Running an agency comes with many challenges. Keeping projects on track, meeting deadlines, and ensuring smooth collaboration can be tough. Without the right agency management software, tasks get missed, miscommunication happens, and efficiency drops.
The right tool will give you complete control of your agency. It lets you organize workflows, assign tasks, track progress, and keep your team and clients aligned. When everything runs smoothly, projects move forward without delays, and client satisfaction improves.
In this guide, you’ll explore the best agency project management software options. We’ll cover key features and how the right tool can transform the way your agency works.
Quick List of Top Agency Project Management Software:
- Agency Handy: Outstanding service and client management, task prioritization, and ticketing support, perfect for any agency.
- 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.
Must-Have Features in 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.
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 | Kanban-Style Order Tracking | Custom Client Onboarding | Multi Package Service List |
| Agency Handy | ✔️ | ✔️ | ✔️ | ✔️ |
| ClickUp | ✔️ | ✔️ | ✔️ | ❌ |
| Asana | ✔️ | ✔️ | ✔️ | ❌ |
| Bonsai | ✔️ | ❌ | ❌ | ❌ |
| Monday.com | ✔️ | ✔️ | ✔️ | ❌ |
| Hive | ✔️ | ✔️ | ❌ | ❌ |
6 Best Agency Project Management Software You Must Try
After hours of research, we’ve carefully selected these 6 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
Agency Handy can be your last stop if you’re struggling with clients, projects, tasks, and team management. It brings everything, keeping projects organized without the hassle of switching between multiple tools.
With an intuitive task board, assigning work, setting due dates, and tracking progress is effortless. Workflows stay clear, ensuring projects move forward without delays.
Team coordination is seamless. Assign roles, balance workloads, and keep everyone on the same page. This makes accountability easier and productivity higher.
Collaboration with clients is very easy. File sharing with built-in feedback tools lets teams and clients review, comment, and approve files—all in one place. Every change is tracked for full transparency.
Managing client relationships is just as easy. A built-in CRM keeps track of leads, conversations, and project details, so nothing slips through the cracks.
For payments, custom invoices with automated reminders ensure smooth transactions. Clients can settle bills through multiple payment options, reducing delays.
Additionally, customer support stays structured with a ticketing system that organizes requests and keeps responses timely.
With everything in one place, Agency Handy makes project management effortless—helping agencies work smarter, stay organized, and impress clients every step of the way.
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:
Flexible Service Listings
Showcase services with up to three pricing levels, allowing full control over what clients see. Add details like trial options and common questions for clarity. Offering discounts? Create and manage promotional codes to attract more interest.
Easily share service listings through direct links or embed them into your website. The self-checkout process makes purchasing quick and hassle-free.
Custom Forms for Easy Onboarding
Gather key project details upfront with customizable forms. Include text fields, checklists, and file uploads to ensure nothing gets overlooked. Forms can appear before or after purchase, helping you upsell add-ons at checkout.
Lead Management
With lead tracking, you can monitor every stage of the sales cycle, from the first inquiry to conversion. A Kanban-style lead management board provides a clear visual representation of prospects at various stages, making it easier to focus on high-priority leads.
You can store contact info, address, last contacted date, and other relevant information. Moreover, individual agents can be assigned to handle each lead.
Client Management Made Simple
Store contact details, purchase history, tickets, and invoices in a centralized client profile. White-label client portals help maintain strong relationships and smooth communication.
Seamless Order & Task Organization
Orders automatically generate tasks based on selected services. Assign work, set priorities, and track progress to keep everything on schedule. A visual workflow board helps your team stay on top of deadlines.
Built-in time tracking makes it easy to log work hours, ensuring accurate billing and better workload management.
Smooth Collaboration with Clients
Define clear roles within your team to ensure responsibilities are well managed. Share updates, collect feedback, and streamline communication to reduce unnecessary back-and-forth.
File feedback and version control allow clients and team members to review, comment, and approve documents directly. Every update is logged, ensuring transparency and preventing confusion over revisions.
Hassle-Free Billing & Payments
You can automatically generate invoices and bill your clients seamlessly for recurring services with Agency Handy. Accept payments through various platforms, including Stripe, PayPal, and Wise. Custom billing options allow one-time or recurring charges, while automated reminders help keep payments on track.
Ticket Management System
The Ticket Management System organizes and tracks support tickets efficiently. It displays details such as Ticket ID, Client, Priority, and Status.
Users can create new tickets or export ticket lists for reporting. Centralized ticket information helps resolve issues promptly and ensures client satisfaction.
Agency Performance Dashboard
The Agency Performance Dashboard provides a clear overview of essential metrics such as revenue, client count, and orders. Its interface highlights recent tickets and orders, including details like order IDs, client names, and statuses.
This centralized tool helps agencies track performance, manage tasks, and respond to client needs effectively.
Personalized Workspace
The Customization Settings feature allows agencies to personalize their workspace with a logo, favicon, name, address, and timezone. This creates a consistent and professional brand image
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 3 tier pricing plans with both monthly and annual billing:
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.
Challenges in Project Management and How Agency Handy Makes It Easy
Handling multiple projects, meeting deadlines, and keeping clients satisfied can feel like a constant balancing act. Here’s how Agency Handy helps you:
| Challenges Agencies Face | How Agency Handy Makes It Easy |
| Managing Multiple Projects | Centralized dashboard and agency project management tools manage multiple projects. |
| Performance Tracking | Advanced reporting and analytics provide valuable insights for continuous improvement. |
| Client Satisfaction | Client management features, including customizable intake forms and client portals, building client relations. |
| Financial Mismanagement | Automated invoicing and financial tracking features simplify budget management and billing. |
| Missed Deadlines | Kanban-style order tracking and deadline management features keep projects on schedule. |
| Scope Creep | Customizable workflows and project tracking tools help define and stick to project scopes. |
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”, making it easy to track progress and collaborate with your team.
Managing projects is simple, too. 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. Its intuitive design and onboarding materials make setup quick and easy.
However, while ClickUp covers many project management needs, it may not fully meet the specific requirements of agencies. One key feature it lacks is customizable intake forms for client onboarding. Agency Handy offers this, making it easier for agencies to manage client requests smoothly.
Even with this limitation, ClickUp is still a strong choice for teams looking for a feature-rich and flexible platform to handle projects efficiently.
Features of ClickUp
ClickUp brings tasks, timelines, and collaboration together in one powerful workspace, making project management effortless with these features:
Customizable Dashboards
ClickUp allows teams to create personalized dashboards fitted to your needs. These dashboards consolidate critical data, helping teams monitor progress and prioritize tasks effectively, which is essential for retaining customers through consistent service delivery.
Goal Tracking
With ClickUp, setting and tracking goals becomes seamless. The platform provides visual progress updates, ensuring teams stay aligned with customer retention objectives and can adjust strategies in real time.
Time Tracking
Efficient time management is key to customer satisfaction. ClickUp’s time tracking feature helps teams allocate resources wisely, ensuring timely responses and project completions that keep customers happy.
Templates and Recurring Tasks
Save time by using pre-built templates or creating your own for repetitive projects. Automate recurring tasks to eliminate redundant setup and improve efficiency.
Collaboration Tools
The platform offers robust collaboration features like comments, mentions, and shared docs. These tools foster teamwork, enabling quick resolutions to customer issues and improving overall retention.
Task Prioritization
Teams can prioritize tasks based on urgency and importance using ClickUp’s prioritization features. This ensures that customer-related tasks are handled promptly, enhancing their experience.
Integrations
ClickUp integrates with popular tools like Slack, Google Workspace, and CRM systems. This connectivity ensures seamless data flow, helping teams provide consistent and informed customer support.
Reporting and Analytics
ClickUp provides detailed reports and analytics to measure team performance. By identifying areas for improvement, businesses can refine their strategies to better retain customers.
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:
ClickUp provides a free plan and paid options, including Unlimited at $7 per user/month and Business at $12 per user/month.
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
Asana’s user-friendly design and powerful task management tools make it a top choice for agency project management.
Teams can customize their workflows with various project views, such as lists, boards, or timelines, to suit their specific needs. Features like task dependencies and automated rules help streamline processes, ensuring projects are completed on time and clients remain satisfied.
Additionally, Asana offers custom fields, allowing teams to track specific information relevant to their projects. It integrates seamlessly with over 200 tools, enhancing collaboration and efficiency.
In terms of automation, ClickUp provides user-friendly automation even in its free plan, allowing teams to automate repetitive tasks without additional costs. On the other hand, Asana’s automation features are available only in its Premium plan, requiring an upgrade for access.
Overall, Asana is a powerful agency project management system with a suite of customizable tools and seamless integrations.
Features of Asana
Asana simplifies project management with features like customizable views, and task dependencies. Here are its top features:
Task Management
Asana provides an intuitive task management system that allows you to create, assign, and prioritize tasks. With deadlines and dependencies, teams can track progress and ensure timely project completion.
Project Views
Choose from multiple project views, such as List, Board, Timeline, and Calendar, to organize work. This flexibility allows teams to plan and visualize their projects in the format that works best for them.
Workflow Automation
Automate repetitive tasks and streamline processes using Asana’s rule-based automation. This feature reduces manual effort, helping teams stay focused on high-value work.
Goals and Milestones
Set clear objectives and milestones to keep teams aligned and motivated. Asana allows you to link tasks to broader goals, ensuring progress is measurable and actionable.
Team Collaboration
Asana enables teams to collaborate effectively with task comments, file sharing, and real-time updates. Keep everyone aligned with project discussions centralized within the platform.
Custom Fields
Personalize task tracking with custom fields to capture key project data. Teams can categorize, sort, and filter tasks based on specific criteria customized to their client management workflow.
Portfolio Management
Track multiple projects simultaneously with Portfolios to gain a high-level overview of progress and priorities. This feature is perfect for managers overseeing large-scale initiatives.
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 four pricing tiers: Personal (free for up to 10 users), Starter ($10.99 per user/month billed annually), Advanced ($24.99 per user/month billed annually), and 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
Bonsai’s all-in-one platform seamlessly integrates project management with client and financial management, making it an excellent choice for agencies.
With features like customizable task lists, time tracking, and invoicing, teams can efficiently manage projects while maintaining clear communication with clients.
Bonsai’s contract management tools allow for easy creation and e-signing of agreements, ensuring professionalism and trust.
Additionally, the platform offers proposal templates and expense tracking, enabling agencies to present polished proposals and keep a close eye on project budgets.
Compared to Asana, Bonsai excels in client-facing functionalities. While Asana focuses heavily on task management, Bonsai combines project management with financial tools, offering a unified solution for agencies.
For example, Bonsai’s invoicing feature is built directly into the platform, whereas Asana requires third-party integrations for similar capabilities.
With its blend of client interactions and financial features, Bonsai proves to be a strong agency management software and not just project management.
Features of Bonsai
Bonsai packs a punch for project management, blending task organization, client collaboration, and financial tools into one sleek platform.
Task Management
Bonsai’s task management system helps agencies organize projects efficiently. Tasks can be assigned, tracked, and prioritized, ensuring teams stay on top of deadlines and deliverables without missing a beat.
Project Templates
The platform provides reusable project templates for common workflows. These templates save time on setup and ensure consistency across similar projects, improving overall efficiency.
Time Tracking
The built-in time tracking tool allows teams to log hours directly within the platform. This feature ensures that all time spent on client projects is accounted for, facilitating transparent client communications.
Client Proposals & Contracts
The platform offers legally vetted templates, ensuring compliance and e-signature support. It automates client onboarding with follow-ups to save manual back and forth. Agencies can easily draft, send, and sign contracts directly within Bonsai.
CRM
A built-in Client Relationship Management system allows agencies to store and organize client information, communication history, and project details in one centralized location. This ensures easy access and fosters better client relationships.
Invoicing and Payments
With Bonsai, generating and sending invoices is hassle-free. The system supports multiple payment methods and currencies, and it automatically tracks unpaid invoices, reducing administrative overhead.
Expense Tracking
Bonsai’s expense tracking feature enables teams to log and categorize project-related expenses efficiently. This aids in budget management and provides transparency in financial reporting.
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 offers four pricing tiers to accommodate various professional needs. Here’s the annual pricing for their plans:
- Basic at $9 per user/month
- Essentials at $19 per user/month
- Premium at $29 per user/month
- Elite at $49 per user/month
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.
Whether you’re managing multiple projects or optimizing daily tasks, you can easily adjust processes to match your work style. Everything stays structured, making project management more efficient.
With a centralized workspace, you can assign tasks, set priorities, and track progress in real time. This ensures everyone is on the same page and projects move forward without confusion.
And for collaboration, Monday.com integrates with Slack, Google Drive, Zoom, and other essential tools. Your team can communicate, share files, and hold meetings—all in one place.
Beyond organization, Monday.com provides detailed analytics and reporting. You can track team performance, measure efficiency, and make data-driven decisions to improve workflow.
However, Monday.com does not offer built-in financial tracking or contract management. If your agency needs invoicing, proposals, and automated reminders, Agency Handy is a better choice. It provides stronger client-focused financial tools for agencies handling contracts and payments alongside project management.
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:
Customizable Dashboards
With Monday.com’s customizable dashboards, teams gain a centralized view of project metrics, enabling real-time monitoring of progress, deadlines, and budgets.
Gantt Charts
The platform’s Gantt chart functionality provides a visual representation of project timelines, dependencies, and milestones. Teams can adjust schedules effortlessly, ensuring projects stay on track and are delivered punctually.
Workload Management
Monday.com’s workload management feature offers a clear overview of team members’ tasks and capacities. This insight allows for balanced task distribution, preventing burnout and promoting efficient project execution.
Automation
By utilizing customizable automation recipes, Monday.com reduces manual effort. Teams can automate routine tasks like status updates and deadline reminders, minimizing errors and enhancing productivity.
Integrations
Seamless integration with tools such as Slack, Google Drive, and Adobe Creative Cloud ensures that agencies can maintain cohesive workflows across various platforms. This connectivity makes collaboration and streamlines operations easy.
Time Tracking
Built-in time tracking allows teams to log hours directly within the platform. This feature supports accurate billing and offers insights into time allocation across projects.
File Sharing and Collaboration
Facilitating effective collaboration, Monday.com enables team members to share files, comment on tasks, and receive real-time updates. This ensures all stakeholders remain informed and have access to necessary information promptly.
Forms
The forms feature streamlines information collection from clients and stakeholders. Submitted forms are automatically converted into tasks or projects, ensuring efficient intake processes and that no detail is overlooked.
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
Monday.com offers a range of pricing plans to accommodate 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.
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
Hive is a powerhouse for agency project management with its intuitive interface, robust collaboration tools, and flexible workflows.
With Action Cards, teams can break down projects into detailed tasks, assign responsibilities, and set deadlines, ensuring clarity and accountability.
Additionally, its flexible workflows allow users to switch between Kanban boards, Gantt charts, and calendar views, accommodating various project management styles.
One standout feature is Notes, which combines meeting agendas, notes, and action items in one place, ensuring nothing falls through the cracks.
The platform also offers native chat, email integration, and file sharing. By centralizing tasks, messages, and files, Hive makes your necessary information accessible.
Moreover, seamless integrations with tools like Zoom, Slack, and Dropbox further improve its utility. Real-time reporting and analytics provide insights into team performance and project progress, facilitating informed decision-making.
Compared to Monday.com, Hive’s project views are more customizable. Monday.com offers structured views like Kanban and Gantt.
Hive adds a unique “Summary View” that consolidates project progress, deadlines, and team workloads in one glance. It makes tracking and managing complex projects easier.
Features of Hive
Hive can transform your agency workflow and make project management a breeze with the following features:
Flexible Project Views
Hive offers Gantt, Kanban, Table, and Calendar views, letting you track tasks and timelines in a way that works best for your agency. Whether you need a structured timeline or a visual board, Hive adapts to your needs.
Time Tracking
Hive’s built-in time tracking ensures accurate client billing and performance analysis. It also integrates with invoicing, making it easy to charge clients based on actual time spent on their projects.
Proofing and Approvals
You can annotate documents, images, and videos directly in the platform. Set up multi-stage approvals, so all creative assets meet client expectations before final delivery. No more back-and-forth emails—just a smoother review process.
Forms for Request Intake
Collect client requests easily. Hive’s customizable forms let you capture feedback, project details, and task requests. Submitted forms automatically create tasks or projects, ensuring nothing gets lost or overlooked.
Resourcing and Team Management
Hive’s resourcing tools help you distribute work based on availability and skills. This prevents overloading team members while ensuring projects move forward smoothly.
Automation
Save time by automating repetitive tasks. Hive automates status updates, task assignments, and reminders, reducing manual effort. This helps your team focus on more important work and minimizes errors.
In-App Messaging and Email Integration
With built-in messaging and email integration, you can discuss tasks in real time and even convert emails into actionable tasks. This keeps conversations organized and ensures no detail is missed.
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. | Can be complex for smaller teams or agencies. |
| Scalable for different team sizes. |
Hive Pricing:
Hive’s pricing includes a Free plan, Starter at $1/user/month, Teams at $3/user/month (most popular), and Enterprise (custom pricing).
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
So, What’s The Best Agency Project Management Software?
Agency Handy is the best choice for agencies thanks to its all-in-one approach, which seamlessly combines project management and client collaboration.
With customizable workflows, built-in invoicing, and real-time reporting, it helps you manage tasks, track progress, and streamline communication effortlessly.
If you need more flexibility, Hive is another great option. It provides multiple project views, automation tools, and time tracking, making it easy to adapt to different workflows.
For highly visual task management, Monday.com is an excellent choice. Its drag-and-drop interface and seamless team collaboration tools help agencies organize work efficiently.
Each of these platforms brings unique strengths. The right choice depends on how your team works and what features matter most to your agency.
Conclusion
Choosing the right agency project management software can make a big difference in how your agency operates. A good tool doesn’t just organize tasks—it improves teamwork, keeps everyone on the same page, and helps you deliver a better experience for your clients.
Before deciding, think about your budget, team workflow, and security needs. Look for features like real-time progress tracking, role-based access controls, and client collaboration tools.
With the right system in place, your agency can function seamlessly.
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.
