15 15 Herramientas de Software para Gestión de Marketing
Here's my pick of the 15 best software from the 26 tools reviewed.
¿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).

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Accelo
Visit WebsiteThis is an aggregated rating for this tool including ratings from Crozdesk users and ratings from other sites.4.4 -
monday.com
Visit WebsiteThis is an aggregated rating for this tool including ratings from Crozdesk users and ratings from other sites.4.6 -
Smartsheet
Visit WebsiteThis is an aggregated rating for this tool including ratings from Crozdesk users and ratings from other sites.4.4
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.
Screendragon is a highly configurable marketing project management software used and loved by Fortune 500 companies and global agencies like Kellogg’s, BP, The International Olympic Committee and McCann World Group.
I recently spoke with Gal Cohen, whose team uses Screendragon on their door repair and installation projects. "It brought all communication, tasks, and timelines into a single platform which has greatly enhanced the capacity of my team," he says. "The capability of having everything under one roof made it very easy to maintain order and deliver within the required deadlines," he explains.
Why I Picked Screendragon
Its AI-enhanced marketing workflows use automation to cut out repetitive tasks, speed up approvals, and simplify complex processes. This frees up creative and marketing teams to focus on higher-value work while keeping projects on track. Alongside its automation capabilities, Screendragon offers an easy-to-use, visual interface and robust end-to-end functionality. Teams also benefit from flexible customization options like branded UX, smart custom forms, personalized dashboards, and advanced permission levels—making it a strong fit for large, global organizations.
Additionally, task management allows for even more flexibility with visual Kanban boards, interactive Gantt charts and list views as options for interfaces.
Screendragon Key Features
Screendragon also offers several other features for marketing project management that cater to your team's needs.
- Customizable Dashboards: These let you personalize your reports and keep important metrics and project statuses front and center.
- Dynamic Forms: With this feature, you can create and modify forms to capture specific project data, and easily gather and analyze information tailored to your team's requirements.
- AI Resource Forecasting: This feature helps you predict and allocate resources effectively and minimize the risk of underutilization or overloading team members.
- Template Library: You get access to over 100 templates and samples that provide your team with a head start on projects, help maintain consistency, and save time on setup.
Screendragon Integrations
Integrations include 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 that lets you set up custom integrations with any system.
Pros and cons
Pros:
- Links creative reviews to project flows
- Enforces governance through audit trails
- Automates workload balancing across team members
Cons:
- Some modules may be overkill for small teams
- Setup and implementation require deep planning
Scoro is a comprehensive work management software designed for different professional services, like marketing. It has a suite of tools to support the delivery of marketing projects from inception to billing.
Why I Picked Scoro
The platform is an all-in-one project management solution that provides control and visibility into every part of your marketing project, like quoting and invoicing, sales pipelines, customer accounts, resource planning, timelines, and task assignments. I liked that Scoro has an intuitive centralized dashboard that provides an overview of all marketing activities, allowing teams to track every campaign from beginning to execution.
Additionally, Scoro offers in-depth analytics and real-time reporting capabilities. Marketing managers can leverage these tools to assess campaign performance against KPIs and adjust strategies in real time.
Scoro Key Features
Scoro offers a variety of other tools that can further improve your team's marketing project management processes.
- Reporting and Analytics: Track and analyze profitability on a client, service, team, or project level with insights into agency performance and financials.
- Automation and Invoicing: Automate repetitive tasks and retainer invoicing to help your agency get paid faster and stay profitable.
- Collaboration Tools: Facilitate communication among team members through discussion threads and comments to keep everyone connected.
- Time and Calendar Management: Use built-in timers and a unified calendar to manage time tracking, meetings, and deadlines.
Scoro Integrations
Integrations include Google Calendar, HubSpot, Jira, Slack, Xero, QuickBooks, Zendesk, WooCommerce, Asana, Dropbox, PayPal, Expensify, Stripe, Mailchimp, Sage Intacct, Microsoft Exchange, and more. You can also connect to other apps through its Zapier integration.
Pros and cons
Pros:
- Offers multi-currency and entity support
- Combines financials with project operations
- Links quotes directly to project plans
Cons:
- Customization in templates can be limited
- Interface may feel cluttered in deep use
New Product Updates from Scoro
Scoro Enhancements for Invoicing and Work Management
Scoro improves invoicing and work management by allowing allocation of time and costs to invoices and customizing project task views. For more information, visit Scoro's official site.
Air is a marketing project management platform built to centralize creative operations, helping teams manage, organize, and scale campaigns more efficiently. It combines digital asset management, workflow automation, and approval tracking into one visual workspace, making it easier for marketing teams to find, share, and deliver content on brand and on time.
Why I Picked Air
I picked Air because it gives marketing teams a highly visual workspace to manage design files, videos, and documents. The AI-driven search stood out to me, as it lets you find assets by color, object, or even spoken dialogue, which is a big advantage when you’re managing thousands of campaign materials.
I also liked Air’s version stacking, which helps you keep every iteration of creative work organized without losing original files. For marketing teams juggling multiple campaigns, Air’s ability to connect collaboration, approvals, and content access in one place makes it a strong fit.
Air Key Features
Air offers several other features that teams working on marketing projects can make use of.
- Collaborative Workspaces: This provides a shared space where ideas and feedback can flow freely and lets your team members collaborate in real-time.
- Automated Workflows: You can streamline repetitive tasks by setting up automated processes that make sure projects move smoothly from one stage to the next without manual intervention.
- Custom Permissions: This lets you control who sees and edits what by setting custom permissions so sensitive information is only accessible to the right team members.
- Integrated Feedback Tools: You can gather and manage feedback directly on visual assets and reduce the back-and-forth typically associated with email chains and meeting notes.
Air Integrations
Integrations include HubSpot, Google Sheets, ClickUp, Shopify, Asana, ChatGPT (OpenAI), Atom, Slack, monday.com, Gmail, Dropbox, and Instagram for Business.
Pros and cons
Pros:
- Facial recognition improves asset organization
- Version stacking maintains project consistency
- AI-driven search enhances content findability
Cons:
- Limited customization options for project workflows
- Software occasionally experiences stability issues
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.
According to Harvey Eckstein, a project management software consultant, "monday.com works well for agencies due to its CRM and workflow capabilities." These are features that marketing teams can really make use of—a CRM helps you keep track of clients, and workflow customization means you can adjust the tool to suit the way your team works.
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 Key Features
There are several other capabilities that make monday.com a good choice for marketing project management.
- File Versioning: You can keep track of document updates, organize file iterations in a coherent timeline, and make sure you always reference the latest version.
- Integrations with Marketing Tools: You can connect with platforms like SurveyMonkey and HubSpot to streamline lead management and increase project efficiency.
- Custom Views and Automations: This lets you adapt the platform to your specific marketing needs with customizable views and automated workflows, as well as reduce manual tasks.
- Data Studio Integration: This lets you embed Google Data Studio reports directly into monday.com for better reporting and data-driven decision-making.
monday.com Integrations
Integrations include project management apps like Slack, Google Drive, Gmail, Google Calendar, Jira, GitHub, Trello, Dropbox, and Typeform. You can also access more options via a paid plan with Zapier.
Pros and cons
Pros:
- Templates help maintain consistency
- Multiple view types suit different teams
- AI can alert you about risks proactively
Cons:
- Complexity can grow with scale
- AI recommendations may require tuning
New Product Updates from monday.com
monday.com Integrates AI Agents and Apps
monday.com now allows integration of AI agents and apps to enhance task management and insights generation. For more information, visit monday.com's official site.
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.
I recently spoke with Maryse Marius, a project manager and ClickUp expert. According to her, "for marketing, ClickUp's tagging and categorization tools help keep projects organized...I feel organized even when juggling multiple clients and deadlines."
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 Key Features
ClickUp also offers several other features that can help you and your team better manage your marketing projects.
- Time Tracking: This lets your team monitor how much time is spent on various tasks and helps you optimize productivity and meet project deadlines.
- Goal Setting: ClickUp lets you to set, track, and achieve marketing objectives to maintain alignment with your broader business strategy.
- Task Prioritization: You can easily organize tasks by priority and make sure the most critical marketing activities are addressed first.
- Templates: ClickUp provides a variety of pre-built templates for marketing projects that let you quickly set up campaigns and standardize processes across your team.
ClickUp Integrations
Integrations include Slack, G Suite, and Dropbox, as well as over 1,000+ integrations through Zapier.
Pros and cons
Pros:
- Versioning gives safety nets for docs
- Scaling later doesn’t break existing setup
- Custom views let you see work your preferred way
Cons:
- Complexity of automations & workflows can grow fast
- Some guest permissions restricted
Productive is a well-rounded agency management software that gives you the tools and data you need to keep your agency and or professional services business running smoothly.
Danyon Togia, the Founder of the SEO agency Expert SEO, says Productive has been a great fit for his team. "Using Productive felt like finally having my internet, power, and gas bill all with one company," he says. It's made a big difference: "Having everything in one system meant less juggling, more focus, and a smoother workflow across every project for me and my team," he says.
Why I Picked Productive
Productive offers client and prospect management in the sales pipeline, which also lets you manage deal flow and get sales organized. The resource planning feature, time tracker, and task collaboration features help you make sure work is completed on time, bill clients accurately, and keep the team working together. You also get useful reports on profitability and costs to help with finance management, as well as real-time reports on margins, utilization, and individual employees’ or contractors’ history with the company and salary reports.
Productive Key Features
Productive also offers several features that can help you and your team improve your marketing project management processes.
- Task Management: You can streamlines task assignments and progress tracking so your team stays aligned with project goals.
- Client Portal: This provides a dedicated space for clients to view project updates and collaborate, which improves transparency and communication.
- Custom Dashboards: This lets you create personalized project data views and focus on the metrics that matter most.
- AI-Powered Insights: The artificial intelligence features offer predictive analytics and insights that help with proactive decision-making.
Productive Integrations
Integrations include Xero, QuickBooks, HubSpot, Jira, Slack, Zapier, Google Calendar, and Sage.
Pros and cons
Pros:
- Flags projects trending off budget
- Lets you simulate staffing or budget changes
- Aligns delivery with financial tracking
Cons:
- Steep learning curve for full feature use
- Reporting depth can require setup
Float offers a solution for marketing and creative teams, especially in professional services, that need to plan and manage both people and projects. With powerful resource management, planning, and scheduling, Float makes project management effective by showing who’s available, when, and at what cost. Built-in financial visibility connects resourcing decisions to budgets and margins, so you can achieve profitable delivery at scale, with the right talent in place.
Why I Picked Float
Float stands out by focusing on what most marketing project management tools overlook: the people behind the work. It offers real-time visibility into people’s availability, capacity, and cost—making it easier to plan and manage projects based on actual bandwidth, not assumptions. With integrated project estimation and planning, precise utilization forecasting, and clear margin visibility, teams can make smarter resourcing decisions before committing to timelines or budgets. It’s a powerful choice for creative and marketing teams looking to deliver projects profitably and without burnout.
Float Key Features
In addition to its resource management and capacity planning, Float offers several other features that enhance its utility for marketing project management:
- Centralized Capacity Management: This feature allows you to streamline time-off tracking and gives a comprehensive view of team availability and skills.
- Project Scoping and Estimation: facilitates resource scenario planning for budgeting and hiring, helping you manage project costs effectively.
- Profitability Tracking: Monitors project costs and utilization trends, enabling you to make informed decisions to improve profit margins.
- Integrated Time Tracking with Pre-filled Timesheets: Lightweight time tracking that’s directly linked to the resource schedule, so timesheets are pre-filled based on planned work, making it faster and more accurate for teams to log hours and for project managers to be on top of budget and margin tracking.
Float Integrations
Integrations include Slack, Google Calendar, Outlook Calendar, Asana, Jira, Trello, QuickBooks, Xero, and Zapier. An API is also available for custom integrations.
Pros and cons
Pros:
- Custom settings support flexible workflows
- Real-time tracking enhances profitability insights
- Visual scheduling improves resource planning
Cons:
- No built-in task management
- Limited native mobile app access
Kantata is a work management solution tailored to the needs of agencies and professional services teams. It helps you keep campaigns, client projects, and resources aligned in one place so your team can deliver work on time, on budget, and at scale.
I recently spoke with Cal Singh, the Head of marketing and partnerships at Equipment Finance Canada, about his team's use of Kantata. "We specifically used Kantata for keeping all the moving pieces of a marketing project tidy in one place," he says. This had a positive impact on projects and team morale: "We can see tasks, deadlines and team workloads together, making managing campaigns and partnerships (and our stress levels) clear and manageable," he explains.
Why I Picked Kantata
Kantata stood out to me because it unifies your projects, resources, and financials in a single system, supports the entire project lifecycle, and gives you a clear view of profitability and performance.
Its people-centric resource planning tools also make sure your designers, copywriters, and account managers are allocated effectively based on skill and availability, reducing burnout and improving outcomes. With real-time visibility into campaign progress, budget burn, and portfolio health, plus built-in business intelligence dashboards, your team can track productivity and client satisfaction while staying collaborative.
Kantata Key Features
Kantata offers several additional features that cater to marketing project management needs
- Project Templates: You can simplify project setup with customizable templates that are designed for various marketing activities, maintain consistency, and save time.
- Task Management: This lets you organize and prioritize tasks with ease, so you can provide your team with clear direction and improve overall productivity.
- Collaboration Tools: You can improve communication among team members and clients and foster a collaborative environment that drives project success.
- Reporting and Analytics: You can access detailed reports and analytics to monitor project performance, easily adjust strategies, and meet objectives.
Kantata Integrations
Integrations include Slack, Sage, Quickbooks, Expensify, BambooHR, NetSuite, Jira, Salesforce, Xero, and Google Workspace.
Pros and cons
Pros:
- Supports multiple currencies and entities
- Unifies planning, delivery, and finance
- Detects project risk ahead of time
Cons:
- Customization complexity can increase with scale
- Implementation may require outside support
Bonsai is a comprehensive platform that provides a suite of tools designed to consolidate business operations like client management, project management, financial management, and more.
Why I Picked Bonsai
Its all-in-one solution is ideal for marketing teams and agencies wanting full visibility into each aspect of their operations. For example, the software allows users to create and send customized proposals to potential clients, detailing the marketing services offered and the terms of the project. They can then send contracts and create invoices directly on the platform for a more efficient payment collection process.
Bonsai also has a project management feature that allows marketing teams to plan and assign various tasks for their campaigns. Furthermore, users can view the capacity limits of each team member to ensure optimal allocation of resources and avoid over-utilization.
Bonsai Key Features
In addition to core features for project and financial management, Bonsai offers several features that marketing teams will find useful.
- Client Portal: This provides your clients with secure access to project updates and deliverables, and helps with transparency and communication.
- Workflow Automation: You can automate repetitive tasks to reduce manual work, improve efficiency, and help your team focus on creative and strategic tasks.
- Contract Templates: You can access a library of customizable contract templates to streamline client agreements, which helps maintain consistency and save time during the contract creation process.
- Resource Planning: This helps you optimize your team's workload with real-time insights into resource allocation and project timelines, prevent burnout, and complete projects on time.
Bonsai Integrations
Integrations include QuickBooks, Zapier, Calendly, Xero, and HiBob.
Pros and cons
Pros:
- Offers profitability metrics per project
- Unifies billing, expenses, and time tracking
- Handles client onboarding through proposals to contracts
Cons:
- Limited reporting customization
- Some automations reserved for higher tiers
ProWorkflow is suitable for marketing teams seeking a reliable project management solution that streamlines workflows and enhances team collaboration. If you're managing multiple campaigns, juggling deadlines, or coordinating with diverse teams, ProWorkflow gives you the visibility you need with live profitability tracking. It offers a suite of features, including project planning, time tracking, and flexible invoicing, making it an ideal choice for marketing professionals looking to improve project efficiency and communication.
Why I Picked ProWorkflow
I picked ProWorkflow for its live profitability tracking feature, which offers real-time insights into project budgets, helping your team stay financially informed. In addition, the software's project planning tools allow you to organize tasks and schedules seamlessly, ensuring that every team member is aligned with project goals. Lastly, I appreciate how ProWorkflow’s customizable invoicing options simplify billing processes, allowing for milestone-based invoicing that adapts to your project's specific needs.
ProWorkflow Key Features
In addition to live profitability tracking, ProWorkflow offers:
- Time Tracking: Automated time logs help you capture every billable hour, providing accurate data for project analysis and invoicing.
- Resource Planning: Optimize your team's workload by effectively allocating resources and balancing tasks according to availability and skills.
- Reporting: Generate detailed reports on project progress, time usage, and financials to keep stakeholders informed and aligned.
ProWorkflow Integrations
Integrations include Xero, QuickBooks Online, MYOB, FreshBooks, Google Drive, Dropbox, OneDrive, SharePoint, Box, and Google Workspace. An API is available for custom integrations.
Pros and cons
Pros:
- Lets you see your project’s profitability as it happens.
- User-friendly platform for time tracking and client management.
- Intuitive interface for project management, invoicing, and collaboration.
Cons:
- Invoicing feels restrictive and could use more options.
- Reporting features could be enhanced for better user experience.
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 Key Features
Hive offers a suite of additional features that are tailored for marketing teams.
- Proofing & Approvals: You can streamline the design feedback process with tools that centralize comments and revisions.
- Goals: This lets you set and visualize project milestones to make sure your marketing campaigns stay on track.
- Forms: You can collect feedback and client requests effortlessly, which facilitates better communication and project alignment.
- Resourcing: This lets you manage team assignments and visualize availability to maintain optimal resource allocation for your marketing projects.
Hive Integrations
Integrations include over a thousand third-party apps but requires a paid plan through Zapier to do so.
Pros and cons
Pros:
- Provides project templates for consistent campaign execution
- Built-in client portals for improved communication and transparency
- Provides customizable workflows to fit diverse marketing needs
Cons:
- Complexity in setup requires onboarding time
- Limited customization in certain dashboard elements
QuickBase is a project workflow management tool that helps you build customized business applications to facilitate various core business processes.
Jensen Savage, who uses Quickbase as the CEO of the marketing agency Savage Growth Partners, says that "Quickbase is highly customizable, which is especially useful if you are running complex projects or have to collaborate between departments or teams."
Why I Picked Quickbase
This software is versatile and user-friendly, making it suitable to virtually any business context. You can use the no-code builder to craft apps, integrations, and automations to support your marketing team's work. This can allow you to both alleviate manual workloads and ensure consistency in your processes.
When you're building a custom workflow or no-code automation in the software, you can establish clear rules and best practices for how to manage specific tasks. This will help your team create shared processes that everyone can easily adhere to. This is especially helpful if you're working across a portfolio or within an agency context.
Quickbase Key Features
Quickbase includes several other features that caters to the needs of your marketing teams.
- Resource Management: This feature lets your team allocate and monitor resources effectively, which maintains optimal utilization and minimizes bottlenecks in marketing campaigns.
- Task Oversight: You can assign, track, and manage tasks across your marketing projects to keep everyone aligned and on schedule.
- Document Storage: Quickbase provides a centralized location for storing and accessing important project documents, which keeps collaboration seamless and makes sure everyone has the most up-to-date information.
- Budget Tracking: You can keep a close eye on your marketing budget with Quickbase's budget tracking, which helps you manage costs and allocate funds where they are needed most.
Quickbase Integrations
Integrations include Outlook, Microsoft Teams, Google Workspace, Slack, Box, Dropbox, OneDrive, Trello, Asana, Jira, Zendesk, and Docusign.
Pros and cons
Pros:
- Lets you build complex workflows without code
- Handles conditional logic & branching in pipelines
- Dashboards respond in real time
Cons:
- Steep learning curve for advanced workflows
- Interface can feel less modern than rivals
Zoho Projects is a cloud-based project management platform that's well-equipped for marketing teams. It has customizable features like individual views, custom project fields, project templates, and a reporting dashboard.
I spoke with Martin Cox, Director at the agency Postino, about how he and his team use this tool. "The software itself is fabulous—it is thorough, well put together, and seriously capable as a project management solution," he says. He mentioned a steep learning curve, but says it's a great tool "if you can get past this."
Why I Picked Zoho Projects
Marketing teams can break down their campaigns into smaller projects, tasks, and subtasks, which can be defined and assigned to the appropriate team members. Milestones and goals help team members see the bigger picture and track the progress and impact of their larger initiatives. Users can design visual workflows with the drag-and-drop Blueprints feature which can be saved and re-used for future projects.
The software's features cover project planning, scheduling, budgeting, and reporting. Marketing teams can use these tools to keep their projects and campaigns within budget, monitor their progress, and track each team member's time. Document collaboration allows marketing teams to easily organize and work on files with version control, notes, and revision history. The dashboard has pre-built and custom reporting abilities, allowing users to track the KPIs that are most important for them.
Zoho Projects Key Features
There are several other features of Zoho Projects that cater to the specific requirements of marketing teams.
- Integrations: Zoho Projects can connect seamlessly to other Zoho applications like CRM and analytics tools, which helps improve your overall project management process.
- Cloud Storage: This centralizes documents for easy access and organization and makes sure your team can collaborate effectively without the hassle of disorganized files.
- Custom Views and Dashboards: You can personalize your workspace for efficient task management and get a tailored project overview that suits your team's unique workflow.
- Recurring Tasks: This makes scheduling your recurring marketing activities easy, lets you automate repetitive tasks, and frees up your team to focus on more strategic initiatives.
Zoho Projects Integrations
Integrations include Box, Dropbox, GitHub, Google Workspace, Microsoft Teams, Slack, and Zendesk.
Pros and cons
Pros:
- Resource workload insights built in
- Automated task transitions via blueprint rules
- Milestone visibility baked into project plans
Cons:
- AI features may need setup or configuration
- Some advanced features require higher plans
Wrike is an award-winning marketing project management platform that’s designed to improve marketing project management processes, enabling greater productivity and driving ROI.
I spoke with Nicola Leiper, Director & Head of Project Management at Espresso Translations, about her team's experience with Wrike. "Wrike rescued my largest client deal when our pharmaceutical project ran off the rails," she explains. "We were dealing with medical compliance timelines and regulatory questions stalling everything. I drew up a workflow in Wrike and could clearly see where the issue would spread and within minutes our whole team was in a better position," she says, alluding to some quick resource adjustments and problem solving.
Why I Picked Wrike
It’s highly configurable and scalable, and you can customize workflows, dashboards, reports, and request forms to maximize your effort. Wrike allows you to switch between Kanban boards, interactive drag-and-drop Gantt charts, and workload views for visualizing priorities.
It also features time and expense tracking, task and project management, visual proofing, templates for common marketing tasks, reporting, and resource management and allocation. Wrike is especially ideal for design and content collaboration with its highly visual interface and ability to communicate directly within tasks.
It even provides the option to create request and approval workflows and allows team members to edit and manage files and docs in one place.
Wrike Key Features
Wrike offers several other features that are invaluable for marketing project management.
- Resource Management: This feature helps you balance your team's workloads and make sure projects are completed on time without overburdening any member.
- Marketing Calendars: This provides global visibility into content production schedules and campaign timelines to make sure you get alignment across teams and projects.
- Dashboards: You can visually track the performance of your campaigns and events and get insights that help make informed decisions.
- Collaborative Proofing: You and your team can review and approve digital assets in one place, which helps streamline feedback and revisions.
Wrike Integrations
Integrations include 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, and creative apps from Adobe.
Pros and cons
Pros:
- Strong proofing and asset review tools
- AI agents help offload routine tasks
- Handles complex workflows as teams scale
Cons:
- Some features locked behind add-ons
- Feature set may overwhelm small teams
Miro is a visual collaboration platform designed to support a variety of team activities such as project management, brainstorming, and strategic planning.
Mircea Dima, the Founder, CEO, and CTO of AlgoCademy, uses Miro as part of his planning process. "Its graphic boards helped make brainstorming and exploring campaigns more interactive in my team," he says. "We were able to map out the customer experience and tie assets to activities...," he continues.
Why I Picked Miro
Miro is a project management collaboration tool that provides a shared workspace for real-time collaboration, allowing users to track project progress and milestones through features such as Gantt charts, Kanban boards, and timelines. Its expansive digital whiteboard capabilities also let teams visually map out strategies, campaigns, and project timelines with ease, fostering creative collaboration across remote and in-office teams alike.
Additionally, Miro provides templates and tools for tasks such as SWOT analysis, retrospectives, and strategy development, making it a comprehensive workspace for creativity, collaboration, and productivity across all teams and organizations. Moreover, its features such as sticky notes, templates for user personas, and journey maps, alongside real-time collaboration and feedback tools, make Miro an invaluable asset for marketing teams aiming to enhance their productivity and creativity in project management.
Miro Key Features
Miro offers a few more different features that can help improve your marketing project management processes.
- AI Tools: Miro's Assist tool uses AI to automate tasks like diagram generation and research synthesis to let your team focus on strategic planning.
- Templates Library: There are over 300 customizable templates that you can use to quickly initiate projects and adapt to fit your specific needs.
- Security: Enterprise-grade security measures like SSL encryption and compliance with SOC-2 and GDPR make sure your data remains protected.
- Visual Project Tracking: You can keep track of your project progress with visual tools that help your team stay on the same page.
Miro Integrations
Integrations include Google Drive, Slack, Jira, GitHub, Zoom, Azure DevOps, Asana, Trello, Dropbox, and Microsoft Teams.
Pros and cons
Pros:
- Custom templates speed up repeated tasks
- Supports embedding and mixing media types
- Lets you visualize and plan side by side
Cons:
- Overhead for teams not used to visual tools
- Not ideal as a full task management tool
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 | Best For | Trial Info | Price | ||
|---|---|---|---|---|---|
| 1 | Best for AI-enhanced marketing workflows | 7-day free trial | Pricing upon request | Website | |
| 2 | Best for financial performance tracking | 14-day free trial available | From $19.9/user/month (billed annually) | Website | |
| 3 | Best for AI-driven asset search | Free plan available | From $250/month (billed annually) | Website | |
| 4 | Best for end-to-end solutions | 14-day free trial + free plan + free demo available | From $9/user/month (billed annually) | Website | |
| 5 | Best robust free plan | Free plan available | From $7/user/month (billed annually) | Website | |
| 6 | Best for agencies & professional services | Free demo + 14-day free trial | From $9/month (billed annually) | Website | |
| 7 | Best for profitable resource planning & scheduling | 30-day free trial available | From $7/scheduled user/month | Website | |
| 8 | Best for full lifecycle service delivery | Free demo available | Pricing upon request | Website | |
| 9 | Best for end-to-end agency projects | 7-day free trial | From $9/user/month (billed annually) | Website | |
| 10 | Best for live profitability tracking | 14-day free trial | From $18/user/month (billed annually) | Website | |
| 11 | Best for various project views | Free plan available | From $5/user/month (billed annually) | Website | |
| 12 | Best for code-free automations | 30-day free trial | From $35/user/month (billed annually, min 20 users) | Website | |
| 13 | Best for campaign goals and milestones | Free plan available | From $4/user/month (billed annually) | Website | |
| 14 | Best for scaling organizations | Free plan available | From $10/user/month (billed annually) | Website | |
| 15 | Best for visual collaboration | Free plan available | From $8/user/month (billed annually) | 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.com
For project visibility
- Planview AdaptiveWork
For digital marketing
- FunctionFox
For creative marketing projects
- Basecamp
For project boards
- awork
For real-time project tracking
- GoodDay
For team productivity and collaboration
- Intervals
For time and expense tracking
- Workamajig Platinum
For teams of all sizes
- Function Point
For usability and user experience
- Ravetree
For all-in-one marketing operations
¿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.
