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There are seemingly hundreds of types of project management software for agencies available, so figuring out which is best for you can be tricky. You're looking for a way to manage tasks better, work with your team, and deliver projects on time, but you need to find the right tool.

I got your back! I simplify things, drawing on my experience managing big, complex projects and using dozens of different PM tools to bring you this shortlist of the best agency project management software.

Why Trust Our Software Reviews

We invest in deep research to help our audience make better software purchasing decisions. We’ve been testing and reviewing project management software since 2012. As project managers ourselves, we know how critical and difficult it is to make the right decision when selecting software. 

We’ve tested over 2,000 tools for different project management use cases and written over 1,000  software reviews. Learn how we stay transparent & our project management software for agencies review methodology.

Best Project Management Software For Agencies Summary

Tools Price
Miro From $8/user/month (billed annually)
Bonsai Agency Software $10/user/month
Kantata Pricing upon request
PageProof From $249/user/month
Nifty From $5/user/month (billed annually) + free plan available
Planable From $11/user/month (billed annually)
Bonsai From $25/user/month
nTask From $3/user/month (min 5 seats)
Notion From $8/user/month (billed annually)
ClientFlow From $19/user/month
Preview Image - <h2 class="c-block__title b-summary-table__title c-listicle__title h3" > Compare Software Specs Side by Side</h2>

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How to Choose Project Management Software for Agencies

Keep the following points in mind when picking the right project management software for your agency.

  • Scalability: Agencies often experience fluctuating workloads and changes in team size. Choose software that can quickly adapt to your growing needs without requiring a complete system overhaul. For instance, if your agency lands a large client and needs to onboard more team members quickly, make sure your project management software can accommodate this.
  • Integration Capabilities: Your agency likely uses various tools for functions such as CRM, time tracking, or accounting. Select software that integrates well with these existing systems to avoid data silos and ensure a smooth workflow. For example, if your agency uses a specific CRM tool, make sure your project management software can pull in client data to keep the information centralized.
  • Customization: Every agency has unique processes and reporting needs. Look for software that allows you to customize tasks like task statuses, reports, and dashboards to match your agency's workflow.
  • User-Friendly Interface: The software should be easy to use for all team members, regardless of technical expertise. A user-friendly interface ensures quick adoption and minimizes training time. This is particularly relevant for agencies where creative professionals must focus more on their creative work rather than navigating complex software.
  • Support and Training: Given agency work's fast-paced nature, access to reliable support and training materials is essential. Choose software that offers responsive customer support and a wealth of training resources to help your team overcome any hurdles quickly. An agency facing tight deadlines can't afford delays caused by unresolved software issues or a steep learning curve.

Best Project Management Software For Agencies Reviews

Discover the strengths and weaknesses of top project management tools tailored for nonprofit organizations. Each review provides a detailed look at features, benefits, and ideal scenarios for use.

Best for collaborative whiteboarding

  • 30-day free trial + free plan available
  • From $8/user/month (billed annually)
Visit Website
Rating: 4.8/5

Miro is a digital platform designed for interactive whiteboarding and team collaboration.

Why I Picked Miro:

I chose Miro because it supports real-time, collaborative whiteboarding, which is great for brainstorming. Miro is best for collaborative whiteboarding due to its large canvas, which encourages team members to visualize ideas and collaborate effectively.

Standout features & integrations:

Features include Miro’s large canvas, which allows for real-time collaboration, and project management tools, including Gantt charts and Kanban boards. It provides numerous templates to cater to various project needs. 

Integrations include Zoom, Slack, Google Drive, Sketch, Jira, Asana, Dropbox, Box, Microsoft Teams, OneDrive, Trello, GitHub, GitLab, Bitbucket, Basecamp, Salesforce, and Adobe Creative Cloud.

Pros and cons

Pros:

  • A broad range of integrations with other tools and platforms
  • Real-time collaboration capabilities
  • Infinite canvas supports extensive brainstorming and project planning

Cons:

  • Enterprise pricing is not disclosed upfront
  • Limited functionality in the free plan

Best for integrated project and business management

  • Free trial available
  • $10/user/month
Visit Website
Rating: 4.4/5

Bonsai is a business management tool designed for creative and digital agencies, consultancies, and professional service providers. It offers a suite of features for managing client relationships, projects, and financials.

Why I Picked Bonsai:

I chose Bonsai because of its ability to integrate project and business management capabilities into a single, cohesive platform. It offers tools for every stage of the project lifecycle, from proposal drafting and contract management to time tracking and automated invoicing. Its intuitive CRM system ensures smooth client relationship management, while the task management features enable the planning and execution of projects. Additionally, Bonsai's robust financial reporting tools provide crucial insights into project budgets and profitability.

Standout features & integrations:

Features include Kanban board views for project tracking, overviews of financial performance, appointment scheduling, automation for repetitive tasks, assignments for team roles and permissions, file-sharing capabilities, a client portal, and ready-made templates.

Integrations include Gmail, Google Calendar, Zapier, Slack, QuickBooks Online, HubSpot, Calendly, ClickUp, Trello, Google Drive, Google Sheets, Xero, and more.

Pros and cons

Pros:

  • Comprehensive templates for different use cases
  • Easy-to-use client portal
  • Automation of repetitive tasks

Cons:

  • Resource planning features limited to higher-tier plans
  • May not be the best for scalability

Best for project forecasting

  • Pricing upon request
Visit Website
Rating: 4.1/5

Kantata is a project management software designed to cater to the unique needs of a wide range of professional services, including agencies. It offers a suite of tools to manage projects, resources, and finances all in one platform. 

Why I Picked Kantata:

I chose Kantata for its advanced project forecasting capabilities, which allow agencies to predict project timelines, resource needs, and potential roadblocks. This forecasting ability helps agencies plan better, allocate resources more efficiently, and mitigate risks before they become issues. Additionally, Kantata's emphasis on collaboration tools, time tracking, and budget management aligns with the multifaceted demands of agency work.

Standout features & integrations:

Features include resource management and capacity planning, reports and analytics, and visual project planning capabilities like Gantt charts, Kanban boards, and milestones. It also offers time and expense tracking.

Integrations include Zapier, Google Workspace, Salesforce, Slack, Microsoft Teams, Asana, Trello, QuickBooks, Jira, HubSpot, Xero, NetSuite, Harvest, FreshBooks, Toggl, and Dropbox.

Pros and cons

Pros:

  • Project, resource, and financial forecasting
  • Comprehensive resource planning features
  • Customizable reporting features

Cons:

  • May take some time to set up
  • Learning curve to maximize advanced features

Best for online proofing

  • From $249/user/month
Visit Website
Rating: 4.9/5

PageProof is a tool designed to simplify the review and approval of creative content. It is the best for online proofing because it supports many file types and simplifies collaboration.

Why I Picked PageProof:

I selected PageProof because it handles various file types and has a straightforward pricing model that benefits teams. It is best for online proofing because it provides unlimited proofs and storage. It is also compatible with numerous other tools that support the proofing process within existing workflows.

Standout features & integrations:

Features include unlimited proofs and versions, automated workflows, and detailed markup tools for clear feedback. Other key features include smart compare and side-by-side compare features and integrations that enhance design and project management tasks.

Integrations include monday.com, Asana, Airtable, Trello, ClickUp, Basecamp, Microsoft Teams, Slack, Adobe Creative Cloud, Box, Dropbox, Google Drive, Microsoft OneDrive, and single sign-on options from Ping Identity, OneLogin, G Suite, Okta, and Delinea.

Pros and cons

Pros:

  • Extensive range of integrations
  • No limit on proofs and storage
  • Fixed pricing for teams

Cons:

  • Enterprise plan requires a custom quote
  • May be expensive for smaller businesses

Best for project automation

  • 14-day free trial
  • From $5/user/month (billed annually) + free plan available
Visit Website
Rating: 4.7/5

Nifty is a project management tool that centralizes communication, planning, and tracking in one place. This project management system is best for project automation because it simplifies workflow and reduces manual tasks.

Why I Picked Nifty:

I chose Nifty for this list because it offers a unique combination of features that cater to modern agencies looking for project management automation. Its ability to automate repetitive tasks and provide a centralized project communication and tracking platform makes it stand out. 

I believe Nifty is best for project automation because it simplifies the management of tasks and milestones. It also offers advanced features like workflow automation and cross-project overviews that enhance team productivity.

Standout features & integrations:

Features include task management with Kanban and list views, time management tracking for productivity analysis, and custom fields for tailored project management. 

Integrations include Google Drive, Slack, Zoom, Dropbox, GitHub, Asana, Trello, Jira, Microsoft Teams, and ClickUp.

Pros and cons

Pros:

  • Great way to communicate with clients about project progress
  • Flexible task management with multiple view options
  • Project automation features

Cons:

  • Limited customization options
  • The interface could be more user-friendly

Best for content collaboration

  • Free trial + free plan available
  • From $11/user/month (billed annually)
Visit Website
Rating: 4.5/5

Planable is a platform for content planning and collaboration for social media teams. It is recognized as the best for content collaboration because it provides an environment where marketing teams can create, collaborate, and approve social media content efficiently.

Why I Picked Planable:

I selected Planable for this list because it offers a unique combination of visual planning tools and collaborative features tailored specifically for managing social media content. Planable is best for content collaboration because it focuses on simplifying the content approval process. It also lets teams work together in a highly visual and interactive space.

Standout features & integrations:

Features include previewing social media posts as they appear live, collaborating in real-time with team members, and scheduling content directly from the platform. 

Integrations include Facebook, Twitter, LinkedIn, Instagram, Google My Business, and YouTube.

Pros and cons

Pros:

  • Direct scheduling to social media platforms
  • Real-time collaboration and feedback
  • Intuitive interface for content planning

Cons:

  • Higher plans required for advanced features
  • Limited posts on the starting plan

Best for freelance business management

  • 14-day free trial
  • From $25/user/month
Visit Website
Rating: 4.5/5

Bonsai simplifies business management for freelancers and small agencies. It stands out as the best tool for freelance business management due to its specialized features that support independent professionals.

Why I Picked Bonsai:

I selected Bonsai for its distinct approach to freelance business management. It offers a suite of tools finely tuned to the freelancer's workflow. Bonsai is best for this area because it addresses freelancers' specific challenges, such as contract creation, time tracking, and financial management, all within one platform.

Standout features & integrations:

Features include customizable templates for proposals and contracts, integrated time tracking, and a centralized dashboard for managing tasks and finances. These tools are designed to help freelancers keep their projects and payments under control.

Integrations include Stripe for payment processing, which provides a reliable and secure way to handle transactions.

Pros and cons

Pros:

  • User-friendly interface with a focus on efficiency
  • All-in-one platform for managing projects, clients, and finances
  • Customized for the unique needs of freelancers and small agencies

Cons:

  • Limited information on integration with other tools
  • No customization of the customer dashboard is available

Best for all-in-one project management

  • 7-day free trial + free demo available
  • From $3/user/month (min 5 seats)

nTask is a tool for managing various aspects of projects within agencies. It stands out for its all-in-one capabilities and offers a range of features to support project completion and team collaboration.

Why I Picked nTask:

I selected nTask for this list because it provides a unified solution for project management challenges. It distinguishes itself from other tools through features that cover the entire project lifecycle. I believe nTask to be best for all-in-one project management as it integrates task management, project planning, risk management, and team collaboration.

Standout features & integrations:

Features include project management, task management, Kanban boards, Gantt charts, team management, time tracking, meeting management, and risk management features. These functionalities are needed for teams to plan, execute, and monitor their projects effectively. 

Integrations include Google Calendar, Outlook Calendar, Apple iCal, Zapier, Zoom, Microsoft Teams, Slack, Dropbox, Google Drive, and OneDrive.

Pros and cons

Pros:

  • Availability of a free plan for smaller teams
  • Compatibility with over 1000+ apps
  • A wide array of project management functionalities

Cons:

  • May have a learning curve for some users
  • Free plan does not include Kanban boards

Best for workspace unification

  • Free plan available
  • From $8/user/month (billed annually)

Notion is an all-in-one workspace for note-taking, knowledge sharing, task management, and project collaboration. It's best for unifying workspaces because it integrates notes, wikis, tasks, and databases into a single platform. This reduces the need for context-switching and simplifies project management.

Why I Picked Notion:

I chose Notion for its versatility and ability to centralize various aspects of project management into one platform. Its unique approach to workspace unification sets it apart from other project management tools. I believe Notion is best for workspace unification because it allows teams to collaborate on projects, manage tasks, and create knowledge bases all in one place. This fosters a more integrated and efficient work environment.

Standout features & integrations:

Features include customizable templates, timeline views for project planning, and managing tasks with various database views such as boards and calendars. It also offers automation for streamlining workflows and an integrated AI assistant to help with document creation and project planning. 

Integrations include Figma, Slack, GitHub, Amplitude, and Jira.

Pros and cons

Pros:

  • Wide range of integrations with other tools
  • Integrated AI assistant for document creation
  • Flexible project management with multiple views

Cons:

  • Advanced features require paid plans
  • May have a learning curve for new users

Best for client communication

  • 7-day free trial
  • From $19/user/month

ClientFlow consolidates client communication and project management to improve team collaboration for marketing agencies. This project management solution centralizes all client interactions and messaging in one shared inbox.

Why I Picked ClientFlow:

I selected ClientFlow for its distinctive approach to integrating client communication with project management. It is best for client communication because its shared inbox feature simplifies the management of client emails and tasks. This ensures that all communications are organized and easily accessible.

Standout features & integrations:

Features include a shared inbox for managing emails, task management capabilities with subtasks and deadlines, project timeline tracking, and invoicing tools. Other project management features include a client portal, collaboration tools, customizable templates, and file-sharing options. 

Integrations include WhatsApp and Docusign.

Pros and cons

Pros:

  • Time tracking and invoicing included
  • Task management with subtasks and deadlines
  • Centralized client communication in a shared inbox

Cons:

  • Limited details on advanced features and customization
  • Lack of detailed information on native integrations

Other Project Management Software For Agencies

Below is a list of additional project management software for agencies I shortlisted but did not reach the top list. It’s definitely worth checking out!

If you still haven't found what you're looking for here, check out these tools closely related to time-tracking software, that we've tested and evaluated.

Project Management Software For Agencies Selection Criteria

When selecting project management software for agencies, it’s important to consider functionality and the ability to meet specific use cases. 

As an expert who has personally tried and researched these tools, I have developed a set of criteria that reflects the features and user experiences that are most relevant to agencies.

Core Project Management Software For Agencies Functionality: 25% Of Total Weighting Score

  • Task assignment and tracking
  • Time tracking and reporting
  • Collaboration tools
  • File sharing and document management
  • Resource management

Additional Standout Features: 25% Of Total Weighting Score

  • Innovative scheduling tools
  • Unique asset management capabilities
  • Distinctive communication features
  • Exclusive reporting and analytics
  • Novel integration options

Usability: 10% Of Total Weighting Score

  • Intuitive interface design
  • Balance of power and simplicity
  • Aesthetic appeal
  • Customizability

Onboarding: 10% Of Total Weighting Score

  • Training materials
  • Interactive product tours
  • Support resources
  • Migration tools

Customer Support: 10% Of Total Weighting Score

  • Responsiveness
  • Knowledge base
  • Community support
  • Multichannel support

Value For Money: 10% Of Total Weighting Score

  • Transparent pricing
  • Cost-effectiveness
  • Scalability
  • Free trials or demos

Customer Reviews: 10% Of Total Weighting Score

  • Overall satisfaction
  • Reliability
  • Feature effectiveness
  • Customer service experiences

I reviewed the product updates, press releases, and release logs from the most popular project management software for agencies in 2024. These updates and releases reveal the latest trends and new technologies to help you stay informed.

Several trends are shaping the project management software for the agency industry.

  • Integration with AI and Machine Learning: Artificial intelligence and machine learning are becoming integral to project management tools. They predict project risks and automate routine tasks, freeing up managers for strategic work.
  • Emphasis on Remote Collaboration Features: With remote work becoming the norm, project management software increasingly focuses on collaboration. Tools are designed to support virtual teams, ensuring that distance is not a barrier to effective teamwork. This is important for maintaining productivity and unity among remote teams.
  • Real-Time Data and Analytics: This feature provides immediate insights into project performance and resource allocation. This trend allows agencies to make informed decisions quickly.
  • Enhanced Cybersecurity Measures: As threats evolve, so do the cybersecurity features within project management tools. Agencies require strong security features to protect sensitive data. This trend is critical to building trust and ensuring compliance.
  • User-Centric Design and Customization: Project management software is shifting towards more user-centric designs and customization options.

These trends indicate a dynamic shift towards more intelligent, collaborative, and secure project management software for agencies.

What Is Project Management Software for Agencies?

Project management software for agencies is a digital platform designed to assist in project planning, execution, and tracking. It is used by project managers, teams, and stakeholders within agencies to manage workloads, deadlines, and project deliverables.

The software is essential for maintaining project organization, ensuring accountability, and facilitates communication among team members. Its components include task assignment features, scheduling tools, resource allocation options, and communication channels.

Features Of Project Management Software For Agencies

Project management software helps track progress, manage resources, and ensure everything runs smoothly. 

Here are some features to look for when selecting project management software for your agency.

  • User Authentication: A security feature that verifies the identity of users before granting access to the software.
  • Data Encryption: A security feature that encodes data to prevent unauthorized access.
  • Analytics: A feature that collects and analyzes data to provide insights and reports.
  • Responsive Design: A design approach that ensures the software works well on various devices and screen sizes.
  • API Integration: A feature that allows the software to connect and interact with other applications or services.
  • Real-time Notifications: A feature that sends updates or alerts to users as events occur.
  • Multi-Language Support: A feature that allows users to interact with the software in different languages.
  • Cloud Storage: A feature that enables data storage on remote servers accessible via the internet.
  • Load Balancing: A feature that distributes network or application traffic across multiple servers to ensure reliability and performance.
  • Dark Mode: A display setting that changes the interface to a dark color scheme to reduce eye strain.

The features listed above are key to managing projects effectively and should be carefully considered when choosing software.

Benefits Of Project Management Software For Agencies

Project management software offers a range of advantages that can improve the workflow and outcomes for agencies. Here are five primary benefits.

  • Improved Planning and Scheduling: Project management software simplifies the planning and scheduling process. It allows users to identify critical tasks, assign them, set deadlines, and monitor progress, leading to more efficient project execution.
  • Clear Goal Establishment: Teams can establish clear goals with detailed project plans that outline objectives, tasks, resources, and timelines. This promotes accountability and ensures that project goals are met.
  • Enhanced Resource Management: Efficient allocation and monitoring of resources such as personnel and materials are facilitated by project management tools. This ensures that resources are used effectively.
  • Progress Tracking: Detailed timelines and progress reports provided by project management software allow for intelligent tracking of project advancement. This helps teams stay on track and within budget.
  • Risk and Issue Identification: Detailed reports and analytics enable proactive identification of risks and potential issues. This allows teams to plan and take action to mitigate delays or complications.

By incorporating these tools into their workflow, agencies can expect improvements in planning, execution, and overall project management, leading to better outcomes and client satisfaction.

Costs & Pricing Of Project Management Software For Agencies

Project management software comes in various plan options, each with its features and pricing structures. Understanding these options is important for software buyers with little to no experience with project management tools.

Below is a detailed comparison of the plan options and pricing for project management software suitable for agencies.

Plan Comparison Table For Project Management Software For Agencies

Plan TypeAverage PriceCommon Features
Free$0Basic task management, to-do lists, native calendar, limited storage space, Kanban board
Individual$4/monthAdvanced task management, priority setting, calendar views, Gantt chart, subtasks, budget tracking
Small Business$9/user/monthGantt chart view, embedded documents, automation, unlimited workspaces, time tracking, task dependencies
Medium-Sized Business$17/user/monthGoogle authentication, private boards, user groups, permissions, real-time reporting, dashboard view
EnterpriseNegotiableAdvanced security, Google SSO, unlimited users, in-depth reporting, custom permissions
A breakdown of plan types, costs, and features for project management software for agencies.

When selecting a project management software plan, agencies should consider the complexity of their projects and the level of collaboration required. They should balance the need for advanced features with the available budget as well.

Project Management Software for Agencies FAQs

Here are some commonly asked questions about project management software for agencies.

Can project management software help with client communication?

Yes, many project management tools include client portals or communication features allowing direct client interaction. These features can facilitate updates, feedback, and approvals, helping to maintain transparency and build trust with clients.

Is it possible to integrate other tools with project management software?

Most agency project management software is designed to integrate with various other tools, such as CRM systems, email platforms, accounting software, and more. This integration capability allows for a more connected workflow and can help reduce the need for multiple disparate systems.

How does project management software support remote teams?

Project management software supports remote teams by providing a centralized platform for all project-related information and communication. Features like cloud-based access, mobile apps, and real-time updates ensure that team members can collaborate effectively from any location.

How does project management software handle task delegation and tracking?

Project management software allows managers to assign tasks to team members, set deadlines, and track progress. Team members can update the status of tasks, which provides visibility into the project’s advancement and helps identify any potential bottlenecks.

Can project management software be customized for an agency's specific needs?

Many project management tools offer customization options, such as custom fields, templates, and workflows, which can be tailored to fit an agency’s specific processes and requirements.

What’s Next?

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Hermann Fink
By Hermann Fink

Hermann Fink is a technology enthusiast and the co-founder of Rünna Advertising, a multinational digital agency that has been active for over a decade and served clients like Ford, AstraZeneca, Disney, and Didi. In addition to being a business owner, Hermann gathered corporate experience in project management during his time at Hewlett Packard in the mid-2010s.