Quick Overview
- 1#1: Scoro - All-in-one business management platform for marketing agencies handling projects, CRM, quotes, time tracking, invoicing, and reporting.
- 2#2: Productive - Comprehensive agency management tool integrating CRM, project management, resource planning, finances, and profitability tracking.
- 3#3: Accelo - End-to-end automation for client sales, projects, retainers, ticketing, and billing tailored to service-based agencies.
- 4#4: Workamajig - Integrated ERP software for advertising and marketing agencies covering resource management, accounting, and creative workflows.
- 5#5: FunctionFox - Planning, scheduling, time tracking, and job costing software designed specifically for creative and marketing teams.
- 6#6: Kantata - Professional services automation platform with advanced resource management, forecasting, and financial insights for agencies.
- 7#7: Teamwork - Collaborative project management software optimized for client work, task tracking, time logging, and invoicing in agencies.
- 8#8: Forecast - AI-driven resource planning, project management, and financial forecasting tool built for professional service agencies.
- 9#9: Plutio - All-in-one workspace for agencies featuring proposals, contracts, projects, invoicing, and client communication.
- 10#10: Dubsado - Client workflow management system for creative agencies with forms, contracts, invoicing, emails, and scheduling.
We evaluated these platforms based on their integration of core workflows—including project management, CRM, and financial tracking—alongside user experience, reliability, and overall value, ensuring they align with the multifaceted needs of modern marketing teams.
Comparison Table
Explore leading Marketing Agency Management Software solutions, including Scoro, Productive, Accelo, Workamajig, FunctionFox, and more, in this comprehensive comparison table. Learn about key features, pricing, and use cases to determine which tool aligns best with your agency's unique needs and workflow.
| # | Tool | Category | Overall | Features | Ease of Use | Value |
|---|---|---|---|---|---|---|
| 1 | Scoro All-in-one business management platform for marketing agencies handling projects, CRM, quotes, time tracking, invoicing, and reporting. | specialized | 9.4/10 | 9.6/10 | 8.5/10 | 8.8/10 |
| 2 | Productive Comprehensive agency management tool integrating CRM, project management, resource planning, finances, and profitability tracking. | specialized | 9.1/10 | 9.4/10 | 8.6/10 | 8.8/10 |
| 3 | Accelo End-to-end automation for client sales, projects, retainers, ticketing, and billing tailored to service-based agencies. | specialized | 8.7/10 | 9.2/10 | 7.8/10 | 8.4/10 |
| 4 | Workamajig Integrated ERP software for advertising and marketing agencies covering resource management, accounting, and creative workflows. | enterprise | 8.2/10 | 9.1/10 | 6.8/10 | 7.4/10 |
| 5 | FunctionFox Planning, scheduling, time tracking, and job costing software designed specifically for creative and marketing teams. | specialized | 8.1/10 | 8.5/10 | 7.6/10 | 7.9/10 |
| 6 | Kantata Professional services automation platform with advanced resource management, forecasting, and financial insights for agencies. | enterprise | 8.4/10 | 9.1/10 | 7.7/10 | 8.0/10 |
| 7 | Teamwork Collaborative project management software optimized for client work, task tracking, time logging, and invoicing in agencies. | specialized | 8.4/10 | 8.2/10 | 8.6/10 | 8.0/10 |
| 8 | Forecast AI-driven resource planning, project management, and financial forecasting tool built for professional service agencies. | specialized | 8.2/10 | 8.5/10 | 8.4/10 | 7.9/10 |
| 9 | Plutio All-in-one workspace for agencies featuring proposals, contracts, projects, invoicing, and client communication. | specialized | 8.7/10 | 9.0/10 | 8.5/10 | 9.2/10 |
| 10 | Dubsado Client workflow management system for creative agencies with forms, contracts, invoicing, emails, and scheduling. | specialized | 7.4/10 | 7.0/10 | 8.2/10 | 8.5/10 |
All-in-one business management platform for marketing agencies handling projects, CRM, quotes, time tracking, invoicing, and reporting.
Comprehensive agency management tool integrating CRM, project management, resource planning, finances, and profitability tracking.
End-to-end automation for client sales, projects, retainers, ticketing, and billing tailored to service-based agencies.
Integrated ERP software for advertising and marketing agencies covering resource management, accounting, and creative workflows.
Planning, scheduling, time tracking, and job costing software designed specifically for creative and marketing teams.
Professional services automation platform with advanced resource management, forecasting, and financial insights for agencies.
Collaborative project management software optimized for client work, task tracking, time logging, and invoicing in agencies.
AI-driven resource planning, project management, and financial forecasting tool built for professional service agencies.
All-in-one workspace for agencies featuring proposals, contracts, projects, invoicing, and client communication.
Client workflow management system for creative agencies with forms, contracts, invoicing, emails, and scheduling.
Scoro
specializedAll-in-one business management platform for marketing agencies handling projects, CRM, quotes, time tracking, invoicing, and reporting.
End-to-end Quotes-to-Cash workflow with built-in profitability analytics
Scoro is an all-in-one business management platform tailored for professional services firms like marketing agencies, integrating CRM, project management, time tracking, resource planning, invoicing, and reporting into a unified system. It enables agencies to handle client pipelines, campaign execution, team scheduling, and financials from a single dashboard, streamlining workflows and providing real-time profitability insights. With customizable templates and automation, Scoro helps agencies scale operations efficiently while minimizing tool sprawl.
Pros
- Comprehensive all-in-one platform eliminates need for multiple tools
- Advanced reporting and real-time profitability tracking
- Robust resource planning and forecasting for teams
Cons
- Steeper learning curve due to extensive features
- Higher pricing tiers required for full functionality
- Limited customization in some reporting areas
Best For
Mid-sized marketing agencies (10-100 employees) needing integrated project, financial, and resource management to optimize profitability.
Pricing
Starts at $26/user/month (Basic, billed annually) up to $71/user/month (Ultimate); free trial available.
Productive
specializedComprehensive agency management tool integrating CRM, project management, resource planning, finances, and profitability tracking.
AI-assisted profitability forecasting that predicts margins based on planned vs. actual resource utilization and expenses
Productive (productive.io) is a comprehensive agency management platform tailored for marketing agencies, integrating project management, resource scheduling, time tracking, CRM, and financial tools into one dashboard. It enables teams to plan projects with Gantt charts and Kanban boards, allocate resources based on skills and availability, and monitor profitability through detailed budgeting and forecasting. The software provides real-time insights into agency performance, helping managers optimize workflows, bill clients accurately, and scale operations efficiently.
Pros
- Exceptional resource management with capacity planning and forecasting
- Robust profitability tracking at project, client, and agency levels
- Seamless integration of CRM, projects, time tracking, and invoicing
Cons
- Steep learning curve for advanced financial and reporting features
- Higher-tier plans required for full profitability and forecasting tools
- Limited customization in reporting compared to enterprise alternatives
Best For
Mid-sized marketing agencies needing integrated resource planning, profitability analysis, and client management to scale operations.
Pricing
Starts at $9/user/month (Essential, billed annually); Professional at $19/user/month; Elite at $39/user/month with advanced features.
Accelo
specializedEnd-to-end automation for client sales, projects, retainers, ticketing, and billing tailored to service-based agencies.
Seamless retainer lifecycle management with automated renewals, usage tracking, and profitability forecasting
Accelo is a comprehensive professional services automation (PSA) platform tailored for marketing agencies, integrating CRM, project management, time tracking, invoicing, and resource scheduling into one system. It enables agencies to manage client relationships, campaign delivery, billable hours, and profitability from a unified dashboard. Key capabilities include retainer billing automation and sales pipeline tracking, helping teams deliver services efficiently while maintaining financial oversight.
Pros
- All-in-one platform eliminates need for multiple tools
- Excellent retainer management and automated recurring billing
- Robust profitability reporting and resource scheduling
Cons
- Steep learning curve for advanced features
- User interface feels somewhat dated
- Pricing scales quickly for larger teams
Best For
Mid-sized marketing agencies with retainer clients seeking integrated PSA for projects, billing, and team management.
Pricing
Starts at $39/user/month (Professional), $69/user/month (Advanced), $99/user/month (Elite); annual billing with custom enterprise options.
Workamajig
enterpriseIntegrated ERP software for advertising and marketing agencies covering resource management, accounting, and creative workflows.
Seamless integration of project management with full accounting and profitability analytics tailored for agencies
Workamajig is a comprehensive, all-in-one management platform tailored for creative and marketing agencies, combining project management, resource scheduling, time tracking, CRM, and accounting into a single system. It enables agencies to streamline workflows from client intake through billing and profitability analysis. With a focus on the creative industry, it provides tools for handling complex projects, proofs, and financials efficiently.
Pros
- All-in-one integration eliminates need for multiple tools
- Industry-specific features for creative workflows and profitability tracking
- Robust reporting and resource planning capabilities
Cons
- Dated user interface with steep learning curve
- Custom pricing can be expensive for smaller agencies
- Limited mobile app functionality compared to modern competitors
Best For
Mid-to-large marketing agencies seeking a fully integrated solution for projects, resources, and finances without juggling multiple platforms.
Pricing
Custom quotes starting at around $40/user/month (billed annually), with enterprise plans and on-premise options available upon request.
FunctionFox
specializedPlanning, scheduling, time tracking, and job costing software designed specifically for creative and marketing teams.
Visual Planning Board with Gantt charts and real-time resource allocation for creative project oversight
FunctionFox is a web-based project management software tailored for creative agencies, including marketing firms, offering tools for project planning, time tracking, resource scheduling, invoicing, and client CRM. It features visual Gantt charts, customizable workflows, and detailed reporting to streamline agency operations from brief to billing. With mobile apps for on-the-go access, it's built to handle the unique demands of creative teams managing multiple client projects.
Pros
- Comprehensive project scheduling with intuitive Gantt charts and drag-and-drop planning
- Accurate time tracking and integrated invoicing for seamless billing
- Agency-specific tools like purchase orders and job costing
Cons
- Dated user interface that feels less modern compared to competitors
- Limited third-party integrations, requiring workarounds for some workflows
- Steeper learning curve for advanced features
Best For
Small to mid-sized marketing agencies focused on creative project delivery and billable time management.
Pricing
Starts at $29/user/month (Basic, billed annually) up to $49/user/month (Elite); 14-day free trial, no free plan.
Kantata
enterpriseProfessional services automation platform with advanced resource management, forecasting, and financial insights for agencies.
Skills-based resource planning with AI-driven forecasting for precise capacity management
Kantata is a professional services automation (PSA) platform tailored for marketing agencies, offering end-to-end management of projects, resources, time tracking, and finances to drive profitability. Formerly Mavenlink, it excels in capacity planning, skills-based resource allocation, and real-time performance analytics. Agencies use it to forecast demand, optimize team utilization, and integrate with tools like Adobe Creative Cloud, Jira, and QuickBooks for seamless workflows.
Pros
- Advanced resource management with skills-based matching and capacity forecasting
- Comprehensive financial tracking and profitability insights
- Scalable for growing agencies with strong integrations
Cons
- Steep learning curve due to feature depth
- Enterprise pricing may overwhelm small agencies
- UI feels dated compared to modern alternatives
Best For
Mid-to-large marketing agencies needing robust PSA tools for resource optimization and financial oversight.
Pricing
Quote-based; Essentials plan starts ~$39/user/month, Advanced/Enterprise tiers $50+/user/month with custom add-ons.
Teamwork
specializedCollaborative project management software optimized for client work, task tracking, time logging, and invoicing in agencies.
Workload forecasting and resource planning that visualizes team capacity across projects for optimal agency scheduling.
Teamwork is a comprehensive project management platform that enables teams to plan, track, and deliver projects efficiently with tools for tasks, milestones, time tracking, and invoicing. Tailored for agencies, it supports client portals, workload planning, and customizable workflows to manage marketing campaigns and client deliverables seamlessly. Its focus on collaboration and reporting helps marketing agencies streamline operations and improve profitability.
Pros
- Powerful task management with dependencies and subtasks
- Built-in time tracking, budgeting, and invoicing
- Client portals and collaborative features for agency-client communication
Cons
- Higher-tier plans needed for advanced reporting and automation
- Pricing scales quickly for larger teams
- Limited native integrations for marketing-specific tools like ad platforms
Best For
Mid-sized marketing agencies prioritizing project tracking, resource allocation, and client billing in a user-friendly interface.
Pricing
Free plan for basic use; paid plans start at $9.99/user/month (billed annually) for Deliver, $19.99 for Grow, and custom Enterprise pricing.
Forecast
specializedAI-driven resource planning, project management, and financial forecasting tool built for professional service agencies.
Magic AI for automated resource scheduling and predictive capacity insights
Forecast (forecast.app) is an AI-powered resource planning and project management platform tailored for marketing agencies and professional services firms. It excels in capacity forecasting, project scheduling, time tracking, and profitability analysis, allowing teams to visualize workloads, assign resources optimally, and integrate with tools like Jira and Slack. The platform's Magic AI automates scheduling and provides predictive insights to prevent overbooking and burnout.
Pros
- Superior AI-driven resource forecasting and auto-scheduling for efficient capacity planning
- Robust project management with Gantt charts, budgeting, and real-time profitability tracking
- Seamless integrations with agency tools like Asana, Jira, and accounting software
Cons
- Pricing can be steep for small agencies or startups
- Limited built-in marketing-specific features like campaign ROI tracking or client portals
- Advanced AI features require the higher-tier plans to unlock full potential
Best For
Mid-sized marketing agencies focused on resource optimization and scalable project delivery across multiple clients.
Pricing
Starts at $59/user/month (Essentials, billed annually) up to $89/user/month (Premium); Enterprise custom pricing.
Plutio
specializedAll-in-one workspace for agencies featuring proposals, contracts, projects, invoicing, and client communication.
Seamless proposal builder that automatically generates projects, tasks, and invoices upon client approval
Plutio is an all-in-one business management platform tailored for freelancers and agencies, providing tools for proposals, invoicing, project and task management, CRM, time tracking, and client portals. It enables marketing agencies to streamline client onboarding by converting proposals directly into projects, invoices, and tasks. With features like scheduling, forms, and collaboration tools, it supports efficient team and client workflows in a single dashboard.
Pros
- All-in-one platform reduces need for multiple tools
- Highly customizable proposals and client portals
- Excellent value with generous feature sets at low cost
Cons
- Reporting and analytics lack depth for complex agencies
- Integrations can be limited or buggy
- Steeper learning curve for full feature utilization
Best For
Small to mid-sized marketing agencies needing an affordable, integrated tool for client management and project delivery.
Pricing
Free Solo plan (limited); Pro at $19/mo (annual), Business at $39/mo, Ultimate at $69/mo (unlimited clients and advanced features).
Dubsado
specializedClient workflow management system for creative agencies with forms, contracts, invoicing, emails, and scheduling.
Highly customizable workflow builder that automates the full client lifecycle from questionnaires to payments in one seamless system
Dubsado is an all-in-one client management platform tailored for service-based businesses like photographers, designers, and small agencies, automating workflows from lead intake to payment collection. It provides customizable questionnaires, proposals, contracts, invoices, scheduling, and a branded client portal. While strong in client onboarding and basic project automation, it falls short on advanced marketing agency needs like campaign tracking or team collaboration tools.
Pros
- Powerful customizable workflows for client onboarding
- Branded client portal and automation saving time
- Flat-rate pricing with unlimited clients and contacts
Cons
- Limited project management and task assignment tools
- No native time tracking or advanced reporting
- Lacks marketing-specific features like campaign analytics
Best For
Small marketing agencies or freelancers focused on streamlining client contracts, invoicing, and basic workflows rather than complex project management.
Pricing
Starter ($20/mo), Pro ($35/mo), Powerhouse ($60/mo); all plans include unlimited clients, contacts, and submissions.
Conclusion
The reviewed tools provide robust solutions for marketing agencies, with Scoro leading as the top choice due to its all-in-one approach integrating projects, CRM, and finances. Productive and Accelo stand out as strong alternatives, offering comprehensive integration and end-to-end automation respectively, each suited to different operational needs. Together, these tools highlight the evolving landscape of agency management, with Scoro setting the standard for versatility.
Begin streamlining your agency’s workflow by exploring Scoro—its integrated capabilities promise to enhance productivity and simplify operations, making it the optimal starting point for any marketing team.
Tools Reviewed
All tools were independently evaluated for this comparison