As 10 melhores ferramentas de sistemas de gestão de agências analisadas para 2026

Wrike is a work management platform for agencies that combines project planning, creative review and approval, client collaboration, resource management, and workflow automation across concurrent client engagements.

Who Is Wrike Best For?

Wrike is a strong fit for creative and marketing agencies that need to manage concurrent client engagements, from brief intake and resource planning through to creative review and stakeholder approval.

Why I Picked Wrike

I picked Wrike as one of the best because it handles the full arc of client delivery, from brief intake through creative review and final approval, in a single workspace. I particularly like the proofing feature, which lets my team mark up and approve 30+ file types, including video, directly inside tasks, with a structured approval chain and a recorded decision trail. Guest approvals mean clients and freelancers can participate in review rounds without needing a paid seat.

Wrike Key Features

• Dynamic request forms: Capture client briefs through customizable intake forms that automatically generate a task, project, or blueprint and route it to the right team.
• Workload charts: View and rebalance team capacity across concurrent client engagements using drag-and-drop workload management and effort allocation.
• Guest approvals: Invite clients and freelancers into specific projects with controlled permissions so they can participate in review rounds without a paid seat.
• WHEN–IF–THEN automation rules: Trigger task updates, status changes, and handoffs automatically across projects using configurable multi-step automation rules.

Wrike Integrations

Wrike lists 400+ integrations, including QuickBooks, Power BI, Tableau, Salesforce, Google Sheets, Microsoft Teams, Slack, Jira, GitHub, and HubSpot. It also provides REST, OAuth 2.0, webhook, Datahub, and BI Export APIs for custom connections.

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 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. Fran Vižintin, Senior Account Executive at Productive, explains why the platform works so well for agencies: “Productive is designed for agencies and supports high-level resource planning. It allows agencies to assign services, billable rates, and track budget within each project phase.”

The tool's features fully satisfy my criteria for agency management tools. 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 tools fit the criteria for resource and project management that I look for in an agency tool or platform.

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 report, 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.

Synergist is a comprehensive agency management software designed to support growing agencies by providing tools for tracking project profitability, managing projects, and overseeing team utilization. For agencies aiming to improve their financial performance, Synergist can be used to monitor profitability metrics and forecast pipelines, profits, and payments.

I specifically picked this software because it offers an all-in-one solution with a depth of functions, such as reporting, a scheduling tool, project-tracking capabilities, and a centralized system for managing client interactions and finances. It also ensures that resources and teams are optimally allocated to enhance efficiency across the board.

Overall, Synergist stands out as an indispensable tool for agencies focused on maximizing profitability due to its access to real-time insights and financial control over projects.

Synergist integrates with various software systems, including Microsoft 365, Google, Xero, Sage, HubSpot, Salesforce CRM, Outlook Calendar, and iCal, alongside file management through Microsoft OneDrive, Google Drive, and Dropbox.

Scoro is an agency management system designed to help businesses manage operations more effectively. It combines tools for project management, sales and customer relationship management (CRM), quoting, resource planning, time tracking, billing, and reporting, bringing every aspect of agency work into one centralized platform.

The system facilitates end-to-end project management across the entire lifecycle, from initial quotes to final invoicing. Real-time dashboards and detailed reports provide visibility into progress, results, and overall performance, helping teams make informed decisions and minimize miscommunication.

Scoro also includes resource planning capabilities that help allocate workloads efficiently and prevent team burnout. Its retainer management functionality ensures that recurring client work is tracked and delivered consistently across projects.

The platform integrates with Google Calendar, Microsoft Exchange, HubSpot, Jira, Xero, QuickBooks, Sage Intacct, Exact Online, Expensify, Stripe, BambooHR, Slack, Asana, Dropbox, PayPal, and more. You can also connect additional tools through Zapier for extended automation.

Pricing starts from $19.9/user/month, with a free trial available.

Screendragon is an agency management software designed to manage projects, people, processes, and profitability in one place. It is easy to use and offers powerful customization. The world’s top agency groups like Omnicom, WPP, and IPG rely on Screendragon to power their agency operations.

Screendragon is seamlessly integrated offering project management, workflow management, resource management, and forecasting, time-tracking, budget management, and asset management. The tool is highly configurable, giving users the ability to customize forms, dashboards, templates, workflow rules, permissions, notifications, reports, and even the terminology used on the platform.

Screendragon’s integrated budget module enables users to build SOW’s and estimates, as well as forecast future revenues and resourcing needs. Reviews and approvals are made simple with features for visual proofing, real-time collaboration, version control, and granular permissions. Screendragon’s advanced automation capabilities facilitate the secure and efficient approval of assets and can adapt easily to support scaling agencies. Intuitive task management allows users to switch between Kanban boards, interactive Gantt charts, and list views.

Screendragon offers native integrations with ERP systems such as SAP and PeopleSoft and can integrate with thousands of apps through Zapier like Slack, Trello, Google Drive, Office 365, and Microsoft Dynamics. It also has an open API, allowing custom integrations with any solution.

Screendragon starts from $20/user/month with a one-off implementation fee, and a free demo is available.

Monitask is a digital platform designed to help agencies track time, manage projects, and monitor team productivity. It offers tools that allow you to see how your team spends their work hours, providing insights into project progress and employee activity. 

Monitask's time tracking and project management features are particularly beneficial for agencies. It allows you to assign projects to team members and review work hours associated with each project and task. Employees can select the project they are working on from a dropdown menu in the application and add comments for further detail. This helps ensure accurate data collection and provides insights into how time is spent across different projects.

Additionally, Monitask offers features like screenshots, application usage monitoring, and activity tracking. These tools allow you to monitor employee activity during work hours, providing a clear picture of productivity. The application only tracks activity when the employee is clocked in, ensuring transparency and respecting privacy. This can be especially useful for agencies with remote workers.

I also like its detailed reporting capabilities that allow you to analyze time and data across your company. Monitask even provides an employee in-out board, transforming your workforce management with a digital system to track employee availability. Furthermore, the software includes an employee attendance tracking feature to enhance workforce accountability and streamline HR processes. 

Some of Monitask's integrations include Zoho Projects, monday.com, Microsoft Teams, ClickUp, Asana, Trello, Basecamp, QuickBooks Online, Jira Software Server, Avaza, Teamwork, and Scoro.

monday AI Workspace is a great advertising agency 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 AI Workspace features for managing advertising projects include resource and project management modules, as well as 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 AI Workspace doesn't offer a complete set of tools for project accounting and invoicing solutions, you can use monday AI Workspace to track hours, timelines, and invoices. monday AI Workspace also adds AI-powered capabilities that can help agencies automate routine work and move projects forward faster. Teams can use AI to summarize information, generate and refine content, extract insights from work data, and automate parts of their workflows.

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 AI Workspace'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 AI Workspace costs from $9/user/month and comes with a free 14-day trial. They offer a free plan for up to 2 users.

Kantata is an agency management platform built to unify every stage of the client delivery lifecycle. From project planning and resource scheduling to financial tracking and client reporting, it gives agencies a centralized system to manage operations, improve profitability, and scale efficiently.

The platform includes features designed specifically for agencies, such as client onboarding tools, project planning, time and resource tracking, invoicing, contracts, and collaboration hubs. These capabilities make it easy to track your team’s progress against deadlines and budgets, monitor client satisfaction, and forecast utilization or revenue—all from the same platform. By consolidating workstreams, Kantata eliminates silos and provides a complete view of agency health.

Beyond daily project management, Kantata supports data-driven decision-making across the entire service lifecycle. Dynamic dashboards, business intelligence reporting, and scenario planning let agency leaders identify risks, adjust plans, and demonstrate value to clients. This combination of visibility and flexibility helps agencies deliver on promises while strengthening client trust.

Some other notable features include customizable skills databases for tracking your team’s expertise, scenario-specific reports (like profitability trackers and executive scorecards), Kanban views for agile campaign work, and automated alerts that flag potential timeline or task misalignments.

Kantata integrates with a range of tools, like Salesforce, SAP, Jira, Xero, BambooHR, Slack, Worday, QuickBooks, HubSpot, and NetSuite.

Project.co is a user-friendly and intuitive project management system that requires little onboarding and can be implemented immediately without requiring users to participate in weeks of training.

One of the key features that help make Project.co the ideal project management system for small and midsize agencies is the well-designed project management dashboard. This dashboard is easy to understand and navigate through that even beginners and non-technical users should have no issues jumping right into the system and start taking care of their assigned tasks.

The dashboard is the starting point for users to navigate through the system and gain access to its many features and tools. Whether they want to access the templates library to start new projects, view attached files, track time and task schedules, or invite team members to collaborate with. The same goes for the client dashboards, which enable external contributors and clients to access essential information about the projects they’re involved in.

The task management function is designed to help you easily create tasks and subtasks, choose the privacy settings for each task, add short descriptions, edit task status, and attach files via drag-and-drop. They can also share comments, hold conversations in real time, and allocate people.

Hive is a robust tool for agency management, project organization, and flexible task coordination. It lets agencies organize projects in a Gantt chart, Kanban board, table, or calendar, and also easily switch between each layout. Additionally, each user can choose to look at a project through different views, so each member of your team can use the view that works for them. Updates are reflected across all project views so the agency is informed no matter what option they use.

Hive enables users to easily collaborate by sending messages directly to agency individuals or groups. Need to share a document? Upload it directly to a task, project, or message. Hive’s Forms feature eliminates constant emails and collects all necessary information through simple fill-in-the-blanks.

It’s worth noting that if you’re switching to Hive from another tool, you can import tasks from tools including Asana, Trello, Basecamp, Smartsheet, and a few others.

Hive integrates with Google Drive, Salesforce, Jira, Dropbox, Slack, Zoom, One Drive, Box, and more than one thousand other tools through Zapier.

Hive costs from $12/user/month.