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Marketing Project Management Software


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Clarizen logo
 
Clarizen is an online project management software system that offers a full set of features including: automatic notifications, gantt charts, multi-project management, templates, scheduling and more.
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Clarizen is an online project management software system that offers a full set of features including: automatic notifications, gantt charts, multi-project management, templates, scheduling and more.
 
NetSuite Services Resource Planning (SRP) logo
 
NetSuite SRP is widely used by professional services organizations to optimize their project-based operations. The software offers integrated project management, resource management, project-based accounting and time & expense tracking... Read More
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NetSuite SRP is widely used by professional services organizations to optimize their project-based operations. The software offers integrated project management, resource management, project-based accounting and time & expense tracking... Read More
 
Workzone logo
 
Workzone is a project management solution that offers document management, project collaboration, customizable reporting, resource and task management and time tracking. The software is cloud-based and offers automated emailed reports... Read More
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Workzone is a project management solution that offers document management, project collaboration, customizable reporting, resource and task management and time tracking. The software is cloud-based and offers automated emailed reports... Read More
 
Smartsheet logo
 
Created in 2005, Smartsheet is a project management application with a spreadsheet-like interface to help teams collaborate, plan projects and manage tasks. The Seattle-based company offers this product under a cloud-based subscription... Read More
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Created in 2005, Smartsheet is a project management application with a spreadsheet-like interface to help teams collaborate, plan projects and manage tasks. The Seattle-based company offers this product under a cloud-based subscription... Read More
 
KeyedIn Projects logo
 
Designed to provide an end-to-end project management solution for enterprise-level companies, KeyedIn Projects offers a full suite of features, including Program Management, Professional Services Automation, and their Project Portfolio... Read More
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Designed to provide an end-to-end project management solution for enterprise-level companies, KeyedIn Projects offers a full suite of features, including Program Management, Professional Services Automation, and their Project Portfolio... Read More

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NetSuite OpenAir logo
 
NetSuite OpenAir offers buyers a collection of applications designed to support every stage of the professional services delivery lifecycle. Offered as Software-as-a-Service, the platform includes applications to manage projects, resources,... Read More
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NetSuite OpenAir offers buyers a collection of applications designed to support every stage of the professional services delivery lifecycle. Offered as Software-as-a-Service, the platform includes applications to manage projects, resources,... Read More
 
Wrike logo
 
Wrike offers a cloud-based, scalable project management and collaboration platform. Key features include social collaboration tools so users can organize their projects using a single dashboard. Users can assign tasks, track deadlines... Read More
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Wrike offers a cloud-based, scalable project management and collaboration platform. Key features include social collaboration tools so users can organize their projects using a single dashboard. Users can assign tasks, track deadlines... Read More
 
Easy Projects logo
 
Easy Projects is a cloud-based integrated project management solution for businesses of all sizes across the globe. The solution helps project managers plan projects and create a collaborative platform for engaging multiple users. Project... Read More
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Easy Projects is a cloud-based integrated project management solution for businesses of all sizes across the globe. The solution helps project managers plan projects and create a collaborative platform for engaging multiple users. Project... Read More
 
Project Insight logo
 
Project Insight is a project, portfolio and resource management solution developed specifically for the mid-market. Project Insight is a collaborative solution that gives teams a way to manage projects from a single location, monitor... Read More
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Project Insight is a project, portfolio and resource management solution developed specifically for the mid-market. Project Insight is a collaborative solution that gives teams a way to manage projects from a single location, monitor... Read More
 
Mavenlink logo
 
Mavenlink offers software and services for project management, resource planning, collaboration and financial management. It was designed for professional services, and it is best suited for those who need to collaborate with teams. Mavenlink's... Read More
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Mavenlink offers software and services for project management, resource planning, collaboration and financial management. It was designed for professional services, and it is best suited for those who need to collaborate with teams. Mavenlink's... Read More

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Workfront logo
 
Workfront is a leading Software as a Service (SaaS) or "cloud" based project management system. They offer collaborative work managing tools including task, portfolio, resource management and more.
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Workfront is a leading Software as a Service (SaaS) or "cloud" based project management system. They offer collaborative work managing tools including task, portfolio, resource management and more.
 
FunctionFox logo
 
With 70,000 users, TimeFox is a trusted project management solution for small businesses. The web-based system includes timesheet solutions, task tracking and project cost tracking.
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With 70,000 users, TimeFox is a trusted project management solution for small businesses. The web-based system includes timesheet solutions, task tracking and project cost tracking.
 
Replicon PPM logo
 
Organizations across most industries can meet Project Tracking and Costing requirements with Replicon’s cloud-based Project and Program Management (PPM) solution. It gives project organizations the ability to track time spent by... Read More
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Organizations across most industries can meet Project Tracking and Costing requirements with Replicon’s cloud-based Project and Program Management (PPM) solution. It gives project organizations the ability to track time spent by... Read More
 
One2Team logo
 
One2Team is a project and collaboration management solution recommended to enterprise companies in industries such as construction, retail, telecommunications, healthcare, finance, and food & beverage. One2Team’s software includes... Read More
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One2Team is a project and collaboration management solution recommended to enterprise companies in industries such as construction, retail, telecommunications, healthcare, finance, and food & beverage. One2Team’s software includes... Read More
 
Vorex logo
 
Vorex is a comprehensive Professional Services Automation (PSA) solution that effectively manages sales opportunities, projects, timesheets/expense sheets, and invoices, as well as a number of other functions. This system is perfect... Read More
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Vorex is a comprehensive Professional Services Automation (PSA) solution that effectively manages sales opportunities, projects, timesheets/expense sheets, and invoices, as well as a number of other functions. This system is perfect... Read More

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Oracle Financials ERP Cloud logo
 
Oracle Financials ERP Cloud is a cloud-based, end-to-end business management solution designed for midsized to enterprise-level customers. It offers a suite of applications including material planning, financial accounting, and business... Read More
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Oracle Financials ERP Cloud is a cloud-based, end-to-end business management solution designed for midsized to enterprise-level customers. It offers a suite of applications including material planning, financial accounting, and business... Read More
 
Deltek TrafficLIVE logo
 
Deltek TrafficLIVE is a cloud-based agency management system that provides a way to manage resources, schedule jobs and record time. With this system, advertising agencies and marketing communications firms can manage projects, control... Read More
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Deltek TrafficLIVE is a cloud-based agency management system that provides a way to manage resources, schedule jobs and record time. With this system, advertising agencies and marketing communications firms can manage projects, control... Read More
 
eSilentPARTNER logo
 
eSilentPARTNER, developed by The Médi Group in 1988, is a fully integrated professional services automation software. This web-based system offers project & resource management, accounting & financial management, time & expense tracking,... Read More
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eSilentPARTNER, developed by The Médi Group in 1988, is a fully integrated professional services automation software. This web-based system offers project & resource management, accounting & financial management, time & expense tracking,... Read More
 
Oracle Financials ERP Cloud logo
 
Oracle Financials ERP Cloud is a cloud-based, end-to-end business management solution designed for midsized to enterprise-level customers. It offers a suite of applications including material planning, financial accounting, and business... Read More
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Oracle Financials ERP Cloud is a cloud-based, end-to-end business management solution designed for midsized to enterprise-level customers. It offers a suite of applications including material planning, financial accounting, and business... Read More
 
Deltek Maconomy logo
 
Maconomy by Deltek is a fully integrated enterprise resource planning (ERP) accounting system designed for professional service companies both small and large. It provides real-time access to all critical information so users can make... Read More
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Maconomy by Deltek is a fully integrated enterprise resource planning (ERP) accounting system designed for professional service companies both small and large. It provides real-time access to all critical information so users can make... Read More
 

Buyer's Guide

by Eileen O'Loughlin,
Market Research Associate
Last Updated: April 6, 2017


In the digital economy, marketers need to be just as agile as software developers, engineers and other traditional users of project management (PM) software.

PM software enables a fast-paced yet coordinated approach to the creative work involved in marketing. Without a centralized PM solution, the time it takes to produce marketing assets can swell enormously, giving competitors room to swoop in.

We’ve written this guide to answer the following questions that you may have about marketing project management tools:

(Click on a link below to jump to that section.)

What Is Marketing Project Management Software?
What Are the Benefits of Marketing Project Management Tools?
What Type of Buyer Are You?
What Are the Features of Marketing PM Software?
What Are Some Examples of Marketing PM Software?

What Is Marketing Project Management Software?

PM software is widely used in software development, industrial R&D, construction and a host of other industries.

Many marketing departments, however, still operate without a PM solution, relying instead on spreadsheets and email.

Some marketers may feel that the creative work they do is just too messy for a unified approach to project management. However, this messiness is precisely why marketing departments need improved collaboration and project visibility.

Overview of projects in Basecamp

Overview of projects in Basecamp, a popular PM solution for marketing departments

By utilizing PM software and achieving the efficiencies that come with doing so, you can begin moving your whole department toward greater agility, effectiveness and accountability.

What Are the Benefits of Marketing Project Management Tools?

Marketing PM software offers the following benefits:

Marketing project management software benefits

Some all-purpose PM solutions work well for marketing departments. There are also purpose-built platforms designed uniquely for marketers. The type of marketing department you work in should guide your choice of one type over the other.

What Type of Buyer Are You?

When it comes to project management, there are two basic types of marketing departments, each with very different needs.

Creative and marketing agencies need PM software to handle projects for clients. These buyers typically benefit from purpose-built marketing PM platforms, since those solutions offer functionality built exclusively with the marketer in mind.

Essentially, purpose-built marketing PM software aligns project management with customer relationship management, financial management and media buying.

Marketing and creative agencies don’t just need to optimize their own operations; they also need to collaborate more effectively with their clients and contractors. Purpose-built solutions are specifically designed to address these needs.

In-house marketing departments primarily need to manage workflows, approvals, timelines and resources. Their needs are more basic than marketing and creative agencies, so they can tyipcally get by with all-purpose PM solutions that are also used by IT teams, product R&D teams and a host of other business units.

What Are the Features of Marketing PM Software?

Per the discussion above, the features of a PM solution tend to vary based on whether that solution is a "general purpose" tool, or one customized for marketing professionals.

We’ll look at features that benefit all marketing teams first, and then we’ll move on to features in purpose-built solutions for agencies.

The most basic features of PM software, such as to-do lists, email style conversation “threads,” real-time messaging and Gantt charts for project planning, can be found in most of the robust PM solutions on the market.

Marketing thread in Wrike

Marketing thread in Wrike

Marketing project management features that are useful for both in-house teams and agencies include:

Marketing PM Features for Both In-House and Agency Marketing Teams

Marketing resource management Shows which human and technological resources are available for a particular project and enables users to forecast what their pipelines will look like.
Request management Allows departments to manage and prioritize requests for marketing assets from clients or other departments in the business.
Task management Keeps creatives focused on the task at hand via to-do lists and reminder notifications.
Approval workflow management Standardizes processes requiring approvals, such as creative briefs, purchase orders and editing workflows.
Budget and expense management Tracks expenses by employee, item, business unit, task etc. in order to ensure projects stay within budget.
User-specific views and permissions Gives each user a personalized overview of their projects and tasks. Managers can also control which users see which tasks and conversations.
Document sharing and management Enables version history control so that agencies can track changes and document sharing to facilitate collaboration with clients and contractors.

Marketing project management features specifically intended for agencies are rarer than the all-purpose features we’ve just covered, and remain the province of specialized vendors.

Some of the most important agency-oriented features include:

Agency-Specific Marketing PM Features

Customer management Allows agencies to track prospects and convert them into clients.
Client invoicing Integrates with accounting and financial management software to add details to client invoices.
Client reporting Keeps clients up to speed on the details of services rendered.
Media buying and billing Integrates with media buying solutions to place ads, and then invoices clients accordingly.
Accounts receivable aging Shows which clients need to pay up.
Timesheet tracking Tracks billable hours for employees and freelancers.

Client invoicing in Scoro

Client invoicing in Scoro

What Are Some Examples of Marketing PM Software?

Popular solutions for creative and marketing agencies as well as in-house marketing teams include:

  • Wrike. Wrike offers many of the features that agency buyers need, such as accounting integration for client invoicing.
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  • Scoro. Scoro is another good solution for agency buyers thanks to robust CRM features for managing and retaining clients.
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  • Basecamp. A good solution for in-house teams in particular, Basecamp is a competitively-priced solution with a simple and straightforward user interface.
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  • WorkBook. WorkBook includes a number of resource management features that allow agencies to track progress against the prices they’ve quoted to clients.

There are many, many more project management solutions on the market that are suitable for marketing teams, so you may need some assistance in whittling down your list. Fortunately, we’re here to help.

Free Download:
Project Management Software Pricing Guide

 

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