6 Best Agency Project Management Software in 2025

Agency owners often struggle with missed deadlines, rising software costs, and endless back-and-forth between clients and contractors. Some tools can feel overpriced or overly complex, while managing projects in spreadsheets quickly becomes chaotic.

That’s where agency project management software comes in. Inside, you’ll explore the best ones with the features that matter most, and how the right tool can simplify your agency’s work.

Quick List of Top Agency Project Management Software

• Agency Handy: Best for service and client management, task prioritization, and ticketing support.
• ClickUp: Versatile project management with strong integration capabilities and customizable dashboards for detailed tracking.
• Asana: Excellent team collaboration and scheduling features, enhancing efficiency and workflow management.
• Bonsai: Effective reporting and automated invoicing, ideal for managing agency financials and client contracts.
• Monday.com: Intuitive interface with visual task tracking and real-time updates to streamline project workflows.
• Hive: Robust analytics and role assignment, ensuring effective team monitoring and delegation.

Comparison of The Best Agency Project Management Software

In the following table, we’ve compared six of the top project management software for agencies. So, if you’re in a hurry, you can quickly make a decision and get started. 

Software	Customizable Intake Forms	Client Onboarding	Multi Package Service List	Starting Price
Agency Handy	✔️	✔️	✔️	$19/month
ClickUp	✔️	✔️	❌	$10/month
Asana	✔️	✔️	❌	$13.49/month
Bonsai	✔️	❌	❌	$15/user/month
Monday.com	✔️	✔️	❌	$12/seat/month
Hive	✔️	❌	❌	$1.50/user/month

6 Best Agency Project Management Software You Must Try

After hours of research, we’ve carefully selected these 6 agency project management systems for their exceptional features. These tools are packed with features and are designed to make your agency’s work smoother. Let’s take a look at the best of the best!

1. Agency Handy

Running an agency often means switching between apps and complex spreadsheets. Agency Handy pulls everything into one clean system, so your projects and clients stay organized from start to finish.

You can manage orders, tasks, and time tracking in the same place. Plus, it allows you to break down large projects into smaller tasks, set priorities, and track deadlines without losing sight of progress. It’s simple to see where work stands at any moment.

Money matters are handled too. Invoices, subscriptions, and payments are generated automatically. Also, you can connect Stripe, PayPal, Wise, or banking details. Plus, reminders for overdue payments go out on their own to keep your cash flow steady.

With its shared portals, built-in feedback, and ticketing tools, collaboration with your clients and team stays effortless. In addition, Agency Handy offers CRM, service catalogs, and reporting to make it more than project management.

Key Features of Agency Handy

Agency Handy has features particularly designed to handle your overall workflow. Take a look at the features that make the platform a must-have for agencies —

Order and Task Management

When a client places an order, Agency Handy automatically creates it inside your system. You can then break that order into smaller, manageable tasks and assign them to team members.

The Kanban board view gives you a visual way to track progress. So, everyone knows what they need to do and when.

Client and Team Collaboration

Communication is often where agencies lose time. With Agency Handy, clients and teams can collaborate without jumping between apps. Shared task lists, file sharing, and built-in chat keep conversations tied to the actual work.

In addition, clients can leave comments, approve tasks, or upload files straight from their portal. 

File Feedback

You can upload PDFs, images, videos, and soon even live websites. Clients open the file right in their portal and leave comments exactly where they want changes. They can highlight text, draw shapes, or leave quick notes. No extra apps or endless email threads are needed.

Multiple versions of a file can be uploaded, so both you and the client can see what’s changed over time. 

Secure Access and Data Management

Agency Handy lets you assign roles like Super Admin, Manager, or Assignee. Each role comes with clear permissions.

You can even customize what users see in their sidebar, hiding sections like Orders or Files for a cleaner view. This keeps the platform simple for clients and focused for your team.

On top of that, all data is encrypted. Client files, invoices, and communication stay safe.

Time Tracking

With built-in timers and manual entry options, you can hit the timer when you start working, pause if you step away, and stop once you’re done. Add quick notes so there’s always context behind the hours logged.

If timers aren’t your style, you can also log hours manually by entering a start and end time or just the total worked. Plus, you can filter by project, client, or team member, making it easy to see exactly where the hours are going.

Ticketing System

With Agency Handy, clients submit tickets through their dashboard. You can assign each one to the right teammate with deadlines and priorities.

Every ticket comes with a full update history, so progress is always clear. You can also attach files to make problem-solving faster.

CRM and Lead Management

Managing client relationships is easier with Agency Handy’s CRM. You can track leads from first contact through to client conversion.

The pipeline is visual, moving leads across stages like Contacted, Qualified, Proposal Sent, and Client. Once a lead converts, their profile collects everything, including orders, tickets, invoices, and communication. 

White-Label Customization

With Agency Handy, you can brand the platform with your logo, colors, and even your own domain. That means when clients log in, everything feels like it’s coming directly from your agency.

Invoices, proposals, and emails carry your identity too. You set the tone and design, so communication stays consistent. 

Billing and Subscription Management

Invoices are created automatically when a client places an order. You decide if it’s a one-time payment or recurring subscription, and the system handles the rest.

Clients can pay using Stripe, PayPal, Wise, or bank transfer. Reminders are sent automatically for unpaid invoices or renewals. That means less chasing and fewer awkward payment conversations.

Everything is white-labeled, so invoices look professional and match your brand. 

Custom Invoices and Tax Management

You can fully customize invoices with tax rules, discounts, and multiple payment options. Most importantly, Agency Handy apply taxes automatically by country, state, or zip, so compliance becomes effortless even if you serve clients internationally.

Other features of Agency Handy —

• Embed
• Service Catalog
• Coupons
• Add-Ons
• Portfolio
• Custom Intake and Order Forms
• Workspace Settings
• Appearance
• Custom Domain
• Sign-in Portal
• Email Setup and Templates

Best Use Cases of Agency Handy

Agency Handy is a versatile tool that can benefit a wide range of businesses. Here are some of the key use cases —  

• Creative Agencies: Tracking billable hours, streamlining timelines, and ensuring smooth operations make it the best project management tool for creative agencies.
• Marketing Firms: Best project management software for marketing agencies that simplify campaign management, monitor performance, and coordinate team efforts.
• Consulting Businesses: Track client engagements, invoices, and project progress in one place. Agency Handy ensures better client satisfaction and smoother operations.
• Web Development and Design: Oversee projects from start to finish. Manage timelines and client communication to deliver results on time and meet expectations.
• IT Services and Support: Handle ticket management, track projects, and maintain secure data. Integration options improve workflow and ensure seamless operations.
• Event Planning and Management: Coordinate tasks, communicate with vendors, and manage budgets. Keep finances on track with built-in invoicing and payment tools.

Pros and Cons of Agency Handy:

Pros	Cons
One-to-one migration support to onboard easily.	Fewer integrations are available.
Granular control over coupon access to customers.
Trial periods can be offered for service listings.
The user-friendly platform ensures easy navigation for all.
A dedicated support team to promptly resolve any concerns.
Affordable plans that fit agencies of all sizes.

Agency Handy Pricing

Agency Handy offers three straightforward pricing plans designed for freelancers, growing agencies, and larger teams.

1. Freelancer: $19/month or $13/month (billed yearly)
2. Team Starter: $99/month or $13/month (billed yearly) 
3. Business Pro (Most popular): $199/month or $13/month (billed yearly)

If you choose annual billing, you get 4 months free.

What Users Say About Agency Handy?

Rating on Capterra: 5 out of 5

“Agency Handy is an all-in-one solution that has streamlined our operations, improved client satisfaction, and boosted team productivity.” – Priyanka P.

Rating on G2: 5 out of 5

“It helps me sell my services with ease. Also, you can collaborate with your team in serving your customers within the platform.” – Franklin N.

Rating on Product Hunt: 5 out of 5

“If you are handling multiple clients or an agency, try it out. One of the best solutions to manage everything in one place.” – KH Sayed

Rating on Trustpilot: 3.8 out of 5

“I am extremely satisfied with Agency Handy. It has streamlined our client management process and has become an essential tool for our business operations.” – Vikas Patil.

2. ClickUp

ClickUp helps you organize tasks, schedules, and workflows in one place. It gives you a clear view of your work with its “Everything View”. Plus, you can create unlimited tasks, subtasks, and checklists to keep everything structured. 

Visual tools like Gantt charts and Kanban boards help you plan and manage tasks efficiently. ClickUp also helps you stay on schedule. Time tracking and reporting tools ensure you meet deadlines and monitor productivity.

However, while ClickUp covers many project management needs to fully meet the specific requirements of agencies, its support system isn’t that strong. As ConsistentAndWin points out, “There was absolutely zero help or support.”

Features of ClickUp

ClickUp brings tasks, timelines, and collaboration together in one powerful workspace, making project management effortless with these features:

• Task Management: Create, assign, and track tasks with priorities, dependencies, and deadlines to ensure agency projects stay organized.
• Custom Boards and Views: Visualize work through lists, Kanban boards, calendars, Gantt charts, or workload views tailored to your team’s needs.
• Time Tracking and Timesheets: Track billable hours, generate timesheets, and monitor time estimates to manage client projects efficiently.
• Collaboration Tools: Centralize communication with built-in chat, whiteboards, and shared docs for seamless team and client collaboration.
• Automation: Build workflows with “if-then” automation rules that reduce repetitive tasks and free up time for creative work.
• Integrations: Connect ClickUp with Slack, Google Drive, Zoom, and over 1,000 apps to unify agency operations in one place.

Pros and Cons of Using ClickUp

Pros	Cons
Highly customizable workflows.	Occasional bugs and glitches in updates.
Supports multiple project views (list, board, Gantt, etc.).	Slower performance with larger projects.
Built-in time tracking and reporting tools.
Offers robust collaboration features like in-app chat and comments.

ClickUp Pricing

With flexible options and transparent tiers, ClickUp ensures every agency or business finds the right fit.

1. Free Forever: $0 
2. Unlimited: $10/month or $7/month billed annually
3. Business: $19/month or $12/month billed annually
4. Enterprise: Custom pricing

All plans come with a 100% money-back guarantee and a free trial.

What Users Say About ClickUp?

Rating on G2: 4.7 out of 5

“Simple and easy Project Management tool” – Nabeel S.

Rating on Product Hunt: 4.6 out of 5

“Love how much you can do with it – but it causes some issues with speed” – Annelie Näs

3. Asana

Do you ever feel like projects get complex once your agency grows? With Asana, you can keep goals, tasks, and conversations in one place without chasing endless emails.

You’ll like the flexibility. Switch between boards, calendars, or timelines depending on how your team works best. Automations save you from sending reminders manually, and built-in integrations with Google Drive, Slack, and more keep your tools connected.

One catch is that you can’t assign a task to more than one person. As Reddit user ardnoik shared, “Asana is amazingly easy to use…but tasks will only have one main assignee.”

Features of Asana  

Asana simplifies project management with features like customizable views, and task dependencies. Here are its top features —

• Task Management: Create and assign tasks with priorities, deadlines, and dependencies to ensure agency work is always structured and trackable.
• Multiple Project Views: Switch between lists, boards, calendars, and timelines to manage campaigns in the format that suits your agency.
• Goals: Connect company, team, and individual goals to projects, making it easy to measure progress and strategic alignment.
• Workload Management: View team capacity, redistribute tasks, and prevent burnout by balancing resources across all client projects.
• Automation (Rules): Build workflows that auto-assign, update, or notify, eliminating repetitive tasks and saving valuable agency time.
• Collaboration Tools: Leave comments, share files, and centralize feedback on tasks to replace endless client email threads.
• Recurring Tasks: Schedule repeating tasks like reporting or posting to keep recurring agency operations consistent and reliable.

Pros and Cons of Using Asana

Pros	Cons
Customizable workflows for diverse project needs.	Limited features for financial management.
Offers a variety of project views for visualization.	Advanced features are locked behind higher-priced plans.
Integrates well with numerous third-party tools.
Ideal for task and team coordination.

Asana Pricing

Asana offers flexible pricing plans designed to grow with your team’s needs($10.99 per user/month billed annually), Advanced ($24.99 per user/month billed annually), and Enterprise (custom pricing).

1. Personal: $0 (Free forever plan with unlimited projects, tasks, and messages, plus a 100+ app integrations library)
2. Starter: $13.49/month or $10.99/month billed annually
3. Advanced: $30.49/month or $24.99/month billed annually
4. Enterprise: Custom pricing
5. Enterprise+: Custom pricing

What Users Say About Asana?

Rate on G2: 4.4

“Very good for task organization, but lacks functions.” – Murilo M.

Rate on Product Hunt: 4.6

“We use Asana for project management and product planning. As a small team of 3, we’re extremely satisfied with all the features, gamification and great notifications!” – Anastasia Liamets

4. Bonsai

Keeping track of clients, projects, and payments across separate tools can wear you down fast. With Bonsai, you can finally keep everything connected, client details, project plans, and finances, inside one platform.

You can create a client record once and tie it directly to proposals, contracts, and invoices. That way, you don’t waste hours re-entering the same information. Your clients also get a professional portal where they can check progress, download files, and settle invoices anytime without waiting on you. 

When your team logs tasks and hours in the same space, it’s easier to spot overruns before they hurt profits.

Features of Bonsai

Here’s a breakdown of the key features —

• CRM and Client Management: Store and organize all client data, leads, and vendors in one system with tags, filters, and notes.
• Sales Pipeline: Visualize your deal stages from lead to close with customizable pipelines that simplifies sales tracking.
• Automations: Create workflows that trigger emails, reminders, and actions automatically to reduce repetitive tasks and saving time.
• Client Portal: Provide clients secure, branded access to invoices, documents, project status, and communication in one professional hub.
• Integrated Projects: Link CRM contacts to active projects, enabling seamless progress tracking without switching tools or duplicating data.
• Task Management: Organize, assign, and track tasks using Kanban, Gantt, and calendar views to maintain team focus and clarity.
• Workload View: Balance team capacity by visualizing workloads and adjusting task assignments to prevent bottlenecks and burnout.
• Time Tracking and Timesheets: Track billable hours with timers, generate timesheets, and convert logged time into invoices instantly.

Pros and Cons of Using Bonsai

Pros	Cons
Simplified invoicing and contract management.	Limited scalability for larger teams or complex projects.
Easy-to-use interface is ideal for freelancers and small teams.	Few options for project visualization (e.g., Gantt charts).
Effective time and expense tracking tools.	Not optimized for detailed client-specific workflows.
Provides essential financial management capabilities.

Bonsai Pricing

Bonsai keeps things simple with flexible packages designed for freelancers, agencies, and growing teams.

1. Basic: $15/month or $9/month billed annually 
2. Essentials: $25/month or $19/month billed annually
3. Premium: $39/month or $29/month billed annually 
4. Elite: $59/month or $49/month billed annually, 3-user minimum

Plus, all plans come with a 7-day free trial, and yearly subscriptions save you up to 4 months free.

What Users Say About Bonsai Agency Software?

Rate on G2: 4.3 out of 5

“It is a great online solution with room to improve” – L P.

Rate on Capterra: 4.6 out of 5

“This tool is critical to run my agency. I couldn’t imagine doing what I do without it. You’re able to invoice, manage projects, and so much more. The people at this company are also super personable and are trying to make this tool the best it can be! I highly recommend it for agencies, both small and large!” – Jaimz Hodge

5. Monday.com

Monday.com is known for its highly visual and customizable project boards. Its drag-and-drop interface lets you create workflows that fit your agency’s needs. 

With a centralized workspace, you can assign tasks, set priorities, and track progress in real time. And for collaboration, Monday.com integrates with Slack, Google Drive, Zoom, and other essential tools. 

Beyond organization, Monday.com provides detailed analytics and reporting. However, reporting with Monday.com can be a bit of a hassle. Like, Dilapidated_corky stated, “Pain points- reporting. Maybe I haven’t spent enough time learning to build dashboards, but data exporting for report building is terrible.”

Features of Monday.com

Monday.com turns chaos into clarity, offering a dynamic platform that simplifies project management and boosts collaboration with the features below:

• Task Management: Organize assignments in board, calendar, table, or Kanban formats to prioritize and keep progress visible.
• Workflow Automation: Remove manual busywork by setting triggers for reminders, updates, and task handoffs that run automatically in the background.
• File Sharing and Storage: Keep project files, PDFs, and visuals in one hub with scalable storage that grows alongside your agency’s workload.
• Team Collaboration: Simplify communication with built-in comments, mentions, and updates so your team stays in sync.
• Customizable Dashboards: Design dashboards that spotlight performance, team output, or KPIs to give you instant clarity on what matters most.
• Client and Lead Management: Build a central record of client details, connect projects to leads, and track follow-ups.
• Kanban Board: Visualize project progress by dragging tasks through color-coded columns that reflect each stage of your workflow.

Pros and Cons of Using Monday.com

Pros	Cons
Highly customizable workflows.	Limited financial and client management features.
Intuitive visual interface for task tracking.	Lacks white labeling or branding options.
Automation for repetitive tasks.
Suitable for diverse industries.

Monday.com Pricing

If you’re exploring Monday.com, you’ll find options for every stage.various team sizes and needs. It starts with a free plan for up to two users and paid plans beginning at $8 per user per month.

1. Free: $0 
2. Basic: $12/seat/month or $9/seat/month billed annually 
3. Standard: $14/seat/month or $12/seat/month billed annually 
4. Pro: $24/seat/month or $19/seat/month billed annually 
5. Enterprise: Custom pricing 

Every plan comes with trial AI credits, and choosing annual billing gives you up to 18% savings.

What Users Say About Monday.com?

Rating on G2: 4.6

 “Easy to use and set up.” – Cris T.

Rating on Product Hunt: 4.8

“Most of the features and flows are highly customizable, but there were some small issues we couldn’t resolve. All in all, it’s still a great product for remote teams!” – Veronika Jelen

6. Hive

Does your agency sometimes feel pulled in too many directions? Hive helps you bring projects, people, and clients into one clear workspace.

You can view projects however you, like boards, calendars, or timelines. Plus, you can track inside tasks, and assign resources based on availability. Dashboards update in real time, so you always know where budgets and deadlines stand. 

Other platforms stop at task lists. Hive goes further by pulling in email, automation, and AI support to keep everything moving. It’s a straightforward way to manage agency work without shuffling between half a dozen tools.

Features of Hive  

Hive can transform your agency workflow and make project management a breeze with the following features:

• Projects and Tasks: Start projects or tasks easily, assign teammates, and track deadlines to keep everything moving smoothly.
• Team Collaboration: Work together through chat, task comments, notes, and approvals to simplify teamwork and reduce confusion.
• Portfolio View: Get a bird’s-eye view of all ongoing projects, spotting risks and progress across your agency’s workload.
• Hive Notes: Collaborate on meeting notes, brainstorming sessions, or project documentation in real time with your team.
• Form Intakes: Build custom forms to collect client requests or feedback, which automatically create actionable tasks inside Hive.
• Time Tracking and Timesheets: Log hours directly on tasks, build timesheets, and connect billable time with invoices for accuracy.
• Resource Management: Assign teammates based on availability and capacity, ensuring balanced workloads and efficient project staffing.
• Workflows and Automations: Build custom or pre-built automations to handle repetitive actions, approvals, and cross-platform updates effortlessly.

Pros and Cons of Using Hive

Pros	Cons
Flexible and customizable task views.	May lack client-specific features.
Built-in team messaging for seamless communication.	Not ideal for white-label branding needs.
Automation for repetitive processes.	Complex for smaller teams or agencies.
Scalable for different team sizes.

Hive Pricing

Hive keeps pricing flexible so teams of any size can find the right fit.

1. Free: $0 
2. Starter: $1.50/month per user or $1/month billed annually
3. Teams: $5/month per user or $3/month billed annually 
4. Enterprise: Custom pricing 

Every plan includes free AI tools, and paying annually saves you up to 33% compared to monthly billing.

What Users Say About Hive?

Rating on G2: 4.6 

“Good but can be much better” – Aamir G.

Rating on G2: 4.2

“This is such a great addition to an already amazing product! Psyched to use it!” – Liz Eddy

Key Features to Look For in an Agency Project Management Software

The following features make the best project management tool for agencies, and you should look for these before making a decision.

1. Task Management

An effective task management system helps divide projects into smaller, manageable tasks. It allows assigning tasks to team members with clear deadlines. Features like prioritization and progress updates ensure everyone stays focused and meets deadlines on time.  

2. Team Collaboration

Strong teamwork relies on clear and efficient communication. Choose tools that offer built-in chat, file sharing, and comment threads. These features keep conversations organized and teams connected without needing to switch platforms.  

3. Scheduling

Proper scheduling simplifies resource planning and task allocation. Look for tools with calendar integration and automatic reminders. These features ensure deadlines are met and reduce last-minute stress.  

4. Reporting Capabilities

Detailed reporting tools provide insights into project progress, team performance, and financial metrics. Real-time reports help identify bottlenecks and make data-driven improvements to processes.  

5. Customizable Dashboards

Dashboards that can be customized offer quick access to essential information. Personalized dashboards ensure every team member sees the most relevant tasks, deadlines, and updates at a glance.  

6. Role and Permission Assignment

A reliable system includes the option to assign roles and set permissions. This ensures sensitive data is accessible only to those who need it, maintaining security and clarity in task ownership.  

7. User-Friendly Interface  

An intuitive interface makes the software easy for everyone to use. A simple design minimizes confusion and ensures that team members focus on their tasks without struggling with navigation.  

So, What’s The Best Agency Project Management Software?

The best agency project management software is the one that keeps projects, clients, and billing in a single, easy-to-manage space. That’s exactly what Agency Handy delivers. 

You can break down big projects into smaller tasks, set deadlines, and track progress without losing focus. The built-in File Feedback system makes client reviews effortless. And with Time Tracking, every billable hour is recorded to give you clarity and control over project costs.

On top of that, you get full white-label options to match your brand, and pricing designed for teams of any size. We built Agency Handy for agencies like yours, combining collaboration, billing, and client management in one reliable platform.

Conclusion

Finding the right agency project management software is really about keeping work clear. You need a tool that makes tasks simple to assign, helps your team stay on track, and reduces the need to bounce between different apps. 

Among today’s choices, Agency Handy brings real value. It brings orders, tasks, invoicing, CRM, and client portals in one place. With file feedback, white-label branding, and easy billing, it helps you save time while giving clients a better experience.

Frequently Asked Questions (FAQs)

What features should I look for in agency project management software?

Look for software that combines task management, client collaboration, and financial tracking to streamline operations. Customizable workflows allow agencies to customize processes, while detailed reporting and integrations help consolidate data across multiple tools.

Is agency project management software expensive?

Pricing varies widely based on team size and included features, but many platforms offer scalable plans. Some tools have budget-friendly options for small agencies. Others offer more advanced solutions with automation and analytics may come at a higher cost, offering greater long-term value.

Which project management software is most fit for creative agencies?

Agency Handy is built specifically for creative agencies, offering client portals, task automation, and project tracking in one place. Its intuitive interface and industry-specific tools make it easier for teams to collaborate, manage deadlines, and track progress efficiently.