14 Best Agency Project Management Software for 2024

monday.com has more than 225,000 users, including small and large agencies. It was founded in 2012 and is listed on the New York Stock Exchange (NYSE). With customer project templates and single-interface client project overviews, monday.com is the best agency project management software for customizable workflow management.

monday.com integrates with collaborative tools like Google Calendar and Slack, making it an easy solution for communicating with clients and moving projects forward more quickly. It also integrates with Gmail to set up automatic reminders if a client doesn’t respond within a designated period. The Client Projects window shows the list of deliverables for each month.

Marketing and creative teams can view all internal and external creative requests within a single interface with monday.com. Users can quickly set project statuses and priority levels to ensure processes run smoothly. They can also allocate tasks, such as adding copywriters and designers.

To track tasks appropriately, agencies using monday.com have access to clear overviews highlighting which tasks are overdue and which are in progress or have been planned. Those responsible for each project are also informed when things don’t seem to be moving along.

monday.com has over 200 integrations, including Zoom and OneDrive. The software is also well-known for its pre-designed and customizable templates, such as single project overviews, project requests and approvals, and client campaign dashboards.

Users can also download the monday.com app for iOS and Android for on-the-go project management. Moreover, monday.com enables task automation with “if > then” protocols.

Wrike, founded in 2006 in the US, is used by over 15,000 companies worldwide. It’s recognized as the best project management software for high-performance agencies due to the fact that Ogilvy and similar companies use it. Wrike stands out with features like asset reviews and simple team workload overviews.

Wrike has numerous high-end tools for bigger agencies, including the option to download templates for your creative briefs and minimize the time spent on designing these. The software also lets teams and clients comment on tasks and continue to move things forward, and it’s also possible to integrate with Google Drive, Adobe Creative Cloud, Gmail, and more than 400 other apps.

Teams can visualize agency projects in several ways, including via Gantt charts and tables. Each team member’s task count and status (i.e., whether they’re pending approval or in progress) can be viewed. Wrike also has team-by-team overviews, meaning that anyone can view how things are progressing with minimal difficulty.

Wrike also lets you view how many priority tasks each team member has, allowing for better resource allocation. It’s also possible to view all planned upcoming projects via the table view. The app uses AI to help you automate tasks, such as adding reminders when tasks are nearing their due date and moving each card to a new location once the previous requirements are fulfilled.

Wrike also lets teams create folders to keep their projects organized. Team members and managers can also see progress bars for each task to determine a rough timescale for when tasks are likely to be completed. Besides desktop devices, Wrike is available on iOS and Android and optimized in 18 languages, including English, Indonesian, French, and Danish.

AgencyAnalytics was founded in 2010 and is used by over 6,500 agencies. The software was designed specifically for marketing agencies, which is one reason it is the best project management tool for these companies. AgencyAnalytics’ array of features includes website audits and the ability to manage all clients in one place.

AgencyAnalytics integrates with over 80 tools used by marketing agencies, including Google Analytics, SEMrush, Google Ads, and social media platforms like Instagram and Facebook. The software also lets you customize your reports with graphs, including pie charts and bar graphs, which showcase how your business is performing online.

The tool also lets teams automate client management, reporting and schedule reports with custom timescales to your desired recipients. To ensure professionalism, AgencyAnalytics lets users add their own brand logos and colors.

To help clients better prepare for future campaigns and optimize their strategies, AgencyAnalytics lets you choose custom templates and drag and drop the metrics you want to include in the reports. You can also use the platform to store login details for all of your clients and staff, in addition to assigning user permissions. It’s possible to store these details for an unlimited number of users.

AgencyAnalytics also lets you assign custom tasks and workflows. The service lets you add a “My Agency” shortcut to your home screen, but it doesn’t have an app at the time of writing this article.

Productive.io was founded in 2014, and its founders had previously formed a design and development agency with 350 employees. Today, the company is headquartered in Claymont, Delaware. With a range of features like booked vs. available hours, tentative bookings, and workplaceholders, Productive.io is the best agency project management software for resource planning.

Productive.io has several helpful project management tools for agencies, including simple task creation with customizable text boxes. Teams can also track billable hours in the app, along with looking at all of their metrics in Gantt, list, table, calendar, board, and timeline view. The workload view lets you see how much team members are expected to work over the coming days and weeks.

Teams have access to comprehensive real-time data, which includes budgets, service rates, and tracked time. It also shows average rates and amounts earned per client, along with which project managers have generated the most money. With Productive.io, teams can also quickly deliver feedback via in-app comments. The app also receives notifications for task updates, and it is compatible with iOS and Android, as well as computers. Productive.io integrates with a handful of third-party tools, including Xero, Google Calendar, Slack, and BambooHR. It’s also possible to make custom integrations via the Productive API.

In terms of customer support, Productive.io has a live chat feature with a typical response time of a few minutes.

Launched in 2015 and an AngelPad graduate, Hive serves the likes of Google, EA, and Starbucks and has raised over $12 million in venture capital. With in-app chats, Zoom integrations, and native video chat features, Hive is the best project management software for collaborative agencies.

Agencies using Hive can automate repetitive tasks within the app and also automate projects across different programs. The app integrates with over 1,000 other tools, including HubSpot, Gmail, Salesforce, and Outlook. Besides using pre-made automation, you can set up your own customized versions.

Hive automatically tracks time spent on different tasks, meaning that you, your clients, and your contractors can bill more accurately. The HiveMind feature allows agencies to populate projects with AI, and it’s also possible to label all of your projects for easier organization. You can also quickly request client approval to minimize bottlenecks.

While you can integrate Hive with tools like Slack and Microsoft Teams, it’s also possible to communicate with colleagues and clients directly within the app. You can do this via both chat and video. The app also integrates with other collaborative tools like Dropbox, Google Drive, and Google Calendar.

Hive has many of its own apps that you can use, such as Hive Mail and Goals. View late actions and tackle these tasks before they become too delayed, and get progress bars for your big project and time-bound goals within the program. The program is SOC2-certified, and workspaces are kept safe by not becoming visible unless an admin allows them to be.

Used by over 6,000 agencies and 20,000 customers, Teamwork is headquartered in Ireland, was founded in 2007, and specifically caters to agencies. With task management templates, subtask creation for each project, workload planners, and OKR features, Teamwork is the best agency project management software if you need to focus on client deliverables.

Teamwork lets you track all billable hours and quickly scale depending on the number of client projects you manage. Moreover, you can view a percentage of how much capacity each team member has. Another handy feature is the ability to see how many hours each person in your team has completed over the course of several months.

The Teamwork app offers a timeline view that enables teams to view all tasks within a single interface and see how much of their annual budget they’ve already allocated. Meanwhile, the workload planner allows you to include different folders and use drag-and-drop tools to adjust to project delays.

Teamwork offers the chance to quickly apply client feedback and swiftly onboard new clients with a checklist. You also have templates for content and SEO planning, in addition to creative requests and more. The app integrates with Slack, Google Drive, Quickbooks, and various other third-party apps. You can also integrate with Teamwork’s native apps, including Teamwork Chat.

You can download Teamwork for iOS and Android. To contact customer support, you can email them or submit a form. The company aims to have a 99.9% uptime and stores sensitive information in EU/US data centers. Two-factor authentication is also available.

Accelo was founded in 2009 and is headquartered in Denver, Colorado. The tool was founded by Geoff McQueen and is used by companies in more than 80 countries. Accelo states that its app has a 99.9% uptime, has team project syncing, and features automation tools like automatic triggers, making it the best agency project management solution for seamless business operations.

Accelo provides clear overviews of ongoing projects and shows you how much billable work your company has performed each week. On top of that, you can use the software to view how much work has not been invoiced and the number of projects that aren’t yet approved.

To ensure that efforts are spent in areas that matter the most, teams can see overall project value based on hours worked. The tool also has profitability forecasts and budget overviews, along with bar graphs and pie charts that summarize essential metrics, like which clients are the most profitable. Accelo also features cross-team project syncing, meaning that you can see what everyone is working on in real-time.

For retainer clients, Accelo lets you view your recurring projects and also include ad-hoc requests as and when they come in. Other extensive features include a progress bar to see how many outstanding tasks have been completed, along with in-app invoice creation.

Accelo integrates with Microsoft 365, Google Workspace, Stripe, and 14 other apps. The tool also has iOS and Android apps. Customer support is comprehensive, with an informative resource base, support requests, and live chat. You can use SSO and 2FA to secure your account, and all data transported via Accelo is protected by Transport Layer Security (TLS).

Founded in 2015, Improvado is headquartered in the US and has over 65,000 subscribers worldwide – including Illy and Docker. Improvado’s platform has several automated marketing reports, including eCommerce, paid ads, paid search, and social media. These, combined with campaign health audits, make Improvado the best tool for marketing data aggregation.

Improvado’s data aggregation tools provide comprehensive marketing campaign analytics, including attribution models that compare current and past performances. You can also view bar graphs, dot charts, and line graphs that outline essential statistics (e.g., ad performance and spending by platform and leads generated from different sources). Improvado uses the Extract, Transform, and Load (ETL) technique to deliver results.

When using Improvado, you can connect data from more than 500 sources. These include:

– Shopify

– Bing

– TikTok

– Instagram

– Google Ads

– YouTube

Agencies can use several tools to produce data visualizations. These include Google Data Studio and Power BI, which can be done from within the Improvado app. Other integrations include Mailchimp, HubSpot, Salesforce, Moz SEO, and AdButler.

Since its main area of excellence is data reporting, Improvado lacks task management features. Nonetheless, it’s a handy tool to use alongside tools specializing in the implementation phase. To contact the support team, you need to raise a ticket. Improvado doesn’t have iOS or Android apps, but it does have a comprehensive data processing agreement.

Workamajig is based in Arizona and was launched in 2008, but it was previously known as Creative Manager Pro. Over 3,500 users signed up for Workamajig in 2023 alone, and the tool specifically caters to creative teams. This is one reason why we’ve named it the best agency project management software in this respect, but project intake features like spec sheets and free client access also contribute.

Workamajig lets you assign and share tasks and grant free access to clients so they can see how each of their projects is progressing. You can generate projects from its CRM software and quickly track time for effective and accurate billing. Moreover, creative team members can see which tasks they need to do each day and what’s coming up – allowing them to plan accordingly.

Other Workamajig features, such as project intake solutions and the Items to Approve window, allow users to set up tasks within their team and with others across the company. You also have the option to re-assign tasks easily if someone’s unavailable.

Collaboration and task allocation become easier with calendar integrations, namely Apple Calendar, Google Calendar, and Outlook Calendar. Workamajig also lets you have internal and external conversations within the app, with integrations like Incoming Emails and a Project Conversations to Slack tool, currently in beta mode.

Workamajig doesn’t have a mobile app, but you can use the tool in your smartphone or tablet’s web browser. The service has SSO support and lets you install the software within your workplace’s servers, allowing for extra security. Meanwhile, Workamajig lets you view tasks available today by person and YTD hours per client.

ProofHub was founded in 2011 and is headquartered in the US. Over 90,000 teams use ProofHub, including Disney, Pinterest, and Google. The solution lets you add multiple assignees, import and export tasks via CSV files, and quickly customize workflows. All of these reasons contribute to us ranking ProofHub as the best project management software for all-size agencies.

ProofHub lets agencies add custom currency fields if they deal with international clients, and you also get a complete project overview with different board visualizations (including Gantt charts and board view). Teams can add custom fields to each task and auto-schedule completion dates, in addition to letting clients send requests via forms.

Teams using ProofHub get comprehensive task completion reports showing when projects were completed and if they were overdue or not. You can also view time utilization reports for better planning, which shows how many hours each team member spent on specific projects. Each team member can also get paid accurately via time-logged reports.

The ProofHub intuitive user interface also has a pie chart showing active and completed tasks within its Project status dashboard. You also can see how many projects each team member is balancing to see where you may have additional resources.

Teams also get daily task agendas and estimate how long is left on each task. Moreover, the internal chat option allows team members to quickly and effectively collaborate. ProofHub has apps for iOS and Android, and for security purposes, you get a complete uptime overview and the option to restrict IP addresses. ProofHub also uses 128-bit SSL encryption.

ProofHub integrates with Slack, Google Drive, Dropbox, and five other tools.

HoneyBook was founded in 2013 by Oz and Naama Alon, and the software was originally born out of frustration. The couple realized that paying their wedding photographer was more complicated than it should have been when preparing for their big day, and sought to simplify payments for self-employed people going forward. With in-app invoicing, automated follow-ups, and the option for clients to choose meeting time slots based on availability, it’s the best software for independent businesses.

HoneyBook offers customizable proposals to effectively land clients and get faster approval on big projects. The tool also lets you create invoices based on your branding and automatically add new sessions in your calendar whenever someone books a meeting with you. Prior to that gathering, both parties receive a reminder and can reschedule if needed.

You can use a selection of templates with HoneyBook, including service guides, brochures, intake questionnaires, and pricing guides. Each of these features options to add images and pick fonts and colors that match your business. With your proposals, you can add plenty of detail in bullet point format.

HoneyBook integrates with several tools, including Zoom, Zapier, QuickBooks, and Google Calendar. In addition to using it on your computer, you can also access HoneyBooks’ iOS and Android apps. HoneyBook lets you create tasks for each step of the way, such as sending emails and contracts, and you can also automate these.

HoneyBook allows two-factor authentication and smart file access codes. You can also add a security phone number if needed. Users can access priority support with a Premium subscription; you can contact HoneyBook via email or chat for all plans.

Founded in 1999 as 37Signals, Basecamp was originally a web design business that eventually became a project management software solution. It’s headquartered in Chicago, Illinois, and has over 15 million monthly users. With an easy-to-navigate user interface, a dashboard where you can access everything, and the “campfire” feature that lets everyone communicate in one place, Basecamp is the best solution for simplified project management.

Basecamp features simple to-do lists where team members can assign themselves and others, and it’s also possible to comment on each task. You also see a pie chart with the number of outstanding projects you still have to finish, making it ideal for gaining quick overviews. Basecamp also lets you store multiple files online, including Google Docs and Sheets. So, you can easily keep client briefs and other essential documents in one place.

Basecamp agency project management software tool ability to see how well your projects are progressing. You can view whether you’re on track, if there’s some risk of not completing it on time, or if you should be concerned. Basecamp also has automatic check-ins that let project managers and creative teams share exactly what needs doing each week.

Teams using Basecamp receive access to timeline and Kanban views, and you can connect the software with Adobe Creative Cloud, Airtable, Google Drive, Notion, and over 700 other apps via the Doors solution. Basecamp has iOS and Android apps, along with desktop and web apps for Windows and macOS. The app also has integrations with tools like Unito.io (cross-project management software syncing) and Field Trip (for sharing activity on Google Hangouts and Slack).

Basecamp has round-the-clock staff to protect against security threats and breaches, and it also monitors its servers internally and externally. You can add 2FA and sign in via Google, but Basecamp says that it doesn’t specifically have SAML or SSO at the time of writing. Pro Unlimited users get 24/7 priority support. Otherwise, you can fill in a support request form.

ActiveCollab was founded in 2006 and was released in 2007 after $20,000 of spending from its founders. Headquartered in the US, the company has served over 50,000 teams across the globe. With horizontal and vertical project views, the easy addition of tasks to task lists, and the ability to connect obligations, ActiveCollab is the best agency project management tool for task breakdown.

ActiveCollab has a parent and child tasks feature, which lets you categorize subtasks and quickly search for them within the app. You can also batch-edit ongoing projects with minimal issues and view all of your upcoming tasks for the rest of the day, tomorrow, and the rest of the week. ActiveCollab can also send daily email updates with an overview of who’s available and what needs to be done.

When using ActiveCollab, team members can find a Personal Timesheet with all of their time records. Users can also quickly update their availability within the app if they have an upcoming holiday or other commitments. With four color themes and integration with Asana, Trello, and Basecamp, team members can quickly customize all of their workflows and tend to these with minimal difficulty.

ActiveCollab features Kanban boards and Gantt charts alongside its other workflow overview features. Moreover, you can set up automation for various necessities like sending personal reminders. With notes, in-app chats, and discussions, ActiveCollab has numerous tools to help team members communicate with each other.

In addition to project management tools, ActiveCollab also integrates with Dropbox, Google Drive, and Slack – plus payment software like PayPal and Stripe. Each team can manage its resources better with dedicated progress boards. ActiveCollab has a knowledge base for simple troubleshooting, and you can also get in touch with the customer support team by filling out a form.

ActiveCollab features data encryption and 24/7 monitoring, in addition to firewalled access and MySQL.

Airtable, founded in 2012, is headquartered in San Francisco. Over 400,000 companies have used the popular tool for its task breakdown charts and visual flow charts. Both of these extensive features, along with project standardization, product roadmaps, and capacity percentage overviews, make Airtable the best tool for visual project planning.

Airtable allows agencies to create product roadmaps with step-by-step tasks and status changes for each. The interface also gives ratings based on potential impact, cost, and reach. The status breakdown feature provides a chart showing how many tasks have already been completed, what needs to be done, and what is either in progress or overdue.

Teams using Airtable can create projects from small, medium, and large product templates. You also get charts to view goal completion rates and the amount of time remaining each quarter. Both are useful for planning your client projects more efficiently and ensuring you reach OKRs and deadlines.

Airtable has automation features that let you perform actions on third-party apps, such as sending messages on Slack. Team members can also customize their dashboards to feature the most essential metrics to them – such as how many objectives they still need to complete. Airtable integrates with GitHub, Miro, Salesforce, Zendesk, Dropbox, and 30 other apps.

You can download Airtable on iOS and Android. To ensure security, you can use multifactor authentication and benefit from the company’s “principle of least privilege” measures. The software is also SOC 2 Type 2-compliant. You can directly message Airtable’s support team from the app if needed.