Sep 02 2025
Finding the right agency management software isn’t just about saving time, it’s about making better decisions, staying on top of budgets, and giving your team room to do their best work. For creative agencies juggling tight deadlines, demanding clients, and constant feedback loops, the right platform can mean the difference between chaos and control.
In this guide, we’ll walk you through seven of the best tools available, ones that go beyond surface-level features and actually help teams deliver smarter, faster, and with fewer hiccups.
Function Point is an all-in-one agency management software designed to help creative agencies manage their projects, finances, and teams more effectively. It brings together various tools into one system, aiming to reduce the need for multiple separate applications.
Project and Task Management: Users can create tasks, set deadlines, assign responsibilities, and monitor progress. The system offers both Gantt charts and Kanban boards for visualizing project timelines and workflows.
Financial Oversight: The platform allows for the creation of estimates, tracking of expenses, and comparison of actual costs against budgets. It also integrates with accounting software like QuickBooks to streamline invoicing processes.
Resource Allocation: Managers can assign tasks based on team members' availability and skills, helping to balance workloads and prevent overextension.
Collaboration Tools: Built-in messaging and file-sharing features facilitate communication among team members and with clients, aiming to keep everyone aligned on project goals.
Function Point is particularly useful for creative agencies that handle multiple projects simultaneously and require integrated tools for managing tasks, tracking time, and overseeing budgets. It's also beneficial for teams seeking to centralize their operations and reduce reliance on multiple disparate systems.
Productive brings together financial oversight and project management. Creative agencies can see their profitability numbers as they happen. This agency management software helps teams track both project progress and financial performance at the same time, which I find remarkably useful.
Productive gives you detailed task management with AI-powered documentation and multiple project layouts that include tasks, dependencies, and milestones. The platform lets you collect client information through forms and turns their responses into tasks automatically. Its docs tool creates project specifications and meeting notes, while AI helps speed up content creation. The software stands out with project templates that let you copy tasks, subtasks, descriptions, and assignees to create consistent processes. You can group, filter, and sort information based on your priorities in customizable views.
Creative agencies and SEO and AI optimization consulting firms like Nine Peaks Media that need to track time and manage client budgets will find Productive extremely useful. Small to mid-sized marketing teams can benefit from its financial tracking features. Project managers love its complete view of projects, tasks, team availability, and profitability metrics. Teams looking to cut down on multiple tools will appreciate how it replaces several specialized applications. The software works best for agencies that want strong profitability analysis while managing their projects.
TMetric elevates time tracking for creative teams who need accuracy in their billable hours. This agency tool excels at monitoring project timelines and provides detailed reports with powerful team management features.
TMetric delivers exact time tracking through a simple timer that works live, even offline. The platform generates detailed reports that users can filter by client, team, or billable status and export as PDF or CSV files. Its advanced activity monitoring stands out by tracking applications and websites used during work hours.
Project management capabilities help teams with task assignment, budgeting, and resource allocation. The platform also converts tracked hours into professional invoices automatically. Users can connect with over 50 popular apps like Asana, Trello, and Adobe Creative Cloud.
TMetric works exceptionally well for advertising and marketing agencies with remote teams and freelancers. Creative agencies can identify their most profitable clients through time analysis. Small teams under 15 members benefit most from its detailed yet cost-effective features. Agencies juggling multiple client projects will find great value in TMetric's ability to separate billable from non-billable hours.
Workamajig stands out as the complete project management system built specifically for creative teams. This specialized software serves as a single source of truth for advertising and marketing agencies. The platform's 35 years of industry experience speaks volumes about agency management software.
The software combines project management with financial oversight in one platform. Project templates create schedules and resource allocations with just a few clicks. The up-to-the-minute project monitoring dashboard shows all active projects, with customizable health meters that highlight at-risk projects.
Creative teams can use proofing tools where both internal and external users review, annotate, and approve creative work. The resource management dashboard gives a complete view of employee and freelancer availability. Workamajig has a full GL accounting system that can replace tools like QuickBooks.
Mid-sized to large creative agencies that need integrated financial tracking will benefit most from Workamajig. The platform works perfectly for firms wanting to centralize operations from sales to invoicing. Creative agencies can track budgets against estimates in real-time. Teams spread across multiple offices will appreciate its enterprise-wide resourcing capabilities.
Kantata excels as a professional services cloud platform that creative teams use to manage complex workflows. Teams and clients can track all tasks, deliverables, and milestones through a user-friendly visual interface.
Kantata has detailed task management capabilities that let you create, assign, and prioritize tasks with simple drag-and-drop actions. The system's customizable views come with filters and columns that match your team's priorities. Resource planning tools help prevent burnout by showing available and overloaded team members.
Project timelines show up as Gantt charts that spotlight conflicts and dependencies. Time tracking helps distinguish between billable and non-billable hours. The platform has immediate updates and document sharing features to keep everyone in sync.
Mid-sized creative agencies and marketing teams that want better collaboration thrive with Kantata. Organizations that need detailed financial oversight along with project management find great value here. Professional services firms benefit from its resource allocation tools. The platform works great for teams juggling multiple projects thanks to its detailed visibility features. Remote teams boost their efficiency through its collaborative tools, whatever their location.
Synergist is the life-blood of UK agencies that want to turn chaotic workflows into strategic growth. This top-rated agency management system in the UK has guided creative businesses for 20 years.
Synergist brings all agency operations under one roof, from new business to billing. The software excels at detailed project tracking and live budget monitoring. Automated alerts help prevent over-servicing. The resource management tools show team availability clearly, which helps decide whether to hire freelancers or permanent staff.
Client management tools are powerful - they log communications, create follow-up systems, and track client performance against targets. The platform also comes with customizable task views, Kanban boards, and email integration that blend with workflow management.
Synergist works great for established creative agencies that need financial clarity and project management. Marketing teams who track detailed client profitability find it especially valuable. Advertising agencies with multiple concurrent projects benefit from its resource allocation tools. The platform's combined project management and financial reporting helps firms reduce tool sprawl. Simply put, Synergist delivers complete insights needed for sustainable growth if your agency values evidence-based decision-making over basic task management.
Screendragon makes workflow automation a priority for creative teams struggling with operational complexity. The platform serves as a powerhouse for marketing departments, advertising agencies, and design studios that need to simplify their complex creative processes.
The platform guides users through the intake process with customizable workflows and smart briefs that use logic and automation. Users can visualize their work through advanced task management features with Gantt charts and kanban boards. Resource management tools show a complete view of capacity through heat maps and drag-and-drop scheduling.
Creative teams can use integrated proofing tools to mark up all types of media with version control. The built-in budget module tracks planned versus actual costs with up-to-the-minute data analysis. Screendragon added AI capabilities that speed up work through intelligent decision-making.
Large organizations that manage complex creative processes will find Screendragon valuable. Marketing teams handling high-volume content production appreciate its workflow automation. Advertising agencies with multiple clients benefit from its integrated financial tracking. Creative departments can standardize their operations without limiting creativity.
At the end of the day, agency management software should feel less like another system to babysit and more like a partner that simplifies the way you work. Each tool listed above offers something valuable, whether it’s better time tracking, smoother invoicing, or stronger collaboration.
Your ideal pick depends on your team size, client base, and how much you rely on real-time reporting. Start small if you need to, test a few, and don’t be afraid to switch if something feels off. What matters most is finding a system that clears the clutter, so your team can focus on the creative work that matters.
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