Quick Overview
- 1#1: Teamwork - Comprehensive agency management platform with projects, time tracking, resource planning, and client portals.
- 2#2: Wrike - Powerful work management tool for creative and marketing agencies with custom workflows, proofs, and reporting.
- 3#3: monday.com - Customizable work OS for building agency workflows, automations, client dashboards, and team collaboration.
- 4#4: ClickUp - All-in-one productivity platform for managing agency tasks, docs, goals, and complex project hierarchies.
- 5#5: Asana - Flexible work management software for agency teams to plan, track, and collaborate on campaigns and projects.
- 6#6: Workbook - ERP solution tailored for creative agencies handling CRM, projects, accounting, and resource management.
- 7#7: Accelo - End-to-end professional services automation for agencies with sales, projects, retainers, and ticketing.
- 8#8: Scoro - All-in-one business management platform for agencies integrating projects, CRM, billing, and forecasting.
- 9#9: FunctionFox - Project planning and time tracking software designed for creative agencies and design teams.
- 10#10: Plutio - Unified workspace for small agencies managing proposals, projects, invoicing, and client communications.
Tools were chosen based on depth of agency-specific features, user experience, reliability, and value, ensuring they cater to diverse needs like project management, client collaboration, and financial tracking.
Comparison Table
Agency workflow software is essential for organizing tasks, fostering teamwork, and improving efficiency—explore a breakdown of leading tools like Teamwork, Wrike, monday.com, ClickUp, and more. This comparison table outlines key features, pricing models, and use cases to guide your selection, helping you find the software that best fits your team’s workflow and goals.
| # | Tool | Category | Overall | Features | Ease of Use | Value |
|---|---|---|---|---|---|---|
| 1 | Teamwork Comprehensive agency management platform with projects, time tracking, resource planning, and client portals. | specialized | 9.5/10 | 9.7/10 | 9.2/10 | 9.0/10 |
| 2 | Wrike Powerful work management tool for creative and marketing agencies with custom workflows, proofs, and reporting. | specialized | 9.2/10 | 9.5/10 | 8.1/10 | 8.7/10 |
| 3 | monday.com Customizable work OS for building agency workflows, automations, client dashboards, and team collaboration. | enterprise | 8.7/10 | 9.2/10 | 8.5/10 | 8.0/10 |
| 4 | ClickUp All-in-one productivity platform for managing agency tasks, docs, goals, and complex project hierarchies. | enterprise | 8.5/10 | 9.2/10 | 7.4/10 | 8.1/10 |
| 5 | Asana Flexible work management software for agency teams to plan, track, and collaborate on campaigns and projects. | enterprise | 8.3/10 | 8.7/10 | 8.9/10 | 7.6/10 |
| 6 | Workbook ERP solution tailored for creative agencies handling CRM, projects, accounting, and resource management. | specialized | 8.2/10 | 8.7/10 | 7.6/10 | 7.9/10 |
| 7 | Accelo End-to-end professional services automation for agencies with sales, projects, retainers, and ticketing. | specialized | 8.2/10 | 8.7/10 | 7.9/10 | 8.0/10 |
| 8 | Scoro All-in-one business management platform for agencies integrating projects, CRM, billing, and forecasting. | enterprise | 8.4/10 | 9.2/10 | 7.6/10 | 8.0/10 |
| 9 | FunctionFox Project planning and time tracking software designed for creative agencies and design teams. | specialized | 8.1/10 | 8.5/10 | 7.6/10 | 7.9/10 |
| 10 | Plutio Unified workspace for small agencies managing proposals, projects, invoicing, and client communications. | specialized | 8.2/10 | 8.7/10 | 7.9/10 | 8.4/10 |
Comprehensive agency management platform with projects, time tracking, resource planning, and client portals.
Powerful work management tool for creative and marketing agencies with custom workflows, proofs, and reporting.
Customizable work OS for building agency workflows, automations, client dashboards, and team collaboration.
All-in-one productivity platform for managing agency tasks, docs, goals, and complex project hierarchies.
Flexible work management software for agency teams to plan, track, and collaborate on campaigns and projects.
ERP solution tailored for creative agencies handling CRM, projects, accounting, and resource management.
End-to-end professional services automation for agencies with sales, projects, retainers, and ticketing.
All-in-one business management platform for agencies integrating projects, CRM, billing, and forecasting.
Project planning and time tracking software designed for creative agencies and design teams.
Unified workspace for small agencies managing proposals, projects, invoicing, and client communications.
Teamwork
specializedComprehensive agency management platform with projects, time tracking, resource planning, and client portals.
Integrated retainer billing and profitability tracking directly from timesheets and tasks
Teamwork is a robust project management platform designed specifically for agencies, offering end-to-end workflow tools to manage client projects, tasks, and resources efficiently. It excels in time tracking, invoicing, client portals, and customizable templates that streamline agency operations from onboarding to delivery. With features like risk registers, resource scheduling, and detailed reporting, it helps teams collaborate seamlessly while maintaining profitability.
Pros
- Comprehensive agency-specific tools like retainer management and client-proofing
- Excellent time tracking and automated invoicing integration
- Highly customizable templates and robust reporting for project insights
Cons
- Advanced features have a moderate learning curve
- Pricing scales up quickly for larger teams
- Mobile app lacks some desktop functionalities
Best For
Creative and digital agencies handling multiple client projects that require precise time tracking, billing, and client collaboration.
Pricing
Free plan for up to 5 users; paid plans start at $5.99/user/month (Starter), $9.99 (Deliver), $19.99 (Grow), billed annually.
Wrike
specializedPowerful work management tool for creative and marketing agencies with custom workflows, proofs, and reporting.
Blueprints for creating reusable, standardized workflows that scale across projects and teams
Wrike is a powerful work management platform tailored for agency workflows, enabling teams to plan, track, and deliver client projects with customizable dashboards, Gantt charts, and automated workflows. It excels in collaborative features like real-time editing, proofing tools, and resource management, making it ideal for creative, marketing, and professional services agencies. The platform supports request intake forms, time tracking, and advanced reporting to streamline operations from ideation to billing.
Pros
- Highly customizable workflows and blueprints for repeatable processes
- Robust integrations with tools like Adobe Creative Cloud, Slack, and Google Workspace
- Advanced proofing, approval, and reporting capabilities for client-facing work
Cons
- Steep learning curve for new users due to extensive customization options
- Higher pricing for premium features required by larger agencies
- Interface can feel cluttered with too many options enabled
Best For
Mid-to-large agencies handling complex client projects that require scalable workflows, approvals, and cross-team collaboration.
Pricing
Free plan available; paid tiers start at $10/user/month (Team), $25/user/month (Business), up to Enterprise (custom pricing), billed annually.
monday.com
enterpriseCustomizable work OS for building agency workflows, automations, client dashboards, and team collaboration.
Drag-and-drop customizable boards that adapt to any agency workflow like client pipelines or campaign trackers
monday.com is a highly customizable work operating system designed for teams to manage projects, tasks, and workflows through visual boards, dashboards, and automations. For agencies, it excels in client onboarding, project tracking, resource allocation, and collaborative approvals with real-time updates and integrations. Its no-code platform allows building tailored workflows for creative, marketing, or service-based agencies handling multiple clients.
Pros
- Extremely flexible customizable boards and templates for agency-specific workflows
- Powerful no-code automations and 200+ integrations for seamless operations
- Real-time collaboration and mobile app for distributed agency teams
Cons
- Pricing scales quickly for larger teams or advanced features
- Steep learning curve for complex customizations
- Native reporting and time-tracking limited without add-ons
Best For
Mid-sized agencies needing a visual, scalable platform for managing client projects, approvals, and team coordination.
Pricing
Free for individuals; Basic at $9/user/mo, Standard $12/user/mo, Pro $19/user/mo (billed annually); Enterprise custom.
ClickUp
enterpriseAll-in-one productivity platform for managing agency tasks, docs, goals, and complex project hierarchies.
Hierarchical structure (Spaces > Folders > Lists > Tasks > Subtasks) for deep, scalable organization unique to agency-scale workflows
ClickUp is an all-in-one productivity platform that serves as a versatile hub for task management, project tracking, documentation, and goal setting, allowing agencies to consolidate workflows in a highly customizable workspace. It supports multiple views like lists, boards, Gantt charts, calendars, and mind maps, alongside automations, time tracking, and client portals for streamlined agency operations. With extensive integrations and AI features, it enables teams to handle complex client projects, resource allocation, and collaborative reviews efficiently.
Pros
- Highly customizable hierarchies and views for complex agency workflows
- All-in-one toolset reduces need for multiple apps
- Robust automations and integrations enhance efficiency
Cons
- Steep learning curve due to feature overload
- Performance can lag in large workspaces
- Higher tiers get expensive for scaling agencies
Best For
Mid-sized agencies needing a flexible, all-in-one platform to manage multiple client projects and team collaborations.
Pricing
Free plan available; paid plans start at $7/user/mo (Unlimited), $12/user/mo (Business), with Enterprise custom pricing.
Asana
enterpriseFlexible work management software for agency teams to plan, track, and collaborate on campaigns and projects.
Rules engine for no-code automations that trigger actions like task assignments, updates, and notifications based on project events
Asana is a powerful work management platform designed to help teams organize tasks, projects, and workflows through customizable boards, lists, timelines, and calendars. It excels in agency workflows by enabling structured processes for client campaigns, content creation, approvals, and deliverables with real-time collaboration. Advanced features like rules, automations, forms, and portfolios make it scalable for growing agencies managing multiple clients.
Pros
- Highly customizable workflows and templates tailored for agency projects
- Seamless integrations with tools like Slack, Google Workspace, and Adobe Creative Cloud
- Intuitive visual views (boards, timelines, calendars) for tracking progress
Cons
- No native time tracking or invoicing (requires third-party integrations)
- Advanced reporting and workload features locked behind higher pricing tiers
- Can feel overwhelming for very small agencies or simple tasks
Best For
Mid-sized agencies handling complex, multi-client projects that prioritize task organization and team collaboration over built-in financial tools.
Pricing
Free plan for basic use; Personal at $10.99/user/mo, Starter $13.49/user/mo, Advanced $30.49/user/mo (billed annually); Enterprise custom.
Workbook
specializedERP solution tailored for creative agencies handling CRM, projects, accounting, and resource management.
Real-time profitability dashboards that automatically calculate margins by integrating time, expenses, and revenue data
Workbook (workbook.net) is a comprehensive agency management platform tailored for creative agencies, marketing firms, and service-based teams. It centralizes project planning, resource scheduling, time tracking, client CRM, budgeting, and invoicing to streamline workflows from brief to billing. Real-time dashboards provide insights into profitability and performance, making it a robust all-in-one solution for agency operations.
Pros
- Agency-specific tools for creative workflows, approvals, and profitability tracking
- Strong resource management and capacity planning features
- Integrated CRM, invoicing, and reporting for end-to-end operations
Cons
- Steep learning curve due to extensive customization options
- User interface feels dated compared to modern competitors
- Higher pricing may not suit very small agencies
Best For
Mid-sized creative agencies and marketing teams needing integrated project, resource, and financial management.
Pricing
Starts at $29/user/month (Team plan, billed annually), $49/user/month (Business), with Enterprise custom pricing.
Accelo
specializedEnd-to-end professional services automation for agencies with sales, projects, retainers, and ticketing.
Seamless automation converting sales quotes directly into billable projects and invoices
Accelo is an all-in-one professional services automation (PSA) platform tailored for agencies and service-based businesses, integrating CRM, project management, time tracking, invoicing, and sales pipelines. It automates workflows from lead capture to billing, enabling efficient client management and resource allocation. Agencies use it to handle retainers, recurring projects, and profitability tracking in a unified dashboard.
Pros
- Comprehensive end-to-end automation from sales to invoicing
- Strong retainer and recurring revenue management
- Robust reporting and profitability insights
Cons
- Steeper learning curve for complex setups
- Interface feels somewhat dated compared to modern alternatives
- Pricing scales quickly for larger teams
Best For
Mid-sized agencies managing multiple clients, retainers, and projects that need integrated workflow automation.
Pricing
Starts at $39/user/month (billed annually, min. 5 users) for QuickBooks plan; Professional at $69/user/month; Enterprise custom.
Scoro
enterpriseAll-in-one business management platform for agencies integrating projects, CRM, billing, and forecasting.
Integrated profitability tracking that combines time, costs, and revenue data across projects for real-time financial insights
Scoro is an all-in-one business management platform tailored for agencies and consultancies, combining project management, CRM, time tracking, billing, and reporting into a unified system. It enables teams to handle everything from lead generation and quoting to project execution, resource allocation, and financial oversight in one place. Designed to streamline workflows and provide profitability insights, Scoro helps agencies gain full visibility into operations and performance.
Pros
- Comprehensive all-in-one functionality eliminates the need for multiple tools
- Powerful resource planning and workload forecasting for better team utilization
- Advanced reporting and profitability tracking for data-driven decisions
Cons
- Steep learning curve due to extensive features and customization options
- Higher pricing may not suit small agencies or startups
- User interface feels dated compared to more modern competitors
Best For
Mid-sized agencies and consultancies seeking an integrated platform for project management, CRM, and finances without juggling multiple apps.
Pricing
Starts at $26/user/month (Basic), $37/user/month (Pro), $49/user/month (Ultimate); billed annually with custom enterprise options.
FunctionFox
specializedProject planning and time tracking software designed for creative agencies and design teams.
Swimlane Gantt charts for visual, drag-and-drop creative project planning
FunctionFox is an all-in-one project management platform tailored for creative agencies, offering tools for project planning, time tracking, resource scheduling, and invoicing. It enables teams to visualize workflows with customizable swimlane Gantt charts, monitor budgets in real-time, and generate client-ready reports. Designed specifically for advertising, design, and marketing firms, it streamlines operations from brief to billing.
Pros
- Comprehensive agency-specific tools like swimlane planning and integrated invoicing
- Strong time tracking with automatic budget monitoring and reporting
- Customizable dashboards for creative workflows
Cons
- Dated user interface that feels less modern than competitors
- Limited third-party integrations compared to broader PM tools
- Steeper learning curve for advanced features
Best For
Creative agencies and design firms needing specialized workflow management with built-in time billing.
Pricing
Starts at $5/user/month (Planning Edition, billed annually); full Studio Edition at $29/user/month with minimum 5 users.
Plutio
specializedUnified workspace for small agencies managing proposals, projects, invoicing, and client communications.
Seamless proposal-to-project-to-invoice workflow with built-in e-signatures and payments
Plutio is an all-in-one workflow platform tailored for agencies and service-based businesses, streamlining operations from client onboarding to invoicing. It integrates CRM, project and task management, time tracking, proposals, contracts, forms, and scheduling into a unified dashboard. Agencies can automate workflows, collaborate with teams, and manage finances without switching between multiple tools.
Pros
- Comprehensive all-in-one toolkit reduces tool sprawl
- Customizable proposals and automation save time
- Strong client portal for better communication
Cons
- Steep learning curve for full feature utilization
- Limited advanced reporting and analytics
- Support response times can be inconsistent
Best For
Small to mid-sized agencies needing an affordable, integrated solution for client workflows without multiple subscriptions.
Pricing
Free plan available; paid plans start at $19/user/month (billed annually) up to $99/month for agency-scale teams with client and project limits.
Conclusion
The top 10 agency workflow tools serve varied needs, with Teamwork emerging as the top choice—boasting a comprehensive mix of project management, time tracking, and client portals. Wrike follows, excelling with custom workflows and reporting for creative teams, while monday.com stands out with its highly customizable work OS, perfect for building tailored processes. Each tool brings distinct strengths, yet Teamwork’s all-encompassing design makes it the clear leader for streamlined agency operations.
Ready to boost your agency’s efficiency? Start with Teamwork—the integrated platform simplifies workflows, tracks progress, and keeps teams and clients aligned, setting the gold standard for seamless operations.
Tools Reviewed
All tools were independently evaluated for this comparison