6. Teamwork, a Good Creative Agency Management Software

Teamwork is a scalable agency management software that offers a range of features that help your agency manage projects, resources and time. 

Key features include:

  • Time tracking
  • Project and task management
  • Collaboration
  • Resource scheduling and management
  • Reporting and analytics

source: teamwork

Customers like Teamwork since it’s a good project management and team collaboration software that offers a range of features to help teams manage their projects more efficiently. Its focus on project management, collaboration, and time tracking make it a popular choice for businesses looking to streamline their operations. Some customers said that the CRM feature could use a revamp and there were issues reported with APIs. 

Related: 11 Best Teamwork Alternatives

7. Monday, the Reliable All-Rounder

Monday is an agency project management software that offers a range of features to manage your projects, resources, create custom workflows and it’s compatible with different types of agencies. 

Key features include:

  • Time tracking
  • Project and task management
  • Marketing automation
  • Resource scheduling and management
  • Reporting and analytics

source: monday

Agencies choose Monday because it’s a good project management tool and is easy to use when managing everyday tasks and projects. However, some users claim that the layout is confusing and the tool lack some features.

8. ClickUp, a Good Marketing Project Management Software

Clickup’s learning curve is not that steep, so different types of agencies may find this a practical software easy to use. With its resource scheduling and management feature you can easily schedule agency teams on tasks and projects. 

Key features include:

  • Time tracking
  • Project and task management
  • Resource scheduling and management
  • Reporting and analytics

source: clickup

Agencies like Clickup because it’s a good and intuitive project management tool that offers a wide range of features to help teams collaborate, manage tasks, and track progress. Its flexibility and ease of use make it a popular choice for businesses of all sizes, from small teams to large enterprises. Some users have complained about delays and unnecessary reminders that tend to be annoying.

9. Workamajig, a Good Creative Agency Software

Workamajig is an agency project management software that offers a range of features to manage your projects, resources, time, and even invoicing. Workamajig also offers integrations with other tools such as QuickBooks, Salesforce, and Google Apps, allowing you to streamline your workflow.

Key features include:

  • Time tracking
  • Project and task management
  • Resource management
  • Invoicing
  • Reporting and analytics

source: workamajig

Overall, Workamajig is a fair project and agency management tool that offers a range of features to help creative teams collaborate, manage tasks, and track progress. Its focus on the needs of creative agencies and in-house teams makes it a popular choice for teams in these industries. Some customers faced issues with page loading time and not getting through to customer support.

10. Kantata, a Good Marketing Agency Project Management Software

Kantata, formerly known as Mavenlink, is a popular project management software that has recently rebranded itself. Kantata aims to offer a more comprehensive suite of agency management tools beyond just project management.

Key features include:

  • Project and task management
  • Resource management
  • Financial management
  • Collaboration and file sharing

source: kantata

Overall, Kantata is a comprehensive agency management software that offers a wide range of tools to help agencies manage their projects, resources, and finances more effectively, but some users complained that the interface was too sluggish. 

See also: Top 25 Mavenlink Alternatives for Agencies

11. Asana, a Good Choice for Agency Professionals

Asana is a well known agency management system and has a number of features that aim to help you manage projects and resources, track time and collaborate. You can also create personal dashboards for the different projects you’re working on. There’s also custom integrations and custom rate cards which some users find very useful.
 
Key features include:

source: asana

  • Project and task management
  • Resource management
  • Time tracking
  • Reporting and analytics

Asana is a user-friendly project management solution that provides a lot of functionality to support team collaboration, job management, and progress tracking. Its flexibility and ease of use make it a popular choice for businesses of all sizes, from small teams to large enterprises. Some users have complained about notifications getting lost in their inbox and that the project overview can be a little confusing.

12. Smartsheet, a Good Tool for Agencies

Smartsheet is an agency management software that offers a range of features to manage your projects, resources, time, and collaboration.

Key features include:

  • Project and task management
  • Resource management
  • Time tracking
  • Collaboration

source: smartsheet

Smartsheet is an effective project management tool that presents various functionalities to support team cooperation, task administration, and advancement monitoring. Its intuitive interface and integrations with other tools make it a popular choice for businesses of all sizes. Though some users say they have a hard time distinguishing when user error has a part to play in calculation errors.  

13. Wrike, a Fair Choice for Agency Professionals

Wrike is a cloud-based project management software that allows teams to collaborate and manage tasks in real time. The platform also offers Gantt charts, which allow users to visualize project timelines and dependencies.

Key features include:

  • Project and task management
  • Resource scheduling and management
  • Time tracking
  • Collaboration

source: wrike

Wrike is a good project management tool that offers a lot of different features that help teams collaborate, manage tasks, and track progress their progress in real time. Some users argued that the customer support is poor and they didn’t utilize the offered assistance. 

14. nTask, a Good Agency Management System

nTask is an agency management software that offers a range of features to manage your projects, track time, support collaboration, and monitor risk.

Key features include:

  • Project and task management
  • Risk management
  • Time tracking
  • Collaboration

source: nTask

In general, nTask is a good project management tool that offers a range of features to help teams collaborate, manage tasks, and track progress. Its intuitive interface and affordable pricing make it a popular choice for small and medium-sized teams. Some users complained that the customer support is poor and would leave them hanging. 

Takeaway

When choosing the best agency management software for your agency, there’s many things that should be taken into consideration from pricing, features and integrations to ease of use and the learning curve. If you’re looking for a tool that’ll help your project managers run everything smoothly you should check out project management software, but if you’re looking for a solid end-to-end agency management software you might need to splurge a little, and you shouldn’t be afraid to.

By implementing the right software solution, you can increase productivity, reduce inefficiencies, and ultimately grow your agency.

There’s a software solution out there to fit every agency’s needs, but if you’re looking for an end-to-end agency management software, you should check out Productive. 

Sign up for a demo call today.

FAQ

1. What is Agency Management Software?

Agency Management Software is a tool designed to help businesses and organizations manage their operations more efficiently by automating various aspects of their daily tasks, such as project management, resource allocation, time tracking, client relationship management, and more.

2. What are the benefits of using an agency management software?

Some of the benefits of using an agency management software include better organization of tasks, streamlined workflows, improved communication among team members, easier collaboration with clients, accurate tracking of project progress, and increased efficiency and productivity.

3. How do you manage an agency management software?

To manage an agency management software, you need to set up your account and customize the software to meet your business needs. You can then create projects, assign tasks to team members, set deadlines, track progress, and communicate with clients and team members. You can also use the software to generate reports and analyze data to improve your operations.

4. Who uses agency management software?

Agency management software is used by a variety of businesses and organizations, including marketing agencies, consulting firms, creative agencies, digital agencies, and more. It is especially useful for businesses that handle multiple projects simultaneously and need to manage a large team of employees or contractors.Whether you’re a project manager, agency manager or just an agency employee, you’re surely get good use out of an agency management software. 

5. What is the best marketing or consulting agency management software?

There are several agency management software options available for marketing and consulting agencies, but some popular ones include Productive, Wrike, and Asana.

6. Which is the best creative agency project management software?

Some popular project management software options for creative agencies include Productive, Monday.com, Teamwork. The best software for your agency depends on your specific needs and budget.

Margarita Aranza

Marketing Assistant

Related articles