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Software for Advertising Agency

A good advertising agency is looking for new ways of improving their business processes by increasing productivity and cutting costs. Here’s an article that examines the benefits of advertising agency software. Even if you are not a spending large sums on advertising, there are also free options available to you.

Advertising agency software is an advertising company’s key to growth and efficiency. We simplify the lives of creative executives with our easy to use and powerful project management software. Using a combination of new and proven technologies, we offer advertising agencies a way to reduce time spent on unproductive activities and focus on what they do best – generating revenue for their clients.

Advertising Agency – Project management software, CRM software and accounting system for small advertising agencies. Whatever type of business you’re running, Adtegrity’s fully featured packages keep your day to day activities on track by centralising your schedules and billing, opportunities to increase your marketing performance and manage your employees work hours.

The service, which is still a more recent development in advertising industry, offers the possibility of better accounting control, faster and more easily al- leged accounts and, above all, cost savings. In all cases where the client does not have its own accountancy department or where a go-between is required for bills and accounting, this tool becomes an extremely important element for books to be in order.

Is This Project Management System A Good Investment?

1) Is scalabililty a key issue?

Is your agency growing fast, and do you want it to grow even faster? Can the tools scale with you?

2) Is it user-friendly?

Will your staff like using the interface to schedule projects, track their time, and stay up-to-date on a client’s status?

3) Is it flexible?

How does the tool integrate with other software your agency uses? Do you want the software to work with your billing processes, time tracking software, CRM, or marketing automation tool?

4) Does it provide enough customization?

What reports and features do you absolutely need, and does the software allow you to make those the focus of your experience? Do you need to collaborate with clients from the platform? Do you want your agency’s branding to be featured on the client’s view?

5) What features really matter?

There are project management systems that come loaded with everything you could ever want to use and there are those that focus on doing just one thing really well. What does your agency really need to make projects easier to manage?

6) How will your clients use the tool?

Will the project management system be easy for clients to navigate? What permission levels can be customized? Are there options to keep some communication private and some public? If your clients are Microsoft users, will the product look just as great in Internet Explorer?

7) Do you need email integration?

Have you tried other project management systems and people still bypass the system? Consider if you need something that employees can use within their email client.

8) Do your employees need to use it on-the-go?

Does the product offer an iPhone or Android app? What remote working functions make it invaluable for a remote working staff or teams in various different offices?

9) Do you need support and training?

A more complex and customizable tool may require setup, training, and ongoing support. What’s the customer service reputation of the company? What days of the week and hours are their team members available for help and guidance?

10) What’s the goal of using a project management system?

Do you want to streamline processes? Improve efficiency and profitability? Will the tool give you better insight into the types of clients and projects you want to go after? Will it help you to deliver a higher quality product? Consider the goals and how you can track the return on your investment.

Screendragon – Agency Management Software to Boost Profits

Our Score 98/100

About Screendragon : Screendragon is a leading agency management software used by the world’s top agency groups including Omnicom, WPP and IPG. It caters specifically to the needs of agencies and in-house agencies, streamlining operations and reducing costs. Screendragon combines SOW creation, project management, resource management and forecasting, time tracking, review and approval workflows and budget management – in one solution. Its easy-to-use and custom branded UX inspires creativity and ensures fast adoption.

Screendragon Advertising Agency Features : Campaign Management, Collaboration, Document Management, File Sharing, Project Management, Task Management, Time Tracking

 NetSuite – Marketing & Advertising Agency Software ERP

Our Score 98/100

About NetSuite : Oracle NetSuite Global Business Unit pioneered the Cloud Computing revolution in 1998, establishing the world’s first company dedicated to delivering business applications over the internet. Today, Oracle NetSuite Global Business Unit provides a suite of cloud-based financials / Enterprise Resource Planning (ERP), HR and omnichannel commerce software that runs the business of companies in more than 100 countries.

NetSuite Advertising Agency Features : Campaign Management, Collaboration, Document Management, File Sharing, Project Management, Task Management, Time Tracking

 Wrike – Manage your projects from start to finish with Wrike

Our Score 98/100

About Wrike : You can be assured that your work will become more efficient with Wrike. It is undoubtedly great project managing software, which not only provides complete visibility as well as great control over the tasks. This amazing software was founded in the year 2006, and has been serving various advertising organizations since then. You can use this software for saving time as well as gaining visibility.

Wrike Advertising Agency Features : Campaign Management, Collaboration, Document Management, File Sharing, Project Management, Task Management, Time Tracking

OSI Affiliate

This is a marketing software that is perfectly suitable for helping an agency to make better use of their marketing leads. It has a simple interface and all the important referral marketing features that help to improve the effectiveness of marketing campaigns. OSI Affiliate can be integrated with most online platforms that are important to marketing such as Shopify, PayPal, Xcart and MailChimp. One of the best features of this agency is that agencies can white label it and make money from it. This is the best software for marketing and it can be used for time tracking. It starts at only $47 per month.


Filestage is a content review platform that harmonizes the review and approval of important marketing content. Marketing agencies can use Filestage to upload and share creative assets quickly and clearly. Stakeholders can simply leave their in-context feedback within these assets. This boosts transparency and results in clear and constructive feedback. This software is a digital marketing hit. Also use it for project management.

Filestage automatically generates a to-do list based on those comments, too, so that your team members never miss a piece of critical feedback. The tool also makes it simple to track the status of your projects and secure documented approval from your internal and external stakeholders. Your software agency will love it.


This is a useful software that is used to create dashboards and reports for both clients and internal use. Improvado can be used with all ad platforms in existence to provide real-time metrics and performance data into one convenient central dashboard. Marketing agencies can then create reports for themselves and their clients from here based on what they want to portray. This tool helps agencies to get all the information they need about many campaigns for different clients all in one place and produce easy reports for review. Installation and setup are quite easy without any technical expertise. Perfect software marketing tool to get to the next level. It is only $29 per user.



Basecamp is the go-to option for many agencies looking for a simple, easy-to-use task management and communication that just works.

Features include:

  • Assign to-do tasks to one or multiple people
  • Message boards for discussing a project or idea
  • Chat function for communicating with team members
  • Reports for better understanding a team’s capacity and projects
  • Separate screen for managing projects with a client

Price: $99/month with all features for the entire company


Workamajig project management dashboard showing weekly tasks

Workamajig brings together accounting, client management, new business, creative, media, traffic, and production departments and their tasks into one collaboration software platform.

Features include:

  • Integration with STRATA and SmartPlus for media billing
  • Ability to see all prospects in an agency’s pipeline with an opportunity widget
  • Creates accounts receivable aging reports
  • Templates for accurate estimating
  • Ability to see overall team availability for resource planning
  • Tracks projects per retainers

Price: $50/month/user for up to 5 users, $38/month/user for up to 10 users, $34/month/user for up to 50 users, $32/month/user for over 50 users


ProofHub is an all-in-one project management and team collaboration software that helps teams of all sizes and types to manage complex tasks and work together seamlessly.

Key Features:

  • Custom workflows and Kanban boards
  • Gantt charts and project calendars
  • In-built chat and real-time discussions
  • Robust Table view to keep track of every product detail
  • Automatic and manual time trackers to keep track of your team’s productivity
  • Project reports
  • Proofing tool to streamline your review and approval process
  • File management 
  • Stickies and notes

Pricing: The Essential plan starts at $45/motnth and the Ultimate Control plan is $89/month.

 Metadata – Automatic Account-Based Advertising for B2B Companies

Our Score 97/100

About Metadata : Metadata is a reputed and the only Artificial Intelligence campaign execution platform and has been serving the business-to-business companies. Creating pipelines is not an easy task and it is also crucial to have knowledge about the components of the marketing mix, which work, and also the ones that don’t. The patented technology of Metadata helps in executing numerous campaigns within a short time.

Metadata Advertising Agency Features : Campaign Management

 Scoro – Where Everything Comes Together

Our Score 97/100

About Scoro : Scoro is the most comprehensive business management software loved by agencies and consultancies around the world. It combines project management, CRM, billing, and reporting – all in one place. So your business can run as smoothly and efficiently as possible, from sales right through to billing. Scoro has also been listed in the Technology Fast 50 list by Deloitte, in the Inc. 5000 list, and has been selected as one of the top software companies in EMEA.

Scoro Advertising Agency Features : Collaboration, Document Management, File Sharing, Project Management, Task Management, Time Tracking


inDinero was created to manage a marketing agency’s accounting, tax and payrolls all in one place. In fact, inDinero is well-known for providing an easy financial solution for agencies that allows a comprehensive snapshot of all financial metrics in one dashboard. It simplifies the process of bookkeeping for busy agencies and provides important tax and accounting services that ensure a company is financially healthy at all times. It provides a simple, easy-to-use interface and an intuitive solution to most financial problems. It may require some technical expertise to set up and is quite expensive for small scale enterprises. The management tools in this software are very powerful and easy to use. It is the perfect management software to small businesses.


Slack is an excellent communication tool that is used to create conversation channels for teams that have their staff spread across the world. It allows users to create channels where specific conversations about a project or client can hold and be tracked. It also allows integration into many different apps to ensure that all necessary information is received and accessed by all team members. While it may take a while to get the hang of it, it is by far one of the most reliable corporate communication software a marketing agency can rely on. Sake will help you save time and includes file sharing. It includes excellent task management and project management tools.


nTask offers a wide variety of features and customization options to adapt to the way your team works. For instance, they recently introduced an interactive Gantt Chart user-experience where everything can be customized as per user requirements. 

Furthermore, nTask includes all of the typical project management tools, such as: time tracking, recurring tasks, notification, reminders, and collaboration

Key Features:

  • Calendar management
  • Time tracking and timesheets 
  • Create recurring tasks concerning the day of the week, month or any specific time stretch
  • Admin approval process control
  • Budget and resource management
  • Create and manage tasks at various team levels
  • Team management


Basic Version is introduced for free. Premium and Business Plan scale up from $2.99 to $7.99 per user/ per month.

Questions to ask a vendor when buying best Advertising Agency Software

1. Will your advertising agency software include tools for smoother management of all the campaigns?
2. What kind of collaboration tools does your system offer?
3. What type of means are included to handle document management?
4. Does the system come in with file-sharing capabilities? How simple is the sharing process?
5. Can multiple members edit the same document?
6. What about access controls?
7. Is the system accessible from anywhere, from any device?
8. Will the software complement my existing workflow without any hassles?
9. Does the software has project management functions?
10. Will the software allow me to delegate, monitor, and manage tasks?
11. Does the solution facilitate tracking of time? 
12. Will the software include billing and invoicing capability?
13. Can the software help forecast budgets?
14. Can the system send alerts when the predetermined metrics are met?
15. On a scale of 10, where does your software stand in terms of ease of use? 
16. Is your advertising agency system easy to scale?
17. Will the software seamlessly integrate with other tools we currently use? 
18. How long will the deployment take?
19. What is your training plan and duration?
20. Which features of this system can I completely customize?
21. What about analytics and reports? How accurate are they?
22. Where do you stand in terms of data security?
23. Which post-sales services are included in the package?
24. How prompt is your support team?
25. Do I have to pay extra for upgrades?


Efficiently manage clients and projects with various modules such as multiple user access, project management, timesheets, and more. Are you trying to grow your agency without reliable software to help you? Upgrade to the best management software for advertising agencies!

Advertising agencies are similar to other small businesses, but some firms are specialized in handling the unique needs of advertising clients. If your clients come to you after failing to attract new customers using the traditional ways, they may need a hand when it comes to researching new promotional strategies and designing innovative advertising campaigns.

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