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10 Best Advertising Agency Software For Management in 2020

 

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This will help you quickly compare and evaluate the best advertising agency software and other media planning software.

I’ll recommend some top creative agency project management software to consider for your company’s needs. I will also explain how different advertising project management software can help you automate some administrative tasks in order to increase productivity. You’ll find evaluation criteria for the best agency management system; along with easy-to-digest summaries to help you with your comparison.

Advertising Agency Software FAQ

What does advertising agency software do?

Depending on the type and brand of software, advertising agency software can do many things: project management, resource allocation, customer relationship management (CRM), accounting and billing software, digital marketing tools, reporting software, and more.

Why use software to manage an agency?

Ad agencies have a lot of moving parts, a lot of clients and customers and a lot of internal needs. Therefore, using software will decrease the administrative burden on employees while increasing levels of organization, productivity and efficiency.

What types of tools do ad agencies typically use?

Ad agencies may need software for project management, resource allocation, CRM for advertising agencies, accounting and billing software, digital marketing software, and more. You will find that many ad agencies use software that covers two or more of these needs, like Oracle Netsuite, Wrike and Clarizen.

Looking for a different sort of software for your advertising agency? Check out our other resources for top software to manage teams, resources, and projects:

  1. What does every ad agency depend on? Communication, communication, communication! If you need some communication tool recommendations, we’ve got you.
  2. Some teams forgo a robust planning stage because of hubris. But everything good project can benefit from come collaborative mind mapping to sync up the team.
  3. Doing agency agile? Check out these agile project management tools.

This will help you quickly compare and evaluate the best advertising agency software and other media planning software.

I’ll recommend some top creative agency project management software to consider for your company’s needs. I will also explain how different advertising project management software can help you automate some administrative tasks in order to increase productivity. You’ll find evaluation criteria for the best agency management system; along with easy-to-digest summaries to help you with your comparison.

Quickly Compare & Evaluate The 10 Best Marketing Agency Software

Logo Soup of Advertising Agency Software

 

Advertising firms have a lot on their plate. From art directing to accounting, they are responsible for all aspects of the advertising and marketing plan. No wonder many digital ad agency companies are looking for media planning software to help ease the weight on their shoulders.

Often times, agencies get caught up in familiar problems, like too much reporting with not enough optimising. Or rebuilding credibility and fighting for space in a hyper-competitive market. Marketing agency software can help get your ducks in a row.

Without further delay, here is some of the best ad agency software on the market right now.

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Advertising Agency Management Software Comparison Criteria

What do we look for in marketing agency management software? The guidelines below will help you understand parts of our process.

User Interface (UI)

How well-designed is it? Does it offer clear displays and intuitive navigation? Multi-user interface: Enable numerous users on the same system.

Usability

Is this easy to learn and master? Are there tutorials and training? Does the company offer good tech and user support? Provide different logins for each user. Personalize the permissions and available functionality for different groups of users.

Features & Functionality

How many of the key media planning software features and functions does it provide, and how powerful are they? Specifically, I looked for:

    1. Project management: This includes task management both for your team and for client-facing tasks, project dashboards for quickly tracking progress, and easy file sharing and collaboration. It can also include time tracking (although some tools achieve this through a third-party integration).
    2. Resource management: Should enable you to easily search for resources and skills in order to assign them to allocate them to tasks and projects. Includes scheduling features that let you set milestones, deadlines, and dependencies between tasks.
    3. Client & prospect management: Includes communication, outreach, and reporting tools that let you manage your agency’s prospecting and clients. This may include a client portal as well as the ability to easily take snapshots of project data like time and expenses in order to deliver client reports.
    4. Finance management: Advertising agency billing software should capitalize on all your project and resource data to offer accurate forecasting and estimation. Can also include invoice and billing features to streamline your flow from first pitch to final invoice. In some cases, a module for managing media and procurement is useful, helping to manage things like purchase and insertion orders.
    5. Reporting: Do the media planning softwares have adequate reporting systems regarding time logging, finances, resource management and other options? Is data collection and organization easy and helpful?

Integrations

Is it easy to connect with other tools? Any pre-built integrations?

Value for $

How appropriate is the price for its features, capabilities, and use case? Is pricing clear, transparent and flexible?

The 10 Top Advertising Agency Software Overviews

Digital marketing agency software comes in all shapes and sizes. That’s because no two ad agencies are exactly alike. If you have ever tried to start an ad agency you’ll know this to be true. Each agency will have different strengths, a different style, and different organization. That’s why it is important to consider all your options and look at problems from different angles.

You can use the simple overviews of each tool below to understand how each tool stands out from other advertising agency software.

monday.com logo - 10 Best Advertising Agency Software For Management in 2020
  • 14 days free trial
  • From $17/month for two users.

1. monday.com – Best customizable advertising agency software

monday.com screenshot - 10 Best Advertising Agency Software For Management in 2020

Track advertising and marketing projects according to your preferred methodology.

monday.com is a great advertising agency software because of the way the tool has done away with a lot of the trimmings of typical management tools and focused on simple, visually intuitive layouts that help clarify the sequence of work.

monday.com features for managing advertising projects include resource and project management modules with some great collaboration tools. For example, users can upload and attach files to cards, make comments, mention teammates, and more. It also offers a great project reporting dashboard that can collect data from multiple boards, allowing better tracking abilities of progress. And while monday.com doesn’t offer a complete set of tools for project accounting and invoicing solution as other tools, you can use monday.com to track hours, timelines, and invoices.

Overall, it’s a highly customizable tool that lets you work in whatever methodology—kanban or otherwise—that fits your project and team. You’ll also find some useful workflow tools for automating parts of your process.

monday.com’s integrations include project management apps like Slack, Google Drive, Gmail, Google Calendar, Jira, GitHub, Trello, Dropbox, Typeform and many more, accessible via Zapier.

monday.com costs from $17/month for two users. The company’s customer support is available 24/7 by phone or email.

Mavenlink logo - 10 Best Advertising Agency Software For Management in 2020
  • freemium version
  • From $19 /month for up to 5 users

2. Mavenlink – Best advertising agency software for integrations

Mavenlink screenshot - 10 Best Advertising Agency Software For Management in 2020

Mavenlink tracks hours, budget, and more and generate robust reports accordingly.

Mavenlink has tools for resource management, project management, team collaboration, project accounting, and business intelligence. As far as advertising agency software goes, this tool is one of the most robust.

Mavenlink also features file sharing, email integration, custom branding, time and expense tracking, project/job costing, invoicing and online payments, personnel planning, and more. Product plans include access to 24/7 customer support and a resource library.

A single, easy dashboard lets you monitor all of your Mavenlink integrations, which can include Netsuite, Quickbooks, Salesforce, G Suite, Jira, Expensify, Xero, Concur, Sage Intacct, Slack, Hubspot, Microsoft and more.

The visual appeal of the interface is a bit convoluted and the aesthetics leave a bit to be desired, which may be a turn off for some users, particularly those tech-adverse. Locating passed posts and projects can be a bit of a drag and search functions could be improved for better archiving.

Mavenlink costs from $19/month for up to 5 users and offers a freemium version of the software as well.

Productive logo - 10 Best Advertising Agency Software For Management in 2020
  • 14 days free trial
  • From $15/user/month

3. Productive – Best for agency business process management

Productive screenshot - 10 Best Advertising Agency Software For Management in 2020

The scheduling view. Assign work, collaborate, and organize projects with time tracking, task management, and other features.

Productive can handle all your business processes, including sales, invoicing and billing, resource planning, and project management.

The Sales Pipeline functionality lets you keep track of sales and your deal flow with sales reports and tracking for lost contracts. This is also great for keeping your sales process organized.

Productive has a built-in time tracker as well, which makes it easy for your team to track their time, and communication and task management functionalities make collaboration on tasks simple. Also included are resource planning features, as well as profitability tracking features for keeping track of project costs, key metrics, budgets, and invoicing.

Productive starts from $15/user/month with a free 14 day trial, no credit card required.

Wrike logo - 10 Best Advertising Agency Software For Management in 2020
  • freemium version
  • 14 days free trial
  • From $9.80/user/month

4. Wrike – Best advertising agency software for team collaboration

Wrike screenshot - 10 Best Advertising Agency Software For Management in 2020

Get updates on projects and tasks in real-time, and approve work and documents in one place.

Wrike is a powerful, easy-to-use advertising agency software trusted by 20,000+ organizations worldwide. The tool is suitable for teams of anywhere from five to an unlimited number of team members. It’s highly configurable, allowing users to customize workflows, dashboards, reports, request forms, and more.

Wrike’s simple interface enables users to switch between customizable Kanban boards, one-click Gantt charts, and classic workload views, allowing teams to choose how to visualize their campaign deliverables. Wrike also features task lists, subtasks, shared calendars, custom workflows, file sharing, and real-time collaboration. Unlock advanced performance insights across 50 marketing platforms, assess resource management and allocation, time tracking, and more.

Wrike has an easy-to-use, intuitive interface and navigation with distinct spaces, folders, and tasks. Toggle quickly between the home screen and timesheets, dashboards, calendars, reports, and the activity stream. Wrike has a dedicated help center with interactive training, videos, a ‘Getting Started’ guide, and a thriving community.

The tool also offers a specific solution for marketing teams, as well as a variety of templates for common organizational processes.

Wrike offers 400+ pre-built native integrations, including integrations with Adobe Creative Cloud; file management software from Microsoft, Google, and Dropbox; and over 50 marketing-specific tools.

Pricing starts at $9.80 per user per month. There are four different price points, including a free version and plans which offer the ability to invite free external collaborators to a paid account.

Teamwork logo - 10 Best Advertising Agency Software For Management in 2020
  • freemium version
  • 30 days free trial. No credit card required.
  • From $10/user/month (starting from 5 users)

5. Teamwork – Best for enabling client collaboration

Teamwork screenshot - 10 Best Advertising Agency Software For Management in 2020

Teamwork Board View

Teamwork is a flexible work and project management software that helps agencies to manage high volumes of client projects from start to finish. Teamwork allows you to build flexible, custom workflows and gives you one central place to visualize your team and client projects.

Teamwork offers a number of tools and features to help agencies manage their work. With the Workload feature, you can get a complete picture of your team’s capacity and manage resources ad keep your team on track. There’s built-in time-tracking on Teamwork to log hours spent working on tasks and track billable hours. You can also collaborate with comments and messages.

Something especially useful about this agency software is that you can add clients as collaborators so they can communicate with your team, leave comments in context, review assets and get visibility on project progress.

In terms of learning curve, with its robust features, it does have a learning curve to get up to speed. However with ongoing webinars and access to help docs, an online resource center and dedicated customer support team; this is greatly reduced.

Teamwork integrates easily with other tools including Gmail, Harvest, HubSpot, QuickBooks, Slack, Dropbox and more.

Teamwork costs from $10/user/month. They also offer a 30-day free trial

Ravetree logo - 10 Best Advertising Agency Software For Management in 2020
  • 7 days free trial
  • From $29/user/month

6. Ravetree – Best agency software for real-time client portals

Ravetree screenshot - 10 Best Advertising Agency Software For Management in 2020

Ravetree's interfaces are easy to read and understand, even if you or your clients aren't familiar with the platform.

Ravetree is an award-winning work management software platform that empowers agency teams to deliver work faster, be more informed, and spend less time searching for information. This is a full-featured advertising agency software platform—it’s a great fit for medium or large agencies looking for project management, resource planning, time and expense tracking, digital asset management, and CRM.

Ravetree users can manage their projects, resources, and creative workflows all in one place. For the price, this software packs a ton of features that help eliminate a spread of one-trick tools and combine your operations into a single platform. This includes project dashboards and financials, file version control and management, task dependencies, project milestones, and budget and resource forecasting.

A full array of advanced features are offered, including granular permissions roles, customizable notifications, automated alerts, project budgeting, Gantt charts, custom fields, custom tables, powerful filtering, and much more. Advertising teams can easily communicate and collaborate, share files, view burndown charts, and more. The thing I like most about this tool is the real-time client portal which includes tools for getting approvals and assigning tasks to clients so it’s clear what you’ll need from them to move forward.

Ravetree costs $29/user/month and has a 7 day free trial.

VOGSY logo - 10 Best Advertising Agency Software For Management in 2020
  • Free demo
  • From $9/user/month

7. VOGSY – Best advertising agency software for G Suite users

VOGSY screenshot - 10 Best Advertising Agency Software For Management in 2020

From VOGSY's project view you can track project schedules, budgets, and margins in real time, find files, and communicate with colleagues.

VOGSY automates and streamlines business operations so that advertising agencies can do more productive work and increase billable hours. Project management, resource planning, CRM, reporting, accounting, and billing are all rolled into one user-friendly package.

VOGSY boasts real-time dashboards and charts that make it easy to track projects, opportunities, your sales pipeline, and finances at a glance. You can see your projects and teams’ tasks from a birds-eye view in Gantt charts and export configurable reports for clients and stakeholders. VOGSY’s email features include sending your workflows directly to Gmail, as well as the ability to assign tasks, approve timesheets, or follow up immediately with prospects and clients within your email.

Some of the project and resource management functions VOGSY automates include: resource skill matching to projects, project file structures in Google Drive, timesheets, budgeting, project margins, expense tracking, quote and invoice creation in Docs, billing schedules, and reporting.

The interface is clear and easy to use. Since VOGSY is based on Google’s Material Design principles, G Suite users will have a shallow learning curve. In addition to G Suite, VOGSY integrates with business tools like QuickBooks, Copper, Salesforce, Xero, Zapier, HubSpot, and Jira.

VOGSY costs from $9/user/month and offers a free demo and guided trials.

FunctionFox logo - 10 Best Advertising Agency Software For Management in 2020
  • 14 days free trial
  • From $5/user/month

8. FunctionFox – Best for creative teams and agencies

FunctionFox screenshot - 10 Best Advertising Agency Software For Management in 2020

Visualize team member availability for easy resource scheduling.

Over 100,000 daily users—from advertising agencies, graphic designers, PR, digital, marketing firms and in-house creative teams—rely on FunctionFox for online timesheet and project management tools. This ad agency management software is ideal for creative professionals, FunctionFox allows you to customize your own dashboard so that the data you need daily is always front and center.

Some primary features include timesheet(s) with a stopwatch timer, estimates and budget tracking, actionable to-do lists, availability and traffic reports, custom job intake forms, an advanced report builder and more. They also offer software add-ons like mobile app access for Android and iPhone, file exchange software, and additional invoicing/quoting software.

User-friendly UI makes it easy to onboard new staff and every subscription tier lets you take advantage of tutorials from their customer service technicians so no one is ever left in the dust. Their customer-first approach is proven by a help desk without obnoxious phone trees or long hold times.

External app integration has not been incorporated into the software yet, which is something we would hope to see in the future; the most you can do is download your data as a CSV or XML file and upload elsewhere if need be.

FunctionFox costs from $5/user/month on top of the very first user being $35/user/month and offers a 14-day free trial.

SegMetrics logo - 10 Best Advertising Agency Software For Management in 2020
  • 14 days free trial
  • From $27/user/month

9. SegMetrics – Best for customer journey analysis

SegMetrics screenshot - 10 Best Advertising Agency Software For Management in 2020

Filter and define your leads to segment cohorts.

SegMetrics’ lead attribution and analytics platform uses data from the marketing tools you already use to create a single view of your customer journey. Track where your leads come from, how they act, and how much your marketing is worth throughout the customer journey, to see where ROI can be improved.

SegMetrics helps streamline reporting so it’s easier to understand how each touchpoint in your marketing increases or decreases the value of your leads, understand which traffic sources are the most valuable, and track revenue over the lifetime of the customer.

Another great feature is that there’s no coding, spreadsheet exporting, complicated setup, or pivot tables, so it’s easy to get up and running. SegMetrics also offers training and support to assist with onboarding.

SegMetrics integrates with marketing tools such as Infusionsoft, Ontraport, ConvertKit, ActiveCampaign, WebinarJam, WooCommerce, Facebook, Google Ads, and more.

SegMetrics cost $27/user/month for a solo plan.

ProWorkflow logo - 10 Best Advertising Agency Software For Management in 2020
  • Free trial
  • From $10/user/month

10. ProWorkflow – Best for scheduling and rescheduling advertising projects

ProWorkflow screenshot - 10 Best Advertising Agency Software For Management in 2020

You can use ProWorkflow

Advertising agency teams and specialists can use ProWorkflow to manage their wide variety of projects by allowing their designers, developers, project managers, and freelancers to collaborate in a central hub where progress can be easily monitored and reported on.

In the Features & Functionality evaluation review, I pointed to both project management and resource management being key; ProWorkflow is uniquely positioned to excel in these areas, particularly because of the sheer amount of projects teams can add as well as easy logging of all current and past jobs.

Integrations include Xero, QuickBooks Online, QuickBooks Desktop, KashFlow, FreshBooks, MYOB AccountRight, File Storage Integrations, Box Storage, Dropbox, Google Drive, Microsoft OneDrive, and over a thousand more using Zapier.

One small con is that the storage space associated with a ProWorkflow subscription is quite minimal; this wouldn’t be a huge drawback, except their integration with Dropbox is slightly clumsy. I’d say this is only a minor drawback, as it’s a small glitch that’s likely to improve over time, and there are plenty of other integrations to expand the storage space.

ProWorkflow starts at $10/user/month and has a free trial.

Best Advertising Agency Software Summary

SoftwareOverviewFree OptionPriceSite
monday.commonday.com logo Read monday.com features & functionality

14 days free trial

From $17/month for two users. Check out monday.com
MavenlinkMavenlink logo Read Mavenlink features & functionality Freemium version From $19 /month for up to 5 users Check out Mavenlink
ProductiveProductive logo Read Productive features & functionality

14 days free trial

From $15/user/month Check out Productive
WrikeWrike logo Read Wrike features & functionality Freemium version

14 days free trial

From $9.80/user/month Check out Wrike
TeamworkTeamwork logo Read Teamwork features & functionality Freemium version

30 days free trial. No credit card required.

From $10/user/month (starting from 5 users) Check out Teamwork
RavetreeRavetree logo Read Ravetree features & functionality

7 days free trial

From $29/user/month Check out Ravetree
VOGSYVOGSY logo Read VOGSY features & functionality

Free demo

From $9/user/month Check out VOGSY
FunctionFoxFunctionFox logo Read FunctionFox features & functionality

14 days free trial

From $5/user/month Check out FunctionFox
SegMetricsSegMetrics logo Read SegMetrics features & functionality

14 days free trial

From $27/user/month Check out SegMetrics
ProWorkflowProWorkflow logo Read ProWorkflow features & functionality

Free trial

From $10/user/month Check out ProWorkflow

Other Advertising Agency Software

The world of ad agency software is bustling with healthy competition and plenty of options for the savvy buyer. I like to think beyond “top 10s” and give a shout out to other worthwhile products that are doing good work in the marketing agency software space. That being said, here’s my honorable mentions for this category:

Want Help Finding The Right Solution?

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Any Other Marketing Agency Management Software Options?

Marketing and creative teams need ad agency software that fits their specific niche and use cases. Turning inspiration into a productive end result requires resources and tools like those listed above.

Do you consider yourself experienced in marketing agency management software? Sound off in the comments below and let us know what you’d add to the list.

 

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Ben Aston

About Ben Aston

I’m Ben Aston, a digital project manager and founder of thedigitalprojectmanager.com. I've been in the industry for more than 15 years working in the UK at London’s top digital agencies including Dare, Wunderman, Lowe and DDB. I’ve delivered everything from film to CMS', games to advertising and eCRM to eCommerce sites. I’ve been fortunate enough to work across a wide range of great clients; automotive brands including Land Rover, Volkswagen and Honda; Utility brands including BT, British Gas and Exxon, FMCG brands such as Unilever, and consumer electronics brands including Sony.

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