I 20 migliori software di gestione delle risorse per agenzie nel 2026

Screendragon is an agency resource management platform for project-based teams that need workflow automation, resource scheduling, and capacity planning in one system.

Who Is Screendragon Best For?

Screendragon is a strong fit for mid-to-large agencies and in-house creative teams that need to manage complex, multi-project workloads across large teams.

Why I Picked Screendragon

I picked Screendragon as one of the best because of how well it handles capacity planning at scale. What I find genuinely useful is the ability to toggle between task-based, hour-based, and percentage-based resource views—so when I'm juggling multiple client projects, I can instantly see where my team is overloaded without digging through spreadsheets. I also like the one-click auto-assignment feature, which matches team members to projects based on skills and availability rather than gut instinct. It also includes built-in demand forecasting, which lets me model future workload and spot resourcing gaps before they become a problem.

Screendragon Key Features

• Flexible filters and role-based views: Drill down by department, skill set, region, or custom role to find the right people for any project.
• Integrated timesheets and project data: Link resourcing directly to live project plans and timesheet data for a unified view of team performance.
• Digital approval workflow management: Capture decisions, comments, and markups centrally, with version comparison and an automated audit trail.
• No-code visual workflow builder: Design custom workflows from scratch or use templates, with full control over process logic and automation rules.

Screendragon Integrations

Screendragon offers native integrations with Microsoft 365, Google Workspace, Slack, Jira, Salesforce, SAP, Oracle, and Adobe Creative Cloud. An API is available for custom integrations.

Scoro is an agency resource management platform that brings together project planning, resource scheduling, time tracking, budgeting, and collaboration tools in one system.

Who Is Scoro Best For?

Scoro is a good fit for mid-sized agencies and professional services firms that need a single platform to manage projects, people, and finances together.

Why I Picked Scoro

I've included Scoro in my top picks because of how well it connects real-time data across every layer of agency operations. What I like most is the live dashboard and reporting setup—you can track budget burn, team utilization, and project profitability without pulling data from separate tools. The utilization heatmap is particularly useful: it shows you at a glance who's overbooked and who has capacity, so you can rebalance workloads before a deadline slips. I also find the "Quoted vs Actual" view genuinely useful for ops leaders who need to catch margin issues mid-project, not after the invoice goes out.

Scoro Key Features

• Gantt chart scheduling: Visualize project timelines and task dependencies with drag-and-drop Gantt charts that update as work progresses.
• Retainer management: Track recurring client work, budgets, and hours within dedicated retainer views to keep ongoing engagements on schedule.
• Invoicing automation: Auto-generate invoices directly from approved quotes, with built-in payment processing via Stripe integration.
• Customizable dashboards: Build role-specific dashboards that surface the project health metrics, tasks, and financial data most relevant to each team member.

Scoro Integrations

Scoro offers native integrations with Google Workspace, Microsoft 365, Xero, QuickBooks, Sage, Exact, and Azure. An API is available for custom integrations.

Float is a resource management platform for agencies that brings together project scheduling, team capacity planning, time tracking, and financial forecasting in one workspace.

Who Is Float Best For?

Float is a good fit for creative and digital agencies that need to manage team schedules and project budgets in one place.

Why I Picked Float

Float earns its spot on my shortlist because it ties resourcing decisions directly to financial outcomes in a way most scheduling tools don't. I use Float's budget tracking to compare planned costs against actuals in real time—so if a project is drifting over budget mid-delivery, I can see it before it becomes a problem. I also like the project cost estimation feature, which lets me model staffing scenarios using real bill rates and cost rates before a project kicks off, so margin is built into the plan from day one, not calculated after the fact.

Float Key Features

• Visual resource scheduling: Allocate work by hours or percentages on a drag-and-drop schedule, with live over-capacity warnings and utilization indicators.
• Time off management: Set custom leave policies, approval workflows, and auto-assigned regional holidays so availability is always accurate in the schedule.
• Pre-filled timesheets: Float auto-populates timesheets from scheduled allocations, with automated reminders and timesheet locking to protect data integrity.
• Utilization reporting: Track billable vs. non-billable hours across roles, teams, and projects to monitor how your team's time is actually being spent.

Float Integrations

Float offers native integrations with Slack, Google Calendar, Outlook, Microsoft Teams, Asana, Jira, Trello, and QuickBooks, and connects with Zapier. An API is available for custom integrations.

Productive is an agency resource management platform that brings together resource planning, forecasting, project tracking, budgeting, and time tracking in one system.

Who Is Productive Best For?

Productive is built for agencies and professional services teams that need to manage people, projects, and budgets in one place.

Why I Picked Productive

Productive earns its spot on my shortlist because of how tightly its resource planning and forecasting features connect to real financial outcomes. I like that the resource planner shows team availability, time off, and capacity in one view—so when I'm deciding whether to take on a new project, I can see exactly who has room and who's already stretched. The Scenario Builder lets me model different scheduling and pricing outcomes before committing to a plan. I can also track billable utilization by person, team, or month, and Productive flags budget overruns before they occur.

Productive Key Features

• Project templates: Duplicate tasks, subtasks, descriptions, and assignees from a saved template to spin up new projects.
• Budget phase management: Split large, long-term project budgets into separate phases to manage complex, multi-stage client work.
• Time approval workflows: Review submitted time entries, mark hours as billable or non-billable, and request changes before approving.
• Automated budget alerts: Set custom warnings to trigger when a project hits a defined percentage of its budget spend.

Productive Integrations

Productive offers native integrations with Slack, Xero, QuickBooks, Google Calendar, and HubSpot, and connects with Zapier. An API is available for custom integrations.

Rocketlane is a professional services automation platform that combines resource planning, capacity management, time tracking, client portals, and project delivery tools in a single workspace.

Who Is Rocketlane Best For?

Rocketlane is a strong fit for professional services and SaaS implementation teams that manage structured, client-facing project delivery at scale.

Why I Picked Rocketlane

I've included Rocketlane in my top picks because its branded client portal goes well beyond basic project sharing. Clients get a single hub where they can view project plans, access files, respond to tasks, and track progress without needing a Rocketlane login. I also like that the portal is fully white-labeled, so your team's branding stays front and center throughout the entire engagement, not just at kickoff. When you're managing multiple client projects simultaneously, that shared workspace cuts down on the back-and-forth email chains that slow delivery down.

Rocketlane Key Features

• Resource planning: Assign team members to projects based on availability, skills, and workload across your portfolio.
• Time tracking: Log hours directly within tasks and submit timesheets for manager approval without leaving the platform.
• Project templates: Build reusable project blueprints with pre-set tasks, timelines, and assignees to standardize delivery.
• Budget tracking: Monitor project spend against forecasts with margin tracking and rate card management built in.

Rocketlane Integrations

Rocketlane offers native integrations with Slack, Salesforce, HubSpot, Jira, Google Calendar, Outlook, and Zapier. An API is available for custom integrations.

Wrike is a project and resource management platform for agencies that brings together task tracking, workload planning, time tracking, and team collaboration in one workspace.

Who Is Wrike Best For?

Wrike is a good fit for mid-size to large agencies that need a structured, scalable platform to manage complex projects across multiple teams.

Why I Picked Wrike

I included Wrike on my shortlist because it packs a lot of project management depth into a single platform. I particularly like the Gantt chart scheduling, which lets my team map out task dependencies across multiple concurrent client projects and immediately see how a timeline shift on one project ripples into another. I rely on the resource bookings feature—I can reserve a team member by role, estimate hours, and check their availability before committing them to a new project. Wrike's effort management lets me assign effort estimates at the task level, which makes workload forecasting across a full project portfolio much more accurate.

Wrike Key Features

• Custom project views: Switch between Board, Table, Gantt, Calendar, and Chart views to visualize project progress in the format that works best for your team.
• Scrum boards: Manage Agile workflows with backlog prioritization, sprint planning, and real-time collaboration on shared Scrum boards.
• External request forms: Collect and route incoming work requests from clients or non-Wrike users directly into your project workspace.
• User activity reports: Pull on-demand audit reports to track what each team member has created or changed across your account.

Wrike Integrations

Wrike offers hundreds of integrations through its built-in connectors and marketplace, including tools like Google Workspace, Microsoft 365, Salesforce, and Slack. It also supports Zapier and provides an API for custom integrations.

Resource Guru is a resource management platform for agencies that brings together resource scheduling, team availability tracking, project allocation, and capacity planning in one place.

Who Is Resource Guru Best For?

Resource Guru is a good fit for agencies and professional services teams that need a dedicated tool for scheduling people across multiple projects and clients.

Why I Picked Resource Guru

I picked Resource Guru as one of the best because its capacity planning reports give you a genuinely clear picture of where your team stands. The people and resource utilization report breaks down demand versus capacity so you can see exactly when your team is stretched thin and when there's room for more billable work. I also like the bookings-by-type report, which lets you model scenarios based on tentative or unapproved work—so if a client confirms a project, you can already see how that affects your schedule before it becomes a problem. The forecast vs. actuals reporting is another feature I rely on, since it shows whether you're over- or under-servicing clients and helps you quote future work with more confidence.

Resource Guru Key Features

• Clash management: Flags scheduling conflicts in real time and holds unresolved bookings in a waiting list until they can be properly assigned.
• Auto-suggested timesheets: Pulls scheduled work directly into each team member's timesheet so they can log a full week with one click.
• Custom fields: Tag resources with skills, roles, or any business-specific attribute so you can filter the schedule to find the right person for each project.
• Time off report: Tracks all absence types—vacation, sick leave, public holidays, parental leave—so you can plan around team availability before gaps become problems.

Resource Guru Integrations

Resource Guru offers native integrations with Outlook Calendar, Google Calendar, Jira, Slack, Microsoft Teams, Google Sheets, Salesforce, Workday, Basecamp, and QuickBooks. It also connects with Zapier and provides an API for custom integrations.

monday.com is a work management platform for agencies that brings together project tracking, resource allocation, workload planning, and team scheduling in a single visual workspace.

Who Is monday.com Best For?

monday.com is a good fit for small to mid-sized agencies that need an intuitive, low-setup way to manage team workloads and project capacity.

Why I Picked monday.com

I picked monday.com as one of the best because its workload view makes capacity planning approachable for agency teams that don't want to spend hours configuring a complex system. The view plots each team member's assigned tasks along a calendar, with color-coded bubbles that clearly show who's over capacity and who has room to take on more work. When I spot a red bubble, I can click into it, see exactly which tasks are causing the overload, and drag one over to a teammate with bandwidth—all without leaving the view. monday.com also lets you set a weekly capacity per person in hours, so the workload view reflects real availability rather than just task count.

monday.com Key Features

• Gantt chart view: Visualize project timelines, set task dependencies, track milestones, and identify critical paths across all active projects.
• Custom dashboards: Build real-time dashboards that pull data from multiple boards to give you a live snapshot of project status, budgets, and team output.
• Automated workflows: Set up no-code automation rules to handle recurring actions—like status changes, task assignments, or deadline notifications—without manual follow-up.
• Workdocs: Create and embed documents directly inside monday.com boards, keeping project briefs, meeting notes, and deliverable specs alongside the tasks they relate to.

monday.com Integrations

monday.com offers hundreds of native integrations through its built-in integrations and marketplace, including Slack, Salesforce, HubSpot, Google Workspace, Microsoft Teams, Jira, Trello, Dropbox, Zoom, and GitHub. It also supports Zapier and provides an API for custom integrations.

Kantata is an agency resource management platform designed for project-based businesses that need resource planning, project management, time tracking, and analytics in one system.

Who Is Kantata Best For?

Kantata is a good fit for professional services firms and agencies that need to manage complex, people-driven projects across multiple clients and workstreams.

Why I Picked Kantata

I picked Kantata as one of the best because of how deliberately it's built around people as the core unit of delivery. Where most resource management tools treat headcount as a scheduling variable, Kantata's resource management and forecasting module lets my team see availability by skill set, identify gaps before they become blockers, and shift people across projects in real time. That level of granularity matters when you're juggling multiple client engagements with overlapping timelines. I also like that Kantata's AI Expertise Engine learns from past project data to surface smarter staffing recommendations over time, so resourcing decisions get sharper the longer you use the platform.

Kantata Key Features

• Time and expense tracking: Log billable hours and expenses directly within projects, with built-in automation to keep records accurate and finance teams on schedule for period close.
• Financial management: Connect project delivery to invoicing, revenue recognition, and margin tracking in one place, with real-time visibility into costs and profitability.
• Kantata Pulse: Collect client and employee sentiment data alongside operational metrics to monitor project health and catch delivery risks before they escalate.
• Generative AI project assistant: Automatically draft status reports, executive updates, and project case studies by pulling from live project data.

Kantata Integrations

Kantata offers native integrations with Salesforce, Slack, Jira, HubSpot, QuickBooks, Xero, Microsoft 365, Google Workspace, Expensify, and NetSuite. An API is available for custom integrations.

You often juggle multiple projects, shifting deadlines and limited team bandwidth—and that’s where Forecast comes in for mid-sized agencies and consultancies. From scheduling who’s working on what to modelling upcoming demand, it gives you one place to align people, projects and margin forecasts. If you care about seeing into both resource capacity and profitability in the same tool, this could be a strong fit.

Why I Picked Forecast

I picked Forecast because it centers on AI-driven resource allocation and capacity planning, which is crucial when you’re running multiple client projects and need to match people to the right engagements. Its ability to model soft and hard allocations of your team helps you avoid overlaps or idle time, while its rate-cards and project baselines give you direct insight into cost versus revenue so you can keep profitability visible. For agencies or consultancies that must plan ahead yet adapt quickly, this combination of resource foresight plus financial awareness really speaks to your needs.

Forecast Key Features

Aside from that core focus on resource allocation and margin control, you’ll find several additional useful features for a resource-management context:

• Capacity planning & workload view: A visual dashboard showing your team’s availability, bookings and upcoming demand so you can see overloads or gaps.
• Time tracking & timesheets: Built-in time registration (manual or timer), including approvals, internal non-billable time and auto-transfer across retainer periods, so you capture utilization accurately.
• Gantt charts & project baselines: Timeline visuals and baseline planning let you map tasks, dependencies and project phases—handy for managing many simultaneous client projects. 
• Financial tracking & budget vs actuals: Track project budgets, costs, revenue recognition, and client profitability—essential when resource usage drives margin.

Forecast Integrations

Integrations include Sage Intacct, HubSpot, Jira, Xero, QuickBooks, Microsoft Dynamics 365, Salesforce, Azure DevOps, GitHub, and Google Calendar.