Guide Expert 2022: Meilleur logiciel de gestion de projet marketing

ClickUp is a marketing project management software for managing marketing tasks, campaigns, docs, and clients in one place. ClickUp 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.

ClickUp’s highly customizable views allow users 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.

The tool includes reporting features, the ability to create custom dashboards, and six built-in report types for team reporting. Team members can track time natively within the software or through an integration.

Design custom forms to collect client info, get approval, and distribute information from a single place. Custom statuses and automation enable users 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. Users can assign comments for requested changes and approve them in real-time.

ClickUp offers native integrations with 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. The unlimited plan starts at $5 a month per user and offers additional functionality.

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.

Smartsheet’s online project management tool checks off a lot of the boxes I’ve laid out in the criteria for an advertising agency project management software. It doesn’t really offer much in the way of expense or invoice management features, (check out other tools if you need those features) but it does have a ton of content collaboration features that are especially useful for marketing teams, as well as customizable dashboards that can be made to display specific project data for each of your marketing clients or campaigns, which is pretty cool.

Let’s start with the “Forms” feature, which offers the ability to create and customize forms to collect essentially any data from anyone in a structured format—you could use it for collecting information, including images and files, from clients in order to make briefs, for example.

Team collaboration features are great—members get notified of critical changes in real-time, and the tool provides shared views, detail history, activity logs, automated alerts, reminder, and status reports to keep everyone aligned and informed. There are content collaboration features like pinned feedback, approvals, and annotations that make it easier to collaborate on creative work.

There are lots of project management and resource management tools, which I consider to be fairly standard among marketing project management software—it’s a good set of tools for scheduling, assigning resources, tracking work, tracking budget, etc.

Finally, reporting is a strong feature of this tool, with editable summary reports that you can easily export to Excel.

The one thing this tool is missing for an advertising agency setting is client management features, such as prospect management, billing and invoice features. While there are ways to manage clients and share your portal with clients through various permission levels and dashboards, there isn’t a way to manage the full client management process, so you’ll want to integrate with another tool like Salesforce (see below) for that.

Smartsheet integrations include Microsoft and Google apps, as well as development essentials like Jira, and useful business apps like Salesforce, servicenow, Slack, Box, and Tableau. The platform is extensible through a REST API and webhooks.

Smartsheet costs from $7/user/month, with a minimum of 3 users and a maximum of 25 users. They also offer a 30-day free trial.

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.

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.

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.

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.

FunctionFox Simple online timesheet and project management tools created by an ad agency for advertising agencies, graphic designers, PR, digital, marketing firms and in-house creative teams. FunctionFox offers an affordable and powerful way to stay on top of essential administrative activities – one that is simple to set up, easy-to-use, and highly effective. Track all your projects accurately from concept to completion, collaborate on work, increase profits, and best of all – free up more time so you can stay creative.

FunctionFox is loved by small firms and Fortune 500 companies worldwide for being easy to use – and the 5-star service and free expert advice. Easily manage and track multiple jobs, budgets, and resources with on-demand, actionable reports. Boost your productivity and profitability. FunctionFox has a free 14-day free demo and starts at $5/user/month.

Kissflow Project is an intuitive project management tool designed with a focus on collaboration, transparency, coordination, and productivity, critical for busy marketing teams. It’s not intended for overly complex projects (and it doesn’t do Gantt charts), so this is a great fit for small-to-medium marketing teams who just want an easy-to-use platform to collaborate on.

Kissflow Project offers multiple views for projects including Kanban boards, list views, and swimlanes. The Project States function helps reduce the amount of tracking needed by allowing team members to mark tasks with one of three statuses — on hold, in progress, and done.

The tool allows users to share project plans, documents, and other files as well as discuss projects directly within its interface, required features for marketers. It doesn’t have time-tracking or invoicing, but it does have some essential project management features like reporting and notifications for team members as due dates approach.

Kissflow includes native Microsoft and G Suite integrations, and the platform offers a REST API and webhooks.

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 help@yourcompany.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.