27 Best Advertising Agency Software For Management In 2024

Kantata offers a comprehensive project management solution designed to assist agencies and organizations in effectively managing their projects. By providing a centralized platform, Kantata enables teams to collaborate seamlessly, organize tasks efficiently, track progress, and communicate effectively with one another.

One of the reasons I chose Kantata is its wide range of tools that cater to various project management needs. From resource management to project accounting, team collaboration, and business intelligence, Kantata offers a robust set of features. Specifically tailored for advertising agencies, this software stands out for its versatility and effectiveness.

Moreover, Kantata goes beyond basic project management functionalities to include features such as file sharing, email integration, custom branding, time and expense tracking, project/job costing, invoicing and online payments, personnel planning, and more. With 24/7 customer support and access to a comprehensive resource library, Kantata ensures that users have all the support they need.

Kantata Standout Features & Integrations

Features: Inclusive of resources and tools such as 360-degree feedback, activity tracking, asset sharing, collaborative development, commenting, commission management, contractor database, due date tracking, an event calendar, historical reporting, and idea management.

Integrations: Seamlessly integrates with Netsuite, Quickbooks, Salesforce, Google Workspace, Jira, Expensify, Xero, Concur, Sage Intacct, Slack, Hubspot, Microsoft platforms, and more.

monday.com stands out as an exceptional advertising agency software due to its ability to streamline traditional management tools into simple, visually intuitive layouts. These layouts effectively clarify the sequence of work, making it easier for users to understand and navigate the platform.

What attracted me to monday.com was its diverse range of features tailored for managing advertising projects. The resource and project management modules, along with robust collaboration tools, offer users the ability to upload files, leave comments, mention teammates, and more. Additionally, the project reporting dashboard consolidates data from multiple boards, enhancing progress tracking capabilities.

While monday.com lacks a full suite of project accounting and invoicing tools, it excels in tracking hours, timelines, and invoices. Its high level of customization accommodates various methodologies, such as kanban, catering to individual project and team requirements. Moreover, the platform provides workflow tools for automating processes, further streamlining project management.

monday Standout Features & Integrations

Features: Project management, task scheduling/tracking, resource management, scheduling, budgeting, API, calendar management, Gantt charts, file sharing, time management, email integration, third-party plugins, and notifications.

Integrations: With integrations like Slack, Google Drive, Gmail, Google Calendar, Jira, GitHub, Trello, Dropbox, Typeform, and more, accessible through a paid plan with Zapier, monday.com seamlessly connects with popular project management apps for enhanced productivity and efficiency.

Bonsai is a versatile business management tool meticulously crafted to streamline workflow processes and enhance efficiency for agencies. Its array of functionalities covers client management, project coordination, financial oversight, and customizable templates, all in one cohesive platform.

With a focus on the advertising industry, Bonsai adopts an all-encompassing strategy to cater specifically to the requirements of advertising agencies. By offering tools such as time monitoring, task delegation, budget supervision, as well as an integrated billing and invoicing system, Bonsai ensures agencies have everything they need for operational success. Moreover, its client portal facilitates collaboration, file sharing, and client relationship management.

Bonsai's collection of templates further emphasizes its flexibility to adapt to your unique needs. From sales agreements to contracts, proposals, and demand letters, Bonsai equips you with the necessary resources tailored to your individual specifications.

Bonsai Standout Features & Integrations

Features: Not yet available.

Integrations: Seamless integrations with Gmail, Google Calendar, Zapier, Slack, QuickBooks Online, Calendly, ClickUp, Trello, Google Drive, Google Sheets, Xero, HubSpot, and other platforms ensure Bonsai is well-connected to the tools you rely on for efficient business operation.

Versatile work management software, Scoro, is specifically crafted for the needs of professional service providers, such as advertising agencies. Its seamless integration of project finance tracking allows businesses to efficiently oversee projects, finances, and resources within a unified system.

What drew me to Scoro is its comprehensive approach to managing vital functions within ad agency operations. The platform encompasses project and resource management, time tracking, customer relationship management, invoicing, and real-time reporting. In addition, Scoro aids in handling client accounts, sales pipelines, financials, while equipping users with tools for effective work planning and forecasting.

Scoro stands out for its capability to meticulously track billable and non-billable time, automate billing processes, and deliver insights through customizable dashboards and reports. The platform excels in providing complete visibility across different operations, making it indispensable for ad agencies juggling multiple projects spanning various departments.

Scoro Standout Features & Integrations

Features: Not Available

Integrations: Seamlessly integrates with Sage Intacct, Expensify, Stripe, Google Calendar, Microsoft Exchange, Xero, QuickBooks, Jira, Slack, Asana, Dropbox, PayPal, and an array of other essential tools.

Forecast is a comprehensive platform designed for advertising agencies to efficiently manage resources and projects on a global scale, spanning over 40 countries. The tool is equipped with robust capabilities that enable agencies to oversee the entire project life cycle, from creating quotes to generating invoices. Additionally, Forecast incorporates intelligent automation functionalities that facilitate the prediction of project delivery dates and forecasting of capacity needs.

My Decision To Select Forecast: One of the standout features of Forecast is the ability for users to develop project plans effortlessly using the platform's auto-schedule feature. By leveraging powerful AI technology, Forecast automatically calculates task estimates, allocates and optimizes workloads among resources, and establishes project delivery timelines. Moreover, the tool offers informative dashboards that provide a comprehensive overview of the organization, empowering users to make informed decisions when adjusting time and resource allocations.

Forecast has also introduced a unique feature specifically tailored for managing projects within a retainer structure. Through a dedicated dashboard showcasing retainer periods and totals, users can effectively monitor the financial aspects of ongoing projects in addition to tracking staff workloads and the time invested in project delivery.

Forecast Standout Features & Integrations

Features: Core features of Forecast include resource planning, task management, time tracking, budget monitoring, project portfolio management, collaboration tools, Gantt charts, reporting and analytics capabilities, a mobile application, customization options, and support for third-party integrations.

Integrations: Forecast offers seamless integrations with various platforms such as Slack, Microsoft Teams, iCloud Calendar, Google Drive, Google Calendar, Outlook, Harvest, Trello, Asana, GitLab, GitHub, and numerous others through a paid subscription to Zapier. Premium subscriptions include native integrations with Timelog, Xero, QuickBooks Online, JIRA, Azure DevOps, Salesforce, Okta, OneLogin, and Azure Active Directory.

Nifty showcases your agency's capabilities by creating clear timelines for managing files, copy, communications, and feedback. Enhance your team collaboration and client delivery by choosing which Tasks and Milestones are visible to your Guest. Gain portfolio insights with cross-project overviews that update project milestone timelines as tasks are completed.

Reasons for Choosing Nifty: Nifty offers automated project status reporting based on task completion, seamless integration with Google Docs, Sheets, and Presentations, and a time tracker to monitor time across team members, tasks, and projects. Additionally, Nifty provides a task list and Kanban view for enhanced task management flexibility.

Nifty ensures alignment among your team and project stakeholders as daily workflows reflect Milestone progress. Guests can actively participate in Nifty, creating and completing tasks to facilitate client collaboration. This streamlined process reduces time spent searching for information across multiple communication channels.

Nifty Highlighted Features and Integrations

Features: Nifty offers task management, resource management, collaboration tools, interactive dashboards, detailed reports, a user-friendly mobile app, customization options, and seamless third-party integrations.

Integrations: Nifty seamlessly integrates with platforms such as Github, Google Drive, Google Calendar, Microsoft Suite, Slack, and Zoom. Additionally, Nifty provides native integrations and supports over 1000 integrations through Zapier for enhanced connectivity.

Paymo simplifies the project management process for advertising agencies from start to finish by minimizing administrative work and providing a seamless experience. This ensures that project managers and team members have clear tasks and deadlines, promoting better collaboration and transparency.

My decision to choose Paymo was based on its comprehensive features that cover all project stages, including creating project estimates, task assignments, budgeting, time tracking, reporting, expense management, and client invoicing.

To facilitate communication and keep everyone informed, Paymo allows for task and project-level comments, along with real-time notifications through the app and email. While the interface may seem overwhelming due to its many features, it is still easy to navigate, and users can customize the display by hiding unnecessary modules.

Paymo Features & Integrations

Features: Paymo offers time tracking, task management, budget tracking, resource management, collaboration tools, Gantt charts, reporting and analytics, invoicing capabilities, a mobile app, customization options, and third-party integrations.

Integrations: The platform integrates with various applications such as Slack, Adobe Creative Cloud, Google Drive, QuickBooks Online, Xero, JotForm, and Shift. Users can also access additional integrations through Zapier or the platform's well-documented API.

Copper is a user-friendly CRM tool designed specifically for small businesses to help manage sales leads and enhance customer relationships effectively. Through seamless integration with Gmail and other Google Apps, Copper ensures that all email communications and interactions are automatically logged, minimizing the need for manual data entry and repetitive administrative tasks. Users can conveniently access essential sales and relationship information from email threads, past interactions, and tasks all in one centralized location.

This versatile tool also offers comprehensive project management functionalities such as Kanban boards, workflow management capabilities, revenue tracking, and more. In addition, Copper provides robust reporting features that enable users to analyze sales data and processes effectively. Users can track key metrics like lead quality, top-performing sales team members, sales forecasts, and other valuable insights.

Copper Features & Integrations

Features: The feature set of Copper includes task management, time tracking, collaboration tools, Gantt charts, resource management, budget tracking, in-depth reporting and analytics, a mobile application, customer relationship management functionalities, and seamless third-party integrations.

Integrations: Copper offers integrations with a wide range of platforms such as Google Workspace, Trello, Zoom, QuickBooks, HubSpot, Slack, Box, Microsoft Teams, Mailchimp, Asana, and many others, ensuring a seamless workflow and improved productivity for users.

Teamwork is a dynamic advertising agency management software solution that empowers agencies to boost efficiency and profitability. By facilitating the management of large volumes of client projects from inception to completion, Teamwork provides the resources needed to succeed. Its customizable workflows allow for adaptability, while offering a central hub to oversee both team and client projects.

Equipped with an array of tools and features, Teamwork ensures agencies can effectively handle their workload. The Workload feature provides a comprehensive view of team capacity, enabling resource management to maintain project timelines. Additionally, Teamwork includes built-in time-tracking functionality to monitor task hours and billable time, along with profitability reports to assess financial performance on a project or team member basis against client budgets.

A standout feature of this agency software is the ability to add clients as collaborators at no extra cost, facilitating seamless communication, contextual feedback, asset reviews, and progress tracking of projects.

Key Features and Integrations of Teamwork

Features: Streamlined project management, customizable workflows, workload management, time tracking, profitability reports, client collaboration, communication tools, and progress tracking.

Integrations: Google Workspace, Slack, Dropbox, Zoom, Asana, Adobe Creative Cloud, Microsoft Teams, QuickBooks, and Salesforce.

Hubstaff is a comprehensive time tracking software tool designed for agencies that offers freemium upgrades, making it ideal for remote or distributed teams. It's a user-friendly, native time tracking solution that includes features such as screenshots, project management, and time tracking. The simple interface and intuitive design make it effortless for your team to log their hours and for you to monitor their progress.

My decision to choose Hubstaff was influenced by its straightforward budget management capabilities. With Hubstaff, you can easily set time limits and budgets for your team to bill against. You can establish a maximum number of hours you want a team member to work in a week, and the app will automatically prevent them from exceeding that limit.

When managing a distributed team, it can be challenging to track how team members are spending their time. Hubstaff offers valuable tools that provide insights into your team's activities during their logged project hours. With features like screenshots and activity levels, you can monitor the applications and URLs team members are accessing while tracking time.

Hubstaff Standout Features & Integrations

Features: Hubstaff includes a wide range of features such as task management, collaboration tools, Gantt charts, resource management, budget tracking, reporting and analytics, mobile app, invoicing, screen capture and activity tracking, GPS tracking, and support for third-party integrations.

Integrations: Hubstaff seamlessly integrates with various tools including project management platforms like Asana, Jira, and Basecamp. It also offers integrations with payment, accounting, and invoicing tools such as QuickBooks, Paypal, Wise, as well as Salesforce and Zendesk among others.

FunctionFox provides three distinct plans each offering a variety of features ranging from basic time tracking and estimating to project scheduling and gantt charts, as well as customized project intake forms. Whether your team consists of five members or five hundred, FunctionFox can effectively support them all.

My decision to choose FunctionFox was primarily influenced by its complete web-based nature, allowing seamless collaboration for users on Mac and PC through any up-to-date browser. Through project scheduling, action assignments, to-do lists, and a project blog, FunctionFox facilitates team collaboration and communication effectively. Additionally, project managers can utilize the availability tool to monitor team capacity and optimize time usage.

FunctionFox is user-friendly and further simplified by the available tutorials and support resources. Their dedicated onboarding process and unlimited customer support included in the subscription fee make it even more appealing. The platform also offers a help center on their website and detailed help files integrated into the software itself.

FunctionFox Standout Features & Integrations

Features: Comprehensive features such as time tracking, task management, budget tracking, resource management, collaboration, reporting, invoicing, mobile access, customization, and client management are available.

Integrations: FunctionFox offers integration with Quickbooks for easy financial tracking and management.

Basecamp provides the essential tools for advertising teams to collaborate effectively, including message boards, to-dos, schedules, docs, file storage, real-time group chat, and automatic check-in questions. Teams have the flexibility to customize prompts, disable unnecessary ones, and seamlessly connect with third-party tools.

My decision to choose Basecamp was driven by the exceptional communication features it offers to ad agency teams. The platform ensures seamless internal and client-centered communication, with features like the "campfire" chat for team updates and user-friendly commenting features for external clients, facilitating smooth onboarding processes.

Basecamp Standout Features & Integrations

Features: Comprehensive integration options such as Unito.io, Automate.io, Zapier, TaskClone, Project Buddy, Pleexy, Field Trip, CData Software, RSSBus, Retool, To-Do Helpers, Timeshift Messenger, Zoho Flow, Mr.ToDo, Clockify, Toggl, Ganttify, and more.

Advertising agencies and their specialized teams can effectively use ProWorkflow to streamline project management processes. By providing a central hub for designers, developers, project managers, and freelancers to collaborate, ProWorkflow ensures that progress can be easily monitored and reported on.

My decision to choose ProWorkflow was based on its exceptional capabilities in both project and resource management. The platform stands out due to its ability to handle a large number of projects and its simple logging of both ongoing and completed tasks. Moreover, ProWorkflow is known for its user-friendly interface that caters to teams of all sizes and expertise levels. The platform's high level of customization allows users to adapt it to their specific requirements and workflows.

ProWorkflow offers robust project management functionalities that enable teams to create, assign, and track tasks efficiently. Real-time collaboration among team members is facilitated, while detailed reports and analytics provide valuable insights into project performance, resource usage, and overall project success.

ProWorkflow Standout Features & Integrations

Features: Project management, task scheduling/tracking, customer management, scheduling, third-party plugins, contact management, dashboards, data visualizations, Gantt charts, notifications, budgeting, and expense tracking.

Integrations: Xero, QuickBooks Online, QuickBooks Desktop, FreshBooks, MYOB AccountRight, MYOB Essentials, Kashflow, Box, Dropbox, Google Drive, Google Workspace, Microsoft OneDrive, Microsoft Sharepoint, and a wide range of other integrations available with a paid plan through Zapier. Additionally, the ProWorkflow API allows users to create custom reports, apps, and integrations.

Projectworks is a versatile project management software solution designed to meet the specific needs of advertising agencies and professional services businesses. Its capabilities span project, resource, and expense management, providing a comprehensive toolset for various business operations.

One of the key reasons I chose Projectworks is its comprehensive feature set, including time tracking, resource allocation, expense tracking, and invoicing tools. By utilizing these features, you can easily monitor resource utilization levels, identify over or under-capacity team members, and efficiently assign projects to the right individuals at the right time.

In addition to project management functions, Projectworks also offers robust expense management tools to help you stay within budget as projects progress. Employee timesheets and expense reports can be seamlessly integrated into the software to streamline the invoicing process and ensure accurate client billing. Moreover, you have the ability to establish billing schedules for fixed-price projects, enhancing financial transparency and control.

Projectworks Standout Features & Integrations

Standout Features: Projectworks includes a range of features such as timesheets, billable rates, capacity planning, project budget management, revenue forecasting, project expenses, invoicing, leave management, access permissions, and customizable reports.

Integrations: Projectworks offers seamless integrations with popular tools and platforms including QuickBooks, Xero, MYOB, Jira, Azure DevOps, and Hubspot. Additionally, you have the option to connect Projectworks with a paid Zapier account to access a wider range of integrations or leverage its API for custom integration development.

Intervals offers a comprehensive solution for agencies that need to efficiently manage work, track its value, and easily create invoices to ensure timely payment for their services. This tool is popular among advertising agencies, digital strategy agencies, web design and development firms, QA teams within larger IT organizations, and other similar use cases.

Here's why I selected Intervals: Agencies utilizing this platform will discover a wealth of beneficial features such as detailed project management capabilities (including task management, scheduling, file sharing, and time tracking), resource allocation tools, and client management functionalities like invoicing and client reporting. While it lacks live chat support and its document sharing features are basic, Intervals remains a well-rounded tool that significantly enhances the operational efficiency of agencies.

One of the standout aspects of this tool is its robust reporting features. By leveraging the time and expense management tools within Intervals, users can generate a variety of insightful internal reports to accurately track their team's time and productivity. Furthermore, Intervals enables users to gain a top-level view of their agency, answering critical questions such as "Which clients have we serviced the most this year?" or "Who is our most profitable employee?" The core concept behind using Intervals is to meticulously monitor every detail of each project, thereby preventing any revenue loss.

Intervals Standout Features and Integrations

Standout features: Time tracking, reporting, invoicing, customization, mobile app, job tracking, dashboards, flexible workflows, and third-party integrations.

Integrations: QuickBooks Online for invoicing, QuickBooks Desktop for time data, Xero, FreshBooks, Slack, and Google Drive.