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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

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

TapClicks

TapClicks is a smart marketing cloud-based set of automated marketing solutions designed to work in unison, powered by your data. We make the complex world of marketing easy with everything a business needs to differentiate itself...Read more about TapClicks

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

Mvix Digital Signage

XhibitSignage is a cloud-based digital signage content management solution for businesses of all sizes. It is compatible with Windows, Apple and Linux operating systems. XhibitSignage offers a multi-user platform, scheduling,...Read more about Mvix Digital Signage

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

Resource Guru

Resource Guru is a resource scheduling tool that helps busy teams keep projects on track. It offers a fast, flexible way to schedule people and assign work for any type of project, at companies big and small. Project managers and...Read more about Resource Guru

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

eyefactive AppSuite

What Wordpress is for websites, eyefactive's app platform is for interactive software on XXL displays: Create engaging interactive signage software solutions on any large-scale touchscreen, table, kiosk terminal or videowall. Comb...Read more about eyefactive AppSuite

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

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

Avaza

Avaza is a business management solution which includes features for project management, resource scheduling, online timesheets, expense management, online invoicing, recurring invoicing, quotes and invoices and more. Avaza also in...Read more about Avaza

Ziflow

Ziflow is the leading creative workflow platform. It empowers agencies and brands to deliver exceptional creative work by streamlining feedback on any creative asset from concept to completion. Customers include Showtime, McCann W...Read more about Ziflow

Accountability

AccountAbility is a cloud-based agency management solution designed for agencies of all sizes. It offers accounting, time tracking, project management, file storage and messaging functionalities within a suite. The product is suit...Read more about Accountability

Whatagraph

Whatagraph is an all-in-one marketing data platform to connect, organize, visualize, and share marketing data. It is designed to help marketing agencies and organizations connect and manage siloed data from scattered marketing sou...Read more about Whatagraph

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

Mediatool

Mediatool is a cloud-based marketing management platform built to give brands and agencies an overview and real-time control of their campaign activity. Using Mediatool, you can manage your ad campaigns from start to finish, incl...Read more about Mediatool

Chase Software

Chase Software was built for the world of advertising and media which helps agencies unlock their full potential and focus their energy on doing what they do best. Chase delivers end-to-end solutions for advertising and media ag...Read more about Chase Software

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Akero

Designed and developed exclusively for student-specialist marketers and recruiters, Akero helps you improve marketing performance and increase student enrollments. It’s an easy-to-use, subscription-based platform that sits as an e...Read more about Akero

Moat

Moat is a cloud-based analytics and intelligence platform, which helps transform brand advertising across all devices and channels. Primarily catering to midsize and large businesses, it is a digital marketing measurement tool, en...Read more about Moat

Buyers Guide

Last Updated: March 16, 2023

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.