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Planview AdaptiveWork
Planview AdaptiveWork
Planview Clarizen is an award-winning enterprise work management solution for project portfolio management (PPM) and professional services delivery teams. The solution enables PMOs, EPMOs, PSOs, and ESOs to gain real-time visibil...Read more about Planview AdaptiveWork
FunctionFox
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
Replicon
Replicon
Replicon's advanced timesheet functionality lets businesses track valuable information including check-ins/outs, task progress, and billable/non-billable hours. The invoice module allows users to build custom invoices, examine pay...Read more about Replicon
Box
Box
Simplify your tech stack and save on cost with the Content Cloud: a secure, easy-to-use platform built for the entire content lifecycle, from file creation and sharing, to co-editing, e-signature, classification, and retention. An...Read more about Box
Kantata
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
Wrike
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
Basecamp
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
Sellsy
Sellsy
Sellsy is a cloud-based sales management solution for small to midsize businesses. Features include time tracking, sales automation and a help desk. It is suitable for industries such as advertising, construction, non-profit and r...Read more about Sellsy
Podio
Podio
Citrix Podio is a project management and social collaboration tool. It allows businesses to create custom applications to best meet unique business requirements and preferred workflow—without the need for technical skills or devel...Read more about Podio
PowerSteering
PowerSteering
Upland PowerSteering is project portfolio management software that helps you manage business transformation and Continuous Improvement initiatives so you can reduce waste, forecast and track savings, and execute with speed. Proac...Read more about PowerSteering
AceProject
AceProject
AceProject is a cloud-based project management solution designed for small and midsize businesses. It offers project collaboration, time tracking, document management, budgeting, reporting and project tracking within a suite. ...Read more about AceProject
Smartsheet
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
Workzone
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
Planview PPM Pro
Planview PPM Pro
Innotas PPM is a cloud-based project and portfolio management (PPM) solution designed for midsize and large businesses. Key features include resource management, time tracking, financial management and reporting functionalities. ...Read more about Planview PPM Pro
Asana
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
ManagePro
ManagePro
ManagePro is a hybrid project management solution designed for small and midsize businesses that cater to government, commercial and educational projects. It is suitable for a range of industry verticals such as architecture, real...Read more about ManagePro
InLoox
InLoox
InLoox is the modern project and portfolio management platform that enables teams and departments throughout the company to reliably plan, monitor and evaluate their projects - convenient, simple and integrated into the Microsoft...Read more about InLoox
Celoxis
Celoxis
Celoxis is a Enterprise online project management solution for midsize to large businesses to help them plan and manage complex and diverse project portfolios. The collective suite includes modules for resource management, budgeti...Read more about Celoxis
BlueCamroo
BlueCamroo
The Business Software that combines many essential business services in a single, easily-adoptable and affordable solution. BlueCamroo is a cloud-based business management platform that provides features such as lead and customer...Read more about BlueCamroo
Workgroups DaVinci
Workgroups DaVinci
Workgroups DaVinci is a project management solution that offers the option of on-premise or cloud-based deployment. It’s suitable for the creative services and marketing teams of midsize and large companies. This system offer...Read more about Workgroups DaVinci
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Buyers Guide
Last Updated: 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.