Advertising Agency Software

Finding software can be overwhelming. Software Advice has helped hundreds of advertising professionals find the best advertising agency software to help optimize their business.

Showing 1-20 of 143 products


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

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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

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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

Learn More, an award-winning collaboration and project management platform, helps teams plan together efficiently and execute complex projects to deliver results on time. team management and task management tool allows ... Read more

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Asana FrontRunners 2021

Asana helps teams orchestrate their work, from daily tasks to strategic initiatives. With Asana, teams are more confident, move faster, and accomplish more with less, no matter where they are located. More than 100,000 paying orga... Read more

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Birdview PSA

Birdview PSA unifies teams by providing increased visibility and a single source of truth for projects, resources and financials. Birdview provides service organizations with a comprehensive set of tools for managing and executi... Read more


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Float FrontRunners 2021

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

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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

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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

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Smartsheet FrontRunners 2021

Smartsheet is a work execution platform and collaboration tool with a familiar spreadsheet-like interface that helps teams plan, track, and manage projects in real-time. Smartsheet features include a range of project management to... Read more

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Resource Guru FrontRunners 2021

Resource Guru is a cloud-based resource scheduling application that is suitable for organizations of all sizes. This application enables booking and rescheduling through the calendar feature and a drag-and-drop scheduling tool. Th... Read more

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ContentCal is a social media management platform designed to help advertising agencies plan, create and publish content across multiple networking platforms. It enables businesses to quickly respond to customer queries by storing ... Read more

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ActiveCollab FrontRunners 2021

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 due date, assigne... Read more

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Cloud-based advertising plugin designed to create, manage, schedule and track blog and website advertisements. The plugin works via client-side JavaScript, which makes it compatible with any kind of site. A separate plugin is avai... Read more


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Whatagraph is a cloud-based reporting solution designed to help organizations create and automate marketing reports using predefined templates and various data sources. The multi-user editing functionality allows team members to c... Read more

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Front is a customer communication hub that allows companies to offer tailor-made service at scale. We combine the simplicity of the email inbox with the automation and insights of a CRM. Behind the scenes, teammates from all depar... Read more

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Hatchbuck is an all-in-one sales and marketing software for small to midsize companies; it combines email marketing, CRM and marketing automation. Sales and marketing teams can effortlessly manage contacts and email campaigns. ... Read more

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Workzone FrontRunners 2021

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

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Hippo Video

Hippo Video is a video engagement platform that enables sales and marketing teams to connect with prospects via DIY in-video & hyper-video personalization. Built-in marketing automation allows teams to implement custom workflows f... Read more

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Avaza FrontRunners 2021

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

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Buyers guide

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.



Your Guide to Top Advertising Agency Software, August 2021

Software Advice uses reviews from real software users to highlight the top-rated Advertising Agency Software products in North America.

Learn how products are chosen

Explore FrontRunners

“Usability” includes user ratings for Functionality and Ease of Use.“Customer Satisfaction” includes user ratings for Customer Support, Likelihood to Recommend and Value for Money.Reviews analysis period: The reviews analysis period spans two years and ends on the 15th of the month prior to publication.