What is the best marketing project management software to keep your agency running smoothly?
Creative agencies, in-house digital teams and studios all have one thing in common: pumping out the best creative work. But what marketing project management tools can you use to produce better work and stop people getting tied up with painful project administration?
Check out our list below to find the right marketing project management software to free your creative team from miscommunication, siloed work, and project failure.
Looking for a project management solution to help you manage projects in your marketing department, digital marketing agency, or creative studio?
We decided to take a closer look to find the best creative agency project management software and agency project management tools on the market, and see which ones deliver the goods.
Criteria For The Best Marketing Project Management Software
The perfect marketing and project management software tool should be more than just a one trick pony—it should help replace the slew of other SaaS tools you rely on. You’ll have complete control over your work work management system while also streamlining workflow by reducing the numbers of tools you and your team members use.
Think about how many subscriptions you’re paying out each month. I bet you’re using:
- time tracking tools like Timesheets
- project management tools like Wrike
- project communication tools like Slack
- file sharing tools like Evernote
- and finance tools like Quickbooks.
You’ll pay thousands of dollars a month for these tools—and they often don’t work together well, requiring copying and pasting of the same data across different tools. Having one tool might be a good idea—but are any of them any good? If you’re looking for one project management tool to rule them all, you need a tool that you can use for everything.
So, when I reviewed the marketing project management software out there, I not only looked at their user interface, usability, and integrations, but also the following functionalities:
- Time tracking and expense tracking – from quoting to keeping track of hours spent on a project through timesheets
- Project management – enabled with task management and team collaboration features such as message boards, as well as tools for adhering to project timelines, such as Gantt charts and Kanban boards
- Reporting dashboards – easy to see where a project (and the agency) is at with budget, timelines, and invoicing
- Resource management – making sure you’re not understaffing or overstaffing one area of a project
- Invoicing – turning project reports into invoices and estimates
- Customizable – allows you and your team members to customize the software to your specific project needs
- Real time updates – includes notifications for and instant updates on project statuses, deliverables, and changes to task lists
Note: if you’re looking for marketing software (tools that help you manage your marketing campaigns themselves) instead of marketing PM software, look here: 10 Best Marketing Software Tools of 2019
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10 Marketing Project Management Software Tools
The Best Marketing Project Management Software Overviews
Below, we review the best marketing agency project management software that we’ve come across.
1. monday.com – Award-winning, visually intuitive tool for planning, tracking, and collaborating on projects.
monday.com is a great marketing project management software because of the way the tool has done away with a lot of the trimmings of typical management tools and focused on simple, visually intuitive layouts that help clarify the sequence of work.
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 Zapier.
monday.com costs from $17/month for two users. The company’s customer support is available 24/7 by phone or email.
2. Hive – Highly adaptable project management and collaboration software used by small teams of 10 up to Fortune 500s.
Hive is a project management and collaboration platform that powers companies like Starbucks, Uber, WeWork, and IBM. With AI-based analytics, thousands of integrations, flexible project views, and more, Hive streamlines your work in one centralized platform. Used by teams of varying sizes, from 10 people to 1,000, Hive is a great option for a diverse range of companies and work styles.
Hive’s time-tracking, analytics and flexible view capabilities allow for transparent understanding of other team-members work and upcoming projects. 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.
3. Clarizen – Fully-featured enterprise software to manage your entire agency process with portfolio, resource, and workflow tools.
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.
4. Paymo – Collaborative marketing project management software to track your team’s progress, collaborate in context, and make smarter decisions.
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.
5. FunctionFox – Simple online PM tools created by an ad agency for ad agencies, creative teams, and PR, digital, and marketing firms.
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.
6. Wrike – Marketing work management system to coordinate high-impact, multi-channel online campaigns with lots of project plan templates.
Coordinate your teams and manage your marketing calendar to deliver multi-channel campaigns by aligning team tactics in their calendars function, built-in communication tools like the Live Editor and the Wrike Proof function, and out-of-the-box templates for common marketing initiatives.
Today’s level of multi-channel marketing requires that all of your tools have the capacity for connections. Wrike scored favorably in the Integrations section of the review, as it works with other marketing-focused tools that you are probably familiar with. Wrike connectivity with the Adobe Creative Suite will definitely be useful for any modern marketing team.
Integrations include Google, Microsoft, Salesforce, Slack, Tableau, JIRA, MediaValet, Adobe Creative Cloud, Github, SAML, Bitium, Dropbox, Okta, Box, Active Directory Federation Services, OneLogin, PingFederate, Shibboleth, and more. For the coding-savvy, Wrike Integrations now allows users to create custom integrations with over 400 cloud and on-premise apps.
Wrike tends to be a bit notification-heavy so you will want to start your journey by tailoring how, when, and where you receive alerts from their system (particularly email). It also takes a while uploading files so users will have to exercise patience if you have a large number of documents.
Wrike costs from $9.80/user/month and has a freemium version for up to 5 users. There is also a 14-day free trial for the paid plans.
- 30 days free trial
- From $9/month and has a freemium version of the software for up to 2 projects and 5 users
7. Teamwork Projects – Work and project management tool that helps teams improve collaboration, visibility, and accountability for any marketing project.
Used by over 20,000 companies, Teamwork Project has all the project management functions you would expect plus features Keyes-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.
8. Workfront – Work management software designed to streamline workflows in agencies and marketing, service, and IT teams.
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.
9. Function Point – Marketing project management tool built for digital agencies and the creative indusutry
Function Point is a project management software tool built primarily for the needs of digital agencies and the creative industry. Function Point is used by more than 600 agencies including Ogilvy and gives you a good overview of what’s happening across your team and tasks.
Function Point covers off all of our functionality requirements fully with a tool that includes an all-in-one cloud based workflow for project and task management, traffic and resourcing, project accounting, analytics and insights, and collaboration tools, making it a complete all-rounder. The collaboration tools are excellent, with creative project management, comments and changes happening directly on the platform. Choose Function Point for its slick interface, full features and simplicity of use (including mobile apps) but beware that it doesn’t support integration with other systems.
10. Projector PSA – Leading professional services automation platform to sync your existing tools and provide better cross-visibility.
Projector’s cloud-based professional services automation software is not just designed for creative agencies, but for all professional services organisations. The software is available in various standalone or integratable modules – project accounting, resource scheduling, advanced analytics, and project management.
It’s an easy to use platform, although the interface can be somewhat complex and takes some time to fully appreciate. The company offers a range of customer support options, and the software integrates easily with several platforms, including QuickBooks, Salesforce, Intacct, Dynamics GP and MS Project. Choose Projector PSA for its easy integration with other platforms.
Summary Of The Best Marketing Project Management Software
It’s easy to be overwhelmed by the baffling array of marketing project management software tools out there. Below, we’ve put together a reader-friendly table neatly summarizing basic info about the tools described in this article. We’ve investigated the pricing and availability of free trials and demo versions for you to make a side-by-side comparison that much simpler.
Other Marketing Project Management Software
If you’ve checked out the list of marketing project management software above and not found anything that works for you, we’ve found a few other agency project management software solutions you might want to check out.
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From simple tools that provide a few quick solutions, to complex products that take some time to fully explore, marketing project management software options are plentiful, which can make choosing one complex.
Our suggestion? Look carefully at each product’s features and work out which one has the Goldilocks factor for you. Where there is a demo or trial available, we recommend booking it to make absolutely sure the product works for you.