Top 10 Best Agency Client Management Software of 2026

Accelo is an all-in-one professional services automation (PSA) platform designed specifically for agencies and service-based businesses, integrating CRM, project management, sales pipelines, time tracking, invoicing, and help desk ticketing into a single dashboard. It streamlines client onboarding, resource allocation, profitability tracking, and retainer management, enabling agencies to deliver services more efficiently. With robust automation features, Accelo helps teams scale operations without adding complexity, making it a top choice for client-centric workflows.

Plutio is an all-in-one client management platform tailored for agencies and freelancers, combining CRM, project management, proposals, invoicing, time tracking, and scheduling into a unified dashboard. It enables seamless client onboarding through customizable proposals and contracts that flow directly into projects and payments. With client portals for self-service access, it streamlines communication and collaboration while reducing reliance on multiple tools.

Teamwork is a comprehensive project management platform tailored for agencies, enabling efficient client work tracking, task assignment, and collaboration. It includes time tracking, resource scheduling, invoicing, and dedicated client portals for transparency and approvals. Ideal for managing multiple client projects, it combines PM tools with billing features to streamline agency workflows.

Scoro is an all-in-one business management platform tailored for agencies and professional services firms, integrating CRM, project management, time tracking, quoting, invoicing, and reporting. It enables teams to manage client relationships, plan and execute projects, track billable hours, and monitor profitability from a single dashboard. This unified approach helps agencies streamline operations and gain real-time insights into performance.

FunctionFox is a web-based project management and time tracking software tailored for creative agencies, ad firms, and design teams. It provides tools for project planning, resource scheduling, time tracking, estimating, invoicing, and basic client relationship management. The platform helps agencies manage workflows from initial client briefs through to billing and reporting, with a focus on visual planning boards and profitability insights.

Workamajig is a comprehensive agency management platform tailored for creative, marketing, and advertising agencies, offering an all-in-one solution for client relationship management, project planning, resource allocation, time tracking, and financial accounting. It enables agencies to track project profitability in real-time, manage client pipelines, and optimize resource utilization across teams. With deep industry-specific features, it helps streamline workflows from lead to invoice, reducing the need for multiple disparate tools.

monday.com is a highly customizable work operating system designed for teams to manage projects, tasks, and client relationships through visual boards, dashboards, and automations. For agencies, it streamlines client onboarding, project tracking, timelines, and collaboration with features like shareable client portals and integrations with tools like Google Workspace and Slack. While versatile across industries, it adapts well to agency workflows but requires setup to optimize for client management specifics.

ClickUp is a versatile all-in-one productivity platform that excels in project management, task tracking, collaboration, and resource allocation, making it adaptable for agency client management. Agencies can organize client work through customizable hierarchies like Spaces for clients, Folders for projects, and Lists for tasks, with built-in time tracking, custom fields, and automated workflows. It supports client reporting via shareable Dashboards and Docs, integrations for billing and communication, helping teams deliver projects efficiently while keeping clients updated.

Asana is a powerful work management platform designed to help agencies streamline client project tracking, task assignment, and team collaboration through customizable boards, lists, timelines, and calendars. It excels in organizing complex workflows, setting dependencies, and providing real-time visibility into project progress for multiple clients. While not a dedicated CRM, it supports agency client management via custom fields, portfolios for overseeing client portfolios, and integrations with tools like Slack, Google Workspace, and Zapier.

Wrike is a comprehensive work management platform that excels in project planning, task tracking, and team collaboration, making it suitable for agencies handling multiple client projects. It provides agency-specific features like client workspaces, proofing tools, dynamic request forms, and resource management to streamline client onboarding, delivery, and feedback loops. With robust integrations and customizable dashboards, it centralizes client communications and project visibility for efficient agency operations.