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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, expenses, and t...Read more about NetSuite OpenAir
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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 as marketing, sales, oper...Read more about monday.com
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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 tools, such as document and ...Read more about Smartsheet
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BigTime helps professional services firms reduce operational costs, easily align talent to the right projects, and accelerate time to get paid for completed work, all while enabling quicker decision-making by getting you the information you need. By stre...Read more about BigTime
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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 and execute, and deliver ...Read more about Adobe Workfront
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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 for resource management, cu...Read more about Wrike
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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 with up to date proje...Read more about Workzone
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Ravetree is a cloud-based project management solution with integrated resource planning, customer relationship management and time and expense tracking capabilities. The solution helps users manage project workflows, task assignment and project status upda...Read more about Ravetree
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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 margins. With its powerful f...Read more about Scoro
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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 capabilities, such as AI to autom...Read more about Oracle Fusion Cloud ERP
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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 solution. Elevate your pe...Read more about Kantata
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SAP S/4HANA Cloud is a cloud-based and on-premise enterprise resource planning (ERP) solution. It is suitable for small, midsize and large businesses in industries such as automotive, engineering, construction, mining, research and development, retail, who...Read more about SAP S/4HANA Cloud
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GitHub is a project management and code sharing platform that allows users to share their codes with others and create/iterate using collective intelligence. The software can be used for different kinds of coding assignments including personal, open-source...Read more about GitHub
Clockify is a cloud-based time tracking solution designed to help businesses monitor employee productivity, attendance and billable hours. Key features include time audit, reminders, data export, customizable reporting and permissions management. The appl...Read more about Clockify
SuiteDash is the ultimate All-in-One Business Software multi-tool tailored for small to medium-sized businesses, designed to streamline and enhance your operations. Seamlessly integrating CRM, project management, invoicing, file sharing, and client portals...Read more about SuiteDash
GanttPRO is a cloud-based project management solution for small to midsize companies, as well as individual users. The software offers Gantt charts, scheduling, progress tracking and more. GanttPRO enables managers to schedule projects using a visual ...Read more about GanttPRO
MeisterTask is a web-based task, project, and work management software perfect for teams of any size. Its easy-to-use interface, intuitive functionality, built-in project documentation, and seamless integration with other business tools make it the ideal...Read more about MeisterTask
Miro is a visual workspace for innovation that enables distributed teams of any size to dream, design, and build the future together. Miro enables distributed teams to come together to synthesize information, clarify complex ideas, and make decisions fast...Read more about Miro
Flowlu is a cloud-based all-in-one solution tailored for businesses of all sizes and industries. It streamlines processes from lead generation to sales, offering features like lead and contact management, sales pipeline tracking, and invoicing. With Flowl...Read more about Flowlu
Airtable is the no-code app platform that empowers people closest to the work to accelerate their most critical business processes. Across every industry, leading enterprises trust Airtable to power workflows in product management, marketing operations, p...Read more about Airtable
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 toolbar. Users can assign ...Read more about ClickUp
Glasscubes offers cloud-based collaboration solution for businesses. It provides for file sharing, collaboration and document management, making it accessible from devices with an internet connection. Glasscubes’ file sharing module lets users store t...Read more about Glasscubes
Agiled is an all in one business management platform. It comes with built-in CRM, HRM, Financial Management, Project Management and Time Tracking. Users can manage all of their business in one place and provide a client portal access to their customers. ...Read more about Agiled
TimeCamp is a 100% free time tracker for teams. Unlimited users for $0. TimeCamp is a cloud-based time tracking solution that enables project managers to collaborate, track billable work hours and monitor project status. This solution assists organization...Read more about TimeCamp
Paymo is a work and project management software for small teams of up to 20 people. This solution supports remote work and offers project planning, resource scheduling, team collaboration, file proofing, time tracking, and project invoicing within a single...Read more about Paymo
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Buyers Guide
This detailed guide will help you find and buy the right marketing project management software for you and your business.
Last Updated on 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.