15 Best Advertising Agency Software For Management In 2026

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.

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.

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. 

monday.com 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.

Why I Picked monday: monday.com offers features for managing advertising 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 Standout Features & Integrations

Features include project management, task scheduling/tracking, resource management, scheduling, budgeting, API, calendar management, Gantt charts, file sharing, time management, email integration, third party plugins, and notifications.

Integrations include project management apps like Slack, Google Drive, Gmail, Google Calendar, Jira, GitHub, Trello, Dropbox, Typeform and many more, accessible through a paid plan with Zapier.

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.

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.

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.

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.

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.

FunctionFox offers three different plans with features that range from basic time tracking and estimating, to project scheduling and gantt charts, to customized project intake forms. FunctionFox can support teams with five or five hundred members.

Why I Picked FunctionFox: FunctionFox is entirely web-based and compatible with all up to date browsers, so users on both Mac and PC can work together seamlessly. FunctionFox allows for team collaboration through project scheduling, allows allocation of specific tasks through action assignments and to-do lists, and facilitates communication through the project blog. Another great feature is the availability tool, which project managers can use to monitor team capacity and utilize everyone’s time effectively.

FunctionFox is easy to use and made even easier with the tutorials and support provided. They offer dedicated onboarding and all customer support is unlimited, ongoing, and included in the subscription cost. Their website also includes a help center, and there are detailed help files included within the software itself.

FunctionFox Standout Features & Integrations

Features include time tracking, task management, budget tracking, resource management, collaboration, reporting, invoicing, mobile access, customization, client management, and third-party integrations.

Integration with Quickbooks is possible.

Workamajig is a project management tool designed for creative agencies, marketing departments, and other businesses that require robust project management capabilities. It offers a comprehensive set of features to help teams plan, execute, and deliver projects efficiently and effectively.

Why I Picked Workamajig: One of the key strengths of Workamajig is its integration capabilities. The platform integrates with a wide range of tools, including CRMs, invoicing software, and other project management tools, allowing teams to streamline their workflows and reduce the time and effort required to manage multiple tools separately.

In addition to its integration capabilities, Workamajig also offers robust project management features. Teams can create and assign tasks, track project progress, and collaborate with team members in real-time. The platform also generates reports and analytics to provide insights into project performance, resource utilization, and overall project success.

Workamajig Standout Featurews & Integrations

Features include project management, task management, resource management, time tracking, budget tracking, collaboration, reporting, customizable workflows, accounting, invoicing, marketing automation tools, email marketing tools, digital asset management tools, custom fields, approval workflows, job costing, invoicing, mobile access,and third-party integrations.

Integrations include Salesforce, QuickBooks, FreshBooks, Marketo, Pardot, Mailchimp, Widen Collective, and Emma's email marketing (natively) and more options through Zapier, which requires a separate account and may incur additional costs.

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 used by advertising agencies as well as digital strategy agencies, web design and development shops, QA teams in larger IT companies, and other use cases.

Why I Picked Intervals: 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.

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.

Intervals Standout Features & Integrations

Features include time tracking, reporting, invoicing, customization, mobile app, job tracking, dashboards, flexible workflows, and third-party integrations.

Integrations include QuickBooks online for invoicing, QuickBooks desktop for time data, Xero, FreshBooks, Slack, and Google Drive.

Used by over 9000 companies worldwide, Function Point operates with greater predictability through real-time visibility with comprehensive job dashboards. This solution for advertising agencies can effortlessly assign jobs and identify dependencies with task management tools.

Why I Picked Function Point: Function Point checks all the boxes in what I look for in my features and functions evaluation review and then some. In particular, job descriptions, task descriptions and comments, and the ability to upload files make them ideal for client and prospect management.

Function Point Standout Features & Integrations

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

Integrations include Trello, Asana, Slack, Google Drive, Microsoft Teams, Dropbox, and more if you have an account with Zapier (may incur additional costs). 

Ravetree is an award-winning work management software platform that empowers agency teams to deliver work faster, be more informed, and spend less time searching for information. This is a full-featured advertising agency software platform—it's a great fit for medium or large agencies looking for project management, resource planning, time and expense tracking, digital asset management, and CRM.

Why I Picked Ravetree: Ravetree users can manage their projects, resources, and creative workflows all in one place. For the price, this software packs a ton of features that help eliminate a spread of one-trick tools and combine your operations into a single platform. This includes project dashboards and financials, file version control and management, task dependencies, project milestones, and budget and resource forecasting.

Advertising teams can easily communicate and collaborate, share files, view burndown charts, and more. The thing I like most about this tool is the real-time client portal which includes tools for getting approvals and assigning tasks to clients so it's clear what you'll need from them to move forward.

Ravetree Standout Features & Integrations

Features include granular permissions roles, customizable notifications, automated alerts, project budgeting, Gantt charts, custom fields, custom tables, and powerful filtering.

Integrations include Trello, Asana, QuickBooks, Xero, Bill.com, FreshBooks, Salesforce, Hubspot, Slack, Microsoft Teams, Widen Collective, and Bynder.

Parallax is a strategic operations tool designed for digital service organizations, focusing on capacity forecasting and resource planning. It integrates with existing systems to provide a comprehensive view of an organization's operations, enabling proactive resource allocation and predictive alerts for project issues.

Why I Picked Parallax: I like its proactive resourcing capability, which connects data between sales and resource teams. This allows sales teams to attach directionally accurate resource plans to deals early in the process, facilitating more granular and proactive planning when work is ready to start. This feature is particularly beneficial for advertising agencies that need to manage multiple projects simultaneously, ensuring that resources are allocated efficiently and projects are delivered on time and within budget.

Parallax Standout Features & Integrations

Features include project health tracking, forecasting, financial management, and active project alerts that notify users of unallocated time, budget issues, and other critical factors.

Integrations include Salesforce, HubSpot, Copper, Pipedrive, Zoho, Monday.com, Advantage, Clockify, Harvest, Jira, Kimai, Toggl, Everhour, NetSuite, Noko, Redmine, Replicon, Teamwork, Tempo, Asana, Microsoft Teams, and Slack.