Managing resources in a creative agency goes beyond simple project tracking—it requires effective team management, budgeting, scheduling, and client collaboration. The right Agency Resource Management software can help agencies streamline operations, optimize workloads, and maximize profitability. Whether you need workforce planning, time tracking, or financial oversight, this list covers the best solutions for managing resources in a creative agency.
Here's a list of the top resource management software for agencies in 2025.
1. Bonsai Agency Software – Best for comprehensive, all-in-one resource and financial management
2. Kantata – Best for standard professional services automation
3. Float – Best for generic team scheduling and resource planning
4. Wrike – Best for large teams with complex workflows
5. Forecast – Best for AI-powered enterprise resource management
6. ClickUp – Best for standard resource tracking
7. Teamwork – Best for generic client and workload management
8. Smartsheet – Best for Fortune 100 agency-level resource planning
9. Hub Planner – Best for enterprise-grade team scheduling
10. Asana – Best for balancing task management with basic resource tracking
One platform to run your entire agency
Simplify scheduling, budgeting, and team management—all in one platform.
Bonsai is the most comprehensive all-in-one solution for creative 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 creative teams can focus on what they do best—producing outstanding work. Here are Bonsai's key features:
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.
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
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
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.
Kantata (Mavenlink) is a standard professional services automation (PSA) platform that helps agencies optimize resource utilization and project profitability. It combines resource planning with project management and financial tracking.
Key Features
Smart resource forecasting and capacity planning
Budgeting and financial performance insights
Collaboration tools for teams and clients
Automated workflow integration with various tools
Pricing
Starts at $39 per user/month.
3. Float
Float is a generic resource scheduling tool that helps agencies plan, allocate, and track team workloads efficiently. It provides a visual, intuitive interface for managing team availability.
Key Features
Drag-and-drop resource scheduling
Real-time team availability tracking
Project forecasting and reporting
Integrations with project management tools
Pricing
Starts at $6 per user/month.
4. Wrike
Wrike offers a comprehensive approach to both project and resource management, making it ideal for large teams with complex workflows.
Key Features
Resource allocation and workload tracking
Gantt charts and real-time scheduling
Time tracking and automated reporting
Collaboration tools for seamless communication
Pricing
Free plan available; paid plans start at $9.80 per user/month.
5. Forecast
Forecast uses AI to help agencies manage resources efficiently, predicting project needs and optimizing team workloads. This makes it a great choice for enterprises and Fortune 100-level companies.
Key Features
AI-powered resource planning
Automated time tracking
Budget and profitability forecasting
Team collaboration and project tracking
Pricing
Starts at $29 per user/month.
6. ClickUp
ClickUp provides a flexible, standard platform that combines task management with resource planning features.
Key Features
Custom dashboards for resource tracking
Time tracking and workload management
Automation for task and resource allocation
Integrations with creative tools
Pricing
Free plan available; paid plans start at $5 per user/month.
7. Teamwork
Teamwork is a standard project and resource management tool designed for agencies that handle multiple clients and need streamlined workload management.
Key Features
Client and resource management tools
Workload balancing and capacity planning
Budget tracking and financial insights
Time tracking and invoice generation
Pricing
Free plan available; paid plans start at $5.99 per user/month.
8. Smartsheet
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.
9. Hub Planner
Hub Planner is an enterprise-focused resource management software for agencies that require sophisticated scheduling and forecasting capabilities.
Key Features
Drag-and-drop team scheduling
Resource forecasting and capacity planning
Time tracking and reporting tools
Integration with project management platforms
Pricing
Starts at $7 per user/month.
10. Asana
Asana blends task management with basic resource tracking, making it a great choice for agencies looking for a standard, straightforward solution.
Key Features
Task assignments with workload management
Customizable dashboards for tracking resources
Time tracking and reporting
Integration with third-party creative tools
Pricing
Free plan available; paid plans start at $10.99 per user/month.
Why Bonsai is the best choice for agencies
Selecting the right Agency Resource Management software depends on your agency’s specific needs, but for a truly comprehensive, all-in-one solution, Bonsai stands out as the best choice. With its seamless integration of resource planning, budgeting, time tracking, and financial management, Bonsai empowers agencies to optimize operations, boost efficiency, and maximize profitability. Whether managing a small team or scaling a large agency, Bonsai provides everything needed to streamline workflows and keep projects on track.
Bonsai partners with Stripe Payments Company for money transmission services and account services with funds held at Evolve Bank & Trust and Fifth Third Bank, Members FDIC. Bonsai cards (Visa® Prepaid Cards) are issued by Celtic Bank, Member FDIC.
*Stripe Treasury Accounts are eligible for FDIC pass-through deposit insurance if they meet certain requirements. The accounts are eligible only to the extent pass-through insurance is permitted by the rules and regulations of the FDIC, and if the requirements for pass-through insurance are satisfied. The FDIC insurance applies up to 250,000 USD per depositor, per financial institution, for deposits held in the same ownership capacity. Neither Stripe nor Bonsai are an FDIC insured institution. The FDIC’s deposit insurance coverage only protects against the failure of an FDIC insured depository institution.Bonsai is not a law firm, and does not provide legal services, advice, or representation. Some product imagery is for illustrative purposes only and the actual product experience may differ.
**Beyond the 7-day trial, there are no monthly fees and no minimums — usage is conditioned to being on a Bonsai paid plan, see details here: https://www.hellobonsai.com/pricing
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