Getting organized can be such a headache. Here's a list of project management tools for marketing agencies to help make your life easier.

2. Projects don’t always
go as planned.

3. You can perfectly
outline the tasks, major
milestones, and timeline for each project

4. You can perfectly
outline the tasks, major
milestones, and timeline for each project
…but in the end, things happen.

5. Clients don’t send the
information you need

6. Clients don’t send the
information you need
A key employee walks
out the door

7. Clients don’t send the
information you need
A key employee walks
out the door
A technical issue pops up that requires
you to rethink the approach

8. This can spiral out of control when everyone is
simply referring to a color coded spreadsheet
and replying to a confusing email thread.

9. That’s why so many agencies invest in
project management software. They need an
easy to use interface to track timelines, tasks,
time, and budgets.

10. They need something people will actually
want to use, which is no easy feat.

11. We’ve put together a list of some of the top
platforms that are specifically made with
agencies in mind.

12. But first, here are a few things to
consider when outlining your process:

13. 1
Is scalability a key issue?

14. 1
Is scalability a key issue?
Is your agency growing fast, and do you want
it to grow even faster? Can the tools scale
with you?

15. 2
Is it user-friendly?

16. 2
Is it user-friendly?
Will your staff like using the interface to
schedule projects, track their time, and stay
up-to-date on clients’ status?

17. 3
Is it flexible?

18. 3
Is it flexible?
How does the tool integrate with other
software your agency uses? Do you want to
use billing features, time tracking software, a
CRM, or a marketing automation tool?

19. 4
Does it provide enough customization?

20. 4
Does it provide enough customization?
What reports and features will you religiously
use, and does the software allow you to make
those the focus of your experience? Do you
need to collaborate with clients from the
platform?

21. 5
What features really matter?

22. 5
What features really matter?
There are project management tools that come
loaded with everything you could ever want to
use and there are those that focus on one thing.
What does your agency really need to make
projects easier to manage?

23. .

24. 14 Agency Project Management
Software Options to Consider

25. Workmajig brings together accounting, client
management, new business, creative, media,
traffic, and production departments and their
tasks into one collaboration software platform.

26. Features include:
• Integration with STRATA and SmartPlus for media billing
• Ability to see all prospects in an agency’s pipeline with an
opportunity widget
• Creates accounts receivable aging reports
• Templates for accurate estimating
• Tracks projects per retainers

27. FunctionPoint provides tools for multiple
departments, including new business,
accounting, client services, traffic, and creative.

28. Features include:
• File sharing and approvals workflows
• Scheduling and assigning tasks and managing individual
workloads
• Financial reporting and invoicing
• Project and task dashboard for understanding timelines and
profitability of projects

29. Central Desktop is an online-based
collaboration tool that helps the entire agency
stay on-task and informed of a project’s status.

30. Features include:
• File sharing and approvals workflows
• Scheduling and assigning tasks and managing individual
workloads
• Financial reporting and invoicing
• Project and task dashboard for understanding timelines and
profitability of projects

31. 10,000ft is a visually pleasing project
management and planning tool with an
interactive interface.

32. Features include:
• Drag-and-drop interface allowing managers to adjust
timelines and projects based on evolving needs
• Dashboard allows managers to see each project’s status
based on time, fees, and expenses
• Visual reporting for viewing the big picture of how teams,
clients, and projects are doing against goals

33. FunctionFox provides three different levels of
project management software – from simple
project and time tracking to advanced reporting
and project management.

34. Features include:
• A dedicated account manager who helps agencies set up
the software and provides support as the company grows
• Client- and project-based reporting
• Dashboard so leadership can view profitability
• Custom fields for adding information unique to your agency
• Group and individual calendars

35. Brightpod has a Trello-like board interface
that allows users to track projects, ideas,
and tasks.

36. Features include:
• Custom workflows for different types of projects
• An editorial calendar for managers whot rack social and
content plans
• Individual dashboards to team members can track their
high-priority items each day
• Log time per task

37. Clients & Profits provides four levels of
its tool for growing and changing
agencies.

38. Features include:
• Account management tools, such as creative briefs, change
orders, status reports, and a CRM
• Web portal for client access to job status, calendar, and
reports
• Time sheets, approval workflows, and productivity report
• Mult-job, retainer, and media billing

39. Teamwork is a project management
tool that specializes in bringing together
remote workers.

40. Features include:
• Customizable navigation for showing what matters most to
teams
• Ganntt chart for visualizing milestones and a drag-and-drop
interface for changing project timelines
• Private messaging to individuals or a group and email
integration

41. Paymo gives agencies the ability to customize
the dashboard to see what is most important
to each person in the company.

42. Features include:
• Customizable navigation for showing what matters most to
teams
• Ganntt chart for visualizing milestones and a drag-and-drop
interface for changing project timelines
• Private messaging to individuals or a group and email
integration

43. Liquid Planner has a different methodology for
project management in that it sets timelines
based on estimates. It then gives you a realistic
due date based on best-case and worst-case
scenarios.

44. Features include:
• Time tracking features integrate with a rate sheet
• Resource management screen for viewing who is at
capacity and who can take on more projects
• Note features for adding obstacles to getting projects done
• Communication boards that are task-specific

45. WorkZone provides the customization and tools for
teams that want something more than a simple task
manager. Agencies can create separate, secure
workplaces for different clients or departments, and
you can easily make project templates so that adding a
new project is easy.

46. Features include:
• See the workload of each employee per week to determine who is
overloaded and what work needs to be reallocated
• A dashboard that shows multiple clients and each project for those
clients with a notes section to alert managers to why the project is
being held up
• Image viewer so team members can provide feedback in one
location

47. TrafficLIVE works to give account managers,
sales professionals, financial managers, and
leadership the tools they need to service clients
more effectivley and be more profitable.

48. Features include:
• Integrates with MS Project so account managers can easily
import and export project plans
• Visual dashboard shows the breakdown of time spent,
money, over-runs, deadlines, deliveries, and more for each
project
• Native CRM for business development to track clients and
prospects

49. Workbook is a project management platform that allows
agencies to customize the software based on what the
agency specifically needs. You start with a basic plan
and add features, such as invoicing and billing, vender
orders and purchase orders, or CRM and pipeline.

50. Features include:
• Integrates with MS Project so account managers can easily
import and export project plans
• Visual dashboard shows the breakdown of time spent,
money, over-runs, deadlines, deliveries, and more for each
project
• Native CRM for business development to track clients and
prospects

51. Advantage assigns every account an implementation
specialist, so this project management platform is
perfect for those who need more in-depth training
and suport or are looking for individual consulting.

52. Features include:
• Preset templates for creating schedules automatically
• Ability to change schedules and tasks for multiple projects
at once
• Burn rate charts and a risk analysis summary to discover
what projects are at-risk
• Agency owner dashboard with views of cash balance,
feeds, and forecasting

53. Stay up-to-date on agency
news, tips, and tricks.
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