With so many different marketing resource management software solutions available, figuring out which is right for you is tough. You know you want to optimize and manage marketing resources effectively but need to figure out which tool is best. I've got you! In this post I'll help make your choice easy, sharing my personal experiences using dozens of different resourcing tools with large marketing teams and projects, with my picks of the best marketing resource management software.
What Is Marketing Resource Management Software?
Marketing resource management (MRM) software is a tool that helps businesses plan, execute, and monitor their marketing activities. It organizes and streamlines marketing processes, manages assets like digital content, and aligns marketing strategies with business goals. This software aids in budgeting, scheduling, and resource allocation, ensuring marketing efforts are efficient and effective. It's useful for keeping marketing teams coordinated and for tracking the performance of marketing campaigns.
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.
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.
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.
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.
Productive is a comprehensive work management software ideal for agencies and professional services businesses. It combines project management, resource planning, time tracking, budgeting, and team collaboration in one solution.
Why I picked Productive: Marketing agencies can allocate work effectively across their team by assigning tasks within the context of everyone's workload. From there, you can keep track of who's working on which tasks and projects. Team members can track their time in the platform, helping you keep a log of hours allocated to various clients, projects, and tasks. This makes for more accurate billing.
The software offers a comprehensive task management system that allows users to assign tasks to specific team members, set deadlines, and track task progress through to completion. Users can also set up recurring tasks so they don’t have to worry about manually creating them each time. You can also upload documents in the platform or link them from other cloud storage services, and connect them with specific projects or tasks.
Productive Standout Features & Integrations
Features include list, table, calendar, timeline, and board views; recurring tasks; time estimations; time tracking; budgeting; document management; resource planning; upcoming work placeholders; and client billing.
Integrations include Dropbox, Exact, Google Workplace, Jira, Harvest Economic, Outlook, Microsoft Calendar, Slack, QuickBooks, and Xero. A Zapier integration is also available, which can unlock more integrations with a paid account.
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.
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.
Best for beginners
14-day free trial + free plan available
|From $8/user/month (billed annually, min 3 seats)||Website|
Best collaborative marketing resource management software
Free plan available
Best with client portals and built-in CRM
7-day free trial
Best resource management software for scaling organizations
|Pricing upon request||Website|
Best for marketing agencies
14-day free trial
Best customizable reporting tool
30-day free trial
|From $7/user/month (billed annually)||Website|
Best for creative meetings & communications
Free plan available
SAS Customer Intelligence 360
Best for complete planning
Free trial available
|Pricing upon request||Website|
Best for budget owners
Best for marketing budget planning (not free)
|From $1,200/month for five users||Website|
- Acquia DAM (Widen)
Best for managing marketing content and materials
Best for analytics
Best for building custom marketing apps
Best for establishing a creative workflow
Best for capacity planning
Best marketing proofing and approvals system
Best for basic applications
Best for advanced project cost and performance analysis
Best for marketing analytics
Best for built-in business intelligence capabilities
Best for ease-of-use
Best for easy-setup and onboarding
Best for existing Salesforce users
Best for built-in financials and budgeting capabilities
Best for SaaS marketers
Best for virtual event management
Best for built-in marketing calendars
- OnTrack Workflow
Best for brand asset management
Best for revenue attribution
- Infor Marketing Resource Management
Best for market segmentation
Best for combined resource management & campaign management
- SAP Marketing Cloud
Best for email marketing templates
Best for marketing automations
Best for built-in social media management
- IntelligenceBank Digital Asset Management
Best for asset management amongst multiple teams
Best for B2C marketing teams
- Adobe Campaign
Best for integrating multiple marketing channels
Best for B2B marketing teams
Best for custom metadata fields
- 10,000ft by Smartsheet
Best for project planning
How I Picked The Best Marketing Resource Management Software
I evaluated and compared the most popular resource management tools on the market, both for their reviews and user interface. Then I weighed factors that make software a good option for managing resources within the marketing function. Finally, I defined the criteria below to evaluate the top 10 tools.
User Interface (UI)
I look for a tool that can centralize many of your marketing efforts and still look good. A clean interface makes it easy to find your way around the tool, makes it more intuitive, and quickly access information.
I see how easy it is to learn and master the tool. Therefore, I look at all the ways in which the tool teaches you to use it, including training, videos, and support. Is it simple to train new marketing team members and marketing departments on how to use it? Does it allow you to easily track your marketing activities and digital marketing campaigns?
In this criterion, I look at the ways in which the tool expands its capability. Therefore, I add information about pre-built integrations with other cloud-based tools, custom connections using APIs, and third-party connectors. For example, we could use an integration to connect your tool to an asset management platform like Brandfolder or Bynder.
I research the pricing structure of each tool. Then, I look at the plans and see if I can find information on price per month, free trials, and free versions. Finally, I share any discounts or special pricing I see relevant to you.
What key features should I look for in marketing resource management software?
What Are The Benefits Of Using A Marketing Resource Management Solution?
How Do You Compare MRM Software?
Why is resource loading important in Marketing teams?
Now that you know some of the best marketing resource management tools, you might want to read our guide to resource availability in project management to get the most out of your team, boost morale, and improve output. You can also learn about 5 resource-leveling techniques that work or check out our ultimate guide to resource management plans.
Related tool lists:
- Resource management software
- Enterprise resource management software
- Marketing project management software
Sign up for our Insider Membership Newsletter for the latest insights from top thinkers in the digital project management niche.