10 Best Marketing Resource Management Software In 2023

Wrike is a marketing project management software that provides visibility across an entire team’s work, so you can visualize capacity at a glance and balance resources appropriately.

Why I picked Wrike: It is highly configurable and allows users to customize workflows, dashboards, reports, and request forms to suit their specific needs. Wrike’s powerful resource management features enable consistent on-target delivery, ensure workload balance, and help your team deliver on time and on budget. 

Wrike’s user-friendly interface enables users to work how they want, whether that’s switching between Kanban boards, using interactive drag-and-drop Gantt charts, or launching workload views to visualize priorities. Wrike features time and expense tracking, intuitive task and project management, visual proofing, pre-built templates for common marketing tasks, reporting, and resource management and allocation.

Wrike has an intuitive navigation with distinct Spaces, folders, and tasks. Easily switch from the home screen to timesheets, dashboards, calendars, reports, and the activity stream. Wrike also has a dedicated help center with interactive training, videos, and a helpful ‘Getting Started’ guide.

Wrike Standout Features & Integrations

Features include job role placeholders, visual allocation information, easy re-assigning of tasks, time tracking, and budget management.

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

monday.com is a work management platform where you can easily manage complex workflows, tasks, and processes at scale.

Why I picked monday.com: This company has a product made specifically for marketing teams called monday marketer. And just like their work management and Sales CRM products, it’s designed for users of all experience levels. This is because it is hyper-customizable and can fit almost every use case you can think of.

Its resource management capabilities are concentrated in its workload view, available in the Pro and Enterprise plans. This view can help you measure the workload assigned to your team members, see allocation based on colors, and get detailed information on the tasks each person is working on.

monday.com Standout Features & Integrations

Features include a digital asset manager, event management, templates, campaign tracking, a content calendar, proofing, and approval workflows for creative projects.

Integrations include SurveyMonkey, Typeform, Hubspot, Mailchimp, Adobe Creative Cloud, Data Studio, Semrush, and Hootsuite.

Kantata is a well-rounded tool that bridges the core planning, execution, project accounting, and analysis systems in a single operating environment. It has modules for project management, accounting, resource management, business intelligence, and team collaboration. On top of this, it offers a system of dashboards, live time and expense tracking features, a great documenting system. And all of these best-in-class features are delivered through straightforward and minimalistic design.

Why I picked Kantata: It ticks off all the boxes when it comes to RM features. The resource management module offers real-time utilization and margins at the project and even the task level. Some key features include resource forecasting, capacity management, skills management, scenario planning, and role-based planning.

Drilling down into its other features, the BI suite module supplies built-in reports, custom reporting, trend analysis, data visualization, as well as data integration with other systems. The software also provides more accounting tools than many others, with project costing, project and task budget management, real-time utilization and margin tracking, invoicing, rate cards, and robust integrations into back-end financial systems. It also has some good contextual collaboration features to communicate in both provide and public discussions around tasks, projects, and many other project objects.

I could go on and on about Kantata's features because there really are too many to list—it’s a comprehensive RM suite, that, despite requiring time to truly master, has been recognized as being easy to use and learn. What’s more, the company leverages its professional services expertise as part of its offering, making available its Kantata BI Consultants who can build reports specifically for your business. As well, they provide some great training resources that can help mitigate the risks and costs of implementation.

Kantata Standout Features & Integrations

Features include resource management, workload and allocation views, skills database, skill gap, projected demand, and projected profitability.

Integrations. As part of their “API-first strategy”, they’ve built a solution that doesn’t require a third party in order to integrate with any apps. They provide an integration platform (called M-Bridge) that’s designed to simplify integration between Kantata and other business apps like CRM, HCM, and financial software. On top of the M-Bridge platform, Kantata provides several pre-built integrations with these tools: Expensify, G Suite, Xero, Salesforce, Netsuite, Jira, Hubspot, Slack, Concur, Dynamics 365, Qualtrics, Quickbooks, and Sage Intacct.

Kintone is a customizable marketing resource management platform used by teams at Volvo Trucks North America, Japan Airlines, Shiseido, and over 23,000 organizations worldwide. Their unique approach to marketing management lets you build a wide variety of customizable “apps” either from scratch, using templates or from your existing spreadsheets, for data management, business processes, and workflows. Kintone apps can be customized for project management, CRM, partner databases, expense reports, shared to-do lists, event management, product feedback, and much more.

Why I picked Kintone: It lets you build no-code project tracking apps by dragging and dropping elements that you want to see onto the page: rich text fields, date fields, drop-down menus, number fields with built-in calculations, spaces for attachments, user or group selection menus, related data from other apps, tables, and more.

Once you’ve built the app you want, you can use it to more easily manage whatever data and tasks you and your team need to track. And with custom notifications and reminders as well as detailed permissions settings, your collaboration tool can look and work however you want it to.

Kintone’s built-in communication features also allow teams to discuss projects directly in the app and in topic or project-based threads. Dedicated “spaces” organize everything your team needs for your project, including task-tracking apps and searchable conversation threads.

There are so many ways to customize Kintone it can be hard to know where to start. Read the starter blog “What Can You Build with Kintone?” or watch Creating an App from Scratch for a quick look at how the drag-and-drop builder works.

Kintone Standout Features & Integrations

Features include a pre-built application library, private messaging, enhanced process management, real-time custom graphs and charts, and granular permission controls.

Integrations include free native plugins built by the Kintone team as well as integrations with other tools like Slack, Gmail, Google Calendar, Outlook, Tableau, Dropbox, Salesforce, HubSpot, Eventbrite, WordPress, QuickBooks, MailChimp, and many more through a paid plan with Zapier or via API integrations.

Hub Planner software is a resource management software with scheduling, time tracking, and project management features.

Why I Picked Hub Planner: The software can be used to allocate team members to specific projects and tasks based on their skill sets and capacity, helping managers effectively delegate work on multi-expertise teams. Scheduling can be done with the platform's drag-and-drop interface, giving users a clear overview of who's working on what, when. Each team member can track their time with the software for effective capacity planning and resource forecasting.

The software's budgeting tool provides real-time project costs, helping teams track expenses as they progress and avoid overspending. Resource utilization, individual projects, and budgets can be tracked with the software's reporting tool. Reports can be customized to include whatever information is relevant to the user, and exported in various formats to share or store.

Hub Planner Standout Features & Integrations

Features include PTO planning, timesheets, reporting, skills matching, task management, templates, drag and drop scheduler, project budgets, approval flow, and a smart scheduler.

Integrations can be configured using the software's API or with a paid Zapier account.

Ravetree is a complete project and resource management software that's well-suited to marketing agencies with its client-facing features as well as billing and budgeting capabilities.

Why I picked Ravetree: Marketing teams at any type of organization can use this software to manage their resources, track employee time, and optimize their outputs. Timesheets and timers allow team members to account for their working hours and compare them against estimates. Time off requests can be sent and approved through the system, and work can be delegated accordingly. Employees can also be grouped into various team structures to support effective project execution.

What makes this software particularly well suited to marketing agencies are its client-facing features. Teams can create a client portal to keep their contacts up-to-date on their progress, and the platform even has a built-in CRM. Request forms can also be built in the system, making it easy to collect the necessary information for new projects and initiatives. The software also has billing and invoicing capabilities, including sending out estimates to clients and tracking project budgets.

Ravetree Standout Features & Integrations

Features include custom working hours, employee grouping, utilization timelines, allocated vs remaining comparisons, time off requests, project templates, portfolios, dependencies, client portals, client request forms, budgets and billing, and file management.

Integrations include Box, Dropbox, Facebook, HubSpot, Instagram, Github, Google Drive, Gmail, OneDrive, Outlook, QuickBooks, and Stripe.

Miro is a collaborative online whiteboard with over 1,000 templates including mind maps, Kanban boards, Gantt charts, product wireframes, research boards, and flowcharts.

Why I picked Miro: This platform is an excellent resource for your brainstorming sessions with the creative team. Its infinite canvas and a vast array of templates give you multiple options to present information to distributed teams.

At The Digital Project Manager, we use Miro to map out content clusters and to visualize content workflows from start (brainstorming ideas) to finish (publishing the content on our site).

Miro Standout Features & Integrations

Features include video chat, an activity timer, voting polls, boards and templates for brainstorming, task libraries for list making and assigning, feedback exchange channels, and the ability to work simultaneously.

Integrations with a whole suite of tools, including Zoom, Figma, Asana, Microsoft Teams, Jira, Slack, Google Drive, Box, Airtable, Notion, Azure, and Webex. Some integrations are limited to paid plans only.

SAS is an analytics, artificial intelligence, and data platform that helps makes sense of all the data your company produces.

Why I picked SAS: The company has a product called SAS IT Resource Management that helps you monitor your IT enterprise. This not only keeps track of people, but of all resources that impact an IT operation.

Using this product, you manage a data warehouse created from the needs of all your organization. From this data source, you can extract reports and digested information that will help you make better informed decisions.

SAS Standout Features & Integrations

Features include tools such as analytics tools, artificial intelligence (AI) guidance tools, and tools for cross-team & cross-application collaboration.

Integrations in this tool are available through its REST API. IT teams can use it to build custom integrations and connect your current tech stack with this platform.

Allocadia, now called Uptempo, is a marketing insights platform designed to help marketers plan better, and spend smarter.

Why I picked Allocadia: This tool can help you make sure projects are delivered on time, most times. Primarily because of the capacity planning and built-in approval workflows it offers. With the resource view, you can see the allocation of each resource based on capacity, drag and drop tasks to balance utilization, and get information on who is available to manage extra work.

Allocadia Standout Features & Integrations

Features include predictive analytics, intelligent scheduling, metadata capture for Ad campaigns, in-app collaboration with mentions and comments, dashboards, proofing workflows, and project financials.

Integrations include Concur, Marketo, Tableau, Salesforce, Jira, Adobe Workfront, and Coupa. Additionally, there is available APIs so your team can build custom integrations with your current tools.

MARMIND is an all-in-one solution for marketing resource management that helps you keep your marketing plans under control.

Why I picked MARMIND: Even though this is not a free tool, I wanted to have an option for marketing agencies who might be looking for tools to help them with their workflows and resources within a marketing project.

This tool provides you with the task management features you need to keep your team aligned and gives them a place where they can interact between them as they work through the projects. However, it also lets them communicate with the client for approvals, using the proofing features for marketing collateral.

Finally, you can have all your creative assets in one place as it has a file management feature that lets you upload files and different versions of each in a controlled environment where you can configure naming conventions that will make everything easy to find.

MARMIND Standout Features & Integrations

Features include cost and budgeting, omnichannel campaign planning, creative brief templates, cross-team collaboration using boards, and reporting.

Integrations include ActiveCampaign, Adobe Experience Manager, Brandfolder, Bynder, Hootsuite, Google Analytics, Salesforce, Tableau, and Sprinklr.