¿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).
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.
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 a paid plan with Zapier.
monday.com costs from $6/user/month and comes with a free 14-day trial. They offer a free plan for up to 2 users.
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.
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, advanced review and approval workflows, resource management and forecasting, 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.
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.
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. 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.
There are so many ways to customize Kintone it can be hard to know where to start. Read the starter blog “What Can You Build with Kintone?” or watch Creating an App from Scratch for a quick look at how the drag-and-drop builder works.
Kintone lets you expand its capabilities with both free native plugins built by the Kintone team as well as integrations with other tools like 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 costs $24/user/month with a minimum requirement of 5 users. They offer a 30-day free trial (no credit card required) and discounted prices for nonprofits and educators. Kintone’s team also offers a free custom app build as part of the free trial process.
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.
Workamajig 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 offers unlimited free customer support, guiding you until your team is fully comfortable using the system.
Workamajig integrates with Plaid, Strata, Exchange 365, Google Calendar, SMTP, FastPay, Excel, Google Sheets, Box.com, and other tools you use in your day-to-day.
Workamajig costs from $50/user/month for a team of 5-9 users and decreases in price the bigger your team is! They offer a free demo as well.
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.
Ravetree is a full-featured work management software platform used by agencies around the world. It includes best-in-class project management, resource planning, time & expense tracking, digital asset management, and CRM. Agencies benefit from having a single source of truth from which they can optimize their operations and easily see the big picture.
A full array of advanced features are offered including granular permissions roles, customizable notifications, automated alerts, project budgeting, Gantt charts, custom fields, custom tables, powerful filtering, and much more. One thing that sets Ravetree apart is the highly intuitive interface that allows users to easily find information, whether it’s project managers, executives, or team members. Additionally, Ravetree has a 5-star customer support rating, and takes pride in being a customer-focused company, as opposed to being sales-driven.
Workfront is online project management software designed for agencies, IT teams, service teams, marketing teams and for collaboration between these, internal and external clients. The software allows for full project management, client service, task tracking and prioritisation.
The platform also provides for use of custom data to track projects and related information. Workfront is quite layered, and takes some time to explore all the various aspects. This complexity, however, gives it incredible flexibility. Choose Workfront for an all-in-one solution.
Workfront offers customized pricing upon request.
Function Point is a project management software tool built primarily for the needs of digital agencies and the creative industry. Function Point is used by more than 600 agencies including Ogilvy and gives you a good overview of what’s happening across your team and tasks.
Function Point covers off all of our functionality requirements fully with a tool that includes an all-in-one cloud based workflow for project and task management, traffic and resourcing, project accounting, analytics and insights, and collaboration tools, making it a complete all-rounder. The collaboration tools are excellent, with creative project management, comments and changes happening directly on the platform. Choose Function Point for its slick interface, full features and simplicity of use (including mobile apps) but beware that it doesn’t support integration with other systems.
Projector’s cloud-based professional services automation software is not just designed for creative agencies, but for all professional services organisations. The software is available in various standalone or integratable modules – project accounting, resource scheduling, advanced analytics, and project management.
It’s an easy to use platform, although the interface can be somewhat complex and takes some time to fully appreciate. The company offers a range of customer support options, and the software integrates easily with several platforms, including QuickBooks, Salesforce, Intacct, Dynamics GP and MS Project. Choose Projector PSA for its easy integration with other platforms.
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. It’s well-suited to the needs of small to midsize teams and it’s in use at marketing agencies as well as digital strategy agencies, web and graphic design studios, and web development teams.
Marketing agencies using Intervals will find a trove of useful features including project management (detailed task management, scheduling, file sharing, time tracking), as well as resource allocation, client management tools like invoicing and client reports.
Overall, while it doesn’t have live chat and its document sharing features are on the basic side, 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.
Interval’s integrations include QuickBooks online for invoicing, QuickBooks desktop for time data, Xero, FreshBooks, Slack, and Google Drive.
Intervals is priced per project, and costs from $2.50 per active project per month ($59 per month for 25 projects, 25 GB, and unlimited users). They offer a free 30 day trial (no credit card required).
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, make use of internal collaboration systems, and automate regular check-ins.
Being able to create automated check-ins with expected questions will be endlessly helpful to marketers who need to weave common marketing worries like “Has this launched on social?” or “Are the graphics for the ads done yet?” into their regular workflow.
Integration options 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.
Admin users may find that there is a bit of a learning curve; plus, updates tend to remove features you have become accustomed to, like time tracking (which is no longer part of the software but was before). Thus, they lost a few marks in the review for Usability.
Basecamp costs from $99/month and has a freemium version of the software for up to 3 projects as well as a free 30-day trial for paid plans.
14 days free trial
|From $6/user/month||Check out monday.com|
|From $20/user/month||Check out Screendragon|
14 days free trial
|From $9.80/user/month||Check out Wrike|
30 days free trial
|From $25/user/month||Check out Celoxis|
30 days free trial
|From $24/user/month||Check out Kintone|
|From $50/user/month for a team of 5-9 users, price decreases as number of users increase||Check out Workamajig|
|From $19/user/month||Check out VOGSY|
30 day free trial
|From $9/month||Check out Teamwork Projects|
30 day free trial
|From $5/user/month||Check out DoneDone|
|From $29/user/month||Check out Ravetree|
|From $100/user/month||Check out Workfront|
|From $34/user/month||Check out Function Point|
30 day free trial
|From $25/user/month||Check out Projector PSA|
30 day free trial
|From $2.5/project/month||Check out Intervals|
30 days free trial for paid plans
|From $99/month and has a freemium version of the software for up to 3 projects||Check out Basecamp|
¿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.