Advertising Agency Software

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Kantata

The Kantata Cloud for Professional Services is a powerful collection of operational management, resource optimization, business intelligence, integration, and workflow automation functionality that optimizes resources and elevates...Read more about Kantata

Wrike

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Ziflow

FrontRunners 2022

Ziflow is a cloud-based proofing solution, which helps businesses of all sizes manage content review and approval processes in a collaborative manner. Features include customizable branding, version control, automated workflows, s...Read more about Ziflow

Screendragon

Screendragon is a powerful work management platform suited to the needs of marketing, agency & professional services teams. It combines project management, workflow automation, resource management and forecasting, budget managemen...Read more about Screendragon

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Float

FrontRunners 2022

Float is a collaborative resource management software for real-time project planning and task scheduling. Features include an intuitive interface, drag-and-drop features, keyboard shortcuts, reports, and analytics, and editing too...Read more about Float

Adzooma

Adzooma’s an award-winning digital marketing platform that helps businesses of any size grow by making online marketing easy. Our all-in-one platform helps you set up, manage, and optimize your Google, Facebook, and Microsoft adv...Read more about Adzooma

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ActiveCollab

ActiveCollab is a project management solution for creative professionals. It offers cloud-based subscription plans or a self-hosting license. Projects are split into tasks and subtasks. Tasks can be filtered by the due date, ass...Read more about ActiveCollab

Teamwork

FrontRunners 2022

Teamwork is the only project management platform built specifically for client work. Deliver work on time and on budget, eliminate client chaos, and understand profitability in one platform. Teamwork's customers track and manage t...Read more about Teamwork

Birdview PSA

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Mosaic

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Supermetrics

Supermetrics is a reporting solution that helps small to large businesses to transfer marketing data on external reporting, analytics, storage and data visualization platforms, such as Google Sheets, Excel, DataStudio, BigQuery an...Read more about Supermetrics

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Copper

Copper is an easy-to-use CRM for small and medium-sized businesses that need a better way to manage leads & grow customer relationships. If you don't have time for data entry, tedious admin tasks, or overly complex tools, Copper j...Read more about Copper

Function Point

Function Point is a web-based, all-in-one agency management and productivity software- manage client projects, forecast resources, integrate with QuickBooks, collaborate with internal teams, and track time, all within a single cen...Read more about Function Point

ReportGarden

ReportGarden is a cloud-based marketing analysis tool that offers configurable marketing reports and dashboards for search engine optimization (SEO), pay per click (PPC), marketing analytics, social-media performance and website b...Read more about ReportGarden

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BenchmarkONE

BenchmarkONE (formerly Hatchbuck) is a sales and marketing solution designed for small to midsize businesses. The integrated solution offers combined sales automation, marketing automation and email marketing features. BenchmarkON...Read more about BenchmarkONE

Perpetua

Perpetua specializes in online advertisement and is an Amazon Partner that serves e-commerce sellers and brand owners with diverse product portfolios or multi-channel fulfillment models. Media buyers, PPC managers, Walmart merchan...Read more about Perpetua

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Mvix Digital Signage

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Adalysis

Adalysis is an online marketing automation solution designed to help businesses track the performance of pay per click (PPC) campaigns on Google Ads and Bing Ads. Managers can utilize the automated check and alerts engine to revie...Read more about Adalysis

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Bionic Media Planning Software

Built for media planners and media buyers, Bionic is the only fully-integrated, omnichannel media planning software + media buying software that delivers: * perfect media plans, * beautiful flowcharts, * online RFPs and IOs, * ...Read more about Bionic Media Planning Software

4.81 (16 reviews)

ClickUp

FrontRunners 2022

ClickUp is a cloud-based collaboration and project management tool suitable for businesses of all sizes and industries. Features include communication and collaboration tools, task assignments and statuses, alerts and a task toolb...Read more about ClickUp

Buyers Guide

Last Updated: April 25, 2022

What is Advertising Agency Software?

Advertising agency software is a tool to help an ad agency run their business with a mix of marketing, project managing, consulting, data analysis, and more. Ad agency software typically includes features like account reporting, task management, time tracking, client management, and templates and forms.

Advertising agency software might seem like a confusing jumble of features. But running an ad agency requires a broad mix of marketing, project managing, consulting, data analysis and much more. That's why advertising agency software houses such a wide array of capabilities in one cohesive system.

But not all ad agency software is created equal. That's why we've put together this buyer's guide to help you determine what you should look for when choosing your new advertising agency software.

Here's what we'll cover:

Common Features of Advertising Agency Software
Benefits of Adopting Ad Agency Software
Advertising Agency Software Tips for New Buyers

Common Features of Advertising Agency Software

Ad agency software pulls in capabilities from a wide range of existing software options. Its features include those from project management and CRM, as well as a load of specialized reporting and analytics:

Core Features of Advertising Agency Software

Project dashboard Easily see all projects currently in progress. Sort by account. Drill down based on numerous filters.
Account reporting Take a snapshot of all past, active, paused and any proposed projects within a client's portfolio.
Multi-user interface Enable numerous users on the same system. Provide different logins for each user. Personalize the permissions and available functionality for different groups of users.
Task management Essential to any form of project management. Can apply to tasks both internal and client-facing. Easily assign responsibilities and create accountability.
Time tracking Quantify the time spent at each step of a project. Determine benchmarks and set value for the time spent.
Prospect / Client management Manage outreach with prospects and clients. Record and track interactions. Automate and schedule regular communications.
Collaboration Securely share documents within the company and with clients. Record communication between team members, prospects, and current and past clients.
Templates and forms Standardize all internal and external communication with branded forms. This includes initial media inquiries, estimates, purchase orders and invoices.
Financial Reporting Translate tasks, projects, and deal wins into revenue drivers.

The goal of ad agency software is to optimize workflows and processes to make the company more efficient. This helps team members keep focused on big picture goals. Such efficiency also encourages positive client and partner interactions.

The project dashboard and account reporting are key to creating this efficiency. These two features enable a top-down and bottom-up view of what stage all projects are in, who owns them and who they're going to next. This type of insight encourages greater organization, especially when paired with task management and time tracking capabilities that quantify the time spent on each task of each project.

Benefits of Adopting Ad Agency Software

There are a number of specific benefits that come with adopting ad agency software. With ad agency software, you can:

  • Capture a complete snapshot of the status of your current projects. Drill down to see where each project is at in its task life cycle and easily identify who owns the tasks at that stage.
  • Track project timelines, workflows, and life cycles to pinpoint any bottlenecks. Analyze the status of a project during a bottleneck to determine and overcome the cause.
  • Easily manage key documents such as price estimates, media buys, client invoices, and creative media.
  • Record time spent working on projects for accurate billing to clients.
  • Effectively communicate and share valuable information internally and with clients. Establish notifications and timelines for check-ins to keep all parties informed and projects on task.

Advertising Agency Software Tips for New Buyers

As you can see from the features and benefits listed above, ad agency software can positively transform your business. But not all advertising agency systems will be a fit for your specific needs. You need to be very diligent with the research and work you put into choosing your advertising agency management system. After all, it is the backbone of your business.

The following recommendations will help you better analyze and sift through the vendor landscape. Don't be afraid to ask vendors the tough questions.

We've established some formalized recommendations and best practices for optimizing the selection process. These come from surveying software buyers across industries to find out how they choose the best business software. Some of the most popular tactics small and midsize businesses employ include:

  • Do your due diligence. Regardless of whether you've used ad agency software before, you need to refamiliarize yourself with the market. There's definitely a software choice out there that's right for you, but you need to put in the research to determine which systems stand out in the market. Ask other agencies for help when validating systems.
  • Inquire with your entire team to determine operational needs and pain points. It's important to have an idea of what you need before you begin talking to software vendors. You need to make sure you know when, where, how and why pain points are affecting your operation. Once identified, you can move forward by prioritizing the capabilities that will increase efficiency.
  • Read advertising agency software reviews from actual users. These reviews from managers, operators, and business owners in similar situations will provide a snapshot of information you need to make the most informed decisions. Analyzing thoughts and feelings from your peers in the space will help you see past the marketing jargon and get a well-rounded idea of the systems in question.