10 Best Agency Management Software

Top 10 Agency Management Software

1. Bonsai Agency Software

Bonsai is the most comprehensive all-in-one solution for agencies looking to optimize their workflow. Unlike generic project management tools, Bonsai is built specifically for agencies, integrating project management, invoicing, contracts, time tracking, and client collaboration in a single, seamless platform. With automated workflows, centralized client management, and built-in financial tools, Bonsai eliminates administrative headaches, so teams can focus on what they do best—producing outstanding work. Here are Bonsai's key features:

Project planning, delivery and tracking

No more complicated project workflows. With Bonsai’s clean and intuitive interface, managing projects is simple, and your team will finally enjoy the process.

• Visualize project timelines with Kanban boards, Gantt charts and list views
• Track progress in real-time to stay on schedule
• Prioritize tasks and assign deadlines to your team

Book a demo to see Bonsai in action.

Time-tracking and timesheets

Tired of wondering where time goes? Bonsai's time-tracking tool lets your team easily log hours, giving you a clear view of projects, capacity, and budgets at all times.

• Track time on projects and tasks
• Monitor your team's availability and utilization
• Set custom billable and cost rates for members, tasks and projects

Resource planning and forecasting

Get ahead of the game and know exactly who’s working on what. Plan out your projects before they even start, and make sure your team has the bandwidth to deliver.

• Allocate work and log time off
• Predict staff shortage ahead of new projects
• Monitor workloads in real time

Budget tracking

No more guessing games when it comes to your budget. All your project, task, client and team reports are updated in real time as your team tracks time and progresses on tasks.

• Keep an eye on project budgets in real time
• Predict scope creep ahead of the project kick-off
• Make informed decisions with profitability reports

‍

‍

2. Basecamp

Basecamp is a simple yet effective project management tool that helps creative teams stay organized without overwhelming complexity. It offers centralized team communication, file sharing, and task tracking in one streamlined platform.

Key Features

• To-do lists and scheduling for effective task management
• Real-time group chat and team collaboration
• Centralized file storage and document tracking
• Automated check-ins and client communication features
• No per-user pricing—great for agencies of all sizes

Pricing

Flat-rate pricing at $99/month for unlimited users.

3. Monday.com

Monday.com is a powerful project management tool that offers a flexible and intuitive interface tailored for creative agencies. With multiple project views, document tracking, and seamless proofing and approval processes, it helps creative teams stay on top of their work. The platform also enhances collaboration with real-time feedback and integrations with popular creative tools.

Key Features

• Multiple project views (Kanban, Gantt, calendar, and timeline)
• Document tracking and centralized proofing and approvals
• Real-time feedback and task assignment
• Time tracking tools to monitor project progress
• Integrations with popular creative software

Pricing

Starts at $9 per user/month (Basic plan) with free and enterprise options available.

4. ClickUp

ClickUp is an all-in-one project management tool designed for creative teams that need flexibility and powerful collaboration features. It provides a fully customizable workflow, task management tools, and integrations that streamline project execution.

Key Features

• Fully customizable task views (Kanban, Gantt, list, and calendar)
• Time tracking and workflow automation
• Document collaboration with proofing and approvals
• Built-in chat and real-time team collaboration
• Seamless integration with creative software

Pricing

Free plan available; paid plans start at $5 per user/month.

5. Asana

Asana is a leading project management tool designed to simplify task management and improve collaboration among creative teams. It offers a variety of project views, real-time communication, and automation features that help agencies manage time-intensive projects efficiently.

Key Features

• Task assignment, tracking, and prioritization
• Real-time feedback and proofing for creative assets
• Multiple project views (list, board, calendar, timeline)
• Integration with creative tools for seamless collaboration
• Customizable workflows and automation features

Pricing

Free plan available; paid plans start at $10.99 per user/month.

6. Trello

Trello is a visually-driven project management tool perfect for creative teams that thrive on simplicity. Its intuitive Kanban-style interface allows teams to organize tasks, track project progress, and collaborate efficiently.

Key Features

• Drag-and-drop Kanban boards for easy workflow management
• Task assignment and due dates for streamlined project tracking
• Centralized document tracking and proofing tools
• Real-time collaboration with team members
• Integration with creative software and automation tools

Pricing

Free plan available; paid plans start at $5 per user/month.

7. Accelo

‍

Accelo is a service management platform that helps agencies track both one-off projects and ongoing retainer work. It automates client relationships, billing, and team workload management.

Key Features

• Automated project and client tracking
• Time tracking and profitability insights
• Resource allocation and team scheduling
• Built-in CRM for client management

Pricing

Available upon request.

8. OpenAir

NetSuite OpenAir is a cloud-based PSA (Professional Services Automation) solution that helps large agencies optimize service delivery, financial management, and project profitability.

Key Features

• Comprehensive financial management and invoicing
• Advanced time tracking and expense management
• Resource planning with AI-powered insights
• Customizable reporting and analytics

Pricing

‍ Available upon request.

9. Teamwork

Teamwork is a project management tool designed for agencies that handle multiple client projects simultaneously. It helps creative teams streamline workflows, track time, and manage client relationships effectively.

Key Features

• Task management with workload balancing
• Time tracking and budget management
• Client access for easy collaboration
• Customizable project templates
• Integration with creative and accounting tools

Pricing

Free plan available; paid plans start at $5.99 per user/month.

10. Wrike

Wrike is a robust project management solution built for boosting creative team productivity. It simplifies task assignment, enhances collaboration, and offers comprehensive document tracking and proofing capabilities. With real-time feedback, time tracking, and workflow automation, Wrike ensures that creative projects stay on track.

Key Features:

• Workflow automation for efficient project execution
• Task assignment and project views (list, board, and Gantt chart)
• Document tracking, proofing, and approvals
• Centralized team communication and real-time feedback
• Integration with creative tools like Adobe Creative Cloud

Pricing:

Free plan available; paid plans start at $9.80 per user/month.

Why Bonsai is the best choice for agencies

The right project management software can make all the difference in keeping projects organized, meeting deadlines, and improving collaboration. While tools like Monday.com, ClickUp, and Teamwork offer great features, Bonsai stands out as the ultimate all-in-one solution purpose-built for agencies.

Unlike generic project management software, Bonsai goes beyond task management by integrating client collaboration, invoicing, resourcing, and time tracking—all in one seamless platform. This means agencies can manage projects and finances effortlessly, eliminating the need for multiple tools. For agencies looking for a smarter, more efficient way to manage projects and clients, Bonsai is the best choice. It’s not just about keeping tasks on track—it’s about optimizing your entire workflow, from planning to payment.

Try Bonsai today and see how it can transform your creative agency!