Marketing agencies handle fast-moving campaigns, growing client demands, and multiple team members working across different timelines.

Project management software gives agencies a clear way to assign tasks, organize work, and improve team collaboration.

But for agencies managing high volumes of client work, an all-in-one platform that supports the entire process is more efficient.

Our solution, TapClicks, does exactly this by:

• Handling ad order placement and fulfillment

• Centralizing data in a secure warehouse

• Applying custom metrics across campaigns

• Automating always up-to-date client reports

In this post, we’ll look at how TapClicks can take your agency operations further and seven other project management tools designed for internal project coordination.

Upgrade your agency operations with smarter campaign management. Schedule a TapClicks demo now!

What Is Project Management Software?

Project management software is built to help teams organize campaigns, assign tasks, and track every part of a project from start to finish.

It acts as a central hub where team members can view timelines, update task statuses, and communicate without switching between different tools.

Unlike general tools, this software is built with the pace and style of marketing projects in mind. It often includes features like calendar views, Kanban boards, and shared dashboards that reflect how agencies work.

Some benefits of using project management software include:

• Centralizes task management and campaign tracking in one place

• Helps manage projects with clear timelines, due dates, and assignments

• Improves team collaboration through built-in chat, file sharing, and notifications

• Supports time tracking and resource allocation across campaigns

• Provides visibility into project progress and team performance

• Reduces manual work by automating tasks and setting custom workflows

Why Traditional Project Management Tools Don’t Fit All Marketing Agencies?

Most traditional project management tools stop at task coordination. They don’t handle ad orders, media execution, or campaign reporting.

To fill the gaps, teams often rely on spreadsheets, separate BI tools, and disconnected workflows.

This can work for smaller agencies. But it quickly becomes inefficient at the enterprise level, with large budgets and multi-channel campaigns.

A typical campaign workflow involves multiple steps and handoffs:

• Sales – Orders are submitted through forms or CRMs and then shared manually with Ad Ops.

• Ad ops – Tasks are planned and assigned across markets, budgets, and platforms.

• Creative – Content, design, and SEO work require coordination and frequent approvals.

• Launch – Ads run on several platforms, each with its own setup and tracking.

• Reporting – Data is pulled from different sources and pieced together in spreadsheets.

Traditional tools weren’t built for this kind of workflow. Agencies operating at scale need a platform that can handle the entire process in one place.

Best Project Management Tools for Marketing Teams

Check out the top marketing agency project management software options in 2025.

1. TapClicks

Our solution, TapClicks, helps marketing teams manage the full lifecycle of ad campaigns, from order placement to performance reporting.

Unlike traditional tools that focus only on tasks, TapClicks supports the entire process, saving agencies time, reducing manual tasks, and improving visibility across teams.

Specifically, TapClicks does this via four components:

• TapOrders – Capture and track ad orders from submission to fulfillment

• TapWorkflow – Coordinate tasks and handoffs across internal teams

• TapAnalytics – Monitor campaign performance and identify optimization opportunities

• TapReports – Generate automated, client-ready reports that stay up to date

We'll walk through each stage next:

TapOrders: Capture and Manage Ad Orders

Traditional project tools don’t handle ad order management. TapOrders was built specifically for that purpose.

Instead of tracking requests in emails or spreadsheets, you can log, process, and fulfill ad orders in one system.

Sales, account managers, and creative teams can also use customizable templates to submit orders for services like SEO, display ads, or media buys.

These templates help standardize entries, reduce back-and-forth, and surface upsell opportunities, like adding Instagram Ads to a Facebook campaign.

Since TapOrders connects directly to analytics, you can refine your order templates based on what drives results across campaigns.

Additional capabilities include:

• Self-service ordering – Clients and vendors can log in, browse your service catalog, place orders, and pay through a secure portal without involving your team.

• Billable hour tracking – TapOrders tracks freelance hours, ties them to deliverables, and surfaces the associated costs. No need to toggle between external tools or invoice trackers.

• CRM integration – Supports platforms like Salesforce, so order data flows directly from your CRM into TapClicks with no manual entry.

Learn more about how TapClicks can be your ad order management system.

TapWorkflow: Keep Teams Aligned and Workflows Running

Once an order is submitted, TapWorkflow moves it through a structured process. Creative, marketing, and accounting teams are looped in automatically.

Tasks are triggered based on workflow rules you define, and each team member sees only what is ready for them. There are no cluttered dashboards or missed handoffs.

You can set up workflows to match your agency’s processes and adjust them as your business evolves.

Tasks also stay within the platform. Instead of relying on Slack or email, team members can discuss assignments, leave notes, and track updates all within the space on the order form.

Other features included:

• Direct ad execution – Launch campaigns to platforms like Google Ads or Facebook Ads directly from TapClicks.

• Prebuilt integrations – Supports platforms like Google Ads, Facebook Ads, WideOrbit, AffinityX, and more. For others, webhook support is available.

TapAnalytics: See Campaign Performance in One Place

Measuring campaign performance often involves switching between platforms, exporting data, and manually building reports. This process can take hours every week, especially at scale.

TapAnalytics simplifies that by pulling all your data into one platform. There’s no need for external BI tools, ETL pipelines, or spreadsheets.

Data from hundreds of platforms, including Google Ads, Facebook, and Amazon, is automatically pulled into your own TapClicks data warehouse.

Using our Smart Connector, we support over 6,000 data sources, and most integrations include 12 months of historical data for deeper analysis.

Once your connections are set up, TapClicks refreshes your data daily or on demand.

Other things you can do with TapAnalytics:

• Access campaign data without writing code

• Set up advanced calculations once and reuse them across reports

• Define custom metrics using unified terms (e.g., Engagement = follows + subscribes)

• Filter and roll up data by brand, product, or region

• Eliminate spreadsheets and manual tracking from your reporting process

TapReports: Automate Reporting and Share Results Easily

Many ad management tools fall short when it comes to reporting. They require you to export data or use another platform to build reports.

TapReports solves that by giving agencies built-in tools to create dashboards and presentation-ready reports using live campaign data.

There are two reporting options inside TapClicks:

• Dashboards – View near real-time campaign data in a customizable dashboard. You can apply templates across dozens of clients, so updates made once apply everywhere.

• PowerPoint-style reports – Use ReportStudio to build polished, client-ready reports that automatically populate with the latest data. You can schedule delivery daily, weekly, or monthly.

If you prefer to analyze data using a third-party tool like Tableau or Google Sheets, you can also push data from TapClicks to any other destination. Your data stays current no matter where you analyze it.

Try TapClicks for free!

2. Asana

Image Source: asana.com

Asana helps in managing marketing projects that don’t require complex layers or heavy oversight. It supports unlimited projects and tasks, giving you the ability to organize campaign activities without hitting platform limits.

Its project planning tools, which include timelines, Gantt-style views, and calendar scheduling, help teams visualize workloads and monitor project progress.

You can automate routine steps using Asana’s built-in workflow builder, which saves time on recurring tasks. It also connects with over 200 third-party tools, including Slack, Google Drive, and Microsoft Teams, helping teams stay in sync.

Built-in reporting further lets you generate project summaries and track progress through visual dashboards.

Pros

• Simplifies task assignment and approval tracking

• Offers visual project views like Gantt charts and calendars

Cons

• Time tracking is limited without third-party add-ons

• Limited in advanced functions like resource management and detailed time tracking

Pricing

Asana offers a free Personal plan for individuals and small teams. The Starter plan costs $13.49 per user per month, and the Advanced plan costs $30.49 per user per month.

3. Basecamp

Image Source: basecamp.com

Basecamp is a simple project management tool built for small teams and agencies that prioritize communication and task visibility.

It combines to-do lists, file storage, scheduling, real-time messaging, and progress tracking in one clean interface.

Each project in Basecamp includes its own message board, task list, shared calendar, document hub, and group chat, keeping team members aligned without switching between apps.

For remote teams, the built-in check-in and messaging tools help replace constant meetings and reduce email clutter.

Pros

• Keeps remote teams connected with built-in messaging and real-time updates

• Simple structure with clear workflows that are easy to follow

Cons

• No built-in time tracking or workload monitoring

• Limited customization options and lack of Kanban views

Pricing

Basecamp offers a free plan with limited features. The Plus plan costs $15 per user per month, while the Pro Unlimited plan is $299 per month, billed annually, and includes unlimited users and full access.

4. Monday.com

Image Source: monday.com

Monday.com is a visual project management tool that gives marketing teams full control over how they organize and track their work.

The platform offers customizable boards, color-coded workflows, and automation features that make it easier to handle complicated projects across multiple departments.

You can create detailed campaign boards, set due dates, assign tasks, and observe project progress in one view. It includes templates for marketing projects, timelines, creative reviews, and content calendars.

Marketing teams can use drag-and-drop boards, Kanban views, and calendar layouts to stay organized. Monday.com also integrates with Slack, Gmail, Google Drive, and other tools that help you stay connected without switching platforms.

Pros

• Flexible structure that adapts to complex projects and workflows

• Customizable boards that keep team members aligned and organized

Cons

• May be too expensive for startups or small agencies

• Reporting tools offer fewer customization options

Pricing

Monday.com offers a free plan for basic use. Paid plans include Basic at $12 per seat per month, Standard at $14 per seat per month, and Pro at $24 per seat per month.

5. Wrike

Image Source: wrike.com

Wrike is project management software that supports large teams working across departments, clients, and timelines.

It offers advanced tools for planning, tracking, and reporting, making it a good fit for marketing teams managing high-volume workloads.

Wrike allows you to build custom dashboards, set dependencies, and monitor project progress in real time. It also includes charts, Kanban boards, and calendar views to give teams full visibility into schedules and timelines.

The platform also has key features, such as budget management tools, which allow you to forecast costs and track spending across campaigns.

Built-in timers and timesheets help monitor how team members spend their time on managing tasks. Wrike also supports document collaboration tools, like live editing with markup features.

For those who rely on data analysis, Wrike integrates with tools like Tableau and offers detailed analytics on performance and team productivity.

Pros

• Includes budget management features for forecasting and expense tracking

• Offers time tracking with automatic timers and employee timesheets

Cons

• Does not support offline access for project management

• Some users report slow support response times

Pricing

Wrike offers a free plan with basic functionality. Paid plans start at $10 per user per month for the Team plan and $25 per user per month for the Business plan.

Enterprise and Pinnacle plans are available with custom pricing based on team size and feature needs.

6. ClickUp

Image Source: clickup.com

ClickUp is all-in-one project management software that works well for marketing teams that manage projects across multiple departments, clients, and timelines.

Digital marketing agencies can build personalized task boards, apply different views (like list, board, or calendar), and structure campaigns based on how their team works best.

The platform includes built-in team and client communication tools, such as task comments, whiteboards, and group chat, which help reduce the need for external messaging apps.

ClickUp also includes shared calendars for scheduling and supports granular permission settings for internal users and guest accounts.

Pros

• Includes Docs, wikis, and collaboration tools for internal documentation

• Custom workflows make it easy to adjust to any team structure

Cons

• Performance can slow down with large data sets or complex dashboards

• The learning curve is steep for new users

Pricing

ClickUp offers a free plan with basic features. The Unlimited plan is $10 per user per month, while the Business plan is $19 per user per month.

Enterprise plans are priced based on team needs and feature access.

7. ProofHub

Image Source: proofhub.com

ProofHub is project management and team collaboration software built for teams of all sizes. It brings together project planning, task tracking, and team communication into a single workspace.

Agencies can create and manage projects by setting tasks and project deadlines, adding time estimates, and defining task dependencies to keep everything on schedule.

The platform supports different task views, including lists, tables, Kanban boards, and calendar layouts to help track work from multiple angles.

Built-in tracking allows team members to log hours for each task, which helps managers track billable time and compare the actual time spent with estimates.

For communication, ProofHub includes real-time chat features, project discussions, announcements, forms, and custom notebooks.

File management is also available, with options to upload and organize files into folders and subfolders. You can further collaborate on files directly within the platform using markup and proofing tools.

Pros

• Supports various file types, including PDFs and JPEGs, for creative collaboration

• Integrates with other tools like Slack, QuickBooks, and Dropbox to support smooth information flow across platforms

Cons

• All pricing plans come with storage limits

• Some users note that customer support response times can be slow

Pricing

The Essential plan costs $50 per month, while the Ultimate Control plan, which includes all available features, costs $99 per month.

8. Zoho Projects

Image Source: zoho.com

Zoho Projects is cloud-based project management software that supports teams and growing creative agencies to manage projects efficiently.

The platform supports end-to-end task planning, tracking, and team collaboration.

It includes features like task lists, milestones, time logs, and Kanban boards, which give you multiple ways to visualize progress and manage deadlines.

The platform also includes a built-in chat for instant communication and team coordination. It further supports automation rules, dependency tracking, and resource allocation, which help improve operational efficiency and reduce team workload.

Zoho’s integrations with tools in the Zoho ecosystem add flexibility, especially for businesses already using Zoho CRM or Zoho Desk.

Pros

• Built-in team chat makes communication more efficient

• Allows assigning multiple users to a single task

Cons

• Limited phone support

• Fewer third-party integrations compared to other tools

Pricing

Zoho Projects offers a free plan with limited users and features.

The Premium plan is €5 per user per month, while the Enterprise plan is €10 per user per month and includes advanced features and broader access.

Take Your Marketing Agency Beyond Project Management With TapClicks

While project management software helps your team stay organized, TapClicks takes your agency one step further by connecting campaign execution, data, and reporting in a single platform.

TapClicks is built for agencies that need more than task tracking. It brings campaign data, reporting, and media execution into one platform.

Instead of juggling spreadsheets or jumping between tools, you can manage performance, automate reports, and give clients real-time access through white-labeled portals.

TapClicks also integrates with ad platforms, CRMs, and analytics tools, which makes it easier for you to track results and scale.

If your agency is looking to go beyond project checklists and gain visibility into campaigns, TapClicks brings everything into one place.

Save hours on manual reports and focus on campaign strategy. Try TapClicks today!

FAQs About Marketing Agency Project Management Software

What is the best project management software for marketing?

The best project management software for marketing depends on your team size, workflows, and the complexity of your campaigns. For agencies managing multiple clients and high-volume campaigns, using TapClicks provides better visibility across both internal work and campaign performance.

What is marketing project management software?

Marketing project management software helps teams plan, organize, and track marketing work from start to finish. These tools are designed to improve coordination across creative, content, media, and strategy teams while keeping projects on schedule and within scope.

What does a project manager do at a marketing agency?

A project manager at a marketing agency oversees timelines, task assignments, and resource planning. Their goal is to make sure every part of a campaign moves forward smoothly and efficiently.

What is Nifty software used for?

Nifty is a project management tool used to plan, track, and manage tasks, timelines, and team communication. Agencies and marketing teams use it to keep everyone aligned and maintain visibility into progress without jumping between different tools.