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 -
Wrike
Visit WebsiteThis is an aggregated rating for this tool including ratings from Crozdesk users and ratings from other sites.4.2 -
monday.com
Visit WebsiteThis is an aggregated rating for this tool including ratings from Crozdesk users and ratings from other sites.4.6
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.
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 Introduces Subtasks for More Granular Work Planning
Scoro introduces subtasks and improved price list deletion warnings, enabling teams to break down work into smaller units for detailed planning while protecting pricing data from accidental changes. For more information, visit Scoro’s official site.
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
For marketing teams looking to bring order to their project chaos, RoboHead offers a tailored solution that enhances collaboration and streamlines workflows. This software is particularly appealing to professionals in industries like healthcare and automotive, where managing a high volume of projects efficiently is crucial. With features designed to improve organization and communication, RoboHead addresses the challenges of handling complex marketing initiatives and ensures that teams can focus on delivering impactful results.
Why I Picked RoboHead
I picked RoboHead because of its strong emphasis on improving team collaboration and project workflow management, which are crucial for marketing operations. Its project planning tools allow you to organize and schedule marketing campaigns effectively, ensuring that your team meets deadlines. Additionally, RoboHead's feedback collection feature helps refine marketing strategies by gathering insights from team members, which is invaluable for continuous improvement. These features make RoboHead a solid choice for marketing teams aiming to enhance their project management capabilities.
RoboHead Key Features
In addition to its robust project planning and feedback collection capabilities, RoboHead offers several other features that are beneficial for marketing project management:
- Team Management: Enables you to allocate tasks efficiently, monitor team performance, and ensure everyone is aligned with project goals.
- Workflow Automation: Streamlines repetitive tasks, allowing your team to focus on more strategic aspects of marketing projects.
- Reporting Capabilities: Provides insights into project progress and outcomes, helping you make data-driven decisions.
- Customization Options: Allows you to tailor the software to fit your specific team needs, enhancing usability and effectiveness.
RoboHead Integrations
Native integrations are not currently listed by RoboHead.
Pros and Cons
Pros:
- Built for complex campaign management
- Structured project requests and workflows
- Strong collaboration for marketing teams
Cons:
- Interface feels dated for creatives
- Limited native third party integrations
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
New Product Updates from Wrike
Streamlining Workspaces with New Updates
Wrike announces custom space templates, AI Agents in Wrike Labs, and a new Guage widget to improve project management. For more information, visit Wrike's official site.
Float.com 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.com
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.com Key Features
In addition to resource management, capacity planning, and project profitability, Float offers several other features that enhance its utility for marketing project management:
- Project estimation & scoping: Create accurate campaign and work estimates grounded in real capacity, costs, and margins. Set your estimate as a baseline, and with time tracking enabled, compare the baseline to actuals to stay on time and under budget.
- Profitability tracking: Monitor project margins in real-time—not after the fact. Monitor in-flight costs and course-correct early to protect your bottom line.
- Built-in time tracking: Pre-fill timesheets based on scheduled work to streamline the process of logging hours and ensure accuracy. Great for marketing project managers who need to monitor budget burn against actual hours logged.
- On-schedule capacity & leave management: Get an enriched view of team availability, including time-off, global holidays, and custom work hours—so you can confidently allocate resources and avoid scheduling conflicts.
Float.com Integrations
Integrations include Slack, Google Calendar, Outlook Calendar, Asana, Jira, Trello, and Zapier. A Public 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
New Product Updates from Float.com
Float Launches Time-Off Grouping for Better Policy Control
Float introduces time-off groups, allowing teams to organize leave types into clear categories. This update improves accuracy, reduces reporting errors, and ensures employees only see the leave options that apply to them. For more information, visit Float’s official site.
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.
I recently asked Baris Zeren, the CEO of Bookyourdata, about how his marketing team uses this tool. "Adobe Workfront's...centralization of tasks, timelines and communication has enabled it to remain agile as it handles several high-priority campaigns," he says.
Why I Picked Adobe Workfront
I picked Adobe Workfront because it helps you centralize and integrate project work across teams, an essential features for marketing departments handling complex projects. Project workflow management and automation helps your team reduce repetitive tasks like email communication and data entry and focus on strategic activities. Resource management tools offer a clear view of team capacity and workload balancing, so projects are staffed appropriately without overloading team members.
Adobe Workfront Key Features
Adobe Workfront offers several other features that will help you and your team manage your marketing projects.
- Advanced Reporting & Dashboards: You can track project progress, gain insights, and make data-driven decisions with customizable reports and visual dashboards.
- Workflow Automation: This lets you automate repetitive tasks and approval processes so your team can focus on more strategic activities and work more efficiently.
- Integration Capabilities: Workfront offers native integrations with leading enterprise tools, including Adobe Experience Manager, so you can maintain focus and productivity.
- Cross-Team Collaboration: You can increase collaboration across teams by simplifying project stages and review processes for smoother operations.
Adobe Workfront Integrations
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.
Pros and Cons
Pros:
- Supports multistage automated approvals
- Offers deep audit trails for compliance
- AI-assisted brief creation
Cons:
- Some advanced features require add-ons
- Small teams may find it too heavyweight
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
New Product Updates from Productive
Productive Adds Automations, Exports, and Dashboard Enhancements
Productive introduces Productive Academy, automation "Run now" option, form export enhancements, integration updates, dashboard and reporting improvements, resourcing error visibility, and file-type custom fields, helping teams automate workflows, analyze data, and improve reporting visibility. For more information, visit Productive'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
New Product Updates from Air
Air Adds Performance Analytics and Bulk Updates
Air introduces Performance Analytics and Bulk Updates, enabling you to analyze asset performance directly within the platform while updating multiple assets at once to improve efficiency and workflow speed. For more information, visit Air's official site.
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 Launches MCP Framework for AI Agents
monday.com introduces its MCP framework and hosted MCP service for AI agents. This enables secure access to structured data and workflow actions directly within monday.com. 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
New Product Updates from ClickUp
ClickUp Enhances Task Management and Introduces AI Notetaker
ClickUp introduces an AI Notetaker for meetings and improves task type management in views. These updates help teams capture meeting insights automatically and organize work more efficiently. For more information, visit ClickUp’s official site.
For marketing teams seeking a project management solution that aligns with their dynamic needs, Workzone offers a platform that helps streamline workflows and enhance collaboration. Whether you're part of an agency, a nonprofit, or a professional services firm, Workzone addresses the challenges of managing multiple time-sensitive projects by providing tools for centralized management, real-time visibility, and simplified intake processes. This software aims to eliminate the chaos often associated with marketing projects, ensuring that your team can deliver timely and successful outcomes.
Why I Picked Workzone
I picked Workzone for its ability to provide marketing teams with real-time project visibility and creative proofing, which are essential for managing multiple campaigns simultaneously. The platform's project tracking feature allows your team to monitor progress and stay aligned on priorities, while the built-in proofing tools facilitate faster review cycles and approvals. These features address the need for efficient project management and collaboration, making Workzone a valuable asset for marketing professionals striving to meet deadlines and achieve strategic goals.
Workzone Key Features
In addition to its standout project visibility and proofing capabilities, Workzone offers several other features that can greatly benefit your marketing team:
- Task Dependencies: Manage task relationships to ensure your team understands project sequences and dependencies.
- Resource Management: Allocate and track resources efficiently to prevent bottlenecks and optimize team productivity.
- Customizable Templates: Access over 1,000 pre-built templates to quickly launch and manage projects tailored to your specific needs.
- Unlimited Training and Support: Benefit from comprehensive training and support to facilitate smooth adoption and ongoing use of the platform.
Workzone Integrations
Integrations include Salesforce, Slack, Microsoft Office, Dropbox, Google Drive, Box, OneDrive, SharePoint, and Outlook.
Pros and Cons
Pros:
- Structured request and workload management
- Built-in document proofing and approvals
- Strong project visibility and tracking
Cons:
- Mobile experience weaker than desktop
- Smaller integration ecosystem than competitors
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
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
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
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 financial performance tracking | Free 14-day trial available + free demo available | From $19.90/user/month (billed annually) | Website | |
| 2 | Best for AI-powered marketing project workflows | Free demo available | Pricing upon request | Website | |
| 3 | Best for feedback collection features | 14-day free trial available | Pricing upon request | Website | |
| 4 | Best for scaling organizations | 14-day free trial + free plan available | From $10/user/month (billed annually) | Website | |
| 5 | Best for profitable resource planning & scheduling | 30-day free trial available | From $7/scheduled user/month | Website | |
| 6 | Best for project workflows | Not available | Pricing upon request | Website | |
| 7 | Best for agencies & professional services | 14-day free trial + free demo available | From $9/user/month (billed annually) | Website | |
| 8 | Best for AI-driven asset search | Free plan available | From $10/month (billed annually) | Website | |
| 9 | Best for end-to-end solutions | Free plan available | From $12/seat/month (billed annually) | Website | |
| 10 | Best robust free plan | Free plan + free demo available | From $7/user/month (billed annually) | Website | |
| 11 | Best for intake, proofing and reviews | 14-day free trial + free demo available | From $6/user/month | Website | |
| 12 | Best for campaign goals and milestones | Free plan + free demo available + 15-day free trial | From $4/user/month (billed annually) | Website | |
| 13 | Best for full lifecycle service delivery | Free demo available | Pricing upon request | Website | |
| 14 | Best for end-to-end agency projects | Free 7-day trial available | From $9/user/month (billed annually) | Website | |
| 15 | Best for various project views | Free plan available | From $1/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.
- Miro
For visual collaboration
- Kintone
For building custom marketing apps
- Teamwork.com
For project visibility
- Planview AdaptiveWork
For digital marketing
- awork
For real-time project tracking
- FunctionFox
For creative marketing projects
- Basecamp
For project boards
- GoodDay
For team productivity and collaboration
- Workamajig Platinum
For teams of all sizes
- Intervals
For time and expense tracking
¿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.
