Best Project Management Software for Marketing Agencies

What is Project Management Software?

Project Management Software programs are used by business agencies to improve time management, productivity, and consequently, profitability. Tools like task management systems, calendars, to-do lists, and communication forums facilitate this process.

Gone are the times when manual planners and registers were used to track performance and provide feedback. With the development and expansion of technology, the scale and outreach of businesses have also expanded. 

Adopting a modern and technology-oriented method is unavoidable for a marketing agency that seeks to enhance efficiency and competitiveness.

How is it useful for a marketing agency?

• Project planning: AI tools employed by platforms help in predicting estimated time and costs associated with projects. This data can be helpful in setting goals, milestones, and key deliverables.
• Tracking: Project Management Software helps in creating schedules to manage multiple projects simultaneously. It enhances transparency regarding project progress and resource allocation.
• Collaboration: Communication is the key to maximising productivity within a team. Sharing information about tasks, timelines, and responsibilities are facilitated through Kanban boards, discussion forums, and other features.
• Budget management: Success for marketing agencies often depends on how well they deliver within a limited budget. Tools that provide key financial metrics can help businesses gain insights regarding wasteful expenditure.
• External communication: Active communication with clients and suppliers is useful in gaining feedback and making necessary edits. This also plays a key role in enhancing customer satisfaction.
• Information sharing: Most Project Management Software allows users to connect to Google Drive or Outlook to ensure all their files and documents are in one place. This enables easy access to information.

8 Best Project Management Software for Marketing Agencies

1. ClientVenue

An entity that handles client operations, payments, and tasks manually will barely find any time to expand its business. This is why a Client Management Portal like ClientVenue is necessary to automate service booking, project requests, and payment processing.

You can use this platform to customize checkout interfaces that promote services provided by your marketing agency. Onboarding templates are also useful in preventing project delays. This helps you head towards a self-serve agency model.

Is it the right fit for you?

If you’re looking for an easy-to-use portal to manage clients, payments, and invoices, along with simplifying workflows, ClientVenue is your go-to. 

Important features:

• Dedicated client portal and onboarding
• Live chats for effective client communication
• Billing and raising invoices from your dashboard
• Inbuilt task management system
• File management
• Integrate with critical business applications like Slack, Stripe, Custom Webhooks, and Zapier

Pricing: ClientVenue offers a monthly and an annual billing system. You can get two months of free access under the annual billing system.

Annual billing- 

1. Small Teams: $15/month
2. Enterprise: $35/month

Monthly billing-

1. Professional: $15/month
2. Enterprise: $25/month

2. Monday

Monday.com is an award-winning platform used by well-known companies like Coca-Cola and BBC Studios. Apart from resource and project management modules, tools to provide comprehensive reports make this software popular among marketing agencies.

For instance, team members can share a common workspace with centralized tools and channels to access data. Workflows can also be customized to create tools to track marketing campaigns, maintain social media calendars, and more.

Is it the right fit for you?

Monday.com is suitable for any marketing agency that prioritizes visualization of data, easy identification of bottlenecks, and greater transparency in projects.

Important features:

• To-do lists with due dates
• Create and assign tasks
• Automated workflows with progress updates and time tracking
• Kanban software for easy customization and integration
• Collaborative space to share files
• Gantt charts for capacity and workload management

Pricing: Choose between any of Monday.com’s five plans that aim to serve different groups.

• Individual: Free plan
• Basic: $8 seat/month
• Standard: $10 seat/month
• Pro: $16 seat/month
• Enterprise: Contact Monday.com for a custom plan

3. iMeet Central

Here’s a web-based collaboration tool that can help marketing agencies manage campaigns and improve cost efficiency.You can easily assign tasks and store documents using the tools provided on this platform.

This platform is all about aesthetics. Online mood boards can be used by creative members as a fun tool to share inspiration and ideas. You can also sort tasks based on priority by using colour codes, schedule events, and upload notes.

Is it the right fit for you?

iMeet Central is a good choice if you’re looking for Project Management Software that can help in visualizing workflows and customizing business management.

Important features:

• Calendar management
• Task assignment and progress tracking
• Centralised feedback system 
• Third-party integration
• Team collaboration tools like cloud collaboration, resource sharing, and more
• Gantt charts

Pricing: iMeet Central offers the following plans tailored to meet the needs of businesses of different scales and reach. 

• Enterprise: $25/month
• Marketers + Agencies: $45/month

4. Hive

Hive enables the faster and more efficient organization of projects through various layouts, Kanban boards, calendars, Gantt charts, and more. You can also ensure that insights and performance reports are generated based on your requirements.

There are features centered around communication and collaboration to facilitate proofing and approvals. This will also help in time management as feedback and reviews can be exchanged faster. Other tools cater to creative planning and task management needs.

Is it the right fit for you?

If your focus is connectivity and cooperation for faster delivery of quality projects, this tool is designed for you. There are features for time tracking and speeding up the review process.

Important features

• Create a reusable action template to assign tasks effectively
• Group messaging features for active communication
• Timeline visualization and status updates
• Tools to build calendars and automate campaigns
• Customizable request forms
• Access reports and analytics for projects

Pricing: Individuals can access the free version while teams can check out the 14-day free trial to decide if this platform meets their requirements. Hive offers the following three plans.

• Solo: Free plan
• Teams: $12/month
• Enterprise: Contact Hive to create a custom plan

5. ClickUp

Marketing agencies often use multiple templates to plan promotions, implement SEO tools, and manage campaigns. This is provided on ClickUp along with other features to track initiatives, manage workload, measure ROI, and more.

The platform also includes facilities to schedule reminders for daily tasks and integrate Google calendar. You can also build custom widgets to get an idea about campaign results. ClickUp acts as a one-stop shop to facilitate task management and teamwork. 

Is it the right fit for you?

If you’re looking for a tool that enables automation, effective goal tracking, and real-time collaboration, ClickUp is a perfect choice.

Important features

• Gantt and Timeline view
• Proofing and annotation features to receive feedback
• Sync tasks, events, and reminders with a calendar
• Integrate with marketing apps
• Visual collaboration using whiteboards

Pricing: ClickUp offers five different plans tailored to suit clients with varied requirements.

• Free plan
• Unlimited: $5/month
• Business: $12/month
• Business Plus: $19/month
• Enterprise: Contact ClickUp for a custom plan

6. WorkflowMax

WorkflowMax is a flexible project management system with features that cater to marketing management. Apart from easy data storage and access, it also enables the customization of tools to help you meet the needs of your agency.

It also provides tools to track expenses and provides insights to improve budget management. The platform also focuses on communication tools to ensure client satisfaction. This plays an important role in expanding your marketing business.

Is it the right fit for you?

If you’re looking for a smart marketing tool to help you save time and facilitate active communication with clients, WorkflowMax fulfills all these requirements.

Important features

• Tools for billing and invoicing
• Client management and collaboration tools
• Cost-to-completion tracking
• Customizable reports and data
• Calendar management and activity tracking
• Pre-made templates

Pricing: WorkflowMax provides two plans and the pricing depends on the number of users. You can also take a 14-day free trial of a plan of your choice before making a decision.

• Standard: $20/user/month
• Premium: $70/user/month

7. Zoho Projects

Zoho is a platform popular for its communication and progress-tracking tools. Apart from marketing, it also caters to other businesses like finance and HR. You can plan your projects more efficiently by breaking them into tasks, subtasks, and lists.

Alternatively, you can get a bird-eye-view of your campaign from key insights about its performance, budget, and more. Assess your progress by setting milestones, and tracking long-term goals. You can also create templates for easier and more timely completion of tasks.

Is it the right fit for you?

If you’re a marketing professional looking for tools to automate and manage your tasks, Zoho is the perfect fit for you. You can also integrate it with third-party platforms to improve efficiency.

Important features

• Log billable and non-billable hours
• Insights on time taken to complete milestones
• Integrate with Google apps
• Public and private project chatrooms
• Issue tracking and SLA

Pricing: Zoho Projects offers one of the most affordable plans along with a 10-day free trial to give you firsthand experience with the platform before making your decision. 

• Free plan
• Premium: $5/month
• Enterprise: $10/month

What makes ClientVenue stand out?

It is essential for marketing agencies to communicate with their clients effectively. This helps them understand the client’s needs and plan projects accordingly. ClientVenue facilitates this through a single interface to manage client requests.

A dedicated client management portal helps in creating smooth workflows,