10 Best Resource Management Software For Agencies In 2023

Monday.com is an agency resource management software with a creative management tool built specifically for marketers.

Why I picked Monday.com: Monday.com is a flexible platform that makes it easy for marketing agencies to see projected timelines, outstanding projects, and available resources. The simple, well-designed interface is easy to learn, meaning that teams can get started planning and tracking right away. The handy workload view allows you to see team capacity and make any necessary adjustments to ownership or timeline.

Monday Marketer provides marketing-specific features built to suit industry needs. You can collect and manage creative requests, monitor projects, review briefs, and even upload digital assets. The tool also speeds up the approval process by allowing you to annotate images and videos.

Monday.com Standout Features & Integrations

Features include Gantt charts, dashboards, real-time collaboration, file management, resource management, and real-time scheduling.

Integrations include Slack, Jira, GitHub, Excel, Dropbox, Gmail, Google Calendar, and Typeform. Further integrations are available by connecting a paid Zapier account.

Productive is an agency resource management software that provides real-time capacity insights.

Why I picked Productive: Marketing agencies are accustomed to changes of scope. Sadly, trial by committee dilutes and diverts creative strategy, and changes often need to be made quickly, at the eleventh hour. Productive makes it easy to view available resources and create an environment of team collaboration to complete the project.

Filters enable you to zoom in on specific views by team member, teams, and budgets. Heat maps and capacity indicators help you see when anyone is overbooked. And Productive’s “insights library” gives you a micro and macro overview of current and future utilization for capacity planning. 

Productive Standout Features & Integrations

Features include billable utilization by person, capacity insights, booking insights, scheduling, placeholders, vacation requests, and operations analytics. 

Integrations include Quickbooks, Jira, Xero, Exact, Slack, Harvest Import, Fortnox, and Personio. More integrations are available by connecting a paid Zapier account.

ProjectManager is an agency resource management software that helps users make detailed resource plans.

Why I picked ProjectManager: ProjectManager places IT agencies in better control of their schedules, resources and costs. Real-time resource management allows you to balance team workload, cost-tracking features help you stay within budget, and dynamic plans enable you to incorporate resource management into your larger project plan.

Additionally, you can assign tasks and view the hours worked by team members to better understand capacity levels. Drag-and-drop functionality makes it easy to reassign tasks and make sure everyone remains productive. You can also make accurate estimates of planned costs, set hourly rates, and track time on timesheets. 

ProjectManager Standout Features & Integrations

Features include Gantt charts, project portfolios, Kanban boards, dashboards, reports, task lists, workflow automation, and team collaboration.

Integrations include Slack, Trello, Jira, Excel, MS Project, and Office 365.

ActiveCollab is an agency resource management software that uses a simple interface to help you allocate resources.

Why I picked ActiveCollab: ActiveCollab has in-depth planning features, helpful financial estimate features, and detailed resource planning dashboards. You can manage teams across projects, track time on tasks, and issue invoices according to billable hours.

The interface is simple and straightforward while still providing ample functionality. New users will find it easy to learn the platform and establish a system that works for their team. You can quickly begin to maximize utilization without the risk of burnout, remaining on time and on budget too.

ActiveCollab Standout Features & Integrations

Features include work management, team collaboration, time management, resource management, business profitability, and multiple task views.

Integrations include DropBox, Trello, Basecamp, Asana, Wrike, Slack, Hubstaff, TimeCamp, Quickbooks, Xero, Braintree, Stripe, and PayPal.

Wrike is a cloud-based project management solution with advanced resource management features and has dozens of ready-to-go resource management templates to maximize your resources every day.

Why I picked Wrike: You can set priorities, optimize performance, and align team goals with organizational goals. Using Wrike, you can accelerate resource planning by quickly estimating the resources required for a particular project and requesting the necessary job role resources.

Additionally, it is possible to optimize a team’s workload and easily assign backlogs based on a team member’s availability and strengths, which helps boost team performance and prevent burnout. Wrike also allows you to track how long a team member works on their tasks, real-time expenses to stay ahead of runaway budget, keep projects profitable and maximize team performance using pre-built reports.

You can use also make use of templates to get quickly started, such as product roadmap, OKR, communication plan, incoming requests and approvals, complex project with phases, and Kanban templates.

Wrike Standout Features & Integrations

Features include pre-built templates, custom request forms, interactive Gantt charts, visual proofing, workflow automations, time tracking, project portfolio management, dashboards, resources view, workload charts, effort allocation, resource assignment, time tracking, and timesheets.

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

Ganttic is an agency resource management software that allows users to allocate resources from multiple locations and time zones.

Why I picked Ganttic: For agencies with teams spread out across the globe, Ganttic makes it easy to create schedules that include collaboration across time zones. You can filter availability results based on locations and departments, client and project requirements, team member certifications and skill sets, time zones, budgets and salaries.

Scheduling changes in Ganttic are sent out as an automatic alert, and push notifications make sure the team is aware. Reports can be automated so that as soon as a project wraps, you’ll be ready to analyze and use the data to plan more accurately for the future. 

Ganttic Standout Features & Integrations

Features include drag-and-drop scheduling, automated reporting, CSV import, customizable views, capacity planning, and equipment management.

Integrations can be accessed through the custom API, or by connecting a paid Zapier account.

Mosaic is an agency resource management software built for advertising agencies. 

Why I picked Mosaic: Mosaic is a highly visual platform that uses well-organized Gantt charts and heatmaps to display metrics like utilization, role demand, profit, and team workload. You can forecast demand by role and then compare each role’s capacity. This way, you’ll know exactly who you need to hire, and when to start recruiting.

Mosaic seeks to mitigate scope creep by recapturing additional services and adjusting budgets. Real-time budget visibility helps to ensure that every project remains profitable. You can even integrate Mosaic with your existing financial software to access new insights.

Mosaic Standout Features & Integrations

Features include budget and time tracking, dashboards and reporting, workforce management, AI, automation, forecasting, and real-time visibility.

Integrations include BST Global, Deltek, Oracle, Unanet, ADP, Asana, Clockify, HubSpot, Quickbooks, and Salesforce. 

TeamGantt is a flexible agency resource management software that allows users to quickly set up and track projects.

Why I picked TeamGantt: TeamGantt specializes in task planning tools and resource management charts. Within the platform you can also track team availability and workloads, as well as chat and tag team members and create customizable alerts.

It’s important to have every team member on the same page when you’re scheduling, and TeamGantt addresses this challenge by providing users with a “read-only” URL that’s shareable. From inside their cloud-based resource management solution, you can manage physical assets in addition to people, while viewing resource availability across all active projects at once.

TeamGantt Standout Features & Integrations

Features include drag-and-drop scheduling, unified project views, workload management, team collaboration, portfolio reviews, and automated reports.

Integrations include Slack, Trello, and Dropbox, and further integrations can be accessed through their API or by connecting a paid Zapier account.

Resource Guru is an agency resource management software with a simple UI and powerful, customizable features.

Why I picked Resource Guru: It provides you with a lot of control over how you interact with the scheduling features. With resource availability, you can set default and normal availability patterns, and exceptions for special circumstances. When booking clashes arise, you can place a booking on a waitlist. Additionally, custom fields let you categorize users in any way you prefer.

In settings, you can choose custom filters to focus on the resources you’d like to see. Resource Guru also includes a leave management system, making it easy for managers to approve requests with an understanding of upcoming workloads.  

Resource Guru Standout Features & Integrations

Features include resource scheduling, resource management, leave management, project scheduling, equipment management, meeting room booking, capacity planning, and project forecasting reports.

Integrations are available by connecting a paid Zapier account.

Float is an agency resource management software that helps production teams schedule, track, and forecast team workload.

Why I picked Float: Float allows you to set security requirements and access levels on projects, so that you can choose who can see, edit, and approve tasks. Guest users can be added via a shareable link, but sign-on is secure and consists of restricted domain logins, and alignment with compliance standards.

Float lets you set custom work hours and assign custom tags for items like skills and location for easy and accurate resource search. It’s easy to create new projects, and very quick to assign tasks to the team. Real-time reporting keeps track of project budgets and resource utilization, enabling you to accurately forecast capacity.

Float Standout Features & Integrations

Features include activity timeline, multi-project planning, forecasting, automated reports, task splitting, and capacity management.

Integrations include Jira, Asana, Teamwork, Trello, and Slack. Further integrations can be accessed by connecting a paid Zapier account.