Quick Overview
- 1#1: Productive - All-in-one agency management platform that integrates CRM, project management, resource planning, finances, and profitability tracking tailored for digital agencies.
- 2#2: Accelo - Comprehensive professional services automation software handling sales, projects, retainers, ticketing, and client management for marketing agencies.
- 3#3: Scoro - Integrated business management tool combining CRM, projects, time tracking, quoting, and invoicing to streamline agency operations.
- 4#4: Forecast - AI-powered resource planning and project management platform designed for agencies to optimize capacity, profitability, and client delivery.
- 5#5: Kantata - Enterprise-grade professional services automation software for managing projects, resources, finances, and performance in large agencies.
- 6#6: Teamwork - Client-focused project management and collaboration tool with time tracking, billing, and reporting ideal for digital marketing teams.
- 7#7: Wrike - Work management platform with marketing-specific templates for campaign planning, proofing, resource allocation, and analytics.
- 8#8: monday.com - Customizable work operating system for agencies to manage projects, tasks, client pipelines, and automations in one visual platform.
- 9#9: ClickUp - All-in-one productivity platform with customizable workflows, docs, goals, and time tracking suitable for agency project management.
- 10#10: AgencyAnalytics - White-label reporting and analytics dashboard that aggregates SEO, PPC, social, and web data for client-facing agency reports.
Tools were selected based on their ability to integrate critical functions (CRM, project management, finance, reporting), ease of use, proven reliability, and value in addressing unique challenges like profitability tracking and resource optimization.
Comparison Table
This comparison table explores key features of leading Digital Marketing Agency Management Software, including Productive, Accelo, Scoro, Forecast, Kantata, and more, to guide agencies in selecting tools that fit their specific needs. It highlights critical functionalities like project tracking, client management, resource allocation, and analytics, helping readers identify solutions aligned with their workflow and goals.
| # | Tool | Category | Overall | Features | Ease of Use | Value |
|---|---|---|---|---|---|---|
| 1 | Productive All-in-one agency management platform that integrates CRM, project management, resource planning, finances, and profitability tracking tailored for digital agencies. | specialized | 9.5/10 | 9.7/10 | 9.0/10 | 9.3/10 |
| 2 | Accelo Comprehensive professional services automation software handling sales, projects, retainers, ticketing, and client management for marketing agencies. | enterprise | 8.7/10 | 9.2/10 | 7.8/10 | 8.3/10 |
| 3 | Scoro Integrated business management tool combining CRM, projects, time tracking, quoting, and invoicing to streamline agency operations. | specialized | 8.6/10 | 9.2/10 | 7.8/10 | 8.3/10 |
| 4 | Forecast AI-powered resource planning and project management platform designed for agencies to optimize capacity, profitability, and client delivery. | specialized | 8.7/10 | 9.2/10 | 8.0/10 | 8.3/10 |
| 5 | Kantata Enterprise-grade professional services automation software for managing projects, resources, finances, and performance in large agencies. | enterprise | 8.5/10 | 9.2/10 | 7.8/10 | 8.0/10 |
| 6 | Teamwork Client-focused project management and collaboration tool with time tracking, billing, and reporting ideal for digital marketing teams. | specialized | 8.4/10 | 8.3/10 | 9.1/10 | 8.0/10 |
| 7 | Wrike Work management platform with marketing-specific templates for campaign planning, proofing, resource allocation, and analytics. | enterprise | 8.4/10 | 9.1/10 | 7.7/10 | 8.0/10 |
| 8 | monday.com Customizable work operating system for agencies to manage projects, tasks, client pipelines, and automations in one visual platform. | other | 8.4/10 | 9.2/10 | 8.0/10 | 7.8/10 |
| 9 | ClickUp All-in-one productivity platform with customizable workflows, docs, goals, and time tracking suitable for agency project management. | other | 8.4/10 | 9.2/10 | 7.6/10 | 8.5/10 |
| 10 | AgencyAnalytics White-label reporting and analytics dashboard that aggregates SEO, PPC, social, and web data for client-facing agency reports. | specialized | 8.4/10 | 9.0/10 | 8.5/10 | 7.8/10 |
All-in-one agency management platform that integrates CRM, project management, resource planning, finances, and profitability tracking tailored for digital agencies.
Comprehensive professional services automation software handling sales, projects, retainers, ticketing, and client management for marketing agencies.
Integrated business management tool combining CRM, projects, time tracking, quoting, and invoicing to streamline agency operations.
AI-powered resource planning and project management platform designed for agencies to optimize capacity, profitability, and client delivery.
Enterprise-grade professional services automation software for managing projects, resources, finances, and performance in large agencies.
Client-focused project management and collaboration tool with time tracking, billing, and reporting ideal for digital marketing teams.
Work management platform with marketing-specific templates for campaign planning, proofing, resource allocation, and analytics.
Customizable work operating system for agencies to manage projects, tasks, client pipelines, and automations in one visual platform.
All-in-one productivity platform with customizable workflows, docs, goals, and time tracking suitable for agency project management.
White-label reporting and analytics dashboard that aggregates SEO, PPC, social, and web data for client-facing agency reports.
Productive
specializedAll-in-one agency management platform that integrates CRM, project management, resource planning, finances, and profitability tracking tailored for digital agencies.
Real-time profitability forecasting that calculates project margins, resource utilization, and revenue projections automatically
Productive (productive.io) is an all-in-one agency management platform tailored for digital marketing agencies, combining project management, resource planning, time tracking, and financial tools into a single solution. It enables agencies to manage client projects, allocate resources efficiently, track profitability in real-time, and handle invoicing seamlessly. With features like client portals, customizable reporting, and forecasting capabilities, it helps teams deliver campaigns on time while optimizing budgets and margins.
Pros
- Comprehensive resource scheduling and capacity planning with forecasting
- Real-time profitability tracking across projects and clients
- Integrated CRM, time tracking, and invoicing for streamlined workflows
Cons
- Steeper learning curve for advanced features
- Higher pricing may not suit very small agencies
- Limited native integrations compared to larger ecosystems
Best For
Mid-sized digital marketing agencies seeking a scalable, end-to-end platform to manage projects, teams, and finances without multiple tools.
Pricing
Starts at $32/user/month (billed annually) for Professional plan; higher tiers like Business ($49/user/month) and Ultimate (custom) include advanced features.
Accelo
enterpriseComprehensive professional services automation software handling sales, projects, retainers, ticketing, and client management for marketing agencies.
Advanced retainer management with automated recurring invoicing, scope tracking, and real-time profitability analysis
Accelo is a comprehensive professional services automation (PSA) platform tailored for agencies, including digital marketing firms, offering end-to-end management from sales pipelines and CRM to project delivery, time tracking, invoicing, and resource scheduling. It excels in handling retainer-based client relationships common in digital marketing, with automation for recurring tasks and profitability insights. The software integrates sales, operations, and finance into a single dashboard, reducing the need for multiple tools.
Pros
- All-in-one platform covering CRM, projects, billing, and retainers
- Powerful automation for retainer management and invoicing
- Robust reporting and profitability tracking for agency finances
Cons
- Steep learning curve due to extensive features
- Pricing can escalate quickly for larger teams
- Limited built-in tools for campaign-specific marketing workflows
Best For
Digital marketing agencies managing retainer clients, billable projects, and resource allocation across sales and delivery.
Pricing
Starts at $39/user/month (Sales+) billed annually, up to $99/user/month (Complete) for full PSA features; custom enterprise quotes available.
Scoro
specializedIntegrated business management tool combining CRM, projects, time tracking, quoting, and invoicing to streamline agency operations.
End-to-end Quotes-to-Cash automation that seamlessly handles sales, project delivery, and invoicing in one workflow
Scoro is an all-in-one business management platform designed for professional services like digital marketing agencies, integrating CRM, project management, time tracking, quoting, invoicing, and reporting into a single system. It enables agencies to manage client campaigns, track team workloads, monitor profitability, and automate workflows from lead to payment. With real-time dashboards and customizable modules, Scoro provides deep insights into agency performance without needing multiple tools.
Pros
- Comprehensive all-in-one functionality eliminates tool sprawl
- Powerful reporting and profitability analytics tailored for agencies
- Strong automation for quotes, approvals, and invoicing workflows
Cons
- Steep learning curve due to extensive features
- Higher pricing for full capabilities
- Limited native integrations with specialized marketing tools
Best For
Mid-sized digital marketing agencies needing an integrated platform for end-to-end operations from client onboarding to billing.
Pricing
Starts at $26/user/month (Essential plan), with Standard ($37), Pro ($63), and custom Ultimate tiers, billed annually.
Forecast
specializedAI-powered resource planning and project management platform designed for agencies to optimize capacity, profitability, and client delivery.
Real-time profitability tracking with breakdowns by project, phase, person, and skillset
Forecast is a powerful resource planning and profitability platform designed for agencies and professional services firms, including digital marketing agencies. It excels in capacity forecasting, intelligent resource allocation, and real-time profitability tracking across projects and teams. By integrating with tools like Jira, Slack, and QuickBooks, it helps agencies optimize utilization, scope work accurately, and make data-driven decisions to improve margins.
Pros
- Exceptional resource forecasting and capacity planning
- Granular profitability insights at project and team levels
- Seamless integrations with popular PM, CRM, and finance tools
Cons
- Steep learning curve for advanced forecasting features
- Pricing can be high for very small agencies
- Task management is solid but not as deep as dedicated PM tools
Best For
Mid-sized digital marketing agencies prioritizing resource optimization, accurate scoping, and profitability tracking over basic task management.
Pricing
Starts at $49/user/month (billed annually) for Essentials, $59 for Professional, $89 for Enterprise; custom pricing for larger teams.
Kantata
enterpriseEnterprise-grade professional services automation software for managing projects, resources, finances, and performance in large agencies.
SkillsCloud for AI-driven, skills-matched resource allocation and forecasting
Kantata is a robust professional services automation (PSA) platform tailored for agencies, including digital marketing firms, offering end-to-end project management, resource optimization, and financial controls. It enables teams to plan projects, allocate resources based on skills and availability, track time and expenses, and gain real-time insights into profitability and capacity. Ideal for scaling agencies, it integrates with popular tools like Adobe Creative Cloud, Salesforce, and QuickBooks to streamline workflows.
Pros
- Advanced skills-based resource management and capacity planning
- Comprehensive financial forecasting, invoicing, and profitability reporting
- Extensive integrations with marketing and productivity tools
Cons
- Steep learning curve for new users due to feature depth
- Higher pricing may not suit very small agencies
- Customization and setup can require significant time
Best For
Mid-sized digital marketing agencies managing multiple client campaigns with complex resource needs and requiring strong financial oversight.
Pricing
Custom quote-based pricing; typically starts at $39/user/month for Essentials, up to $59+/user/month for Enterprise plans, billed annually.
Teamwork
specializedClient-focused project management and collaboration tool with time tracking, billing, and reporting ideal for digital marketing teams.
Workload planner for visual resource allocation and capacity forecasting across campaigns
Teamwork is a versatile project management platform that enables teams to plan, track, and deliver projects efficiently through tasks, milestones, and time tracking. For digital marketing agencies, it supports campaign management with customizable templates, client guest access for approvals, and robust reporting for billable hours. It integrates with tools like Google Workspace and Zapier, making it suitable for collaborative agency workflows, though it lacks deep marketing-specific analytics.
Pros
- Intuitive task management with dependencies and templates
- Excellent time tracking and invoicing for agency billing
- Strong client collaboration via guest access and portals
Cons
- Limited native marketing analytics or campaign ROI tracking
- Advanced resource planning locked behind higher plans
- No built-in CRM for client relationship management
Best For
Small to mid-sized digital marketing agencies focused on project execution, time tracking, and client collaboration rather than advanced analytics.
Pricing
Free plan for up to 5 users; paid plans start at $10.99/user/month (billed annually) for Deliver, $19.99 for Grow, and custom enterprise options.
Wrike
enterpriseWork management platform with marketing-specific templates for campaign planning, proofing, resource allocation, and analytics.
Blueprints for creating reusable project templates optimized for marketing workflows like campaign launches and content production
Wrike is a versatile work management platform that excels in project planning, task tracking, and team collaboration, making it suitable for digital marketing agencies handling complex campaigns and client deliverables. It provides customizable workflows, Gantt charts, proofing tools, and integrations with tools like Google Workspace, Adobe Creative Cloud, and marketing analytics platforms. Agencies can use it for content calendars, resource allocation, and real-time reporting to streamline operations from ideation to execution.
Pros
- Highly customizable dashboards and workflows tailored for marketing campaigns
- Robust integrations with 200+ apps including HubSpot, Google Analytics, and Slack
- Advanced proofing and approval tools for creative assets and client reviews
Cons
- Steep learning curve due to extensive customization options
- Higher pricing tiers required for full agency features like resource management
- Interface can feel overwhelming for small teams or simple projects
Best For
Mid-sized digital marketing agencies managing multiple client campaigns that require scalable workflows, real-time collaboration, and detailed reporting.
Pricing
Free plan for basics; Team at $9.80/user/mo, Business at $24.80/user/mo (billed annually); Enterprise custom.
monday.com
otherCustomizable work operating system for agencies to manage projects, tasks, client pipelines, and automations in one visual platform.
Advanced no-code automations that connect marketing tasks, approvals, and notifications across tools
monday.com is a highly customizable work management platform that uses visual boards, dashboards, and automations to streamline team workflows. For digital marketing agencies, it supports client project tracking, campaign management, content calendars, and collaborative task assignment with pre-built marketing templates. Its flexibility allows agencies to tailor it for CRM, reporting, and resource allocation, making it a versatile hub for agency operations.
Pros
- Highly customizable boards and templates for marketing workflows
- Powerful automations and 200+ integrations with tools like HubSpot and Google Analytics
- Real-time collaboration and visual dashboards for team and client updates
Cons
- Steep learning curve for full customization
- Pricing escalates quickly for larger teams or advanced features
- Reporting lacks depth compared to specialized agency tools
Best For
Mid-sized digital marketing agencies needing a flexible, visual platform for project management, client collaboration, and campaign tracking.
Pricing
Starts at $9/user/month (Basic, annual billing); Standard $12, Pro $19, Enterprise custom.
ClickUp
otherAll-in-one productivity platform with customizable workflows, docs, goals, and time tracking suitable for agency project management.
Unlimited hierarchical structure (Spaces > Folders > Lists > Tasks) for organizing intricate agency projects and client portfolios effortlessly
ClickUp is a highly customizable all-in-one productivity platform designed for project management, task tracking, collaboration, and goal setting across teams. For digital marketing agencies, it supports client campaign management, content calendars, and workflow automation through flexible views like lists, boards, Gantt charts, and calendars. Its template library, integrations with tools like Google Analytics and HubSpot, and AI features enable agencies to streamline operations without needing multiple apps.
Pros
- Extreme customization with hierarchies, custom fields, and multiple views tailored to agency workflows
- Robust automations, AI tools (ClickUp Brain), and 1000+ integrations for marketing stacks
- Generous free plan and scalable pricing suitable for growing agencies
Cons
- Steep learning curve due to feature overload and complex setup
- Interface can feel cluttered and overwhelming for simple tasks
- Performance lags in very large workspaces with thousands of tasks
Best For
Mid-sized digital marketing agencies seeking a flexible, all-in-one platform to manage complex client projects, teams, and workflows without tool-switching.
Pricing
Free plan available; Unlimited ($7/user/mo annual), Business ($12/user/mo annual), Enterprise (custom).
AgencyAnalytics
specializedWhite-label reporting and analytics dashboard that aggregates SEO, PPC, social, and web data for client-facing agency reports.
White-label client portals with real-time customizable dashboards
AgencyAnalytics is a reporting and analytics platform tailored for digital marketing agencies, enabling the consolidation of data from SEO, PPC, social media, and other channels into customizable white-label dashboards and reports. It offers over 100 integrations with tools like Google Analytics, Ahrefs, and Facebook Ads, automating report generation and client updates. The software streamlines agency workflows by providing branded client portals and scheduled PDF exports, focusing on performance tracking rather than full project management.
Pros
- Extensive integrations with 100+ marketing tools
- White-label dashboards and automated reporting
- User-friendly drag-and-drop report builder
Cons
- Limited project management or CRM features
- Pricing scales quickly for larger agencies with add-ons
- Advanced customizations require some learning
Best For
Digital marketing agencies needing robust client reporting and analytics dashboards without full-fledged project management tools.
Pricing
Starts at $59/month (billed annually) for Freelancer plan; Agency plans from $119/month, with custom Enterprise pricing.
Conclusion
The reviewed tools span a range of strengths, but #1 Productive emerges as the top choice, with its all-in-one integration of CRM, project management, and profitability tracking setting it apart. #2 Accelo and #3 Scoro also stand out—Accelo for its comprehensive professional services automation, and Scoro for streamlining operations—though Productive’s unified approach makes it the clear leader.
Elevate your agency’s performance by trying Productive, the all-in-one platform that combines CRM, project management, and financial tools to simplify workflows and boost success.
Tools Reviewed
All tools were independently evaluated for this comparison