Os 10 melhores softwares para agências de publicidade para gestão em 2026

Productive is an agency management software that can handle all your business processes, including sales, invoicing and billing, resource planning, and project management.

Why I Picked Productive: The Sales Pipeline functionality lets you keep track of sales and your deal flow with sales reports and tracking for lost contracts. This is also great for keeping your sales process organized.

Productive has a built-in time tracker as well, which makes it easy for your team to track their time, and communication and task management functionalities make collaboration on tasks simple. Also included are resource planning features, as well as profitability tracking features for keeping track of project costs, key metrics, budgets, and invoicing.

Productive Standout Features & Integrations

Features include project management, resource planning, budgeting, reporting, time tracking, billing, sales enablement, and third-party integrations. 

Integrations include Jira, QuickBooks, Xero, Google Calendar, Exact, Slack, Outlook, Visma e-conomic, Harvest Import, Fortnox, Personio, and more using their open API. 

Scoro is an all-in-one professional services automation software designed to standardize operations and streamline workflows for agencies. It combines CRM, quoting, project management, billing, and reporting tools into a single platform, enabling teams to manage their work more efficiently.

Why I Picked Scoro: With Scoro, you can manage projects from start to finish, including quoting, budgeting, task scheduling, and time tracking. This end-to-end approach ensures that all aspects of a project are interconnected, reducing the chances of miscommunication and errors. Additionally, Scoro’s resource planning feature allows you to allocate work effectively across your team, ensuring optimal utilization and preventing burnout. The platform also makes it easier to manage client accounts, sales pipelines, and financials while providing tools for planning and forecasting work for better visibility across your operations.

Scoro standout features and integrations:

Features include invoicing capabilities that let you automate billing processes, reducing manual work and the potential for mistakes. Additionally, detailed reporting and dashboards provide real-time insights into your business performance, allowing you to monitor key metrics and make data-driven decisions. The platform also includes retainer management functionality for tracking and managing recurring client work, plus Gantt charts, a drag-and-drop planner or Kanban board, and a comprehensive CRM to keep all client communications and invoices connected.

Integrations include HubSpot, Google Calendar, Microsoft Exchange, Jira, Xero, QuickBooks, Sage Intacct, Exact Online, Expensify, Stripe, Google Drive, BambooHR, Slack, Asana, Dropbox, PayPal, and more. You can also connect to other apps through Zapier.

Wrike is an advertising agency software that is best for teams of five up to an unlimited number of team members. Wrike enables managers and teams to visualize projects on Kanban boards and drag-and-drop Gantt charts, as well as customize workflows, dashboards, reports, and request forms.

Why I Picked Wrike: Wrike allows teams and individuals to arrange their dashboard and task list in a view that suits their working style, as well as offers automations for admin tasks. Wrike also features employee capacity monitoring, resource management, and onboarding templates.

Wrike also offers a dedicated help center with interactive training, videos, a ‘Getting Started’ guide, and a thriving community. The tool includes a variety of specific solutions for every type of team or organization, including marketing teams and professional service teams. Users also have access to a variety of templates for common organizational processes.

Wrike Standout Features & Integrations

Features include project management, task scheduling/tracking, resource management, expense tracking, API, budgeting, Gantt charts, marketing automations, collaboration support, and reporting.

Integrations include over 400 pre-built integrations with the most popular file management software from Microsoft, Slack, Google, and Dropbox, along with sales and marketing software like Salesforce and Marketo.

monday AI Workspace is a general-purpose work management platform that combines campaign planning, task and timeline management, workflow automation, and AI-assisted project coordination across teams and client accounts.

Who Is monday AI Workspace Best For?

It's a strong fit for marketing and agency teams at mid-size to large organizations that need a flexible, visually intuitive workspace to manage multiple concurrent projects.

Why I Picked monday AI Workspace

I've included monday AI Workspace in my top picks because the drag-and-drop board setup genuinely removes the onboarding friction that slows down busy agency teams. I like that you can flip between Kanban, Gantt, and timeline views without rebuilding anything, which is practical when you're juggling multiple client campaigns at once. The 200+ pre-built templates mean a new campaign board takes minutes to spin up, not hours.

monday AI Workspace Key Features

• Resource management dashboards: Visualize and balance team workloads across projects with real-time capacity views.
• AI-powered automations: Set up triggers and workflows to automate repetitive tasks and status updates for campaigns.
• Client account hierarchies: Organize boards and folders by client, enabling clear separation between engagements and deliverables.
• Time tracking columns: Log billable and non-billable hours at the task level to support agency project accounting.

monday AI Workspace Integrations

monday AI Workspace offers hundreds of integrations through its built-in integrations and marketplace, including Slack, Salesforce, HubSpot, Google Workspace, Microsoft 365, Adobe Creative Cloud, Jira, QuickBooks, Dropbox, and Zapier. It also provides an API for custom integrations.

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

Why I Picked Screendragon: Anyone can leverage Screendragon’s integrated budget module to build SOW’s and estimates, as well as forecast future revenues and resourcing needs. Screendragon is also 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 also includes intuitive task management features that enable users to switch between different interfaces like visual Kanban boards, interactive Gantt charts, and list views. Reviews and approvals are made simple with features for visual proofing, real-time collaboration, version control, and granular permissions. Automated approvals facilitate the secure and efficient approval of assets. Screendragon’s robust offering in the area of advertising agency software tends to make it more suited to mid to large-sized agencies.

Screendragon’s user interface is easy-to-use and allows users to custom brand the interface. The tool provides functionality for project management, workflow management, resource management and forecasting, time-tracking, budget management, and asset management.

Screendragon Standout Features & Integrations

Features include project management, collaboration, resource management, time tracking, budget management, reporting, mobile app, and third-party integrations.

Integrations include 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.

Kantata is a professional services work management platform designed to support the entire lifecycle of client campaigns. From scoping and planning to staffing, delivery, and reporting, it provides agencies with one centralized hub to manage projects, align resources, and keep budgets under control while ensuring work is delivered on time.

Why I Picked Kantata: Kantata goes beyond basic task and project tracking by connecting every part of the campaign lifecycle. Agencies can plan projects, forecast demand, and staff the right mix of talent, while also managing financials and tracking performance in real time. Its collaboration and communication tools help creative, account, and strategy teams stay aligned with clients throughout the campaign. With built-in business intelligence and profitability tracking, Kantata helps agencies manage not just the work, but the health of the business behind it.

Kantata Standout Features & Integrations

Features include dynamic dashboards for campaign performance, portfolio-level views to track multiple client accounts, resource capacity planning to balance workloads, and time and expense tracking for accurate billing.

Integrations include NetSuite, QuickBooks, Salesforce, Google Workspace, Jira, Expensify, Xero, Concur, Sage Intacct, Slack, HubSpot, Microsoft platforms, and more.

Nifty puts your agency’s best on display by creating timeline clarity while managing files, copy, communications, and feedback. Combine your daily team collaboration with your client delivery by selecting which Tasks and Milestones are visible to your Guest. Cross-project overviews give portfolio clarity as your project milestone timelines are updated when corresponding tasks are completed.

Why I Picked Nifty: Nifty boast automated project status reporting based on task completion, built-in Google Docs, Sheets, and Presentations to integrate into your workflow as well as a time tracker to track time across members, tasks, and projects. Nifty also has a task list and Kanban view for added task management flexibility.

Nifty keeps your team and project stakeholders aligned as daily workflows update Milestone progress. Guests enjoy an immersive Nifty experience as they’re permitted to create and complete tasks to empower your client collaboration. This reduces the time spent hunting for transmissions or feedback across many communication channels.

Nifty Standout Features & Integrations

Features task management, resource management, collaboration, dashboards, reports, a mobile app, customizations, and third-party integrations.

Integrations include Github, Google Drive and Calendar, Microsoft Suite, Slack, and Zoom with native integrations and more than 1000 integrations are available through Zapier.

Streamtime is a powerful agency management tool that allows you to create, plan, and manage projects while keeping your team in the loop. Streamtime’s interactive to-do screen can replace timesheets, making chasing timesheet completion a thing of the past. On the market since 2002, Streamtime has been recognized with a 2020 Webby award along with D&AD, AGDA Pinnacle, and Best Design Awards.

Why I Picked Streamtime: With flexible project planning, autmoated estimating and invoicing, innovative time tracking, slick scheduling, and intelligent reporting, Streamtime serves up all the functionality you need within a beautiful, intuitive interface. Design and advertising agencies across the globe have used Streamtime to improve visibility of business and client performance, as well as capitalize on robust scheduling views to improve capacity planning and resourcing.

Streamtime Standout Features & Integrations

Features include project management, budget tracking, collaboration, reporting, flexible workflows, mobile access, job costing, invoicing, asset management, and third-party integrations.

Integrations include Xero, Quickbooks, PayPal, Stripe, Google apps, Microsoft Office, Trello, HubSpot, Salesforce, Gmail, Microsoft Outlook, Dropbox, Google Drive, and other tools.

Teamwork is a flexible advertising agency management software that helps agencies become more productive and profitable. It enables agencies to manage high volumes of client projects from start to finish. Teamwork allows you to build flexible, custom workflows and gives you one central place to visualize your team and client projects.

Teamwork offers a number of tools and features to help agencies manage their work. With the Workload feature, you can get a complete picture of your team’s capacity and manage resources and keep your team on track. There's built-in time-tracking on Teamwork to log hours spent working on tasks and track billable hours. Profitability reports allow you to track financial performance by project or team member and compare it against the budget for that client.

Something especially useful about this agency software is that you can add clients as collaborators for free so they can communicate with your team, leave comments in context, review assets and get visibility on project progress.

Teamwork integrates easily with other tools including Gmail, Harvest, Hubspot, QuickBooks, Slack, Dropbox and more.

Teamwork costs from $10/user/month. They also offer a 30-day free trial.

Bonsai is a comprehensive business management tool designed to consolidate workflow and increase productivity for agencies. It offers a suite of features including client and project management, financial management, and customizable templates,

Why I Picked Bonsai: As an advertising agency software, Bonsai uses an all-in-one approach to manage the entire agency process. It caters to the needs of advertising agencies by providing a suite of tools like time tracking, task assignment, budget management, and integrated billing and invoicing systems. It also includes a client portal for collaboration, sharing files, and managing client interactions. 

I also like that Bonsai provides a range of templates for your unique needs. These templates include sales agreements, contracts, proposals, and demand letters.

Bonsai Standout Features & Integrations

Features include automated workflows, proposals, contracts, CRM, scheduling, time tracking, collaboration tools, invoicing, and bookkeeping.

Integrations include Gmail, Google Calendar, Zapier, Slack, QuickBooks Online, Calendly, ClickUp, Trello, Google Drive, Google Sheets, Xero, HubSpot, and more.