Guide Expert 2024: Meilleur logiciel de gestion de projet marketing

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 Scoro 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 Standout Features and Integrations

Features include reporting and analytics for agency operations as a whole (rather than just on a per-project basis), which provides insights into progress, results, and future outlook in agency performance and financials. The tool also includes automatic retainer invoicing so your agency gets paid faster and stays profitable.

Integrations include Google Calendar, Jira, Slack, Xero, QuickBooks, Zendesk, WooCommerce, Asana, Dropbox, PayPal, Expensify, Stripe, HubSpot, Mailchimp, Sage Intacct, Microsoft Exchange, and more. You can also connect to other apps through its Zapier integration.

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.

Why I picked Screendragon: 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 and 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.

Additionally, you 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 Standout Features & Integrations

Features include SOW creation and project planning, work requests, project management, visual proofing, advanced review and approval workflows, resource management and forecasting, budget management, and reporting.

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, enabling custom integrations with any system.

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.

monday.com is an award-winning project management software used across diverse industries by companies like Hulu, BBC Studios, Coca-Cola, L’Oréal Paris, Adobe, and Deezer. They are designed to handle building robust custom workflows on their flexible, intuitive platform as well as demonstrating your marketing impact with comprehensive analytics dashboards and reports.

Why I picked monday.com: Its features for managing marketing projects include resource and project management modules with some great collaboration tools. For example, you can upload and attach files to cards, make comments, mention teammates, and more. It also offers a great project reporting dashboard that can collect data from multiple boards, allowing better tracking abilities of progress. And while monday.com doesn’t offer a complete set of tools for project accounting and invoicing solutions as other tools, you can use monday.com to track hours, timelines, and invoices.

Other tools like shared documents and whiteboards can help you and your team brainstorm on new projects, improve collaboration, and increase team communication.

monday.com Standout Features & Integrations

Features include shareable forms used in processes like project initiation, requirements gathering, and approvals, which helps speed them up and make sure you're getting input from everyone involved. The tool also includes expense tracking (via a customizable template) and the ability to create, edit, and customize content calendars.

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.

Kantata is a digital work management platform that caters to the needs of professional services businesses, making it a good choice for marketing agencies, consulting firms, and professional services businesses.

Why I picked Kantata: This software made it onto my list because it provides not just project management features, but also resourcing and financial management tools. On top of that, it has workflow management capabilities and team collaboration tools. This helps you centralize your work management in one platform, rather than keep things scattered across your tech stack.

Real-time financial oversight and project status updates keep your team on the ball and within planned budgets. You can manage projects across the complete lifecycle, assigning tasks and tracking progress as your team moves forward. Meanwhile, the business intelligence features let you track productivity, profitability, and more.

Kantata Standout Features and Integrations

Features include advanced resource management capabilities like specific views for workload and allocation views, a database where you can keep track of which team members have which skills, and the ability to project demand and profitability. These help you see who's working on what and make sure no one is underworked or overwhelmed.

Integrations include Slack, Sage, Quickbooks, Expensify, BambooHR, NetSuite, Jira, Salesforce, Xero, and Google Workspace.

ClickUp is a marketing project management software for managing marketing tasks, campaigns, docs, and clients in one place. The software makes it easy to collaborate with your team, work with clients & contractors, connect your data, and create dashboards to gain data-driven insights from any workflow.

Why I picked ClickUp: Its highly customizable views allow you to visualize marketing campaigns and accounts on lists, Kanban boards, Gantt charts, calendars, and more. Task management features include task checklists, subtasks, and task templates, as well as the ability to filter, sort, search for, easily reorder, and view tasks in the manner most convenient for the team.

Additionally, it includes a native time tracker that your team can use to report on their work, and reporting features with the ability to create custom dashboards, and six built-in report types for team reporting. You can also design custom forms to collect client info, get approval, and distribute information. Custom statuses and automation enable you to establish an efficient intake system for affiliate sign-ups, client onboarding, co-marketing collaboration requests, and more.

ClickUp also features proofing and annotation capabilities for proofing, marking up, and approving files. You can assign comments for requested changes and approve them in real time.

ClickUp Standout Features & Integrations

Features include the ability to create, share, and edit documents and files so your team can collaborate directly in the tool (rather than linking externally), as well to assign comments in threads to specific team members. The tool also includes the ability to create custom reporting dashboards from scratch or via a template from their library.

Integrations include Slack, G Suite, Dropbox, and many more tools, as well as over 1,000+ integrations through Zapier.

ClickUp's free plan is robust and includes all primary features. Once the free plan reaches its limits, you will still have access to information but need to upgrade to create new stuff.

Productive is a well-rounded agency management software with a stack of powerful functionality that gives you the tools and data you need to keep an agency running smoothly. The tool was actually built by a team with a decade of experience in founding, managing, and scaling a software development shop, so it’s especially well-suited to digital agencies.

This tool meets my criteria for marketing PM software. You’ll find client and prospect management in the Sales Pipeline (manage deal flow, get sales organized). The Resource Planning feature, time tracker, and task collaboration fit the criteria for resource and project management that I look for in an agency tool. Billing and invoicing can also be managed straight from the tool, along with useful reports on profitability and costs to help with finance management. The reporting feature actually goes quite a bit beyond that, with real-time reports on margins, utilization, and a whole lot more—including reports on individual employees’ or contractors’ history with the company, salary reports, etc.

Productive’s integrations include Zapier as well as Jira, Open API, QuickBooks Online, Xero, and Exact.

Productive costs $9/user/month (billed annually). They also offer a fully-featured, free 14-day trial.

Ravetree is a full-featured project management software used by agencies around the world. It includes best-in-class project management, resource planning, time & expense tracking, digital asset management, and CRM.

Why I picked Ravetree: Ravetree has features that will benefit your marketing projects. Apart from all the project management features that let you build timelines, set alerts, and access tasks through different views, Ravetree gives your team communication opportunities. The first one is through its in-app communication features, such as comments, attachments, and annotations. Next, you have file proofing with custom approval workflows. This one allows you to set multi-tier approvals for files, including people outside the company.

Finally, you have versioning. This feature allows your creative team to upload multiple versions of a file and a chance for everyone to review all versions and start conversations around the evolution of an asset.

Ravetree Standout Features & Integrations

Features include file approvals, client portals for external access, resource management, time tracking, expense management, request forms, and retainer contract management.

Integrations include Instagram, Hubspot, Slack, Xero, Box, Gmail, Dropbox, and Stripe.

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 Standout Features and Integrations

Features include a client CRM, which means you don't have to switch between account management and project management tools. The tool also offers a client portal, which allows clients to view project progress, approve deliverables, and communicate directly within the platform.

Integrations include Gmail, Google Calendar, Zapier, Slack, QuickBooks Online, Calendly, ClickUp, Trello, Google Drive, Google Sheets, Xero, HubSpot, and more.

Wrike is an award-winning marketing project management platform that’s designed to improve marketing project management processes, enabling greater productivity and driving ROI.

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 Standout Features & Integrations

Features include budgeting tools that let you customize everything from the preferred currency to hourly rates (you can also customize this for individual projects) and automatic calculations for planned vs actuals. You can also drag-and-drop team member work directly from the resource workload view and make bulk changes to workloads for the team as a whole.

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.

Wrike has a dedicated help center with interactive training, videos, and a ‘Getting Started’ guide.

QuickBase is a project workflow management tool that helps you build customized business applications to facilitate various core business processes.

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 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 Standout Features & Integrations

Features include a no-code app builder that is useful if you don't have extensive IT resources. It allows you to tailor the software to your specific needs without having to program anything. You can select from starter apps that are ready to go, or pull together components to build your own. This is helpful for getting applications up and running quickly.

Integrations include Outlook, Microsoft Teams, Google Workspace, Slack, Box, Dropbox, OneDrive, Trello, Asana, Jira, Zendesk, and Docusign, among others.

Several learning resources and certification programs are also available from QuickBase, helping to support users in maximizing the utility of their applications.

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.

Why I chose 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 Standout Features & Integrations

Features include the ability to host virtual meetings (saving you from having to use a separate videoconferencing tool), as well as other collaboration features like a social-style feed to keep track of project activity and a forum for project discussion or brainstorming.

Integrations include box, Dropbox, Github, Google Workspace, Microsoft Teams, Slack, and Zendesk. A paid Zapier account will unlock additional integrations.

A free plan is available for up to three active users. Paid plans start at $5 per user/month, and a 10-day free trial is available for premium plans.

Miro is a visual collaboration platform designed to support a variety of team activities such as project management, brainstorming, and strategic planning. 

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 enable teams to 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 Standout Features and Integrations

Features include Miro AI, which can help with tasks like clustering sticky notes and fleshing out rough ideas during brainstorming sessions. The tool also has an extensive library of templates for common diagram types and specific use cases like project timelines, kickoffs, and project planning.

Integrations include Google Drive, Slack, Jira, GitHub, Zoom, Azure DevOps, Asana, Trello, Dropbox, and Microsoft Teams.

Miro is also developing its Miro Assist AI to help automate tedious tasks and expand thinking during ideation and creation. 

Kintone is a customizable marketing project management platform used by teams at Volvo Trucks North America, Japan Airlines, Shiseido, and over 23,000 organizations worldwide.

Why I picked Kintone: Their unique approach to marketing management lets you build a wide variety of customizable “apps” either from scratch, using templates or from your existing spreadsheets, for data management, business processes, and workflows. Kintone apps can be customized for project management, CRM, partner databases, expense reports, shared to-do lists, event management, product feedback, and much more.

Kintone lets you build no-code project tracking apps by dragging and dropping elements that you want to see onto the page: rich text fields, date fields, drop-down menus, number fields with built-in calculations, spaces for attachments, user or group selection menus, related data from other apps, tables, and more.

Once you’ve built the app you want, you can use it to more easily manage whatever data and tasks you and your team need to track. And with custom notifications and reminders as well as detailed permissions settings, your collaboration tool can look and work however you want it to. Kintone’s built-in communication features also allow teams to discuss projects directly in the app and in topic or project-based threads. Dedicated “spaces” organize everything your team needs for your project, including task-tracking apps and searchable conversation threads.

Kintone Standout Features & Integrations

Features include granular permission settings that allow you to manage access at the app, record, or field level, so the right team members are involved in the right conversations. The tool's built-in database also supports collaborative data editing, so multiple users can update records simultaneously.

Integrations include Slack, Gmail, Google Calendar, Outlook, Tableau, Dropbox, Salesforce, HubSpot, Eventbrite, WordPress, QuickBooks, MailChimp, and many more through a paid plan with Zapier or via API integrations.

Kintone offers discounted prices for nonprofits and educators, and a free custom app build as part of the free trial process.

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.

A lot of marketing teams with the best of intentions have not experienced digital transformation success. That’s because marketing projects are difficult to manage and often plagued by issues that include: misaligned teams, a lack of visibility and working in multiple ad hoc systems. Overcome these obstacles, manage work and collaborate across the enterprise—all from Clarizen’s single, intuitive cloud-based solution.

Clarizen’s leading work management solution offers a 360-degree view of projects, greater efficiency through automation and the ability to adapt to your business processes.

• Real-time Control: Control your marketing project management, business systems, and processes
• Business Intelligence: Centralize all activities and gain real-time status on the status of marketing campaigns and projects
• Enterprise-wide Transparency: Give your team a “single source of truth” so they can make smarter, faster decisions

Up your team’s game and stay competitive with modern work management that enables a successful marketing digital transformation.