Project management and internal communications tool with marketing features like project boards, file storage, and task check-ins
Vous trouverez ci-dessous un aperçu de ces outils, des captures d’écran, les fonctionnalités, les prix et notre note.
Notions de base sur les logiciels de gestion de projet marketing
Que fait le logiciel de gestion de projet marketing?
Fonctions qu’un logiciel de marketing de gestion de projet exécute
Dans un contexte marketing, les logiciels de gestion de projet peuvent aider les équipes à planifier, communiquer et suivre les projets, du briefing à la livraison. Ils offrent souvent des fonctions pour la planification des projets et des ressources, la gestion des clients, la collaboration d’équipe, la facturation, le suivi du temps et la production de rapports.
Quels sont les avantages d'utiliser un logiciel pour les équipes marketing?
3 avantages du logiciel pour les équipes marketing
- Rationaliser votre facturation grâce à des outils d’estimation et de facturation auxquels les clients peuvent accéder.
- Avoir une vue d’ensemble de la capacité de votre équipe à prévenir la surréservation.
- Conserver les fichiers et les documents dans un endroit partagé où il est facile pour l’équipe de collaborer, d’obtenir des commentaires et de voir les progrès réalisés.
À qui s'adresse le logiciel de gestion de projet marketing?
Types d’équipes qui utilisent des logiciels de gestion de projet marketing
Il est courant d’utiliser des logiciels de gestion de projet marketing dans les :
- Services marketing internes
- Agences de marketing
- Agences de marketing de contenu
- Agences de marketing digital
- Sociétés ou studios d’image de marque
- Cabinets ou studios de design
- Agences ou entreprises de publicité
et bien d’autres.
Vous venez de réaliser que vous ne recherchez pas un logiciel de gestion de projet marketing? Jetez un coup d’œil à d’autres outils utiles :
- Logiciel de planification de projet pour vous aider à planifier, suivre et analyser vos projets.
- Logiciel de suivi du temps pour aider vos équipes à suivre le temps et vous aider à utiliser les données pour la facturation et la planification.
Quel est le meilleur logiciel de gestion de projet marketing pour assurer le bon fonctionnement de votre agence. Les agences de création, les équipes digitales internes et les studios ont tous une chose en commun : extraire le meilleur du travail créatif. Mais quels outils pouvez-vous utiliser pour produire le meilleur et éviter que les gens ne s’enlisent dans l’administration pénible d’un projet?
Vous cherchez une solution de gestion de projet pour vous aider à gérer des projets dans votre département marketing, agence de marketing digital, ou studio de création?
Nous avons décidé de regarder de plus près pour trouver les meilleurs logiciels et outils de gestion de projet d’agence créative sur le marché, et voir lesquels livrent la marchandise.
Critères du meilleur logiciel de gestion de projet marketing
L’outil logiciel de marketing et de gestion de projet idéal doit être plus qu’un jeu d’enfant. Il doit vous aider à remplacer la multitude d’autres outils SaaS sur lesquels vous pouvez compter.
Pensez au nombre d’abonnements que vous payez chaque mois. Je parie que vous utilisez :
- des outils de suivi du temps comme Toggl ou Timedoctor
- des outils de gestion de projet comme Basecamp ou Asana
- des outils de communication de projet comme Slack ou Hipchat
- des outils de reporting comme Forecast.it
- des outils de ressourcement comme Resource Guru, Hubplanner ou 10,000ft
- et des outils financiers comme Quickbooks.
Vous paierez des milliers de dollars par mois pour ces outils, et souvent, ils ne fonctionnent pas bien ensemble, ce qui nécessite de copier et coller les mêmes données sur différents outils. Avoir un seul outil pourrait être une bonne idée, mais est-ce que l’un d’entre eux est bon? Si vous recherchez un seul outil de gestion de projet pour les gérer tous, vous avez besoin d’un outil que vous pouvez utiliser pour tout.
Ainsi, quand j’ai passé en revue les logiciels de gestion de projet de marketing, j’ai regardé non seulement leur interface utilisateur, la facilité d’utilisation et les intégrations, mais aussi pour les fonctionnalités suivantes :
- Suivi du temps et des dépenses – de l’établissement des devis au suivi des heures consacrées à un projet
- Gestion de projet – grâce à des outils de gestion des tâches et de collaboration d’équipe
- Tableaux de bord de rapports – permettent de voir où en est un projet (et l’agence) avec le budget, les échéanciers et la facturation.
- Gestion des ressources – s’assurer que vous ne manquez pas de personnel ou que vous n’en avez pas trop dans le secteur d’un projet.
- Facturation – transformer les rapports de projet en factures et devis
Note : si vous cherchez un logiciel de marketing (des outils qui vous aident à gérer vos campagnes de marketing eux-mêmes) au lieu d’un logiciel de gestion de projet marketing, vous devez regarder : 15+ Meilleur logiciel de marketing pour votre petit business (2018).
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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 $8/user/month and comes with a free 14-day trial. They offer a free plan for up to 2 users.
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.
Wrike is an award-winning marketing project management platform that’s designed to improve marketing project management processes, enabling greater productivity and driving ROI. It’s highly configurable and users can customize workflows, dashboards, reports, and request forms to maximize their effort.
Wrike’s simple interface allows 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.
Users also have access to a variety of templates for common organizational processes, including marketing production management, operations, promotion, and more.
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, and creative apps from Adobe.
Wrike starts at $9.80 per user per /month and is suitable for teams of five or more. There are four different price points, including a free version and plans which allow users to invite free external collaborators to a paid account.
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 $17/user/month. They also offer a fully-featured, free 14-day trial.
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.
Forecast is a marketing project management platform for project and resource management. It’s equipped with intelligent automation that can predict project delivery dates and forecast capacity needs, as well as with collaboration tools to help marketing teams work together.
Forecast’s auto schedule feature assists with project planning by automatically estimating task durations, assigning resources, and setting deadlines. Another great feature is the ability to automatically calculate utilization throughout an agency or org and see how team members are spending their time.
The tool’s pipeline allows users to view finished, running, and planned projects across a portfolio. Users can create tasks where team members can comment, share files, and register time. Also included is the ability to set up notifications for key progress updates.
Forecast also includes tools to track the financial progress of projects, whether they are based on retainer contracts or other types of contracts., as well as view profitable and submarginal projects.
Forecast integrates with mainstream project management tools, as well as with Jira, QuickBooks, Xero, and more.
Pricing starts at £29/user/month, and a 14-day free trial is available.
- Highly flexible and customizable
- Easy to use, implement, and get up and running
- Includes AI-powered auto-scheduling and time entry suggestions
- Minimum of 10 seats
- No asset management features
- No browser extension for time tracking
Paymo is a collaborative work management platform that allows you to track your marketing team’s progress and collaborate in context. It does so by acting as a single source of truth, where several modules like planning, resource scheduling, time tracking, and invoicing feed into each other and co-exist under the same roof – without messy integrations.
Customizable workflows, project statuses, and notifications help you stay alert and spot bottlenecks way ahead of time. Clarity is further guaranteed by the resource scheduler that informs you about your team’s current and remaining workload, leave days, and project budgets. Along the way, you can track your time in various ways (web app, desktop, mobile), then pull it into an invoice to get paid accurately for your services.
Paymo works with the creative tools you use, like Adobe CC, Slack, Jotform, Google Suite, QuickBooks Online, Xero to name a few, so you can work where you feel most comfortable.
There are two paid plans, the lowest one starting at $11.95/user/month – no seat cap. Yearly subscribers are also eligible at a 20% discount. Free trial available.
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.
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.
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.
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.
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.
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).
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.
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.
14-day free trial
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|From $9.80/user/month||Visit Website|
14 days free trial
|From $17/user/month||Visit Website|
30 days free trial
|From $22.50/user/month||Visit Website|
14-day free trial
|From $29/user/month||Visit Website|
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|From $4.95/user/month||Visit Website|
30 days free trial
|From $24/user/month||Visit Website|
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Free demo available
|From $35/month (plus $3.75/user/month)||Visit Website|
Project management and internal communications tool with marketing features like project boards, file storage, and task check-ins
30-day free trial
|From $11/user/month (billed annually)||Visit Website|
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30 day free trial
|From $2.5/project/month||Visit Website|
7 days free trial
|From $29/user/month||Visit Website|
|From $34/user/month for a team of 50-99 users||Visit Website|
- Projector PSA
Best for marketing project management automation
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Best marketing project management software for project visibility
Best marketing project management software for team collaboration
- Planview Clarizen
Best digital marketing project management software
Best for team productivity and collaboration
Best G Suite project management solution for marketers
- Function Point
Best marketing project management software for usability and user experience
Best collaborative marketing project management software for non-project managers
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Qu’il s’agisse d’outils simples qui offrent quelques solutions rapides ou de produits complexes qui prennent un certain temps à explorer en profondeur, les options de logiciels de gestion de projet de marketing sont nombreuses, ce qui peut rendre le choix d’un logiciel complexe. Notre suggestion? Examinez attentivement les caractéristiques de chaque produit et déterminez lequel a le facteur Boucle d’or pour vous. Lorsqu’une démonstration ou un essai est disponible, nous vous recommandons de le réserver afin de vous assurer que le produit fonctionne parfaitement pour vous.