Consider this: your marketing agency just landed three new clients in one week! Exciting, right? But then reality sets in, and you realize you don’t have the resources to handle all the latest projects. Managing multiple clients at once isn’t a problem until it becomes overwhelming. If you can’t get organized fast, you risk disappointing your new clients and hurting your agency’s reputation.
Project management software can help you get organized before a potential crisis becomes real. In this article, we’ll look at how marketing agency project management software can improve marketing agency operations, helping you to create and grow your productized service efficiently.
One tool that can help streamline your project management processes is Orchestra’s grow your productized service. This solution guides you through creating and growing your productized service while helping you manage your onboarding processes.
Key Services of Marketing Agencies
1. Search Engine Optimization: The Foundation of Digital Marketing
People conduct billions of searches online daily, and a great deal of that traffic goes to business websites that have optimized their pages to rank well on search engine results pages. Search Engine Optimization, often abbreviated as SEO, is the cornerstone of any successful online marketing endeavor.
It is the art and science of enhancing your website’s visibility on search engines, including Google, Bing, and Yahoo. The primary goal of SEO is to propel your website to the top of search engine results pages, ensuring that your potential customers can easily find your business when searching for relevant keywords. Whether it’s on-page SEO or off-page SEO, you need a reliable digital marketing expert by your side.
2. Keyword Research: The Backbone of SEO
At the heart of SEO lies keyword research. This critical process involves identifying and targeting the keywords and phrases your potential customers employ when searching for products or services akin to what your business offers. Effective keyword research acts as a lodestar, enabling you to navigate the digital marketing seas precisely and purposefully. An online marketing agency can help you identify the right keywords to target, giving you a competitive edge in your industry.
3. Content Marketing: Why It Matters
Content is the lifeblood of the digital world. An online marketing agency that excels in content marketing is equipped to craft high-quality content that informs, educates, captivates, and converts. Compelling content is the key to audience engagement and conversion.
4. Blogging and Article Writing: Establish Authority in Your Industry
Blogging and article writing are potent instruments in the content marketer’s toolkit. They serve as platforms to showcase your industry expertise and give your audience valuable information. You can demonstrate your knowledge through these channels and assert yourself as a thought leader in your domain.
5. Content Distribution: Don’t Let Your Hard Work Go to Waste
Creating remarkable content is only half the battle; its strategic distribution is equally vital. An online marketing agency worth its salt is known for disseminating content through various channels, encompassing social media, finding social media trends, email newsletters, and guest posts. A broad reach ensures that your content reverberates with your intended audience.
6. Social Media Management: Build A Community Around Your Business
A well-defined social media strategy is the cornerstone of your online presence. It is the blueprint for connecting with your customers, building brand equity, and driving traffic to your website.
7. Engaging With Your Audience: It’s Not All About You
Engagement on social media isn’t a one-way street. It’s a dynamic interchange between your business and your audience. Interactions such as likes, comments, and shares facilitate a tangible connection. Prompt responses to inquiries and feedback convey that your business is attentive and responsive.
8. Social Media Advertising: Amplify Your Reach
Paid social media advertising is an ace up your sleeve. It enables you to extend your reach exponentially by targeting specific demographics. Cost-effective and results-driven, social media advertising is a powerful way to spotlight your products or services and propel traffic to your website.
9. Pay-Per-Click (PPC) Advertising: Get Traffic Fast
Pay-per-click advertising, commonly referred to as PPC, is a results-driven advertising model. Advertisers pay a fee each time their ad is clicked in this paradigm. It is a rapid conduit for diverting traffic to your website and offers exceptional measurability. The foundation of successful PPC campaigns is robust keyword research. Online marketing agencies conduct meticulous research to ascertain the most effective keywords for your campaigns. This ensures that your ads are presented to the most relevant audience.
10. Web Design and Development: The Hub of Your Online Marketing
Your website serves as the digital front door to your business. A reliable online marketing agency is responsible for maintaining your website to ensure its smooth operation.
11. Online Reputation Management: Tame the Beasts
In the interconnected digital world, maintaining a positive online reputation is paramount. Negative feedback can spread like wildfire. Online marketing agencies are equipped with strategies to deftly address negative reviews and convert them into opportunities for positive customer experiences. Additionally, they can aid in building a positive brand image by highlighting positive customer experiences and accentuating your business’s strengths.
12. Customer Support and Communication: Build Trust With Your Audience
In the online world, customer satisfaction hinges on prompt responses to inquiries and concerns. Online marketing agencies orchestrate efficient communication systems to ensure customers feel heard and valued. They employ targeted strategies to build trust and foster customer loyalty. A loyal customer base is the lifeblood of any thriving business.
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8 Tips for Efficient Marketing Agency Project Management
1. Use Orchestra
Streamline your project management with Orchestra, a robust tool built to help marketing agencies organize and execute campaigns more efficiently. As a bonus, it’s particularly great for productized services. With Orchestra, you can launch your productized service effortlessly. This all-in-one growth toolkit is built for creatives ready to scale. Use Orchestra’s branded, white-labeled client portal to collaborate with clients smoothly while maintaining a private workspace with your team.
Task management helps you organize workflow and ensure nothing slips through the cracks. Plus, real-time analytics allow you to track campaign performance as you go. There’s no coding needed to use Orchestra—just your Stripe account. You can add integrations like Slack and webhooks to customize your setup and deliver a branded experience. Boost your service with a platform built to grow alongside you. Try Orchestra for free to grow your productized service today.
2. Define Your Goals
Setting clear goals and objectives is one of the most essential parts of running a marketing project. With clearly defined goals, it’s easier to determine if a campaign was successful. The project management team should work with the client to define the campaign’s goals. This includes choosing a target market, figuring out the campaign's goal (to raise brand awareness, get leads, etc.), setting a deadline, and planning the resources that will be needed. It’s essential to be realistic about what can be accomplished within the allotted time and set appropriate benchmarks to track progress. Defining clear goals and objectives is critical for ensuring that campaigns are successful.
3. Leverage Project Management Tools
Using tools for project management is a smart way to ensure marketing projects are well run. These tools can help streamline processes, keep track of progress, and ensure everyone involved in the project is on the same page. Marketing agency project management software like Orchestra allows teams to collaborate more efficiently and stay organized while working on a project. They can also help reduce costs, enabling project managers to quickly identify areas where processes could be more efficient or resources better allocated.
4. Collaborate with Team Members
The project management team must collaborate closely with other team members throughout the process. This means discussing strategy, setting goals and deadlines, and figuring out what problems might arise during the campaign. Collaboration is key when it comes to successful marketing projects. It allows everyone involved to stay on the same page and ensures the project progresses smoothly.
5. Remember Standard Project Lifecycle Phases
Most marketing projects follow standard project lifecycle phases: initiation, planning, execution, monitoring and control, and closure. The project management team needs to be aware of these steps and understand what needs to be done at each stage to ensure that the project is progressing according to plan. This includes setting timelines, allocating resources, and adjusting plans as needed.
6. Track Performance Metrics
To ensure the project is a success, keeping track of performance metrics throughout the process is essential. This includes monitoring website analytics, customer feedback, and sales figures. By tracking these performance metrics, the project management team can identify areas for improvement and make adjustments to the campaign as needed. This will help ensure that the campaign is as successful as possible.
7. Monitor Campaign Budget
Project management teams must monitor campaign budgets throughout the process to ensure that resources are used efficiently and effectively. This involves monitoring expenses, labor costs, and other potential costs associated with the campaign. By staying on top of the campaign budget, project managers can ensure that resources are used as efficiently as possible and that campaigns remain within budget.
8. Analyze the Results
After the campaign is complete, the project management team must analyze the results. This includes evaluating the performance metrics, assessing customer feedback, and determining whether the campaign succeeded. By looking at the results, project managers can change future campaigns to make them more successful and use resources as efficiently as possible.
18 Best Marketing Agency Project Management Software
1. Orchestra: boost Your Service with a Marketing Productized Service Tool
Launch your productized service effortlessly with Orchestra's all-in-one growth toolkit. Designed for creatives ready to scale, Orchestra provides a branded, white-labeled client portal, task management, and real-time analytics, with no coding needed—just your Stripe account.
Whether you’re a designer, developer, or copywriter, Orchestra streamlines your workflow, letting you collaborate with clients smoothly while maintaining a private workspace with your team. Add integrations like Slack and webhooks to customize your setup and deliver a branded experience. Boost your service with a platform built to grow alongside you; try Orchestra for free to grow your productized service today.
2. Clickup: The Marketing Project Management Tool for Organizing Evolving Campaigns
I tested ClickUp’s free plan to explore its features and capabilities. This marketing project management software provides a centralized hub for handling sprints and adjusting to evolving project requirements. Whether it’s campaign tasks, resources, or deadlines, everything’s in one place for easy access.
I liked the freedom to set goals weekly, monthly, quarterly, or yearly. Tracking progress became significantly easier with different project views, including Kanban boards that enhance task visibility. I could schedule daily tasks and reminders to stay on top of project deadlines. Adding to that, custom widgets made it possible to measure ROI efficiently.
Pros
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You can streamline affiliate sign-ups and requests from clients with ClickUp forms.
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Access to docs, wikis, and more for smooth team collaboration
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Resource management capabilities to track resource workload for best optimization
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Assigned comments help establish clear task responsibilities
Cons
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It does not offer agile reporting in the free plan
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Too many features on the dashboard can overwhelm users
3. Wrike: The Versatile Tool for Agency Collaboration
Wrike is a powerful work management platform built for teams and organizations looking to collaborate, create, and exceed daily. Wrike's solution for agencies creates a central hub that allows teams to monitor all client projects and resources in one place, improve workflow, and track progress. Key features include real-time collaboration, time tracking, cross-tagging for full visibility, proofing and approvals, resource management, insights, and analytics. Wrike is where agencies unite to delight their clients by completing more projects in less time.
Pros
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Unlimited projects in a free account
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Unlimited subtasks with unlimited levels of nesting
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Kanban, calendar, and table views
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Special customization for marketing/creative teams and professional services
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20 free external collaborators
Cons
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Gantt chart view is available only in paid plans
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An in-app timer for time tracking is only available on Business plans or higher
4. Base Camp: The Remote Team Management Tool for Marketing Projects
For remote teams seeking improved campaign tracking, Basecamp has you covered. It offers a platform to align goals and manage projects smoothly, regardless of team members’ locations across different cities or countries. You can set project schedules, assign tasks, and monitor progress effortlessly.
Plus, real-time messaging and chat features enable instant communication to overcome obstacles. Easy access to files ensures you can find what you need when needed. To-do lists help you stay organized and focused, ensuring nothing falls through the cracks. Also, with data backup, you can work confidently, knowing your project information is safe and sound.
Pros
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Real-time task reminders ensure nothing slips through the cracks
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Collaborate on files to get work done faster
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Transparent workflows to track project schedules from anywhere and anytime
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Its remote team management features like automatic check-ins, Campfire chat, and Pings make it ideal for marketing project management tool
Cons
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Limited customization ability with poor drag-and-drop capabilities
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No time tracking ability to track where team members are engaged
5. Bonsai Agency Software: The All-in-One Agency Management Tool
Bonsai Agency Software is an all-in-one agency management tool that simplifies agencies' lives. It handles everything from project management to client collaboration so that you can focus more on the creative side and less on admin headaches. This integrated approach makes it easy to organize tasks, track progress, collaborate with both your team and clients, and give you a clear idea of how your agency is performing. Bonsai also includes time tracking, client onboarding, resource management, and automated workflows to keep your operations running smoothly, ensuring projects stay on schedule and within budget.
It offers various visual tools like Gantt charts, Kanban boards, and list views to help you stay organized and see everything at a glance. Real-time reporting gives insights into profitability, resource utilization, and your agency’s overall health. Additionally, Bonsai simplifies the process of managing agency finances. You can track expenses, send invoices, and handle budgeting all in one place. Bonsai is a solid pick if you’re looking for a tool to streamline your agency’s operations and boost productivity.
Pros
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User-friendly interface
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Client-centric focus
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Strong focus on small businesses
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Affordable pricing plans
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There is no need to switch between several tools as Bonsai offers an all-in-one approach
Cons
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Limited advanced project management features for larger enterprises
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Bonsai integrations are fewer compared to some competitors (although Zapier integration expands its possibilities)
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The mobile app could be further enhanced with additional features and functionality
6. Accelo: The CRM for Agencies
Thanks to its CRM and management features, Accelo can be a good choice for agencies interested in supporting their entire project lifecycle, from client acquisition to project delivery. Something to consider is that Accelo’s price of entry is less affordable than comparative solutions on the market, such as Productive, which similarly offers integrated sales and management features. Additionally, some users have noted that the tool can be somewhat inflexible.
Pros
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Easy to learn to use
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Feature-rich.
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Billing and expenses management capability.
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Quality and responsive customer support.
Cons
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Expensive compared to its competitors.
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Core and Professional plans lack ticket and retainer management features.
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Limited integrations.
7. Teamwork: The Client-Focused Marketing Project Management Software
Teamwork is a project management platform built to help agencies manage the entire lifecycle of their client work in one place. Teamwork provides all of the features you’d expect, as well as integrated time tracking, financial management, robust reporting, and free access for clients to ensure your projects are delivered on time and budget. Forget crossed wires, unread Slacks, and endless emails.
Collaborate in real-time with your team and clients to get your questions answered. Keep clients, teammates, and leadership on the same page. Centralize your work, communicate easily with your team, and reduce the complexity of collaboration so your team is free to focus on what they do best. Keep your team members and clients in the loop with Teamwork. Communicate with colleagues and clients without having to switch platforms. Update the team, ask for input, and get feedback in context. Working as a team has never been easier.
Pros
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Free forever plan and low-cost paid plans starting at $5.99 per month
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Deep level of customization
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Easy-to-use automations
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Agency-oriented nomenclature and features
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Built-in time tracking
Cons
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A minimum of three users for the low-priced paid plan
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Slower run time once more work gets added
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Most features are only unlocked with the Deliver plan or above
8. Productive: The Agency Management Software for Digital Agencies
Productive is a well-rounded agency management software with powerful functionality that gives you the tools and data to keep an agency running smoothly. The tool was built by a team with a decade of experience in founding, managing, and scaling a software development shop, so it's especially well-suited to digital agencies.
The tool's features fully satisfy my criteria for agency management tools. You'll find client and prospect management in the Sales Pipeline (manage deal flow, get sales organized). The Resource Planning feature, time tracker, and task collaboration tools fit the resource and project management criteria that I look for in an agency tool or platform.
Billing and invoicing can also be managed straight from the tool, along with valuable reports on profitability and costs to help with finance management. The reporting feature goes quite a bit beyond that, with real-time reports on margins, utilization, and much more—including reports on individual employees' or contractors' history with the company, salary reports, etc. Productive's integrations include Zapier and Jira, Open API, QuickBooks Online, Xero, and Exact.
Pros
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Customizable dashboards: Enhanced customization allows users to tailor their workspace to their needs, providing a more personalized and efficient management experience.
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Integrated financial management: This feature integrates financial tracking with project management, offering a smooth experience for budget and expense oversight.
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Client portal: Including a client portal sets Productive.io apart, enhancing client engagement and transparency.
Cons
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Learning curve: New users may find the platform slightly complex, requiring time to understand and utilize all its features thoroughly.
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Customization constraints: While customizable, some users might find the extent of customization options insufficient for their specific needs.
9. Scoro: The Business Management Software for Marketing Agencies
Scoro project management offers a range of features to help you manage your projects and resources. It’s a good option for service-providing businesses looking for a single platform to manage their day-to-day operations, but it can be difficult to onboard.
Users like Scoro because it’s a good business management software that offers many features to help teams collaborate and manage tasks. Since it focuses on project management, time tracking, and invoicing, it can be a good choice for businesses looking to automate daily processes.
Pros
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Data-focused and detailed, perfect for project managers,
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Offers a continuous and logical flow, from quote to project to invoice to final project delivery, suitable for many different business processes,
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Provides a good onboarding experience,
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Although there’s a lot of data presented, it manages to put the most essential information upfront, like the profit margin for all issued quotes,
Cons
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It is a lot to take in, quite overwhelming at the beginning,
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Moving to Scoro will take quite a bit of time due to the amount of data wwe ill have to transfer, and the time it’ll take to introduce our team to Scoro,
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The UI, although modern, could use some improvements to package the amount of data it presents or requires better, like in the many numbers we can enter when working on our quotes,
10. Zoho CRM: The All-in-One Client Management Tool
One of the areas where Zoho CRM stands out as a client management tool is its omnichannel approach. This allows firms to engage with clients via whichever medium they prefer, whether email, telephone, or something else. Zoho CRM has made a great effort to become an all-in-one platform.
It allows businesses to monitor lead activity and customer buyer preferences and view price lists or documents without changing applications - everything your company needs for client management is right here. Given that AI is such a hot topic right now, it should come as little surprise to hear that Zoho offers users its assistance. You won’t find ChatGPT levels of intelligence here, but personal assistant Zia Voice can retrieve information, update accounts, and generate performance reports.
It’s certainly a handy addition that improves Zoho’s ease of use. Although there is no free tier with Zoho CRM, a free trial is available. Given that the platform is currently used by more than 150,000 businesses across 180 countries, a free trial may be all you need before you’re convinced this is the right client management software for you.
Pros
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Workflow automation
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Customization
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Email marketing
Cons
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Steep learning curve
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Limited customer support
11. Zapier: The Automation Tool for Marketing Agencies
Zapier isn’t a regular AMS but is great for automating tasks between apps. It connects software for you, so you don't need coding skills. For example, you can create a “Zap” to add new leads to your CRM from your website or get a Slack alert when an invoice gets paid.
Pros
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Free forever plan and low-cost paid plans starting at $5.99 per month
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Deep level of customization
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Easy-to-use automations
Cons
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A minimum of three users for the low-priced paid plan
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Slower run time once more work gets added
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Most features are only unlocked with the Deliver plan or above
12. Pipedrive: The Sales-Focused CRM for Marketing Agencies
Pipedrive is a CRM system designed to help sales teams increase productivity and close more deals. It offers various features that help streamline the sales process, including contact management, email tracking, call logging, lead scoring, sales forecasting, and automated workflows. With Pipedrive, a sales team can quickly organize their leads, contacts, and deals to stay focused on the tasks that matter. The client management app allows users to easily create custom pipelines and automated emails to help nurture leads and increase conversions.
Pros
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Segment leads to create personalized, targeted communication
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Drag-and-drop interface to quickly update deal statuses
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Activity reminders and team collaboration
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Customizable web forms
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Revenue forecasting
Cons
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Limited customization for user permission settings compared to other free client management software
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Project scope and document management tools are paid add-ons
13. Jira: The Marketing Project Management Software for Agile Teams
Jira is a flexible tool that fits well with marketing teams. It supports agile methods like Scrum and Kanban, which help manage marketing campaigns effectively. Its Sprints dashboard offered me a structured way to plan and execute marketing iterations for my company’s campaigns.
I also used epics and stories to organize my marketing projects into manageable tasks. Customization is another benefit. Jira can be adapted to your marketing team’s needs with custom fields, workflows, and issue types. Whether you’re a small team or a large enterprise, it scales easily to meet your unique marketing project and campaign requirements.
Pros
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Backlog feature to keep track of marketing tasks, ideas, and user stories
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Comments, notifications, and tags make it easier to communicate about tasks and projects
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Smooth integration with Trello, Confluence, and third-party apps from the Atlassian Marketplace
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Rich dashboard features to track and analyze your marketing project’s progress and performance
Cons
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Weak team chat functionality, such as struggling to connect with colleagues online via the platform
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It takes time to set up projects
14. Kantata: The Agency Management Tool for Improving Profitability
Kantata is an agency management system that can manage everything from client relationships to workflows and project tracking. This highly customizable tool allows agencies of all sizes to streamline operations and increase profits. This guide will explain how you can use Kantata for successful agency management.
Kantata has various features designed specifically for agencies, including tools for client onboarding, project planning, time and resource tracking, invoicing, contracts, communication management, and more. With these features in place, you can easily monitor your team’s progress against deadlines or budgets and track the status of clients or projects at any given time.
You’ll also have access to key performance data such as team utilization rates or revenue forecasts. Kantata's core function is to provide users with comprehensive data management solutions. It allows you to store customer information, generate reports, manage tasks and projects, track expenses, collaborate with colleagues or partners remotely, and share information organizationally.
Additionally, it offers real-time insights into customer trends and market conditions so that you can make informed decisions quickly. This makes Kantata a great solution for businesses that need to stay ahead of the competition by utilizing data-driven insights.
Pros
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Intuitive task management: Kantata simplifies work organization by allowing easy assignment and tracking tasks and subtasks.
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Real-time collaboration supports immediate communication and file-sharing among team members, ensuring everyone stays updated.
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Robust reporting: Kantata offers comprehensive reporting features that aid in making informed decisions and tracking project progress effectively.
Cons
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Limited integrations: Kantata doesn’t support many third-party integrations, which may limit its flexibility and usability.
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Learning curve: Some users might find Kantata challenging to navigate initially, requiring time to grasp its functionalities fully.
15. Asana: The Workflow Management Software for Marketing Teams
Asana can be a perfect solution for cross-functional teams that work with agile methodologies, such as website project development companies. However, agencies with more robust needs might find that certain features, especially regarding budgeting and financial performance, could be more developed.
Pros
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It offers a free plan. Asana, as a project management software, is primarily concerned with helping small and medium-sized businesses. However, it is not limited to it. Thanks to its free plan, small teams on a tight budget can still have access to affordable project management software.
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Several integrations. This feature more than makes up for Asana's lack of some features. With Asana, several third-party apps and software can be integrated into it, including Salesforce, Slack, Dropbox, Google Calendar, and a lot more.
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Time tracking. The Asana app also helps companies and teams see where their time is being spent. Jobs, tasks, and responsibilities are all sorted into different projects, ensuring you won't overlook anything.
Cons
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We know new users have a hard time understanding the Asana interface. With new users in mind, we've created an online tutorial to help guide users through the software and ensure they aren't intimidated by the interface.
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Asana is not ideal for small teams or single projects: It has overloading features, and it becomes overwhelming for a fundamental project. When you add new features, you have to balance the complexity of the application, and that’s where the problems start to happen.
16. Monday.com: The Highly Visual Project Management Tool
Some of the biggest companies in the world, like Hulu and NBC, use Monday.com, and there’s no reason why your agency shouldn’t give it a whirl, either. Monday streamlines workflows and task visualizations. It’s an excellent agency management system tool. You can create boards or visual tables to sync items and updates in real-time.
There are status buttons and other presentable options, including Gantt, maps, forms, Timeline, Calendar, Kanban, and more. Available on Android and iOS, this highly responsive agency management software tool allows you to easily manage and collaborate with remote teams. You can assign owners for different tasks and let their AI bots focus on mundane matters. This also reduces the chances of human errors.
Pros
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Forever free plan available for up to two seats
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Modern, intuitive, and visual dashboard
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Highly customizable
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200-plus templates for creating boards and automations
Cons
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Confusing pricing plans because of per-seat (user) pricing
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Minimum team size of three for paid plans
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The free trial is only 14 days, whereas most project management platforms give 30
17. Hubspot CRM: The Client Management Software for Growing Businesses
HubSpot CRM is a customer relationship management platform designed to help businesses grow. It offers a comprehensive suite of tools to help teams manage client relationships and interactions, from tracking leads and deals to managing customer data. It also features automation capabilities to help streamline workflows for sales reps, customer service agents, and marketers.
The platform’s integration capabilities allow businesses to connect HubSpot CRM with various third-party tools, such as email marketing platforms and payment processors. With its intuitive user interface, comprehensive suite of features, and integration capabilities, HubSpot CRM is an ideal tool for businesses of all sizes.
Pros
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Contact and pipeline management
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Email and prospect tracking
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Contact website activity
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Email template builder
Cons
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Expensive pricing plans compared to other client management software
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Lacks intuitive tools for workflow automation
18. Freshworks CRM: The All-in-One Client Management Tool
Freshworks CRM makes it easier for teams to track leads, automate marketing campaigns, segment customers into different categories, manage customer data in one place, and quickly build customer relationships. Businesses can increase revenue and better understand their customers through features like contact management, lead scoring, customer segmentation, task automation, and customer insights.
The CRM tool also helps teams stay organized by providing detailed reporting on customer interactions and allowing users to set up rules-based workflows that can be used to automate repetitive tasks. Additionally, Freshworks CRM integrates with popular third-party applications like Google Apps, Zapier, and Mailchimp, making it even easier for teams to get the most out of their customer data!
Pros
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Pipeline management to visualize the entire sales process organized by stage
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Sales goals to set and track goals based on revenue or the number of deals
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Filter, sort, and search functionality on the mobile app
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Deal performance dashboards
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Drag-and-drop interface
Cons
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Project management features are only available on expensive plans
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Limited reporting capabilities to customize key metrics
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Importance of Project Management Software for Marketing Agencies
1. Easy Project Planning
Enterprises have learned that much time spent on planning projects goes to waste. But it doesn’t have to be this way. Project management software has progressed to get you accurate AI predictions of when projects can be completed, capturing constraints like cost, scope, and schedule. The key benefit of advanced project management solutions is automation when it comes to project planning and scheduling.
Such platforms help project experts establish a solid foundation for their projects and provide tools to scope out the milestones, key deliverables, and roles before executing. They’ll keep plans up to date and help to track progress against your baseline. Ten years ago, we could only dream about cutting down on planning overhead. Project management software can take the guesswork out of estimations and automatically allocate the best resources available.
2. Balanced Resource Management
To deliver projects successfully, seasoned project managers need an effective resource management strategy. This will keep their teams in tip-top shape without overbooking them with work or vice versa. The importance of resource planning should not be underestimated, as it encourages healthier work standards. Project and resource management tools have the best features to spot resource bottlenecks and insights on bringing more people onto the team.
Resource management is crucial at professional services companies that manage multiple projects. With real-time resource management, keeping tabs on everyone’s workload is easier. We’re constantly ensuring that a project’s timeline and resources do not conflict with another project’s needs. You can consider that our calendars start to feel slightly like a game of Tetris. That’s why it was so important to us that our project management software provides real-time resource management—allowing us to update project plans quickly when a deadline moves up, the scope changes or another team member frees up and can suddenly pitch in.
3. Pipeline Forecasting
More often than not, the role of a project manager implies managing multiple projects. It’s a given that companies become more competitive and profitable by taking in more initiatives and leading them in parallel. However, what often comes together with multi-project management is the lack of visibility into how multiple projects progress and how resources are allocated. Project management software provides everyone with an overview of finished, running, and planned projects so all kinds of bottlenecks can be prevented before they lead to a disaster. This is also important for planning team capacity and knowing when to hire new employees.
4. Improved Team Collaboration
In addition to various resource management benefits, project management solutions are designed to improve team collaboration. People frequently designate individual tasks that are part of a bigger project the whole team is trying to complete. Project management software allows employees to collaborate on projects by discussing tasks, timelines, dependencies, outstanding work, etc.
5. Real-Time Project Budget Management
Budgets are among one of the most important items in controlling your projects. The way forward for any business depends on how well you can deliver within the budget provided. Project management software helps control the budget from the initial statement of work to the final delivery.
6. Solid Up-to-The-Minute Reporting
To attain long-term success for just about any business, monitoring work progress is essential. Dedicated software plays an important role in monitoring the stages of projects and can provide insights into whether things will be completed on time. This is achieved through daily time registrations that feed directly into the reporting mechanism. Project management software solutions can then assist you in making the right decisions as you have all the details in one designated place. Hence, the decision process is enhanced and much more accurate. If you ask me, it’s better to choose a platform that covers reporting on a portfolio level but also allows you to chronicle, customize, and share more digestible insights.
7. Effective Internal & External Communication
Project Management software develops a funnel for communication concerning tasks and projects internally for the team and externally for your clients and other stakeholders. For instance, document sharing, whether inside the tool or in an integrated 3rd party system, enables people to find comprehensive information that enables transparency and communication.
In addition to internal communication, companies should be able to talk to and collaborate with clients and suppliers from the same place. Using project management software, they can allow their clients to log in and view only project data relevant specifically to them. This way, clients can provide direct feedback, make edits, and review project progress in the same place.
8. Enhanced Customer Satisfaction
Another frequently cited benefit of project management software is enhanced customer satisfaction. When you get a project done promptly and under budget, the client walks away with a smile on their face—and a satisfied customer is one you will see again. Smart project management software offers the tools that allow this customer/supplier relationship to carry on. By applying fundamental project management software strategies, you’ll narrow your focus, achieve your goals, and improve your deliverability and success rate.
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Try Orchestra for Free to Grow Your Productized Service Today
Orchestra is an all-in-one growth toolkit that helps you launch your productized service without a hitch. Made for creatives, Orchestra gives your service a branded, white-labeled client portal to smoothly transition your existing clients into your productized service. Then, it streamlines your workflow with task management, real-time analytics, and smooth client collaboration to improve productivity and boost your service experience. With no coding needed, you can get started today with just your Stripe account.
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