Skip to main content
Best Tools
10 Best Agency Management System Tools Of 2022

The Best Agency Management System List

Here’s a shortlist of the best agency management tools:

  1. Wrike

    Best agency management software for customizable views

  2. monday.com

    Best customizable advertising agency software

  3. Teamwork

    best for enabling client collaboration

  4. Productive

    Best all-in-one agency management system with sales and invoicing tools

  5. Project.co

    Best for having all features in every plan

  6. VOGSY

    Best agency management system for Google Workspace users

  7. Forecast

    Best advertising agency software for intelligent automation

  8. Screendragon

    Best robust and scalable agency management software

  9. FunctionFox

    Best software for creative teams and agencies

  10. nutcache

    Best agency management system for invoicing and managing expenses

Below you’ll find an overview of these tools with screenshots, features, and pricing.

This article will help you quickly compare and evaluate the best agency management system for your use case. Here, I’ve highlighted a few of the best agency software options available today. I’ve evaluated 10 agency management systems and examined the pros and cons in a simple, streamlined review so that you can choose the best software for your team or business.

We’ll begin with a focus on general tools for agencies, but I also included a few tools that cover a range of specialties. Most agencies may even find themselves settling on two or more items from this list in order to get the complete picture for their business.

If you are looking for a drill down on specifics, be sure to check out the lists I have written specifically on:

And you can also check out these tools often used in agency settings:

Comparison Criteria

What am I looking for when I perform agency platform reviews? Here’s a summary of my evaluation criteria:

  • User Interface (UI): Is the interface intuitive to navigate and does it have aesthetic appeal?
  • Usability: How steep is the software learning curve and does the company offer adequate training resources, like tutorial videos and FAQs/forums?
  • Integrations: Does the software connect with other first- and third-party apps for additional feature sets?
  • Value for $: Is the price fair, transparent, and flexible? Does the tool offer a free demo or trial so that users can try before they buy?

Key Features

These are a few of the must-have features when shopping around for this kind of tool.

  • Job/Project Costing – Can the tool capture hours and costs, estimate and do budgeting, and handle purchasing with mark-ups and purchase orders?
  • Online Timesheets – Does the software have a web browser-based timesheet and expense entry system? Is it easy to enter, approve, and pay expense claims?
  • Pipeline Management – Can the software help with the automation of attracting new leads and potential customers and report on and review the process of converting them into paying customers?
  • Review and Feedback – Does the software allow clients to adequately engage with and provide feedback across the project pipeline process? Is the feedback loop easy to navigate and does it offer actionable insights?
agency management system tool logos list

The Digital Project Manager is reader-supported. We may earn a commission when you click through links on our site — learn more about how we aim to stay transparent.

Overviews Of The Top 10 Agency Management Systems

Here’s a brief description of each of the agency management systems that are featured on this top 10 list.

1

Wrike

Best agency management software for customizable views

Wrike is an easy-to-use advertising agency software that is suitable for teams with five or more members. It’s highly configurable, allowing users to customize processes, workflows, dashboards, reports, and request forms to suit their exact needs. Break down costly silos between teams, centralize communication, and automate time-consuming admin tasks.

Wrike enables users to switch between customizable Kanban boards, one-click Gantt charts, and classic workload views, so teams can choose how to visualize their campaign deliverables. Wrike also features task lists, subtasks, shared calendars, custom workflows, file sharing, and real-time collaboration. Users can get advanced performance insights across 50 marketing platforms, assess resource management and allocation, and track time.

Wrike has an easy-to-use, intuitive interface and navigation with distinct spaces, folders, and tasks. Toggle between the home screen and timesheets, dashboards, calendars, reports, and the activity stream. Wrike has a dedicated help center with interactive training, videos, a ‘Getting Started’ guide, and a thriving community. The tool also offers a specific solution for marketing teams, as well as a variety of templates for common organizational processes.

Wrike offers 400+ pre-built native integrations, including integrations with Adobe Creative Cloud; file management software from Microsoft, Google, and Dropbox; and over 50 marketing-specific tools.

Pricing starts at $9.80 per user per month. There are four different price points, including a free version and plans which offer the ability to invite free external collaborators to a paid account.

14-day free trial

From $9.80/user/month

2

monday.com

Best customizable advertising agency software

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.

monday.com 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.com doesn't offer a complete set of tools for project accounting and invoicing solutions, 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 $6/user/month and comes with a free 14-day trial. They offer a free plan for up to 2 users.

14-day free trial

From $10/user/month

3

Teamwork

best for enabling client collaboration

Teamwork is a flexible agency management system 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

30 days free trial

From $13.99/user/month

4

Productive

Best all-in-one agency management system with sales and invoicing tools

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.

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 $17/user/month. They also offer a fully-featured, free 14-day trial.

14-day free trial

From $20/user/month

5

Project.co

Best for having all features in every plan

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.

Free forever, for up to five users and 10 active projects.

From $10/user/month

6

VOGSY

Best agency management system for Google Workspace users

VOGSY is a comprehensive agency management tool built on Google Workspace. The tool includes features for real-time collaboration between teams, a CRM and opportunity management, project and resource planning, tasks, time and expense tracking, billing, and reporting.

VOGSY integrates Gmail, Drive, Docs, and Sheets to allow you to set up complete workflows and assign tasks from your inbox; easily design, edit, and track version history on quote and invoice templates; and perform reporting with customizable Sheets reports.

The tool’s project cards are visually appealing and facilitate tracking for schedules, completion, and estimated vs. actual budgets and margins. Documents, tasks, notes, project planning, communications, and emails are all organized in one place.

VOGSY’s Gantt chart timelines make workload management intuitive and provide an overview of all projects, resources, and tasks. The tool also offers Kanban views for tasks. Teams can communicate and assign tasks throughout the quote-to-cash project life cycle.

VOGSY automates workflows like resource skill matching on projects, time tracking, project budgets, and quote and invoice creation. Users can also automate financial reporting for metrics like sales pipeline, client profitability, revenue forecasting, and billability. Another great feature is the ability to duplicate projects or individual deliverables with activities and calculated costs when planning projects.

In addition to Google Workspace, VOGSY integrates with software tools like QuickBooks, Copper, Salesforce, Xero, Zapier, HubSpot, and Jira.

VOGSY starts at $9/user/month and offers a 30-day free trial. It also offers a free version limited to one user.

Free demo available

Pricing calculator available ($3,500 onboarding pack, mandatory)

7

Forecast

Best advertising agency software for intelligent automation

Forecast is a platform for advertising agencies to manage resources and projects used in 40+ countries worldwide. The tool includes capabilities for managing the project life cycle from quote to invoice, as well as intelligent automation for predicting project delivery dates and forecasting capacity needs.

Users can create project plans with Forecast’s auto-schedule. The powerful AI automatically estimates tasks, assigns and optimizes workload across resources, and sets a project delivery date. The tool also provides dashboards with overviews of the organization to allow for informed adjustments to time and resource allocation.

Forecast also introduced a unique feature for managing projects in a retainer setup. A dashboard with retainer periods and totals lets you track the financials of ongoing projects in addition to staff workloads and time spent on delivery.

Forecast integrates natively with Slack, Google Drive, QuickBooks Online, Salesforce, and Xero. Other integrations are available through Zapier.

Forecast has Lite, Pro, and Enterprise options that cost from $29/user/month (14-day free trial).

14-day free trial

From $29/user/month

8

Screendragon

Best robust and scalable agency management software

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.

Not available

Available upon request

9

FunctionFox

Best software for creative teams and agencies

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.

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.

Pricing for the FunctionFox Premier plan starts at $50 per month.

Free demo available

From $35/month (plus $3.75/user/month)

10

nutcache

Best agency management system for invoicing and managing expenses

Nutcache is an agency management tool designed to organize all aspects of your daily processes. With this software, you get a toolbox of color-coded schedules, task organization queues, and data reporting.

Nutcache supplies the standard Gantt chart tools, which visually track and organize agency tasks with drag-drop-and-click editing techniques that require minimal training to learn. You can also use the software for Agile or Scrum project management, depending on agency preferences. This simple flexibility makes Nutcache a solid agency management software for small or large teams alike.

Nutcache offers time logging tools where users can log, track, and invoice time and expenses in a way that lets agency managers know where project money is going. Unlike a lot of other integrated solution options, Nutcache also has features to create, customize, and manage unlimited invoices.

App integrations for Nutcache include Dynacom Accounting, PayPal, 2Checkout, Stripe, Authorized.Net, QuickBooks Online, Google Sign In, Google Drive, GitHub, Slack, and hundreds of other apps through Zapier.

Nutcache costs from $6/user/month with a 'Pro' plan that requires 5 users.

14-day free trial

From $13.95/user/month

Need expert help selecting the right Project Management Software?

We’ve joined up with the software comparison platform Crozdesk.com to assist you in finding the right software. Crozdesk’s Project Management Software advisors can create a personalized shortlist of software solutions with unbiased recommendations to help you identify the solutions that best suit your business's needs. Through our partnership you get free access to their bespoke software selection advice, removing both time and hassle from the research process.

It only takes a minute to submit your requirements and they will give you a quick call at no cost or commitment. Based on your needs you’ll receive customized software shortlists listing the best-fitting solutions from their team of software advisors (via phone or email). They can even connect you with your selected vendor choices along with community negotiated discounts. To get started, please complete the form below:

The Best Agency Management System Tools Summary Chart

Tool Free Option Price
1
Wrike

Best agency management software for customizable views

14-day free trial

From $9.80/user/month Visit Website
2
monday.com

Best customizable advertising agency software

14-day free trial

From $10/user/month Visit Website
3
Teamwork

best for enabling client collaboration

30 days free trial

From $13.99/user/month Visit Website
4
Productive

Best all-in-one agency management system with sales and invoicing tools

14-day free trial

From $20/user/month Visit Website
5
Project.co

Best for having all features in every plan

Free forever, for up to five users and 10 active projects.

From $10/user/month Visit Website
6
VOGSY

Best agency management system for Google Workspace users

Free demo available

Pricing calculator available ($3,500 onboarding pack, mandatory) Visit Website
7
Forecast

Best advertising agency software for intelligent automation

14-day free trial

From $29/user/month Visit Website
8
Screendragon

Best robust and scalable agency management software

Not available

Available upon request Visit Website
9
FunctionFox

Best software for creative teams and agencies

Free demo available

From $35/month (plus $3.75/user/month) Visit Website
10
nutcache

Best agency management system for invoicing and managing expenses

14-day free trial

From $13.95/user/month Visit Website

Other Agency Management Options

Digital advertising agencies may struggle to find the right complete software solution, so here’s a few more that didn’t make the top list. If you need additional suggestions for handy agency systems, check these out.

  1. Yanado

    Best agency management tool for Gmail users

  2. Ravetree

    Best agency management system for custom automations

  3. Workamajig Platinum

    Best for marketing & creative teams

  4. Punchlist

    The best free tool for client feedback management

  5. Gain

    Best social media agency management system

  6. Service Provider Pro

    Best software for client portals & billing

  7. TeamGantt

    Best visual agency management software for simple timelines and charts

  8. Synergist

    best agency operations management software

  9. Hive

    Best agency management system for multiple project views

  10. Adobe Workfront

    Best enterprise agency management system

Agency System FAQ

What is an agency management system?

More comprehensive than the types of tools above, agency management software is any workflow solution that covers the general needs of an agency or similar business, including intake forms for new clients and projects, intra-team collaboration and communication tools, and value-reporting for your clients.

Agency professionals across many different industries—ad agencies, marketing agencies, PR agencies, etc.—need a way to organize the production of client work, from the planning stages to the review stages.

An agency management system is designed to cover a variety of things, like:

  • Organizing onboarding and intake of clients
  • Internal and external communication around tasks and projects
  • Collaborative mark-ups of in-progress items
  • Real-time analysis and reporting of deliverables
  • Flexible and comprehensive task lists
  • Proposal templates
  • Customer relations management (CRM)
  • Time-tracking and billing

What are the benefits of using an agency management software?

Agencies across the board may be drawn to management systems because they increase control and organization while also saving time and allow them to improve internal and external customer relationships. For example, it can be very time-consuming to go back and forth with a new client or potential customers on a new project to get all the necessary information before the work can truly begin.

In fact, 67% of agency respondents noted this initial information-gathering phase to be difficult or very difficult. Mandatory forms, the automation of onboarding, and quick proposal building are a few ways agency management systems can simplify and quicken this process, boost productivity, and improve the customer experience.

Join The Conversation

As an agency owner, have you tried out any agency software listed above? Are there any great project management tools for digital marketing agencies that you would add to this list? What do you want me to cover next (ie. business management systems, etc.)? Feel free to comment below to share with our community of digital project managers.

You can also get more support for managing a successful agency in both The DPM School online course (which teaches you how to manage digital projects) and in our Membership program where members get access to mentorship from digital project management experts, project templates, workshops, and more.

By Ben Aston

I’m Ben Aston, a digital project manager and founder of thedpm.com. I've been in the industry for more than 15 years working in the UK at London’s top digital agencies including Dare, Wunderman, Lowe and DDB. I’ve delivered everything from film to CMS', games to advertising and eCRM to eCommerce sites. I’ve been fortunate enough to work across a wide range of great clients; automotive brands including Land Rover, Volkswagen and Honda; Utility brands including BT, British Gas and Exxon, FMCG brands such as Unilever, and consumer electronics brands including Sony.

Leave a Reply

This site uses Akismet to reduce spam. Learn how your comment data is processed.

[class^="wpforms-"]
[class^="wpforms-"]