¿Cuál es el mejor software para gestión de marketing para que tu agencia funcione sin problemas? Las agencias creativas, los equipos digitales internos y los estudios tienen algo en común: impulsar el mejor trabajo creativo. Pero, ¿cómo gestionar el flujo de trabajo de manera eficiente? ¿Qué herramientas puedes utilizar para ayudar al proceso y producir un mejor trabajo y evitar que las personas se vean limitadas por la administración dolorosa del proyecto?
¿No sería estupendo si pudieras encontrar el software para gestión de ventas y marketing perfecto para que manejes todo en tu agencia? La herramienta de software de gerencia de proyectos de marketing perfecta es más que una herramienta que hace algo muy bien: lo hace todo, reemplazando muchas de las otras herramientas de SaaS en las que confías.
Tómate un momento para pensar en cuántas suscripciones a herramientas de administración de proyectos estás pagando cada mes. Apuesto a que estás usando herramientas de seguimiento de tiempo como Toggl o Timedoctor, herramientas de gestión de proyectos como Basecamp o Asana, herramientas de comunicación de proyectos como Slack o Hipchat, herramientas de informes como Forecast.it, herramientas de recursos como Resource Guru, Hubplanner o 10,000ft y herramientas financieras como Quickbooks. Es probable que estés pagando miles de dólares al mes por todas las diferentes herramientas, y probablemente no estén trabajando todas muy bien juntas, lo que requiere copiar y pegar los mismos datos en diferentes herramientas. Es fácil ver por qué solo tener una herramienta puede ser una buena idea, pero ¿de verdad cualquiera de ellas es verdaderamente buena?
Decidimos echar un vistazo más de cerca para encontrar el mejor software para agencias creativas y las herramientas de gerencia de proyectos de la agencia en el mercado, y ver cuáles son las que cumplen lo prometido. Si estás buscando una herramienta de administración de proyectos por encima de las demás, necesitarás una herramienta que puedas usar para todo, desde la factura inicial hasta la factura final. Querrás que todo esté contenido dentro del mismo sistema para que no necesites preocuparte por los puntos de datos desconectados. Para habilitar esta visión holística de proyectos y procesos, para que se incluya en esta lista, el software que revisamos tenía que cubrir, como mínimo, las siguientes funciones:
- Seguimiento de tiempo y gastos: desde la cotización hasta el rastreo de las horas dedicadas a un proyecto
- Gestión de proyectos: habilitada con administración de tareas y herramientas de colaboración de equipos
- Tableros de informes: fácil de ver dónde se encuentra un proyecto (y la agencia) en cuanto a presupuesto, plazos y facturación
- Gestión de recursos: se asegura de que no está faltando personal o con exceso de personal en un área de un proyecto
- Facturación: convierte los informes de proyectos en facturas y estimaciones
- Integraciones: es fácil de trabajar con aplicaciones de terceros, como el software de contabilidad
A continuación, reseñamos el mejor software de administración de proyectos de agencias de marketing que hemos encontrado.
Nota: si estás buscando un software de marketing en lugar de software para la gestión de marketing, aquí tienes algo útil: 15+ Mejores Software de Marketing Para tu Pequeña Empresa (2018).
Las mejores descripciones del software de gestión de proyectos de marketing
A continuación, revisamos el mejor software de gestión de proyectos de agencias de marketing que hemos encontrado.
monday.com is a great marketing project management 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 marketing 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.
Screendragon is a marketing project management software used and loved by Fortune 500 companies and global agency groups like Kellogg’s, BP, Keurig Dr Pepper, TBWA, and McCann World Group.
It combines an easy-to-use, visual user interface with robust functionality. Screendragon is an end-to-end solution covering all aspects of marketing project management including SOW creation and project planning, work requests, project management, visual proofing, review and approval workflows, resource management, budget management, reporting, and more.
Screendragon offers a lot of flexibility with customized options including a custom branded UX, smart custom forms, personalized dashboards and advanced permission levels, which is ideal for large global teams. Users can also leverage a wide range of templates for projects and processes and take advantage of artwork automation capabilities. Task management allows for even more flexibility with visual Kanban boards, interactive Gantt charts and list views as options for interfaces.
Screendragon has a team of process experts that can provide customers with best practices for change management, getting leadership buy-in, developing training plans, and more.
Screendragon provides deep integrations with leading ERP systems such as SAP and PeopleSoft. It offers thousands of integrations with popular apps through Zapier like Jira, Trello, Slack, Box, Google Drive, Office 365 and Microsoft Dynamics. It also has an open API, enabling custom integrations with any system.
Screendragon starts from $20/user/month and a free demo is available.
ClickUp is a marketing project management software for managing marketing tasks, campaigns, docs, and clients in one place. ClickUp makes it easy to collaborate with your team, work with clients & contractors, connect your data, and create dashboards to gain data-driven insights from any workflow.
ClickUp’s highly customizable views allow users to visualize marketing campaigns and accounts on lists, Kanban boards, Gantt charts, calendars, and more. Task management features include task checklists, subtasks, and task templates, as well as the ability to filter, sort, search for, easily reorder, and view tasks in the manner most convenient for the team.
The tool includes reporting features, the ability to create custom dashboards, and six built-in report types for team reporting. Team members can track time natively within the software or through an integration.
Design custom forms to collect client info, get approval, and distribute information from a single place. Custom statuses and automation enable users to establish an efficient intake system for affiliate sign-ups, client onboarding, co-marketing collaboration requests, and more.
ClickUp also features proofing and annotation capabilities for proofing, marking up, and approving files. Users can assign comments for requested changes and approve them in real-time.
ClickUp offers native integrations with Slack, G Suite, Dropbox, and many more tools, as well as over 1,000+ integrations through Zapier.
ClickUp’s free plan is robust and includes all primary features. The unlimited plan starts at $5 a month per user and offers additional functionality.
Forecast is a marketing project management platform for project and resource management. It’s equipped with intelligent automation that can predict project delivery dates and forecast capacity needs, as well as with collaboration tools to help marketing teams work together.
Forecast’s auto schedule feature assists with project planning by automatically estimating task durations, assigning resources, and setting deadlines. Another great feature is the ability to automatically calculate utilization throughout an agency or org and see how team members are spending their time.
The tool’s pipeline allows users to view finished, running, and planned projects across a portfolio. Users can create tasks where team members can comment, share files, and register time. Also included is the ability to set up notifications for key progress updates.
Forecast also includes tools to track the financial progress of projects, whether they are based on retainer contracts or other types of contracts., as well as view profitable and submarginal projects.
Forecast integrates with mainstream project management tools, as well as with Jira, QuickBooks, Xero, and more.
Pricing starts at £29/user/month, and a 14-day free trial is available.
- Includes AI-powered auto-scheduling and time entry suggestions
- Easy to use, implement, and get up and running
- Highly flexible and customizable
- No browser extension for time tracking
- No asset management features
- Minimum of 10 seats
Hive is a project management and collaboration platform that powers companies like Starbucks, Uber, WeWork, and IBM. With AI-based analytics, thousands of integrations, flexible project views, and more, Hive streamlines your work in one centralized platform. Used by teams of varying sizes, from 10 people to 1,000, Hive is a great option for a diverse range of companies and work styles.
Hive’s time-tracking, analytics and flexible view capabilities allow for transparent understanding of other team-members work and upcoming projects. Choose Hive if you’re in the market for a well-laid-out, comprehensive tool that can be scaled up or down based on team needs.
- freemium version
- Free version permanently available but limited access to certain platform features
- From $19/month
CROOW is an award-winning, innovative project management platform built by agency owners and marketers with a simple and flexible structure for project collaboration. The tool supports waterfall and agile methodologies, offers multiple views such as Gantt and Kanban, and automates workflows through customizable templates.
The tool includes project planning features for managing to-dos, timelines, and deliverables. Users can also create tasks, assign due dates, and communicate with team members through comments and message boards. Another great feature is the option to create custom workflows that correspond with specific project plans.
CROOW offers additional project and business management features such as automated processes and notifications, forecasting and reporting on dashboards, and Kanban and Gantt views. Users can also manage workloads with resource scheduling capabilities, as well as manage digital assets within the platform.
CROOW starts from $19/month and offers a freemium version and a free trial.
A lot of marketing teams with the best of intentions have not experienced digital transformation success. That’s because marketing projects are difficult to manage and often plagued by issues that include: misaligned teams, a lack of visibility and working in multiple ad hoc systems. Overcome these obstacles, manage work and collaborate across the enterprise—all from Clarizen’s single, intuitive cloud-based solution.
Clarizen’s leading work management solution offers a 360-degree view of projects, greater efficiency through automation and the ability to adapt to your business processes.
- Real-time Control: Control your marketing project management, business systems, and processes
- Business Intelligence: Centralize all activities and gain real-time status on the status of marketing campaigns and projects
- Enterprise-wide Transparency: Give your team a “single source of truth” so they can make smarter, faster decisions
Up your team’s game and stay competitive with modern work management that enables a successful marketing digital transformation.
Wrike is an award-winning marketing project management software suitable for teams of five or more. It’s highly configurable and allows users to customize workflows, dashboards, reports, and request forms.
Wrike’s simple interface enables users to switch between Kanban boards, interactive drag-and-drop Gantt charts, and workload views for visualizing priorities. Wrike features time and expense tracking, intuitive task and project management, visual proofing, templates for common marketing tasks, reporting, and resource management and allocation.
Wrike has an easy-to-use, intuitive interface and navigation with distinct spaces, folders, and tasks. Switch from the home screen to timesheets, dashboards, calendars, reports, and the activity stream. Wrike has a dedicated help center with interactive training, videos, and a ‘Getting Started’ guide.
Wrike offers a variety of different solutions depending on the type of team or organization, such as solutions for marketing teams or professional service teams. Users also have access to a variety of templates for common organizational processes.
Wrike offers 400+ pre-built native integrations, including the most popular file management software from Microsoft, Google, and Dropbox, along with sales and marketing software from Salesforce and Marketo.
Wrike costs from $9.80/user/month. There are four different price points, including a free version and plans which allow users to invite free external collaborators to a paid account.
Celoxis is a project portfolio management software and work collaboration platform that has been successfully adopted by brands like HBO, Rolex, Virgin Care, Adobe, Staples, LG, and Deloitte.
Celoxis includes comprehensive resource management capabilities that allow users to allocate resources based on skills, roles, and availability as well as view cross-portfolio resource workload to optimally utilize team members. The tool also offers a cross-project Gantt chart.
The tool also includes features for capacity planning, demand management, and project requests, as well as for tracking project financials. Users can get cost/revenue estimates from plans; track budgets, costs, and profits in real-time; and plug billing leaks by invoicing clients in a timely manner.
Celoxis reporting features let you slice, dice, and visualize data in ways that work best for you and your team. View aggregated information about your projects with fully customizable portfolio dashboards. Celoxis comes pre-built with common workflows to help with bug/issue tracking and risk management, and which are adaptable to your organizational processes.
Celoxis integrates seamlessly with hundreds of popular business applications through integration connectors and a web-based API. This includes platforms like Jira, Salesforce, QuickBooks Online, Excel, Slack, Google Apps, and more.
Celoxis offers both SaaS and on-premise deployment options. Celoxis costs $25/user/month with additional commitment discounts.
- Excellent cross-project Gantt and resource workload features
- Free client portal
- Supports multiple billing models
- Overwhelming number of features means a steep learning curve
- Set-up can take quite a bit of time
- User interface and experience could be improved
FunctionFox Simple online timesheet and project management tools created by an ad agency for advertising agencies, graphic designers, PR, digital, marketing firms and in-house creative teams. FunctionFox offers an affordable and powerful way to stay on top of essential administrative activities – one that is simple to set up, easy-to-use, and highly effective. Track all your projects accurately from concept to completion, collaborate on work, increase profits, and best of all – free up more time so you can stay creative.
FunctionFox is loved by small firms and Fortune 500 companies worldwide for being easy to use – and the 5-star service and free expert advice. Easily manage and track multiple jobs, budgets, and resources with on-demand, actionable reports. Boost your productivity and profitability. FunctionFox has a free 14-day free demo and starts at $5/user/month.
GoodDay is a project management software that offers native support for the specific needs and workflows of the marketing department, including marketing campaign management, marketing planning, editorial calendars, event planning, content development, and more.
The tool also includes a productivity suite that comes with personal work scheduling, group and private chats, meetings management, project & personal events, built-in documents & wikis, unlimited storage for files, and more. Another great feature is the action required feature, which allows team members to notify each other of when action is needed.
GoodDay is highly customizable to both sophisticated project structures and basic project structures. Users can create custom views, adjust the user interface, customize fields, and create custom task types, project templates, priorities, workflows, and more.
GoodDay costs from $4/user/month and offers a free-forever version for up to 15 users.
Kissflow Project - Best collaborative marketing project management software for non-project managers
Kissflow Project is an intuitive project management tool designed with a focus on collaboration, transparency, coordination, and productivity, critical for busy marketing teams. It’s not intended for overly complex projects (and it doesn’t do Gantt charts), so this is great fit for small-to-medium marketing teams who just want a easy-to-use platform to collaborate on.
Kissflow Project offers multiple views for projects including Kanban boards, list views, and swimlanes. The Project States function helps reduce the amount of tracking needed by allowing team members to mark tasks with one of three statuses — on hold, in progress, and done.
The tool allows users to share project plans, documents, and other files as well as discuss projects directly within its interface, required features for marketers. It doesn’t have time-tracking or invoicing, but it does have some essential project management features like reporting and notifications for team members as due dates approach.
Kissflow includes native Microsoft and G Suite integrations, and the platform offers a REST API and webhooks.
- Multiple views like Kanban, lists, and swimlanes
- On hold, in progress, and done states available for tracking progress
- Powerful reporting features
- No Gantt chart
- No ability to set up recurring tasks
- Not intended for complex projects
VOGSY helps marketing teams and agencies take control of their projects with a single, accessible platform. Built for Google’s G Suite, VOGSY’s intuitiveness helps teams get the job done without weighing them down. You can plan projects and resources, manage milestones and deliverables, communicate across teams, track time and expenses, manage contractors, automate invoice creation and more. With clearer visibility, you can deliver more projects on time and on budget.
VOGSY brings all project fundamentals under one roof and provides real-time insights across the business. It’s a breeze for executive, finance, operations, sales and project teams to get a 360-degree view of the business, streamline project management and drive desirable outcomes. At only $19 per user per month, VOGSY can transform your projects without driving up your costs.
Used by over 20,000 companies, Teamwork Project has all the project management functions you would expect plus features keyed-in to specific marketing needs, like quarterly goals and reporting, task list templates for oft-used marketing items, and automated approvals.
Teamwork Projects excels in levels of collaboration that any marketing team will find useful, like task-specific communication channels, social media content channels, real-time activity logs, and “notebooks” for additional data compilation.
Integrations include Gmail, Hubspot, Slack, Float, Numerics, Automate.io, timeBro, Userback, Easy Insight, Integromat, Chatify, PieSync, and hundreds more through Zapier.
The user interface can be intimidating compared to alternatives, which may be difficult if you need to onboard a variety of external clients. Additional graphics or more digestible data on the dashboard, for example, would be welcome. This lost them a few points in the UX category of the review.
Teamwork Projects costs from $9/month and has a freemium version of the software for up to 2 projects and 5 users and paid plans also offer a free 30-day trial.
DoneDone is the no-nonsense marketing project management app for teams that want to get things done.
Users access a sleek dashboard that displays all projects, tasks, docs, files – and most importantly – statuses and due dates. Marketing teams can keep track of ad campaigns, website projects, SEO campaigns, video creation, events, and just about anything else you can dream up. You can even create Custom Workflows and Statuses to save you time and energy while creating recurring tasks.
You can assign and reassign tasks to anyone within a project. DoneDone also has a mobile app and pre-built integrations with other applications such as Slack and Glip.
Create projects and unlimited tasks manually in a few simple steps. Tasks can also be automatically created by external parties via DoneDone’s “Mailboxes” feature. Mailboxes automatically create tasks in DoneDone when your customers submit web forms or send emails to an email address of your choice (such as email@example.com). This is great for gathering external feedback.
The app has just about everything most teams need for day-to-day marketing management, yet DoneDone is still known for its simplicity. It’s robust enough to handle complex projects and simple enough that it can be used by non-technical employees.
DoneDone starts at $5/user/month. They offer a 20% discount for annual plans.
Resumen del Mejor Software de Gestión de Proyectos de Marketing
Es fácil sentirse abrumado por la sorprendente variedad de herramientas de software para la gestión de marketing y ventas que existen. A continuación, hemos reunido una tabla fácil de leer que resume con precisión información básica sobre las herramientas descritas en este artículo. Hemos investigado el precio y la disponibilidad de las versiones de prueba y de demostración gratuitas para que puedas hacer una comparación de ambos lados mucho más simple.
Otros Software de Gestión de Proyectos de Marketing
Si revisaste la lista de software de administración de proyectos de marketing que se encuentra arriba y no encontraste nada adecuado para ti, aquí hay algunas otras soluciones de software de gestión de proyectos de agencias que tal vez quieras consultar.
¿Necesitas Ayuda para Reducir las Opciones?
Esta herramienta es bastante útil. Nos hemos asociado con Crozdesk para brindarte acceso a su “Buscador de software”.
Si ingresas algunos de los detalles sobre tu proyecto y las funciones que buscas en una herramienta de administración de proyectos, generará una lista de herramientas que coinciden con tus preferencias. Sólo debes proporcionar tu correo electrónico y te enviarán una bonita guía en PDF con un resumen de las mejores coincidencias.
Desde herramientas simples que brindan algunas soluciones rápidas, hasta productos complejos que toman un tiempo para explorarse completamente, las opciones de software de gestión de proyectos de marketing son abundantes, lo que hace que la elección del gestor de proyectos sea compleja. ¿Nuestra sugerencia? Mira detenidamente las características de cada producto y determina cuál tiene el ‘factor ricitos de oro’ para ti. Donde haya una demostración o una versión de prueba disponible, te recomendamos que la reserves, para asegurarte de que el producto es adecuado para ti.