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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

4.6 (4663 reviews)

45 recommendations

Smartsheet

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 about Smartsheet

4.5 (3247 reviews)

32 recommendations

BigTime

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 infor...Read more about BigTime

4.6 (636 reviews)

26 recommendations

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

4.0 (39 reviews)

25 recommendations

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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

4.4 (1432 reviews)

24 recommendations

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

4.7 (153 reviews)

18 recommendations

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

4.4 (301 reviews)

17 recommendations

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

4.3 (2638 reviews)

12 recommendations

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

4.4 (61 reviews)

12 recommendations

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

4.3 (56 reviews)

12 recommendations

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

4.8 (207 reviews)

11 recommendations

Ravetree

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 assignme...Read more about Ravetree

4.4 (22 reviews)

11 recommendations

SAP S/4HANA Cloud

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 an...Read more about SAP S/4HANA Cloud

4.4 (334 reviews)

6 recommendations

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

4.2 (613 reviews)

3 recommendations

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

4.6 (236 reviews)

3 recommendations

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

4.5 (196 reviews)

1 recommendations

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 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 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 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

Buyers Guide

Last Updated: March 16, 2023

In 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 Type of Buyer Are You?

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

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:

Marketing-project-management-software-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 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

Marketing resource management

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.

Task management

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.

Document sharing and management

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.

Timesheet tracking

Tracks billable hours for employees and freelancers.

Client-invoicing-in-Scoro

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.