15 Best Agency Project Management Software in 2023

When scattered email threads and sticky notes start to create chaos in your communication, it’s time to turn to agency project management software. Agency project management software is a powerful tool that allows you to plan, monitor, and manage your team’s efforts at all times. 

Here is a table comparing all of the chosen tools on the list of best project management software for agencies. Explore them side by side or keep on reading to learn more about each.

Agency project management software

There are various project management tools on the market. However, when talking about a marketing agency not all of them are a good fit. To find the right solutions, we have to first take a look at how marketing agencies usually operate and identify what their process requires.

To help you pick the right tool, here is a list of the best options for the agency’s work pace and needs.

In general, most marketing agencies need the following features when it comes to project management solutions:

• A way to note, categorize and manage information
• Ability to visualize and monitor custom workflows
• Flexible task tracking
• Resource management to monitor resource availability
• Timeline view to schedule the campaigns
• Cost and budget tracking for accurate spending and billing.

The following tools fit the above-mentioned criteria. However, they still differ in the exact feature set available. Check out the comparison table above to understand how.

1. Teamhood

Capterra score: 4.9/5 ⭐⭐⭐⭐⭐

Teamhood is a visual project management software for marketing agencies that offers a seamless and intuitive project management experience. 

With Teamhood, you can easily get started, visualize your projects, and adapt the software to fit your unique workflows. From collaboration tools to task and time management capabilities, Teamhood software provides everything you need to keep your projects on track and your team in sync.

With this tool, you will be able to easily plan out your efforts on a Gantt chart or Timeline view, track daily efforts on Kanban boards, and review progress in fully customizable dashboards.

Through Teamhood’s intuitive Kanban board, you can effortlessly track progress, assign statuses, and organize tasks into rows. This two-dimensional modeling approach allows you to gain a comprehensive overview of your projects, ensuring nothing slips through the cracks.

Teamhood includes essential Kanban features like Work-in-Progress (WIP) limits. It also offers time tracking and workload management features to effectively schedule your resources and ensure that each client’s requests are fulfilled.

Key Features

• Intuitive Kanban Board for project visualization 
• Advanced collaboration tools
• Comprehensive task and time management
• Robust reporting and analytics features
• Seamless integrations with popular applications

Price: Free version with unlimited users, business plans starting at $9 per user/month.

Website: https://teamhood.com/

2. Trello

Capterra score: 4.5/5 ⭐⭐⭐⭐

Trello is an option for small marketing agencies that are looking to visualize their tasks and perform some simple task tracking. It will allow you to create a custom process and track your efforts as they are being worked on by the team. 

Trello prides itself on being user-friendly, and it certainly delivers in that aspect. Also, they offer great templates and inspiration through their blog, providing users with a starting point for their projects. 

However, compared to other heavyweight alternatives, it falls a bit short. As projects progress and enter the operational phase, Trello can become a bit challenging to manage. This tool lacks more advanced project management features like workload management or a Gantt chart. 

Its simplicity may feel limiting, especially when dealing with complex workflows.

While customer service and the operational phase may present occasional challenges, Trello’s intuitive interface, extensive template collection, and supportive community compensate for the setbacks.

Key Features

• Intuitive Task Assignment
• Collaborative Message Boards
• Built-in Chat Function
• Informative Reports
• Client Project Management

Price: Free version available, business plans starting at $5 per user/month.

Website: https://trello.com/

3. Hive

Capterra score: 4.5/5 ⭐⭐⭐⭐

Hive is a creative agency project management software that allows you to keep all communications including email within one tool. 

With its intuitive interface and powerful proofing and annotation tools, Hive empowers you to navigate intricate approval processes and deliver flawless results. With Hive, you can easily collaborate, annotate, and provide feedback directly on documents and videos, ensuring clear communication and seamless collaboration within your team.

It has native email and group messaging and offers customizable project layouts for easier collaboration and management. However, Hive’s email integration may be less effective if you receive numerous emails with attachments, potentially hindering seamless collaboration across platforms. Also, the chat function can sometimes be a source of frustration, as it may experience occasional glitches.

Key Features

• Simple Workflows for Complex Approvals
• Powerful Proofing and Annotation Tools
• Document and Video Proofing
• Customizable Approval Workflows
• Project Templates and Visualized Timelines

Price: Free version available, business plans starting at $12 per user/month.

Website: https://hive.com/

4. Monday

Capterra score: 4.6/5 ⭐⭐⭐⭐

Monday.com is a work management software for a marketing agency that goes beyond traditional project management tools by offering a comprehensive set of features designed to streamline collaboration and drive results. 

It allows the users to build a custom workflow, track performance, and analyze results. Plan your efforts with a social media calendar to ensure all client requests are fulfilled on time and on quality.

Dashboards provide real-time insights, simplifying decision-making and keeping your team aligned. 

Visualizing project milestones and dependencies is made easy with Monday.com’s Gantt chart feature. With Docs, you can transform words into workflows and collaborate with your team in real time. 

Some users have found the platform’s layout to be confusing initially. There were also instances where certain metrics or required fields for reporting were missing. 

Monday.com may have initially lacked a few features, but overall their commitment to innovation and frequent updates are impressive.

Key Features

• Fully Customizable Workflows
• Real-time Dashboards
• Seamless Integrations
• Powerful Automations
• Visual Project Management

Price: Free version available, business plans starting at $8 per user/month.

Website: https://monday.com/

5. Walling

Capterra score: 4.7/5 ⭐⭐⭐⭐

Walling is a tool that allows you to manage ideas and projects in a visual space. 

One of the standout features of Walling is its simplicity. Just double-click anywhere to start writing and effortlessly capture your thoughts. The drag-and-drop functionality allows you to easily add files, images, and links, ensuring all your important information is in one place.

Here, you can note and organize ideas, track tasks and create mood boards to aid your campaign design. Several sections can be created on one wall, making it easier to navigate and reference.

What sets Walling apart is its visually rich experience. Colors, tags, and the overall design of Walling provide an extra layer of information at a glance. With notes and references visually organized side by side, Walling gives you a bird’s eye view of your work, allowing you to easily see how everything fits together.

The features on the iOS platform are currently limited, which can be a concerning drawback.

Key Features

• Intuitive Interface
• Visual Organization
• Seamless Collaboration
• Daily Desk
• Drag and Drop Functionality

Price: Free version available, business plans starting at $5 per user/month.

Website: https://walling.app/

6. Asana

Capterra score: 4.5/5 ⭐⭐⭐⭐

Asana is an agency project management software that allows you to visualize your work in multiple views and monitor progress. 

With Asana, you can easily manage dependent, overlapping, and unscheduled tasks, ensuring that your projects stay on track and deadlines are met. One of the standout features of Asana is its Workflow Builder, a new addition that allows you to create automated processes to coordinate your teams. 

Lay out your plans in a timeline view and follow through with the necessary steps to deliver performing campaigns. With real-time reporting, Asana provides valuable insights into the progress of any stream of work. This lets you track your team’s performance, identify bottlenecks, and make data-driven decisions.

Some users have expressed concerns about missing important notifications that can get lost in their inboxes, impacting timely responses. Navigating between different projects and managing visibility permissions can be confusing, requiring some adjustment and familiarization. 

Despite these minor drawbacks, Asana remains a highly effective tool for streamlining your work and processes.

Key Features

• Task and Project Management
• Workflow Automation
• Timeline and Gantt Charts
• Collaboration and Communication
• Integration and App Ecosystem

Price: Free version available, business plans starting at $10,99 per user/month.

Website: https://asana.com/

7. Nuvro

Capterra score: Unavailable

Nuvro is an agency project management software for those looking to comfortably review the team members’ performance. 

One standout feature of Nuvro is its innovative 3-Pane Project View. This unique interface provides a comprehensive overview of your projects, tasks, and team members, all in one convenient place. You can easily navigate between project details, task lists, and team member assignments, making project management a breeze.

It has built-in dashboards ready to report on the company, team, and team member-level performances. Besides this, you will find task and project management features.

Nuvro provides a holistic approach to project and team management.

As a manager, you can seamlessly oversee your team’s workload, track their performance over time, and even conduct private performance reviews. With integrated messaging and shared online notes, collaboration among team members is effortless, enhancing productivity and fostering a cohesive work environment.

Key Features

• 3-Pane Project View:
• Team Management
• Workload Calendars
• Integrated Messaging
• Data Visualization

Price: Business plans start at $7 per user/month.

Website: https://capterra.com/

8. Nifty

Capterra score: 4.7/5 ⭐⭐⭐⭐

Nifty is one of the best agency management software with built-in project management features. Using this solution, you can overview multiple projects, use Google Docs, and track performance. 

One of Nifty’s standout features is its visual timeline, which provides a clear overview of your project’s progress. Kanban, List, Timeline, Calendar, or Swimlane views, Nifty offers the flexibility to track your work in various ways.

Use this solution to visualize your process and keep track of the current actions.

Refreshing the page to see recently uploaded files can be a minor inconvenience, and the CNAME feature has experienced delays. System notifications cluttering the Discussion streams can be overwhelming, and the ability to delete them is currently unavailable.

Key Features

• Visual Timeline
• Flexible Organization
• Real-time Collaboration
• Integrated Documentation
• Automated Reporting

Price: Free version available, business plans starting at $39 per month.

Website: https://nifty.pm/

9. ClientFlow

Capterra score: Unavailable

ClientFlow is the best marketing agency software with a shared inbox. This allows the teams to manage client requests and other tasks in one platform instead of having to go back to email. this solution also offers time tracking and invoicing.

Price: Business plans start at $19 per user/month.

Website: https://clientflow.com/

10. ScreenDragon

Capterra score: 4.7/5 ⭐⭐⭐⭐

Screendragon is a tool that helps achieve project management for a marketing agency and other advertising teams. It features resource management, budget tracking, and customizable workflow management to visualize the creative process. 

What sets Screen Dragon apart is its exceptional customer service. It’s no wonder they have earned a 5-star rating on Gartner – their dedication to customer satisfaction is evident. Screen Dragon seamlessly connects with multiple applications, allowing your team to streamline workflows and boost productivity. 

Teams can manage files and implement reviews to ensure the quality of their work.

Admittedly, there is a learning curve with Screen Dragon. The abundance of features can be overwhelming at first. Also, the discovery, design, and implementation process does require time and effort to learn how to use the platform. 

Key Features

• Customization
• Seamless Integration
• Robust Collaboration
• Comprehensive Project Management
• Enterprise-Grade Security

Price: Personalized quotes.

Website: https://www.screendragon.com/

11. PageProof

Capterra score: 5/5 ⭐⭐⭐⭐⭐

PageProof is an online proofing platform that helps marketing agencies manage projects. This solution allows you to effectively review and collaborate on all marketing assets within your agency. 

Pageproof supports a wide range of file types for proofing, ensuring you can collaborate on various file formats without limitations. This tool connects the creation, review, and development process into one.

When it comes to integrations, Pageproof plays well with others. No matter what platforms you’re working on, Pageproof integrates effortlessly, ensuring a smooth and streamlined workflow.

While the platform offers an array of powerful features for proofing and collaboration, it’s important to note this potential limitation. Occasionally, complex or large PDF files may encounter display errors. These errors can hinder the seamless display of files, requiring additional troubleshooting or workarounds.

Key Features

• Integrations
• Security & Encryption
• SDK API & Partner Resellers
• File Support for Proofing
• Streamlined Collaboration

Price: Free version available, business plans starting at $199 monthly.

Website: https://pageproof.com/

12. Planable

Capterra score: 4.5/5 ⭐⭐⭐⭐

Planable is an agency project management software for social media teams.

Planable is easy to navigate, making the entire content planning experience a breeze.  Planable understands the needs of content creators, and it shows in the thoughtful layout. 

With this solution, you will be able to track and execute social media content, categorizing all of it by brands and products.

Compared to other platforms on the market, Planable offers top-notch features at a fraction of the cost.

While Planable offers an array of powerful features, it does lack analytics. This means that you won’t get in-depth insights into the performance of your content. However, if analytics are a priority for you, there are other tools that specialize in that area. When it comes to bulk posting, customization options can be a bit limited.

Key Features

• Streamlined Content Planning
• Unlimited Users & Workspaces
• Dedicated Account Manager
• Robust Security Measures
• Time-Saving Efficiency

Price: Free version available, business plans starting at $11 per user/ month.

Website: https://planable.io/

13. Apptivo

Capterra score: 4.4/5 ⭐⭐⭐⭐

Apptivo is a versatile cloud-based platform that offers a comprehensive suite of integrated business applications catering to organizations of varying sizes and industries.

What sets Apptivo apart is its ability to seamlessly integrate key functionalities. Apptivo goes above and beyond by seamlessly bringing all these essential functions together into one cohesive cloud-based solution. Apptivo’s intuitive platform simplifies project workflows and keeps everyone on the same page.

However, there are a couple of areas where Apptivo could improve. Creating email templates can be a bit confusing, requiring some additional time and effort. Similarly, customizing templates such as purchase orders and packing slips can be challenging.

Despite these minor drawbacks, its extensive features, seamless integration, and customer service make it a reliable choice.

Key Features

• Comprehensive Cloud Solution
• CRM
• Project Management
• Online Invoicing
• Great Customer Service

Price: Business plans starting at $10 per user/ month.

Website: https://www.apptivo.com/

14. DashClicks

Capterra score: 4.9/5 ⭐⭐⭐⭐

With DashClicks, you can access a wide range of integrations, utilities, and API capabilities that work harmoniously. DashClicks offers an automated onboarding process. This streamlined onboarding ensures that you can hit the ground running without any unnecessary delays or complexities.

Some users find the navigation slightly challenging, but with a bit of exploration, you can unlock the full potential of the platform. Additionally, pricing for some services may be slightly higher compared to similar alternatives. However, the comprehensive features and the value they provide make it worth considering.

Key Features:

• All-in-One Platform
• Seamless Zapier Integration
• Automated Onboarding Process
• Real-Time Analytics and Reporting
• Extensive Integrations and API Capabilities

Price: Business plans starting at $199 per user/ month.

Website: https://www.dashclicks.com/

15. NextAgency

Capterra score: 4.8/5 ⭐⭐⭐⭐

NextAgency is the go-to software system for insurance agencies seeking streamlined management. Designed to cater to health, senior, life agencies, general agencies, and FMOs, NextAgency is a reliable software system.

They are known for built-in reports, which provide valuable insights to analyze sales data and focus your efforts effectively. NextMail, another innovative feature, automates email routing to and from contacts, directly linking them to their case record.

While NextAgency offers a robust solution, the system lacks support for multiple open enrollment event dates, which can be a drawback for groups with dual enrollments. This limitation may require workarounds or manual adjustments to accommodate such scenarios.

Overall, NextAgency continues to be a valuable tool for insurance professionals, and addressing these user concerns would further enhance its usability and overall effectiveness.

Key Features

• Insurance Agency Management
• CRM and Marketing Tools
• Seamless Integration
• Built-in Reports and Analytics
• Automated Workflows

Price: Business plans starting at $60 per user/ month.

Website: https://nextagency.com/

Picking the Right Tool

Still on the fence about which marketing agency project management software will be right for you? Try out Teamhood. It is free and offers a nice selection of task tracking and project management features that will surely please the team and the managers.

Agency project management for high performing teams.

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Dovile Miseviciute

Passionate content marketer looking to bring better solutions to the project management space.

2020 - Present Marketing specialist at Teamhood.
2014 - 2020 Marketing manager for Eylean.