15 Herramientas de Software para Gestión de Marketing
En esta reseña de los mejor software de gestión de marketing, eché un vistazo detallado a estas 15 herramientas:
¿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?

Salta directamente a las mejores herramientas de software para gestión de marketing
¿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
Best for end-to-end solutions
monday.com is an award-winning project management software used across diverse industries by companies like Hulu, BBC Studios, Coca-Cola, L’Oréal Paris, Adobe, and Deezer. They are designed to handle building robust custom workflows on their flexible, intuitive platform as well as demonstrating your marketing impact with comprehensive analytics dashboards and reports.
Why I picked monday.com: Its features for managing marketing projects include resource and project management modules with some great collaboration tools. For example, you 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 solutions as other tools, you can use monday.com to track hours, timelines, and invoices.
Other tools like shared documents and whiteboards can help you and your team brainstorm on new projects, improve collaboration, and increase team communication.
monday.com Standout Features & Integrations
Features include resource and project management, time tracking, collaboration, file management, collaborative docs and reporting dashboards.
Integrations include project management apps like Slack, Google Drive, Gmail, Google Calendar, Jira, GitHub, Trello, Dropbox, Typeform and many more, accessible via a paid plan with Zapier.
Overall, it’s a highly customizable tool that lets you work in whatever methodology fits your project and team. You’ll also find some useful workflow tools for automating parts of your process.
ClickUp
Best free plan for marketing project management software
ClickUp is a marketing project management software for managing marketing tasks, campaigns, docs, and clients in one place. The software 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.
Why I picked ClickUp: Its highly customizable views allow you 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.
Additionally, it includes a native time tracker that your team can use to report on their work, and reporting features with the ability to create custom dashboards, and six built-in report types for team reporting. You can also design custom forms to collect client info, get approval, and distribute information. Custom statuses and automation enable you 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. You can assign comments for requested changes and approve them in real time.
ClickUp Standout Features & Integrations
Features include real-time reporting, whiteboards and shared documents for collaboration, task management with different views, goal tracking, and templates.
Integrations include 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. Once the free plan reaches its limits, you will still have access to information but need to upgrade to create new stuff.
Kintone
Best for building custom marketing apps
Kintone is a customizable marketing project management platform used by teams at Volvo Trucks North America, Japan Airlines, Shiseido, and over 23,000 organizations worldwide.
Why I picked Kintone: Their unique approach to marketing management lets you build a wide variety of customizable “apps” either from scratch, using templates or from your existing spreadsheets, for data management, business processes, and workflows. Kintone apps can be customized for project management, CRM, partner databases, expense reports, shared to-do lists, event management, product feedback, and much more.
Kintone lets you build no-code project tracking apps by dragging and dropping elements that you want to see onto the page: rich text fields, date fields, drop-down menus, number fields with built-in calculations, spaces for attachments, user or group selection menus, related data from other apps, tables, and more.
Once you’ve built the app you want, you can use it to more easily manage whatever data and tasks you and your team need to track. And with custom notifications and reminders as well as detailed permissions settings, your collaboration tool can look and work however you want it to. Kintone’s built-in communication features also allow teams to discuss projects directly in the app and in topic or project-based threads. Dedicated “spaces” organize everything your team needs for your project, including task-tracking apps and searchable conversation threads.
Kintone Standout Features & Integrations
Features include a pre-built application library, enhanced process management, private messaging, real-time custom graphs and charts, and granular permission controls.
Integrations include Slack, Gmail, Google Calendar, Outlook, Tableau, Dropbox, Salesforce, HubSpot, Eventbrite, WordPress, QuickBooks, MailChimp, and many more through a paid plan with Zapier or via API integrations.
Kintone offers discounted prices for nonprofits and educators, and a free custom app build as part of the free trial process.
Forecast
Best for AI utilization capabilities
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.
Why I picked Forecast: Its 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 lets you view finished, running, and planned projects across a portfolio. You 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 Standout Features & Integrations
Features include AI-powered insights to mitigate risk, task cards where you can interact with the team, sprint planning support, time tracking, reporting, workload management, portfolio financials, and smart invoicing.
Integrations include Asana, GitLab, BambooHR, Expensify, Hubspot, Google Drive, Outlook, Pipedrive, Quickbooks, Salesforce, Reeport, Slack, and thousands more through Zapier.
Overall, this AI-native platform will help you improve your decision-making thanks to its AI features.
Paymo
Best marketing project management software for progress and time tracking
Paymo is a collaborative work management platform that allows you to track your marketing team’s progress and collaborate in context.
Why I picked Paymo: It is a centralized platform where several modules like planning, resource scheduling, time tracking, and invoicing feed into each other and co-exist under the same roof – without messy integrations.
Customizable workflows, project statuses, and notifications help you stay alert and spot bottlenecks way ahead of time. Clarity is further guaranteed by the resource scheduler that informs you about your team’s current and remaining workload, leave days, and project budgets. Along the way, you can track your time in various ways (web app, desktop, mobile), then pull it into an invoice to get paid accurately for your services.
Paymo Standout Features & Integrations
Features include file proofing with annotation and comment capabilities, file versioning, online payment support, a leave planner, invoicing, resource scheduling, and time tracking.
Integrations include the creative tools you use, like Adobe CC, Slack, Jotform, Google Suite, QuickBooks Online, Xero to name a few, so you can work where you feel most comfortable.
Paymo is available in 8 different languages and offers mobile options for you to handle your projects, track time, and invoice clients.
Hive
Best marketing project management software for team collaboration
Hive is a project management tool and collaboration platform that powers companies like Starbucks, Uber, WeWork, and IBM. Hive is the world's first community built software, with a roadmap comprised entirely of customer-voted features.
Why I picked Hive: With flexible project views, dependencies, and thousands of integrations, Hive streamlines your work in one centralized platform and offers much more than just Gantt charts. Used by teams of varying sizes, from 10 people to 1,000, Hive is a great option for a marketing team with for a diverse range of work styles.
Hive’s time-tracking, analytics, and flexible view capabilities allow for a transparent understanding of other team member’s work and upcoming projects. Hive also has full email integrations within their project management tool, which allows you to send and receive Gmail and Outlook messages from the app. 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.
Hive Standout Features & Integrations
Features include customizable dashboards, task management, collaboration, resource management, time tracking, mobile app, Agile methodologies, reporting & analytics, and file sharing.
Integrations include over a thousand third-party apps but requires a paid plan through Zapier to do so.
Hive's free forever plan is best for lightweight project management, has unlimited tasks, and supports a maximum of 10 users.
FunctionFox
Best creative marketing project management software
FunctionFox Simple online timesheet and project management software created by an ad agency for advertising agencies, graphic designers, PR, digital, marketing firms and in-house creative teams.
Why I picked FunctionFox: It has the features to support your marketing campaigns from strategy to implementation. It helps streamline time and expense tracking, estimates and budgeting, running reports, schedules and calendars, task and action assignments, and internal communication.
The comparably low cost is complemented by a generous feature set, making it a great option for small teams. FunctionFox offers add-ons that allow for mobile app access (Android and iPhone), Flink (file exchange), and invoicing. Reports can be saved as Excel, CSV, PDF, and HTML.
FunctionFox Standout Features & Integrations
Features include time tracking, retainer tracking, editable rates, project templates, to-do lists with email alerts, freelancer access, and email alerts on comments.
Integrations are not available at the moment.
Adobe Workfront
Best for streamlining marketing project workflow
Workfront is online project management software designed for agencies, IT teams, service teams, and marketing teams and for collaboration between these internal and external clients.
Why I picked Adobe Workfront: The software allows for full project management, client service, task tracking and prioritization.
The platform also provides for the use of custom data to track projects and related information. Workfront is quite layered, and it takes some time to explore all the various aspects. This complexity, however, gives it incredible flexibility. Choose Workfront for an all-in-one solution.
Adobe Workfront Standout Features & Integrations
Features file sharing, goal alignment, scenario planning, customizable reports, workflow automation, resource management, capacity planning, and collaboration tools, reporting dashboards.
Integrations include out-of-the-box software, like Adobe Creative Cloud & Experience Manager, Jira, Slack, Salesforce, and MS Teams. You can also build custom integrations using Workfront Fusion, an integration platform for any web-based application.
Workfront offers customized pricing upon request.
Basecamp
Best for its marketing features like project boards, file storage, and task check-ins
Basecamp works with iOS, Android, Mac, and PC and offers a suite of marketing-centric project features that help you split your projects into manageable tasks, coordinate through a central calendar, use internal collaboration systems, and automate regular check-ins.
Why I picked Basecamp: The platform includes independent boards for each of your projects. Within these boards (that act more as dashboards), you can see who is collaborating on the project, a message board, documents that have been attached, to-do lists, the schedule, and more. Its activity view is particularly useful for keeping track of your projects. Activity is displayed on a timeline, and you can filter it by resource to quickly catch up with what they've been up to.
Basecamp Standout Features & Integrations
Features include project dashboards, activity logs, calendar views, scheduling, to-do-lists, message boards, file repositories, Kanban support, and reporting.
Integrations include Unito.io, Automate.io, Zapier, TaskClone, Project Buddy, Pleexy, Field Trip, CData Software, RSSBus, Retool, To-Do Helpers, TImeshift Messenger, Zoho Flow, Mr.ToDo, Clockify, Toggl, Ganttify, and more.
Overall, Basecamp has great features and is a really easy tool to pick up as a user.
GoodDay
Best for team productivity and collaboration
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.
Why I picked GoodDay: The tool 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 Standout Features & Integrations
Features include over 20 views, templates, time tracking, in-app discussions, to-do lists, reminders, and file management.
Integrations include pre-built connections to Slack, Google Docs, Box, Gitlab, and Dropbox. Additionally, you can access over a thousand apps through Zapier, and build custom integrations using the GoodDay API.
Its free-forever version is available for up to 15 users.
Intervals
Best for time and expense tracking
Intervals is a great tool for agencies that need to manage work, track its value, and quickly prepare invoices for clients to get paid for their time.
Why I picked Intervals: Intervals is a well-rounded tool for making agencies run more smoothly. It’s more than a siloed service that only does one thing, but less than super complicated enterprise software.
Perhaps the best part of this tool is the reporting features. Because the tool includes time and expense management tools, you can also generate a variety of meaningful internal reports to find out exactly where your team’s time and efforts are going. You can also get a higher-level view of your agency, providing answers to questions like, “Which client have we done the most work for this year?” or “Who is our most billable employee?” The idea behind intervals is that you can keep track of every detail on every job so you’ll never again lose money on a project.
Intervals Standout Features & Integrations
Features include detailed task management, scheduling, file sharing, time tracking, resource allocation, client management tools like invoicing and client reports.
Integrations include QuickBooks online for invoicing, QuickBooks desktop for time data, Xero, FreshBooks, Slack, and Google Drive.
Workamajig Platinum
Best for creative and marketing teams of any size
Workamajig is a fully integrated marketing project management tool designed specifically for the needs of the marketing and creative industry. Workamajig was built for both small agencies and large corporations.
Why I picked Workamajig: It allows your entire creative team to work together within one tool with the ability to work within kanban or agile methodologies. This end-to-end creative management tool helps marketing teams manage projects using its features for project management, resource management, task management, business intelligence, sales CRM, revenue forecasting, and IT & security.
Workamajig Standout Features & Integrations
Features include resource and scheduling, digital proofing, time tracking, accounting modules, a Sales CRM, forecasting, and reporting.
Integrations include Plaid, Strata, Exchange 365, Google Calendar, SMTP, FastPay, Excel, Google Sheets, Box.com, and other tools you use in your day-to-day.
Workamajig offers unlimited free customer support, guiding you until your team is fully comfortable using the system.
Ravetree
Best marketing project software for digital agencies
Ravetree is a full-featured project management software used by agencies around the world. It includes best-in-class project management, resource planning, time & expense tracking, digital asset management, and CRM.
Why I picked Ravetree: Ravetree has features that will benefit your marketing projects. Apart from all the project management features that let you build timelines, set alerts, and access tasks through different views, Ravetree gives your team communication opportunities. The first one is through its in-app communication features, such as comments, attachments, and annotations. Next, you have file proofing with custom approval workflows. This one allows you to set multi-tier approvals for files, including people outside the company.
Finally, you have versioning. This feature allows your creative team to upload multiple versions of a file and a chance for everyone to review all versions and start conversations around the evolution of an asset.
Ravetree Standout Features & Integrations
Features include file approvals, client portals for external access, resource management, time tracking, expense management, request forms, and retainer contract management.
Integrations include Instagram, Hubspot, Slack, Xero, Box, Gmail, Dropbox, and Stripe.
Projector PSA
Best for marketing project management automation
Projector’s cloud-based professional services automation software that helps services firms track time and expenses, schedule resources, and manage projects.
Why I picked Projector: The software has flexible pricing that allows you to build the software according to the modules you will use and offers a white-glove implementation service. Projector's resource scheduling module helps you identify the staff needed for a project based on skills and specific resource profiles. Your team can schedule work by day, week, or month, and the software will analyze the utilization waves and provide insights on resource utilization.
Additionally, the software provides you with BI dashboards that give you a full view of what is happening with your projects, staff, resource utilization, and financial health.
Projector PSA Standout Features & Integrations
Features include resource scheduling, project accounting, project management, utilization, revenue projections, adaptive resource scheduling, business intelligence, and dynamic project and revenue planning.
Integrations include QuickBooks, Salesforce, Intacct, Dynamics GP and MS Project. Choose Projector PSA for its easy integration with other platforms.
DoneDone
Best for marketing project issue tracking
DoneDone is a no-nonsense marketing project management app for teams that want to get things done.
Why I picked DoneDone: Users access a sleek dashboard that displays all projects, tasks, docs, files – and most importantly – statuses and due dates. You can keep track of ad campaigns, website projects, SEO campaigns, video creation, events, and just about anything else you can dream of. You can even create Custom Workflows and Statuses to save you time and energy while creating recurring tasks.
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 help@yourcompany.com). This is great for gathering external feedback.
DoneDone Standout Features & Integrations
Features include a mailbox that syncs with company email, bug tracking, task tracking, customer help desk, high-level task views, mentions, comments, and attachments.
Integrations include Slack, Glip, Harvest, Google Drive, GitHub, and thousands of additional apps through Zapier.
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.
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.
Tool | Free Option | Price | ||
---|---|---|---|---|
1 | monday.com Best for end-to-end solutions | 14-day free trial + freemium plan available | From $8/user/month (billed annually, min 3 seats) | Visit Website |
2 | ClickUp Best free plan for marketing project management software | Freemium plan available | From $9/user/month | Visit Website |
3 | Kintone Best for building custom marketing apps | 30-day free trial | From $24/user/month | Visit Website |
4 | Forecast Best for AI utilization capabilities | 14-day free trial | From $29/user/month | Visit Website |
5 | Paymo Best marketing project management software for progress and time tracking | Free plan available | From $5.95/user/month | Visit Website |
6 | Hive Best marketing project management software for team collaboration | 14-day free trial | From $16/user/month | Visit Website |
7 | FunctionFox Best creative marketing project management software | Free demo available | From $35/month + $3.75/user/month | Visit Website |
8 | Adobe Workfront Best for streamlining marketing project workflow | Free demo available | Pricing upon request | Visit Website |
9 | Basecamp Best for its marketing features like project boards, file storage, and task check-ins | 30-day free trial | From $11/user/month (billed annually) | Visit Website |
10 | GoodDay Best for team productivity and collaboration | Free version available | From $6/user/month | Visit Website |
11 | Intervals Best for time and expense tracking | 30 day free trial | From $2.5/project/month | Visit Website |
12 | Workamajig Platinum Best for creative and marketing teams of any size | Free demo available | From $37-$50/user/month | Visit Website |
13 | Ravetree Best marketing project software for digital agencies | 7-day free trial | From $29/user/month | Visit Website |
14 | Projector PSA Best for marketing project management automation | 30-day free trial | From $25/user/month | Visit Website |
15 | DoneDone Best for marketing project issue tracking | 30-day free trial | From $5/user/month, 20% discount on annual plans | Visit Website |
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.
- Teamwork
Best marketing project management software for project visibility
- Productive
Best PM software for growing agencies and software development shops
- Wrike
Best for scaling organizations
- Screendragon
Best robust and customizable marketing project management software
- Planview Clarizen
Best digital marketing project management software
- Celoxis
Best marketing project management software for cross-project resourcing and scheduling
- VOGSY
Best G Suite project management solution for marketers
- Function Point
Best marketing project management software for usability and user experience
- Kissflow
Best collaborative marketing project management software for non-project managers
¿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.