5 Best Advertising Agency Project Management Software


Quick links for the Best Project Management Software

1) Best Overall 🏆

Monday.com

The realm of project management software, offering robust features that solidify collaboration and efficiency.

Read Review

2) Easiest To Use🥈

Asana

A software that streamlines tasks, offers a workflow builder, AI-powered analytics, and mobile accessibility.

Read Review

3) Most Features 🥉

Notion

A versatile platform with workflow builder, metric-driven tool, workspace, team wiki, and other integrations..

Read Review


So, you are in the market for a project management software that suits advertising agencies.

Ideal, because in this article we have our compilation list for our top picks, and we compare the features and pricing for you. 


If you just want the best choice, we’ve added that right at the top of the article as this was what is most requested by our customers and what we see the best feedback with. So, that’ll be the “can’t go wrong” option. 

Otherwise, feel free to explore all the options we’ve reviewed on the market to find something that might fit you a little better.

Enjoy the list!

The Best Advertising Agency Project Management Software Specifically

Advertising agency project management software plays a pivotal role in streamlining operations and bolstering team collaboration. 

Such software offers comprehensive tools for project tracking, resource allocation, and approval workflows. 

With a user-friendly interface, real-time collaboration capabilities, and efficient deadline management, these solutions are invaluable.

Selecting the right software can boost an agency’s efficiency, ensuring projects are delivered on time and to the highest standards.

1. Monday

Monday integrates client emails, collects leads with forms, and refines marketing campaigns through scrupulous analysis that greatly enhances your relationship with clients and creates more business opportunities. It’s an easy-to-use platform that simplifies organizational tasks for sales and marketing teams.

Monday Features

Here are some features that make Monday a unique CRM:

  • Software development: Monday provides templates to help your technical team quickly organize tasks, find bugs and improve iterations. You can add indicators to let the team know what you are working on and analyze the resource allocation. Every project has a specific ID that can be used; to track it among other tasks. Clients will automatically be alerted once the error is solved to reduce downtime and keep customers updated.
  • HR structuring: Monday lets users manage recruiting process and track employee progression through its HR tools such as Applicant Tracker, Employee Engagement, Attendance Tracker, Recruitment Tracker, and Vacation Tracker. You can boost the team spirit of your employees by creating specific goals and giving constructive feedback on their work.
  • Inventory Management: Businesses can record product and asset details while setting automation to get regular updates about sales and inquiries. You can create new templates to match the company’s requirements and integrate Monday with other applications to make the tasks easier. Moreover, Monday generates a unique QR code for each product so your clients can coherently buy the inventory.
  • Marketing and Creative attributes: Monday can bridge the gap between creative thinking and marketing strategies by merging them into a single platform. You can create visualizations on campaign effects, share ideas and create personalized operations to make information accessible for employees.
  • Sales operations: Monday offers CRM customization to make the leads attainable and manage all opportunity stages at a single interface. You can see the combined effect of marketing and sales campaigns to make adjustments accordingly. Moreover, businesses can centralize the available data for ease of use and synchronization of operations.
  • IT workspace: You can add educational content for new recruitments to learn skills faster and ensure quality work. Monday lets you set access permissions for tasks and strictly follows security protocols to prevent cyber attacks on your CRM database. You can integrate IT tools and put technical work in order on Monday.

Monday Pricing

Monday CRM offers 4 pricing options depending upon your business size and requirements.

“Individual” plan is free of cost and lets users record work-related activities. 

“Basic” plan is priced at $10/month for a single user and offers 5GB storage along with customer support.

“Standard” plan is worth $14/month for a single user and offers additional collaboration tools. 

“Pro” subscription costs $27/month for an individual and offers chart view along with time tracking.

“Enterprise” plan is made specifically for large businesses and includes quality security features. You can contact support to get a quote on the “Enterprise” package.

2. Trello

Trello allows your project teams to work together and maintain coordination between all departments within your business organization. It empowers project management by providing; the necessary tools and workflows to keep up with the scaling demands.

Trello centralizes your project details in one collaborative location, making it easier to track, manage and complete multiple tasks.

Trello Features

Here are some exclusive features of Trello:

Multiple Views: Trello offers users the ability to switch between their preferred; views and brings a unique perspective to project management. It enables you swiftly execute your ideas into actions by providing clear visibility into every ongoing task. Trello Board view breakdown the project into multiple steps and updates the Workspace every time a task is near completion.

Dashboard: With the dashboard, you can gain actionable insights into your business processes so you can prevent bottlenecks and maintain efficiency. It allows users to customize key metrics and anticipate a team’s requirements.

Trello Maps: Trello provides inbuilt interactive maps tl track field services and views the locational information pertinent to every project. It’s a valuable feature for businesses that have agents in the field and allows managers to track the latest updates regarding what’s happening in different project sites.

Butler: Trello offers an automation feature named “Butler” that allows you to create no-code integrations, workflows and bots to automate repetitive procedures. You can set pre-defined instructions for every automation and ensure the system quickly updates the relevant members every time a task is completed. You can turn on the suggestion feature, and Trello will identify your repetitive actions to suggest single-click automation that simplify your workload.

Power-ups: With Trello’s featured Power-ups, users can add third-party plugins to enhance the functioning within their Workspace. You can integrate valuable tools like; Jira, Google Drive, Slack and any other relevant sources to access your files and documents within Trello’s unified database.

Template creation and customization: Users can switch between templates to provide their teams with a blueprint for efficient project management. You can access the templates made by other users and create new ones to share with the Trello community. It helps you go digital with your work management and allows customization to the existing templates so they can meet your specific project requirements.

Trello Pricing

Trello offers 4 Pricing options for businesses to use the platform for project management.

The “Free” plan offers unlimited storage along with intrinsic project management tools and is best for teams looking to get acquainted with Trello.

The “Standard” plan offers advanced checklists, along with the basic features included in the “Free” pricing option. It is priced; at $5/user/month upon annual billing.

The “Premium” plan offers a dashboard view to get analytical insights along with the features included in the “Standard” pricing option. It is priced; at $10/user/month upon annual billing.

The “Enterprise” plan allows users to maximize Trello’s functionality and create unlimited workspaces. It is priced; at $17.5/user/month upon annual billing.

3. Asana

All important projects involve groups of people coming together to achieve a shared goal. Asana is a tracking and project management software that allows teams to collaborate on tasks and track progress. It simplifies communication and data sharing, allowing you; to stay up-to-date with the latest project requirements.

Asana features

Here are some exclusive features of Asana:

  • Workflow builder: Asana provides visual tools to efficiently create workflows that simplify your execution and management tasks, helping your teams stay connected from initiation to completion. With the workflow builder, you can systemize; the information intake and capture ideas more easily.
  • Workload management: With Asana’s coherent workload management, you can ensure your teams are not overwhelmed by the tasks and can easily schedule their work. Project managers can get a clear overview of what’s happening inside the workspace to promote balance.
  • Resource Allocation: It allows you to reassign high-priority tasks to more suited employees with just a few clicks. You can easily analyze the current progression and send the relevant details to the assigned personnel for a seamless transition.
  • Views and Reporting: Asana provided real-time analytics and insights through AI-powered reporting tools that assist you in setting realistic objectives for your teams. You can specify the criteria and generate reports to see progress across projects.
  • Project Synchronization: It enables users to see contextual information regarding the same task across different project teams without duplications. So project managers can assess the employee’s work performance.
  • Data security enhancement: Asana allows you to export data to a dedicated server for your business, boosting network security. Users can easily delete or reset their current workspaces to start anew effortlessly.
  • Mobile accessibility: Asana is accessible from iOS and Android devices to help you stay on top of project management anytime, anywhere. You can update task status, check schedules and have conversations with your teams.
  • Robust rest API: Asana supports seamless integration with several reporting tools and allows automation; to quickly execute tasks across other platforms. You can connect GitHub, Harvest and Slack to track project status or view any recent code edits.

Asana Pricing

Asana offers 3 Pricing options for users to serve their unique project management requirements.

The “Basic” plan is for individuals or businesses looking to get started with Asana and understand its core function. It’s a free subscription plan that provides rudimentary features of Asana.

The “Premium” plan provides access to Asana’s “Workflow Builder” and lets users create multiple timelines within the interface to manage and reassign overlapping tasks. It is priced; at $10.99/user/month upon annual billing.

The “Business” plan is for enterprises looking to maintain scalability and handle the huge workload. It provides access to all exclusive features of Asana. “Business” plan is priced; at $24.99/user/month upon annual billing.

4. Wrike

Wrike provides an optimized solution to businesses for project management requirements. Its greatest strength is its scalable platform that grows with your business requirements. With Wrike, you can enable a collaboration platform and maintain 360⁰ visibility into all operations.

Wrike Features

Here are some exclusive features of Wrike:

Reports: Wrike offers quality reporting tools that allow you to analyze your work and stay on top of everything. It provides a high-level overview of all your current projects and enables you to identify bottlenecks and drill down to deeper task levels in order to take timely action. Wrike also provides retrospective information on your completed projects and tasks.

Wrike Calendars: Wrike Calendars helps you; keep track of what you need to work on and when. With Wrike, you can create smart calendars based on your folders or projects and filter them through several criteria. You can also create; a classic calendar and be in full control of its content.

Custom Workflows: Wrike allows you; to create unique workflows and enables your team to work in a way they find most comfortable. You can create custom statuses within each workflow to; get a reflection of what stage your tasks are in. With Wrike, it’s much simpler to report on assignments and specify; who should be an assignee once a project has reached a particular status.

Custom Field creation: For a scaling business, you have to; track all sorts of data. With Wrike, you can create custom fields in your projects and tasks and populate them with the required information. You can design specific fields for the project’s budget, marketing campaigns and sales operations, making financial management a lot easier. Moreover, Wrike automatically runs calculations for the numeric data.

Request Forms: Wrike allows Request form creation for businesses dealing with tickets or requests. It enables you; to effortlessly capture all information from a client. Once done, Wrike automatically triggers a task or project based on the available information. You can predefine this information, like assignees or locations and share it with your colleagues while also making them available externally.

User Groups: You can create user groups within Wrike based on company departments, subteams, office locations or cross-departmental teams. This way, it’s extremely simple to share something with a specific group, and you can remain in touch with every project team.

Wrike Pricing

Wrike offers 5 Pricing options plus 2 Additional subscriptions for marketing and services delivery teams.

The “Free” plan comes at zero cost and offers basic task management capabilities along with a live activity stream. It is best for new users looking to get acquainted with Wrike.

The “Professional” plan is priced at $9.8/user/month and offers interactive Gantt charts plus shareable dashboards.

The “Business” plan is priced at $24.8/user/month and allows users to create custom fields or workflows according to their requirements.

The “Enterprise” and “Pinnacle plans are only available for businesses with 5+ users and offers all features of Wrike.They are suitable for established organizations. You can contact the sales team to get a price quotation.

The additional plans for; marketing and service delivery teams can also be availed: within Wrike. You can customize the subscription and get a price quotation by contacting the sales team.

5. Basecamp

Basecamp is a highly effective project management software that allows users to collaborate and track project status whether working closely or remotely. You can access all interactions and project data within a single platform and transform the way you pursue tasks.

Basecamp features

Here are some exclusive features of Basecamp:

Scalability: Unlike most project management tools, Basecamp does not charge organizations based on the number of users, helping you control costs while your business scales. So as your business requirements increase, Basecamp will start becoming more cost-effective for your operations.

Campfire: Campfire is the team chat feature offered by Basecamp; that connects you with your colleagues and team members. You can conversate, share documents or send links to reports in a two-way communication channel.

Automatic Check-ins: Basecamp allows users to create automatic check-in schedules to get regular task updates from their employees or subordinates. Basecamp will ask the inputted question on the set periods and organize the responses so you can go through them easily.

Client access: With Basecamp, you can add clients into relevant workspaces so they can oversee the progress. You can decide what is visible to your clients by setting a task status as “Team only” or “Client view”. If you accidentally share an ongoing project or a private file, you can simply switch the task status to keep it from the clients.

Scheduling: You can design milestones and integrate them into the calendar. So you don’t miss out on crucial deadlines or events. Moreover, Basecamp allows you to personalize the notifications. So you are not bombarded with work mails or reminders outside your work hours.

Cascading Notifications: Basecamp identifies which device you are using currently and sends project notifications on that device. If you’re on a laptop or a desktop, you’ll not get updates on your mobile and vice versa. It streamlines your work updates and helps you stay organized.

Trix: Basecamp offers a no-code text editor consistent with all devices. You can create content, write HTML codes for your website or drag in files and images from the database to simplify text editing tasks.

Colorcoding: With colorcoding, you can highlight valuable; documents, images or files to make them easily identifiable. It eliminates the need to scour through the entire database or project lifecycle to locate a relevant record.

Basecamp Pricing

Basecamp offers 2 Pricing options for users looking to incorporate efficient project management software into their personal life or business.

The “Basecamp Personal” provides 1GB storage and allows you; to add up to 20 users. You can manage 3 Projects simultaneously with this plan. It’s a free subscription plan and is perfect for students of small-scale businesses.

The “Basecamp Business” provides you complete access to all available functionalities of Basecamp; You can add unlimited users without paying any extra amount. It is priced; at $99/month.

Why use a Project Management Tool at all ?

Using a project management tool offers numerous benefits. It streamlines workflows, ensuring tasks are organized and deadlines are met. 

These tools foster team collaboration, centralizing communication and resources in one platform. 

They provide real-time updates, allowing timely interventions and efficient resource allocation. 

Ultimately, such tools drive productivity, reduce errors, and promote a systematic approach to handling projects, ensuring consistent and high-quality outcomes.

Why opt for Advertising Agency Project Management Software ?

The fast-paced world of advertising requires a systematic approach to manage tasks, teams, and campaigns. While general project management tools serve many industries well, advertising agencies have unique needs. This brings forth the importance of specialized project management software tailored for advertising agencies. Here are the reasons why opting for advertising agency project management software can be a game-changer.

Every industry has its distinct challenges and workflows. Advertising agencies juggle multiple campaigns, client meetings, creative brainstorming sessions, and tight deadlines. A specialized software understands the intricacies of the advertising world. It’s designed keeping in mind the stages of ad creation, approval processes, and client feedback loops. This ensures that the features provided are not just generic but directly cater to the requirements of ad agencies.

The lifeblood of an advertising agency is its creative output. But creativity can often be hampered by administrative and operational hiccups. Advertising agency project management software streamlines these workflows. It aids in task assignment, tracking progress, and ensuring timely delivery. With such a tool in place, teams can focus more on the creative aspect and less on the managerial chores, leading to more effective campaigns.

Advertising is a collaborative effort, involving copywriters, designers, strategists, and client servicing teams. Effective communication among these diverse teams is paramount. Specialized software provides features like shared boards, real-time chat, and file sharing. This not only ensures that everyone is on the same page but also fosters a collaborative environment where ideas flow freely and feedback is swiftly incorporated.

In the dynamic world of advertising, being proactive rather than reactive can be the difference between a successful campaign and a missed opportunity. Advertising agency project management software offers real-time tracking of projects. Teams can monitor the progress of tasks, gauge if they’re on track, and make necessary adjustments. Additionally, the software often comes with robust reporting tools. This enables agencies to provide clients with detailed insights into campaign performance, ensuring transparency and trust.

For an advertising agency, human resources – the creative and strategic minds – are the most valuable assets. The software aids in the efficient allocation of these resources. Managers can view team workloads, assign tasks based on availability, and ensure that no one is overburdened. This leads to a balanced workload, preventing burnouts and ensuring that every campaign gets the attention it deserves.

Ad campaigns involve a plethora of data – from client briefs to creative assets. Managing this data, ensuring its security, and providing easy access is crucial. Advertising agency project management software often comes with cloud storage solutions, ensuring that data is not only secure but also accessible from anywhere. This is particularly beneficial in the modern work environment where remote work and global collaborations are commonplace.

At the end of the day, client satisfaction is paramount. With a specialized tool in place, agencies can ensure timely delivery of projects, maintain transparency through the campaign’s lifecycle, and provide measurable results. When clients see the efficiency and results-driven approach, it leads to trust, repeat business, and long-term associations.

Advertising Agency Project Management Software, A Summary 

Advertising agency project management software is tailored to the unique needs of ad agencies, streamlining workflows and enhancing collaboration. 

It offers real-time tracking, efficient resource allocation, secure data management, and fosters client satisfaction by ensuring timely and transparent campaign delivery.

Monday excels as an advertising agency project management software due to its intuitive interface, customizable workflows, and real-time collaboration tools. 

It ensures efficient task tracking, fosters team communication, and provides insightful analytics, making campaign management seamless and effective.

What Project Management Software would you recommend?

In short, It’s Monday.com.

It’s a platform that simplifies communication across teams and helps hit goals faster, with team management software that maximizes productivity and empowers everyone to work smarter together. You can’t go wrong with Monday.com.

“🚀Try Monday.com For Free, It’s my favorite Project Management Software to use and recommend.” -Scott Max

Monday.com is a user-friendly project management platform that offers powerful tools to streamline complex workflows for larger companies, ensuring efficient operations and delivering impressive project outcomes. Monday.com has you covered for your: Team Projects, Service, Sales, CMS, Operations, and Marketing needs.

For more details, read our Monday.com Review.