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The Most Effective Project Management Tools for Agencies: Includes Buying Guide & Reviews
Controlling the flow of work is a need for every firm that wants to be successful. It requires extensive planning, coordination, and allocation of responsibilities. When it comes to managing a project effectively, time management and open communication between members are critical.
The use of agency management software enables teams to plan and manage projects, schedule resources, monitor activities, and execute projects on time and under budget. In order to keep projects on track and fulfill deadlines, it’s important to have the correct tools in place. This allows organisastions to operate more effectively and co-operatively, whether it be in a remote or on-site setting.
Looking for specific features? Explore our comparison tooling.
At a glance:
- Smart Sheet: Best overall Project Management software
- Monday Project Management: Most user-friendly
- Wrike: Best invoicing
- ClickUp: Most comprehensive
- Teamwork: Most affordable
Best Overall
✅ Endlessly customizable and quite powerful
✅ Supports automations, input from web forms, proofing and approvals.
User-friendly
✅ Planning and setting objectives with the team.
✅ Flexible and customizable in terms of setting up a workflow.
Best invoicing
✅ Can manage both projects and ongoing work.
✅ New intelligent features flag projects at risk of slipping.
Comprehensive
✅ Keep an overview.
✅ Extensive customization of virtual workplace.
Affordable
✅ Great customization options.
✅ Billing and invoicing included.
✅ Free account available.
How to choose the best project management software for agencies?
The management of resources and finances is a key component of every project. Because you have a plan in place to achieve your company’s strategic goals, everyone will be on the same page. You may also prevent disappointment by having realistic expectations about what hurdles you can anticipate within the project. If the necessary information and management skills are in place, projects may be completed on time and within budget.
Many factors must be considered when picking which project management software to use in the development of your product. In order to get started, you’ll first need to know what the software’s needs are and how you’ll accomplish them. Your project’s success will be influenced by the needs and ambitions of your target audience. Take into account the limits of your project and the software you want to utilise. Additionally, there are a few basic considerations to keep in mind while selecting any management software
- Price: When it comes to pricing, you’ll want to figure out whether the software is within your allocated spending limit. It’s vital to consider both the cost of the tool and the amount of time you’ll save when planning a project, as time is a major factor in project success. In addition, you may compare the feature set of the tool with that of comparable ones to determine how much it offers for the money you’re spending on it. Consider how much time a decent programme may save your agency each month, and how much money this saves you as a result.
- Sharing and Collaboration: When it comes to project management, one of the most important objectives is to make the exchange of information easy, transparent, and routine. How you choose to accomplish your milestones and with whom you wish to share this information will have a significant impact on the tools you choose. If you’re working on a project that requires a lot of communication, you may want to look at the level of sharing and collaboration that a product offers.
- Integrations: In order to improve output and data integrity, all systems must be integrated. To further lessen the impact of changes on these systems, it aims to reduce the complexity associated with higher inter-system interaction. As a project manager, this is important to keep in mind.
- Ease of Use: It is a user’s goal while using project management software to boost productivity. Software development projects need project management solutions that are simple to use or at the very least quick to learn. It is possible to speed up the procedure and minimise the amount of time spent on each individual action by using basic software. An excellent user experience is critical to whether or not you continue to use a product.
- User Count: The project’s budget and ultimate output will be affected by the number of users in the same manner as pricing. A project management platform should take into account both the current and future scope of a project. Paying per worker may be necessary for large projects or quick expansion of your firm.
- Time: The capacity of project management software to save time is a significant selling point for the programme. Time is money in the long run, even if you have to pay for a piece of software.
Best Project Management Software for Agencies
- Smart Sheet: Best overall Project Management software
- Monday Project Management: Most user-friendly
- Wrike: Best invoicing
- ClickUp: Most comprehensive
- Teamwork: Most affordable
Smart Sheet Review: Best overall Project Management software
Smartsheet has all of the features and tools you’ll need to create a project management system. If you appreciate spreadsheets, you’ll find it enjoyable.
It is straightforward for agencies and businesses of all sizes to build reports and dashboards from many sheets because of the versatility of the software. With simple “to-do” list-style reporting, it is simple for each user to see the actions and customers that are relevant to them at any given time.
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Because the spreadsheet includes features such as attachments, proofs, reminders, and chat options on each row, team members are able to communicate effectively. Smartsheet is an excellent tool for organising and managing a large amount of particular information.
Many of Smartsheet’s features are oriented at everyday tasks such as project management and tracking progress on existing projects. Using this method, businesses may develop swiftly. Using a user-friendly interface and flexibility, tasks and chores may be completed more rapidly. When you use Smartsheet, you may show measurements and other important data in an appealing visual format.
Monday Project Management Review: Most user-friendly
Monday.com’s user-friendly layout and convenience make it a fantastic tool for evaluating content, providing comments, and exchanging ideas with others working on your project. Using Monday.com, you will get email alerts and be able to contact with various authorities and agencies. It helps you focus your work by showing you the upcoming deadlines.
Monday.com is a great option if you’re seeking for a solution that works for everyone. It has project management, accounting, and administrative task tracking features in addition to CRM.
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Using this project management software, you’ll have access to anything from individual workspaces to whole teams and boards. Columns may be used to store a broad variety of data. Existing techniques may be used to add new fields, keep track of ongoing initiatives, and become involved in them.
Templates provided by Monday.com make it possible to build processes without having to start from zero. Free project portfolio and team management templates are available. Monday.com’s templates may be modified to fit any project, large or little.
Wrike Review: Best invoicing
With a heavy emphasis on marketing, advertising and professional services teams, Wrike is one of the most popular project management applications out there. Powerful and versatile, it may be used by organisations of all sizes in almost any industry.
Wrike delivers real-time updates, dashboard sharing, and document uploads and downloads. In terms of project management and reporting, Wrike is one of the best that there is. Dashboards and budgeting tools may be tailored to meet your specific requirements, making them easy to use.
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Work on a wide range of projects with others and generate fresh ideas by using Wrike. Wrike’s project management software has evolved into a powerful tool for anything from corporate strategy to individual product development. Interdepartmental cooperation has risen as a result of an increase in internal communication and file sharing.
Wrike’s adaptability and capacity to promote cooperation with several parties are two of the reasons organisations adopt it. It’s possible to use Wrike to manage a team, in addition to developing products and managing projects. Communication and file sharing have made it simpler for individuals to work together. Businesses may now more easily plan and budget because of Wrike.
ClickUp Review: Most comprehensive
A cloud-based collaboration tool, ClickUp covers additional company functions like marketing, sales, and more that can be monitored in real time via dashboards. In the construction and building sectors, ClickUp is a fantastic tool for streamlining operations.
ClickUp can assist with compliance, finance, accounting, job delegating, and project management. Making a to-do list and a reminder list may help you keep track of key information, such as impending goals and budget allocations.
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In order to meet their project management objectives, customers may utilize ClickUp to keep track of all elements of their online company. Also supported are pop-up alerts and email follow-ups. In terms of accessibility, it’s one of the best choices. Every aspect of your business, including bookkeeping, website development, marketing, and assets, can be handled in one location.
Teamwork Review: Most affordable
The Teamwork Project Platform is an excellent tool for managing everyday tasks and projects. It’s an effective project management tool. As a result of its user-friendly design, it makes it possible for teams to communicate from any location. Everyone has access to the most current status of each project in the folder.
Organizations may use teamwork as a flexible platform to satisfy their consumers’ requests. You may work together as a group to make important decisions that will help you achieve your year’s objectives. It’s easy to use because to the user-friendly UI. Apart from that, it gives a simple overview without requiring complicated project settings.
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Furthermore, assignments and subtasks may be assigned to any member of the group. Report extraction is accurate and valuable to every management in monitoring outcomes and performance data, and integration is easy to use and administrate.
Teamwork has a wide range of price options, from free to $18 a month. For the vast majority of its clients, it’s a win-win scenario.
Zoho Review – Honourable Mention
Zoho’s outstanding database makes it possible to organise and monitor all aspects of a project exactly. As compared to its rivals, it’s one of the most cost-effective. Among the many useful connections are those for QuickBooks and Google apps. You may easily integrate the product into any setting with the help of the built-in project module.
Due to the excellent database, it’s simple to keep track of everything in a Zoho project. It is one of the most cost-effective solutions when compared to other possibilities. Using an integrated project module, you can swiftly integrate the product into any environment.
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Zoho is a wonderful option if you’re seeking for a wide range of high-quality connections. If you don’t want to centralise all of your procedures in this project management programme, reliable connections are essential. Charting choices are many, as well as the ability to automate a number of tasks.
You get a lot for your money, and if you’re looking for an app that’s simple to use, go no further than this one. Tracking how long it has been since your previous visit may also be done with this app
Summary – The best project management software for agencies
Using project management software may be a great benefit to organisations since it enables them to manage all of their various projects, promotions, personnel, and tasks from one spot. To keep their teams and organisations moving forward, managers and supervisors need project management software.
Smartsheet users have complete control over the look and feel of their workplaces. Smartsheet’s forms make it easy to capture data quickly. The cherry on top? It’s extremely useful and adaptable; it’s easy to share and modify. Due to the ease of printing several sheets and reports at once, working in a group is now much less stressful.
It is possible to find an alternative if this doesn’t fit your needs:
A company’s HR, finance, marketing, production, and construction departments may all utilise Monday.com. There are dashboards and boards you may customise to keep track of your achievements. Simple boards and other time-consuming approaches are unnecessary when utilising Monday.com to distribute critical information among employees.
As a result of the various complex capabilities that can be accessible and used by its users, Wrike is a superb choice for Project Management. As a project management tool, it’s comprehensive and always up to date, making it ideal.
Work may be easily organised and scheduled with the help of this project management software. It considerably facilitates collaboration and the exchange of information among members of a team. This programme allows a large number of employees to keep track of their work at all times. Apart from Wiki creation, this programme includes additional valuable integration capabilities not present in any other Wiki-related product at this time.
Contractors and those in charge of monitoring might both find Teamwork helpful. Create a single calendar that everyone can see and use to keep track of how much time is spent on each task. Another benefit of using this software is that it makes it simple for others to distribute duties and tasks among the members of the team. The management solutions offered by this business provide a single user interface to monitor a wide range of tasks.
Using all of Zoho’s features, including its accounting software and chat plugins, you can get a comprehensive picture of your company’s activities from a single dashboard. Signing up for Zoho One gives you access to all of Zoho’s apps via a single dashboard.
Keep all of your project-related information in one place, and you’ll save a lot of time in the long run. Older methods of project management will seem slow in comparison. Project management software will make your life a lot simpler.
Because most of these programmes provide free trials, you may thoroughly evaluate them before making a final decision on which one to purchase to ensure that your projects are completed an exceptional degree.
Project management software for agencies FAQs
Why is project management software important?
Project management software is very helpful to track all of the steps of the projects that you are managing. You will be able to see all of the stages and steps of your project as well as the tasks that have to be completed within each stage when you use this kind of software. This is an important product for project management because everyone working on the project will be able to see everything they need to know about it at a glance. Being able to create shared timelines, calendars and tasks can be very helpful for any kind of project.
What are the uses of project management software?
This kind of software tool is made to help businesses and groups track tasks, timelines, calendar activities, and more in one location. Project management tools help large groups to collaborate more effectively and to maintain communication during all of the stages of the tasks that need to be done for a job. These kinds of tools can also help with invoicing and billing and they can help with communication with vendors and freelancers.
What are the types of software management for projects?
Most project management software tools are designed to track deadlines and work that a group is sharing. This can mean that freelancers, vendors, and other external workers can use the tool as well as internal team members. The other kind of software tool for this need is one that allows for invoicing along with project timeline management and team collaboration. Most of these tools will be made to offer all of the same features but invoicing and time management tools are typically only included in some of these softwares.
What are the main characteristics of software for project management?
These softwares are made to offer timeline management tools, task creation, and management tools, project widgets that allow for document links and uploads to be shared, and they offer shared calendars. The best of these tools will also allow invoicing and billing management. You will be able to track every kind of action that is needed for your project to be a success.
What are the types of activities in project management?
Project management requires sharing information with other team members and as a project manager, you must be sure that every aspect of your project is completed correctly and on time. Project management also requires invoicing and billing and work with freelancers and external workers of all kinds. The right project management software will make it possible to track all of these activities with ease in one location. Being able to share all the relevant information and timelines for a project in one location is critical to its success.
What are the Key Features of Project Management Software?
Project management software offers all the tools and features that are needed to manage a project with ease. You will get access to shared calendars, timelines that help track deadlines, sharing locations that allow for link sharing, access sharing, and document downloads. You will also get chat and discussion functionality that allows for everyone to talk about who needs to do what within each task. Task creation and management is also a part of these tools and with some of these softwares you can even track invoicing and billing.
