Prominent Agency Management Software
-
![productive-project-management-tool]()
Productive
Productive is an end-to-end platform for agency management. Our tool’s main objective is to provide agencies and service providers with a complete and real-time overview of their business.Features- Budgeting
- Project Management
- Billing
- Sales
- Resource Planning
- Reporting
- Budget Management
- Real-Time Profitability Reporting
- Time and Expenses Tracking
- Time and Expenses Approvals
- Project Templates
- Tasks Progress Tracking
- Invoicing
- Multiple Subsidiaries
- Multiple Currencies
- Accounting Tools Integrations
- Sales Funnel
- Revenue Forecasting
- Quotes Builder
- Job Scheduling
- Vacation & Time off Approval
- Utilization Reports
-
![screendragon-project-management-tools]()
Screendragon
Screendragon is a work management platform designed for marketing, agency and professional services teams. It is a fully integrated solution combining project management, resource management & forecasting, creative proofing, workflow automation, budget management and more. It is used and loved by global brands and agencies like Kellogg’s, BP, TBWA and McCann World Group.Features- Workflow Automation
- Resource Forecasting
- Task Management
- Budget Management
- Asset Management
- Customisable Reports
- Customisable Templates
- Dashboard Creation
- Time & Expense Tracking
- Real-time Collaboration
- Advanced Permissions
- Creative Proofing
-
![agency-management-software-bonsai]()
Bonsai
Bonsai is a unified agency project management tool, simplifying project, client, resource and financial management. Designed to streamline workflows, foster collaboration, keep teams organized and increase agency profitability.Features- CRM
- Contracts, Proposals, Scheduling
- Client Forms and Surveys
- Time Tracking and Billing
- Task Management
- Project Management
- Reporting, Invoicing, File Sharing
- Client Portal
- Online Payments, Bookkeeping, Taxes, Banking
- Free Document Templates
- Income and Expense Management
-
![project-management-tool-synergist]()
Synergist
Synergist is an integrated agency and project management system designed for agencies that want to grow intelligently. It's trusted by 1,000s of the UK's top-performing agencies to improve performance and profitability.Features- CRM & pipeline
- Estimating & quoting
- Profit management
- Project planning & tracking
- Task & workflow management
- Resource scheduling
- Capacity planning
- Utilisation reporting
- Timesheets & expenses
- Purchasing
- Invoicing & revenue management
- Forecasting
- Business intelligence
- Dashboards & reporting
- Advanced analytics
- Mobile app
- Accounting software integrations
-
![resourceguru-resource-management-software]()
Resource Guru
Resource Guru is the fast, flexible way to schedule teams and keep projects on track. Get full visibility of team capacity and assign work with confidence. Create complex schedules at speed and boost productivity while avoiding unrealistic workloads.Features- Resource Management
- Project Scheduling
- Team Management
- Capacity Planning
- Forecasting and Reporting
- Leave Management
- Equipment Management
-
![kriu-agency-management-software]()
Kriu
As an agency grows and team management gets more complex, having a simple way to assign people to projects and tasks tracking workloads, is absolutely crucial to keeping every client and service profitable, without wasting time on manual proceses.Features- Smart resource allocation
- Agile progress tracking
- Efficient workload management by employee and team
- Profitability insights by client, project, and service
-
![gatherup-customer-data-platforms]()
GatherUp
Reputation platform built for agencies to grow clients’ visibility, trust, and revenue.Features- Reputation management
- First party reviews
- Surveys & Net Promoter Score (NPS)
- Third-party Reviews
- Multichannel Review Requests
- Smart AI-Powered Assistant
- Smart Insights Dashboard
- Suggested Review Replies
- Reputation Coach
- White-Label Everything
- Multi-Location & Client Management
- Reporting & Analytics
- Google & Facebook Integration
- API & Integrations
- User Roles & Permissions
-
![clickup-project-management-tool]()
ClickUp
ClickUp is one of the fastest-growing project management tools built for teams of all sizes. Every type of team can use the same app to plan, organize, and collaborate. The platform offers a robust list of features that includes Gantt charts, boards, mind maps, and tables.Features- To-Do Lists
- Creation & Assignment
- Task Prioritization
- Templates
- Project Map
- Project Budgeting
- Time & Expenses
- Custom Workflows
in Agency Management Software
Screendragon
- Agency Management Software
- Remote Collaboration Tools
- Project Management Tools
- Resource Management Software
- AI Tools
- AI Marketing Tools
- Agency Management Software
- Remote Collaboration Tools
- Project Management Tools
- Resource Management Software
- AI Tools
- AI Marketing Tools
- Workflow Automation
- Resource Forecasting
- Task Management
- Budget Management
- Asset Management
- Customisable Reports
- Customisable Templates
- Dashboard Creation
- Time & Expense Tracking
- Real-time Collaboration
- Advanced Permissions
- Creative Proofing
Adzooma
- Digital Marketing Analytics Tools
- Marketing Reporting Tools
- Digital Sales Tools
- Team Management Software
- Agency Management Software
- AI Tools
- AI Marketing Tools
- Digital Marketing Analytics Tools
- Marketing Reporting Tools
- Digital Sales Tools
- Team Management Software
- Agency Management Software
- AI Tools
- AI Marketing Tools
- Account alerts
- Activity dashboard
- Bid Management
- Budget Management
- Campaign Analytics
- Campaign Management
- Campaign Planning
- Channel Management
- Click Tracking
- Client Management
- Collaboration Tools
- Dynamic Content
- Event Triggered Actions
- Keyword Tracking
- Marketing Automation
- Multi Campaign Builders
- Multi Channel Marketing
- ROI Marketing
Resource Guru
- Agency Management Software
- Remote Collaboration Tools
- Project Management Tools
- Resource Management Software
- Agency Management Software
- Remote Collaboration Tools
- Project Management Tools
- Resource Management Software
- +30 days
- Resource Management
- Project Scheduling
- Team Management
- Capacity Planning
- Forecasting and Reporting
- Leave Management
- Equipment Management
AgencyAnalytics
- Digital Marketing Analytics Tools
- Marketing Reporting Tools
- SEO Software
- Team Management Software
- Agency Management Software
- Digital Marketing Analytics Tools
- Marketing Reporting Tools
- SEO Software
- Team Management Software
- Agency Management Software
- +14 days
- Client Reporting
- SEO Reporting
- Competitor Analysis
- Agency Management
- Automated Reports
- Multichannel Tracking
- Keyword Suggestions
- Data Collection
Kriu
- Agency Management Software
- Project Management Tools
- Resource Management Software
- Agency Management Software
- Project Management Tools
- Resource Management Software
- Smart resource allocation
- Agile progress tracking
- Efficient workload management by employee and team
- Profitability insights by client, project, and service
Bonsai
- Agency Management Software
- CRM for Digital Marketing
- Project Management Tools
- Digital Sales Tools
- Accounting Software
- Agency Management Software
- CRM for Digital Marketing
- Project Management Tools
- Digital Sales Tools
- Accounting Software
- +7 days
- CRM
- Contracts, Proposals, Scheduling
- Client Forms and Surveys
- Time Tracking and Billing
- Task Management
- Project Management
- Reporting, Invoicing, File Sharing
- Client Portal
- Online Payments, Bookkeeping, Taxes, Banking
- Free Document Templates
- Income and Expense Management
Operating
- Agency Management Software
- Project Management Tools
- Resource Management Software
- Agency Management Software
- Project Management Tools
- Resource Management Software
- +30 days
- Capacity planning
- Resource planning
- Project financials
- Time tracking
- Invoicing
- CRM integrations
- REST API
Ziflow
- Agency Management Software
- Remote Collaboration Tools
- Project Management Tools
- Digital Marketing Tools
- Video Creation & Marketing Tools
- AI Tools
- AI Content Tools
- AI Marketing Tools
- Agency Management Software
- Remote Collaboration Tools
- Project Management Tools
- Digital Marketing Tools
- Video Creation & Marketing Tools
- AI Tools
- AI Content Tools
- AI Marketing Tools
- Robust Visual and Text Markup
- Rich Comment Discussion Threads
- Project Status Tracking
- Precise Version Control
- Batch Review
- Automated Workflows
- Review Stages
- Insights & Reporting
- One-Click Integrations
- Access from Any Device
- Color Seperation
- Electronic Signature Approvals
Productive
- Agency Management Software
- Remote Collaboration Tools
- CRM for Digital Marketing
- Project Management Tools
- Resource Management Software
- Digital Marketing Tools
- Marketing Reporting Tools
- Digital Sales Tools
- AI Tools
- AI Marketing Tools
- Agency Management Software
- Remote Collaboration Tools
- CRM for Digital Marketing
- Project Management Tools
- Resource Management Software
- Digital Marketing Tools
- Marketing Reporting Tools
- Digital Sales Tools
- AI Tools
- AI Marketing Tools
- +14 days
- Budgeting
- Project Management
- Billing
- Sales
- Resource Planning
- Reporting
- Budget Management
- Real-Time Profitability Reporting
- Time and Expenses Tracking
- Time and Expenses Approvals
- Project Templates
- Tasks Progress Tracking
- Invoicing
- Multiple Subsidiaries
- Multiple Currencies
- Accounting Tools Integrations
- Sales Funnel
- Revenue Forecasting
- Quotes Builder
- Job Scheduling
- Vacation & Time off Approval
- Utilization Reports
StreamWork
- Agency Management Software
- Remote Collaboration Tools
- Project Management Tools
- Resource Management Software
- AI Tools
- AI Marketing Tools
- Agency Management Software
- Remote Collaboration Tools
- Project Management Tools
- Resource Management Software
- AI Tools
- AI Marketing Tools
- Seamless proofing
- Automated and repeatable approval workflows
- Support for all types of creative assets
- Simple external review links
- Task management
- Task delegation
- Batch approval routing
- Custom workflows
- Workflow templates
- Powerful integrations (Monday.com, Asana, Slack and more)
Synergist
- Agency Management Software
- Project Management Tools
- Resource Management Software
- Agency Management Software
- Project Management Tools
- Resource Management Software
- CRM & pipeline
- Estimating & quoting
- Profit management
- Project planning & tracking
- Task & workflow management
- Resource scheduling
- Capacity planning
- Utilisation reporting
- Timesheets & expenses
- Purchasing
- Invoicing & revenue management
- Forecasting
- Business intelligence
- Dashboards & reporting
- Advanced analytics
- Mobile app
- Accounting software integrations
Flowlu
- Agency Management Software
- CRM for Digital Marketing
- Project Management Tools
- Resource Management Software
- Digital Sales Tools
- Agency Management Software
- CRM for Digital Marketing
- Project Management Tools
- Resource Management Software
- Digital Sales Tools
- Project Management
- CRM
- Task Management
- Invoicing
- Issue Tracker
- Client Portal
- Attendance Tracking
- Knowledge Base
- Document Builder
- Workflow Automation
Handl
- Accounting Software
- Online Payment Services
- Team Management Software
- Agency Management Software
- Project Management Tools
- Accounting Software
- Online Payment Services
- Team Management Software
- Agency Management Software
- Project Management Tools
- +14 days
- Milestone-Based Payment Automation
- Project Management Integration
- Automated Payment Reminders
- Secure Payment Processing
- Multi-Project Tracking
- Media Account Management
- Secure Code Delivery
Best Team Management Software by Category
Explore the top Team Management Software, compare features and pricing, and find the right software for your needs
in Agency Management Software
-
![]()
CreatorsJet
CreatorsJet turns your social presence into an auto-updating media kit. Share a live page or PDF, keep stats current, and pitch faster to win more deals.
-
![]()
Leadsie
Leadsie is an onboarding tool for marketing agencies to get access to their client’s ad, social, analytics and website accounts in minutes. With a single, secure link, your clients can grant access to their Meta, Google, TikTok, LinkedIn, Shopify, and other accounts.
-
![]()
Retainia
Retania is a agency management software with a client portal which is designed for creative agencies to manage their projects, teams, client workflows and invoices efficiently.
-
![gatherup-customer-data-platforms]()
GatherUp
Reputation platform built for agencies to grow clients’ visibility, trust, and revenue.
-
![magnetic-agency-management-software]()
Magnetic
An integrated workflow platform for agencies, consolidating project management functions—account and business development, traffic and project management, finances, time tracking, billing, HR, and resource scheduling—streamlining operations in a user-friendly system.
-
![e-silentpartner-agency-management-software]()
e·silentpartner
e·silentpartner is the most innovative cloud PSA for the Ad Agency and Marketing Firms. We make your business structure simple and organized with media planning tools, team collaboration tools, BI Dashboards & mobile/web time entry, PTO, reporting, accounting and more.
-
![mosaic-ai-powered-workforce-management-software]()
Mosaic
Increase efficiency, manage confidently, and optimize your workforce like never before with Mosaic—AI-powered workforce management software, featuring resource scheduling, project planning, and workforce intelligence tools.
-
![spp-co-digital-advertising-tool]()
Service Provider Pro
Service Provider Pro is the all-in-one solution to get your agency’s operations under control. Because it’s hard to grow when your CRM, invoicing, projects, and messaging are siloed in different apps. SPP.co brings all the core functionality of your agency under one roof – clients get one place to log in, your team always knows …
-
![ravetree-project-management-tools]()
Ravetree
Ravetree is an agency-specific work management platform that includes project management, billing, and CRM.
What is Agency Management Software?
Agency management software refers to a set of tools to help agencies manage their business and marketing related tasks. While it enables agencies to control their client and prospect database, at the same time it optimizes existing agency business processes and increases their productivity. Digital agency management software also offers solutions in such fields as managing projects and workflows, time tracking, invoicing and custom reporting.
Digital agencies want an effective way while they are maintaining their activities. Thanks to agency management software, they can easily manage and track everything about their business in one place. Not only that, but they can also automate multiple processes to make their agency more productive and profitable.
According to the changing demands of each digital agency, the world of agency management software is full of many effective options. This powerful stack provides you with the tools and data you need to run your agency smoothly. Customization capabilities, numerous integration options, easy-to-use and intuitive interface are just some of the features you could ask for to make this happen.
How Do You Manage Your Agency?
Managing an agency is a tough process. As an agency owner or manager, you should be mindful of any matters that can help maintain a healthy agency lifecycle. This relies on making both team members and existing clients happy. During the journey, you might need to get help from a bunch of management software to organize your work processes and keep each team member on the same page. To make this happen, you should be using agency management software that helps manage workflows and also improve communication between team members and clients.
With the project management feature, agencies can create, track and manage an array of projects in one dashboard. This easy to navigate dashboard can show time spent, planned tasks, invoices and even comments or feedback. The drag and drop ability eases the management of projects and tasks and the preparation of daily, weekly or yearly reports. While it is saving time, on the other hand, it is boosting up the agency’s overall efficiency.
Agency management software has been the hub for internal maintenance, as it centralizes all client and prospect data to efficient operations results. This data can be used for predicting cross-selling, re-market and other sales opportunities in the long term. Once all customer data is securely kept in the agency management system, it prevents data, files, emails and documents from missing. Most agency management software provides cloud-based data storing to streamline the real-time information sharing process.
How Much Does an Agency Management System Cost?
There is not a certain cost as most agency management software vendors charge a per-user subscription fee. On the other hand, free agency management software offers essential solutions for what small teams need. If you need more specific solutions such as resource planning, pipeline management, advanced forecasting etc. you should be willing to pay more.
Below, you can find the key criteria while choosing the best agency management software that makes your agency more profitable;
Benefits of Using Agency Management Software
Custom Solutions
While agency management software puts everything in one place, at the same time it offers exclusive solutions for agencies. Custom reporting, integration capabilities, project accounting and invoicing, workflows are just some of the exclusive solutions that are only created for your agency.
Time-saving
Agencies and professional service providers need advanced solutions that can ease the complexity of their projects. Agency management software sparks at that point as it boosts up their overall productivity while saving time. Also, the time spent while doing manual workflow management and reporting is 90% decreased thanks to the management software.
Excellent Client Relationships
Agency management software is a hub that gathers together agencies and their clients. By doing that, agencies and clients can work collaboratively. As a management tool that collects both existing and potential clients data, it helps seamlessly track all communications and activities.
Effective Client Reporting
Client reporting is a crucial part of the agency-client relationship. A global agency approximately has 200 clients and creating reports for each client might be a tough process. Luckily, agency management software can enable agencies to easily collect and segment their client data and create customized reports for each of them.
Members Area
The member area makes the agency and client relationships closer. It allows all members to reach each other through the platform. Clients can know beforehand about updates, discounts or special offers. It also gives clients immediate access to their dedicated manager if they face a problem.
Easily Accessible Customer Service
Problems can arise at any time if you are dealing with client data. So, 24/7 easily accessible and knowledgeable customer service is vital. While it builds trust between you and your clients, at the same time it helps create a professional image of your agency.
Boost visibility, build credibility, and turn discovery into real product adoption.
JOIN LEADING TOOLS ON DAN