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monday.com
monday.com
monday.com is an award-winning work and project management platform that helps teams of all sizes plan, prioritize, manage, and execute their work more effectively. The platform offers solutions for a wide range of use-cases such...Read more about monday.com
BigTime
BigTime
BigTime is an online time and billing solution designed to serve professional service firms like accounting, engineering, government contracting, legal and IT services. The integrated solution offers features like time and expense...Read more about BigTime
Wrike
Wrike
Wrike is a cloud-based project management platform for teams of 20+ that is suitable for both large enterprises and SMBs. It supports remote work for various teams. This solution comes with Gantt charts, calendars, workload view f...Read more about Wrike
Adobe Workfront
Adobe Workfront
Adobe Workfront is a collaborative work management solution that addresses the challenges of disconnected teams, siloed tools, and the relentless pace of enterprise work. Workfront includes capabilities to capture and plan, assign...Read more about Adobe Workfront
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Meet Eric, a software expert who has helped 1,534 companies select the right product for their needs.
Talk with us for a free
15-minute consultationSoftware Advice is free because vendors pay us when they receive sales opportunities.
This allows us to provide comprehensive software lists and an advisor service at no cost to you.
This allows us to provide comprehensive software lists and an advisor service at no cost to you.
Tell us more about your business and an advisor will reach out with a list of software recommendations customized for your specific needs.
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Scoro
Scoro
Scoro is a comprehensive work management software specifically designed to cater to the unique needs of service businesses that have grown weary of dealing with disjointed systems, unpredictable workloads, and shrinking profit ma...Read more about Scoro
NetSuite OpenAir
NetSuite OpenAir
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, ...Read more about NetSuite OpenAir
kintone
kintone
Kintone is a cloud-based, customizable workflow management platform suitable for businesses of all sizes. The key features of the solution include compliance management, approval process control, forms management, event monitoring...Read more about kintone
Quickbase
Quickbase
Quickbase is a no-code collaborative work management platform that empowers citizen developers to improve operations through real-time insights and automations across complex processes and disparate systems. Here's why Quickbase i...Read more about Quickbase
Project Insight
Project Insight
Project Insight (PI) is award-winning work & project management software that helps companies manage and visualize projects, allocate personnel, streamline accounting, and track what work is being done throughout their entire orga...Read more about Project Insight
WorkOtter
WorkOtter
WorkOtter™ is purpose-built, by Project Managers for Project Managers, and helps PM professionals to deliver more successful project outcomes and align their work to the strategic objectives of the organization. Our solution is si...Read more about WorkOtter
Workzone
Workzone
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 rep...Read more about Workzone
Kantata
Kantata
The Kantata Professional Services Cloud is purpose-built to help organizations with 50 to 5000+ employees unify resource management, project management, financial management, business intelligence and team collaboration all in one...Read more about Kantata
Oracle Fusion Cloud ERP
Oracle Fusion Cloud ERP
Continuous change requires continuous innovation Tomorrow’s leaders are those most capable of adapting to change today. Oracle Fusion Cloud ERP is a complete, modern, cloud ERP suite that provides your teams with advanced capabil...Read more about Oracle Fusion Cloud ERP
FunctionFox
FunctionFox
FunctionFox is a cloud-based time tracking and project management application, offering timesheets and estimates, as well as scheduling, task assignment, and reporting. FunctionFox’s capabilities are suited for the billing a...Read more about FunctionFox
Deltek Vantagepoint
Deltek Vantagepoint
Deltek Vantagepoint is a solution that helps your people manage your projects from start to finish. Vantagepoint is built specifically for professional services firms to improve productivity, boost collaboration, and increase prof...Read more about Deltek Vantagepoint
Trello
Trello
Trello is a visual collaboration tool for planning tasks and projects. While commonly used by agile software development teams, the solution is also used in other departments such as marketing, sales, support and HR. The web-based...Read more about Trello
Basecamp
Basecamp
Basecamp is an efficient collaboration tool used by thousands of teams across the globe. Teams use Basecamp to keep track of assignments, work together on documents, plan projects, chat, and more. Basecamp is opinionated. It's b...Read more about Basecamp
Jira
Jira
Jira Software is a business process management tool used by agile teams to plan, track and release software. Jira Software supports Scrum, Kanban, a hybrid model or another unique workflow. Jira enables users to create project r...Read more about Jira
Asana
Asana
Asana is a comprehensive project management tool that offers a range of technical features to streamline workflows and enhance collaboration within teams. With its user-friendly interface and robust capabilities, Asana provides or...Read more about Asana
Evernote Teams
Evernote Teams
Evernote is a web-based project management tool that offers project collaboration, scheduling and task management functionalities within a suite. This solution is designed to cater to businesses of all sizes. Evernote allows ...Read more about Evernote Teams
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Buyers Guide
Last Updated: March 16, 2023In 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 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, 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:
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.
Agencies or companies looking for solutions specifically dedicated to creative marketing teams might also be interested in our creative project management software options.
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 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
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. |
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. |
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. |
Tracks billable hours for employees and freelancers. |
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.
Scoro. Scoro is another good solution for agency buyers thanks to robust CRM features for managing and retaining clients.
Basecamp. A good solution for in-house teams in particular, Basecamp is a competitively-priced solution with a simple and straightforward user interface.
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.