Agency Project Management Software Built for How Agencies Work
Generic project management tools weren't built for agencies. You need agency project management software that handles multiple clients, parallel campaigns, client approvals, and agency-specific workflows. That's exactly what we built. Stop forcing your agency into software designed for internal corporate teams.
Trusted by Leading Agencies Worldwide
Agency Project Management Struggles?
Generic tools create agency-specific problems
Tools Not Built for Multi-Client Work
Asana, Monday, Trello - great for internal teams, terrible for agencies managing external clients. You're hacking workarounds to manage 20+ clients in agency project management tools designed for one company. Workspaces, permissions, and views don't match how agencies actually operate.
Approval Process Hell
Getting client approval means exporting, emailing, waiting, chasing, and manually updating status. Every approval cycle wastes hours because generic tools lack agency project management features for external stakeholders. Your team spends more time managing the process than doing the work.
No Client Visibility Without Oversharing
Clients ask 'where's my project?' and you scramble to compile an update. No easy way to give clients visibility without oversharing internal work. Your agency project management should let clients see their projects without exposing other client data or internal discussions.
Template Limitations Slow You Down
Every client project is similar but not identical. Generic tools make it hard to standardize without losing flexibility. Your agency project management software should let you templatize the 80% that's the same while customizing the 20% that differs per client.
Agency Project Management Software Features
Every feature designed for how digital marketing agencies actually operate
Multi-Client Workspaces
Each client gets their own workspace in your agency project management software. Team sees cross-client view for resource planning. Switch contexts instantly without confusion. Client data stays separated while your team gets unified visibility across all accounts.
- Client separation
- Cross-client views
- Easy switching
- Unified dashboard
Agency Workflow Templates
Pre-built templates in your agency project management software for campaigns, content production, website projects, and more. Customize once, deploy for every new client. Templates include tasks, timelines, dependencies, and approval stages specific to agency work.
- Campaign templates
- Content workflows
- Custom stages
- Quick launch
Built-In Approval Workflows
Send deliverables for client approval with one click in your agency project management software. Clients review and approve in-platform with visual markup. No more email chains. Track approval status across all clients from a single dashboard with automated reminders.
- One-click send
- In-platform review
- Approval tracking
- Auto reminders
Client Portals for Project Visibility
Give clients visibility into their projects through your agency project management software without access to your internal work. They see status, approve content, and access deliverables. You control exactly what's visible. Professional experience that impresses clients.
- Controlled access
- Status visibility
- Asset delivery
- White-label option
Resource Management Across Projects
See who's working on what across all clients with your agency project management software. Assign work based on availability and skills. Prevent overload and missed deadlines. Forecast capacity weeks ahead so you can plan hiring or redistribute work before bottlenecks hit.
- Capacity planning
- Skill matching
- Workload balance
- Forecasting
Time & Budget Tracking
Track time against project budgets in your agency project management software. See which projects are profitable and which are draining resources. Make informed decisions about scope, pricing, and resource allocation. Know your numbers before projects end, not after.
- Time tracking
- Budget monitoring
- Profitability insights
- Utilization reports
How Agency Project Management Software Works
Get your agency projects organized fast
Set Up Client Workspaces
Create workspaces for each client in your agency project management software. Import existing projects or start fresh with templates. Each client's work stays organized and separate while your team maintains cross-client visibility.
Configure Your Agency Workflows
Use our agency templates or build custom workflows for your project types in the agency project management software. Define stages, approvals, and automations. Set up the workflows once, then launch projects in seconds.
Add Your Team
Invite team members with role-based permissions to your agency project management software. Set up their skills and availability for resource planning. Everyone sees exactly what they need - no more, no less.
Launch Client Portals
Give clients access to their dedicated portals in your agency project management software. They'll love the transparency and self-service access. You'll love the reduction in status update requests.
Agency Project Management Software Success Stories
Real results from real agencies
Full-Service Agency
40 clients, mixed project types needing better agency project managementUsing Monday for projects, but client communication lived elsewhere. Constant context switching between tools. Deadlines missed weekly because nothing was connected. Agency project management was a patchwork.
All projects, approvals, and client communication in one agency project management software. Team knows exactly what to work on. 95% on-time delivery. Clients impressed by organization.
Content Marketing Agency
High-volume content production requiring streamlined agency project managementContent approval took days of back-and-forth emails. Writers waited for feedback while content sat in someone's inbox. Clients frustrated by slow turnaround on every piece.
Clients approve content directly in our agency project management software. Writers get feedback in hours, not days. Content velocity doubled. Clients thrilled with responsiveness.
Web Development Agency
Complex website projects with scope creep issuesProjects started with enthusiasm but delivery always slipped. Scope creep on every project because changes weren't tracked. Profitability unknown until projects ended.
Clear project scopes with change tracking in our agency project management software. Time tracked against budgets. Know profitability before project ends so we can course correct.
Agencies Trust Our Project Management Software
Built by agency people, for agency people
"We tried Asana, Monday, and ClickUp. None of them understood agency work. This agency project management software gets it. Client approvals alone save us hours every week. Finally software that works how we work."
"Client portals in this agency project management software changed everything. Clients see their project status anytime. Status update meetings dropped by 80%. They love the transparency and we love the time savings."
"Resource management in this agency project management software finally works. I can see who's available, assign work intelligently, and we haven't missed a deadline in 6 months. Complete transformation."
Agency Project Management Software FAQs
Everything about agency project management software
Asana and Monday are built for internal teams at single companies, not agencies managing multiple external clients. Agency project management software like CampaignSwift includes client workspaces for data separation, approval workflows for external stakeholders, client portals for transparency, and agency-specific templates that generic tools lack. The multi-client architecture is fundamentally different.
Yes! Client portals in our agency project management software give your clients secure access to their projects. They can see status, approve content, view deliverables, and communicate with your team - all without seeing other clients or your internal work. You control exactly what each client can access.
Send any deliverable for client approval with one click in your agency project management software. Clients receive a notification, review in-platform with visual markup tools, and approve or request changes. All feedback is captured in one place with full version history. Automated reminders ensure approvals don't get stuck.
Absolutely. Start with our agency project management software templates for common project types, then customize to match your exact workflows. Templates include task structures, timelines, dependencies, and approval stages. Once set up, launch new projects in seconds with consistent structure across your team.
Add team members with their skills and weekly capacity to your agency project management software. When assigning work, see who's available and qualified. The system prevents over-assignment and helps balance workloads across your team. Forecast capacity weeks ahead to plan hiring or redistribute work.
Yes, optional time tracking in your agency project management software lets team members log time against projects and tasks. You'll see time spent vs. budgeted, helping you understand profitability and improve estimates. Track time at the project, task, or client level depending on your needs.
Our agency project management software benefits any agency managing 5+ concurrent clients. This includes marketing agencies, creative agencies, web development agencies, SEO agencies, PR agencies, and advertising agencies. If you're juggling multiple client projects with approvals and deadlines, this software is built for you.
Most agencies are fully operational with our agency project management software within 1-2 weeks. We help migrate existing projects, configure your workflows, set up client workspaces, and train your team. Unlike generic tools that require extensive customization, our software works for agencies out of the box.
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