8 Best Project Management and All-in-One Software for Agencies (2025)

How many tools are you juggling right now to keep your marketing agency running? One for project management, another for time tracking, a third for reporting, and probably a few more for client communication and invoicing? If you’re nodding along, you’re not alone. 

According to a report from Fluent, agencies spend an average of 21% of their time on pulling data from dashboards, ad platforms, CRMs, and analytics tools. Just imagine what could be done with all that time if all your data were coming from the same source. Yes, that’s actually possible with an all-in-one marketing agency software!

In this article, I’ll walk you through a list of the top eight project management and all-in-one software for agencies, including their key features, pros and cons, and pricing.

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Summary of the best project management software for agencies

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What is project management software?

A project management software is a tool that helps agencies plan, track, and organize client accounts and campaigns. There’s a wide variety of project management software to choose from, from dedicated planning tools to stay on top of deadlines, to all-in-one software that handles content creation, reporting, and billing.

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What is all-in-one software for agencies?

An all-in-one software is one that effectively replaces several other software programs that an agency needs to run its operations. Instead of paying subscriptions to over 8+ different software for content creation, content management, analytics, client reporting, invoicing, workflow automation, and project management, an agency might only require a few with the inclusion of an all-in-one software. 

So, if you’re running a small-to-mid-sized agency and are looking to increase efficiency, save money, and simplify your agency’s operations, this curated list shows you the options you have with all-in-one and project management software.

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8 best project management and all-in-one platforms for agencies

From task management to client communication, reporting, and profitability tracking, the software in this list is designed to help agencies streamline operations and scale without chaos. 

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#1. HighLevel

📋 TL;DR: HighLevel replaces dozens of software and agencies can white-label it to offer tools like client portals or social media schedulers, turning the platform into a new, scalable revenue stream.

HighLevel is a fully white-label “agency-first” platform that replaces 29+ marketing tools. It promises to do everything under one roof: CRM, CMS, sales funnels, forms, live chat, e-signatures, email and SMS marketing, appointments, workflow automation, online courses, call tracking, analytics, and even reputation management. It’s a true all-in-one software for marketing agencies, handling an agency's operations while delivering a unified, white-label client management experience.

Key features

• Fully white label: the entire platform or parts of it for a client portal, leads, funnels, reporting, or CRM in Saas mode or recurring revenue.
• CRM and sales pipeline management from discovery calls to signed contracts, fully integrated with email and SMS marketing.
• Automate client onboarding sequences right after a deal is sealed to send out the client onboarding questionnaire and welcome email.
• Centralize multi-channel communications: Assign conversations across email, SMS, Facebook and Instagram DMs, WhatsApp, and Google Business Profile messages.
• Replace your social media marketing software with the social media scheduler, AI-powered content generator, approval workflows, and social media templates. 
• Social media lead generation forms for Facebook and TikTok – without the need for Zapier, so you can scale paid ads and nurture leads automatically.
• Drag-and-drop website and landing page builder with dynamic content. Choose from over 1000+ free responsive website templates. 
• Capture leads with forms and surveys (complete with logic) without the need for a separate form software, which you can embed on any other website.
• Schedule and book appointments: Supports paid appointments, custom availability, round-robin assignments, and appointment reminders.
• Create and sell online courses and memberships, whether for your agency internally or your clients.
• No-code e-commerce store creation with integration to email and SMS campaigns.
• Smart Webchat widget that can be installed on any website (even non-HighLevel ones) where customers can initiate a text message conversation and continue it outside of the website.
• Review Widget: Solicit customer reivews and get notified when a new review is generated.
• Reputation monitoring for you/your client’s brand with average ratings, review counts, and trends.
• APIs and webhooks for workflow automation and seamless integration with the rest of your tech stack.

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Pros and cons

Here’s what users say about HighLevel on G2:

✅ Powerful white labeling: “GHL makes white-labeling a breeze, turning your agency into a branded experience from start to finish,” Lorie Therese L., Social Media Manager 

✅ Proactive customer support: “I love how HighLevel constantly evolves with user-driven innovation!” Joy F.

✅ Scalability: “The platform has given us the tools to customize our services, scale efficiently, and even launch our own AI platform.” Charles and Linda M.

❌ Learning curve: “The platform has a learning curve, particularly for new users unfamiliar with automation and CRM tools”, Gareth R. 

❌ Technical complexity: “HighLevel requires a deep understanding of how all components interconnect.” Joy F. 

❌ Website technical options, like the possibility of adding schema, are unavailable

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Pricing

• Starter plan: $97/month 
• Professional plan: for $297/month, with advanced features like API access and unlimited client accounts. 

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#2. Scoro

Scoro is a full professional services automation (PSA) software that combines project management, resource planning, finance, and CRM under one roof. It’s designed not just to track tasks, but to manage the full lifecycle of agency work: from quotations to delivery, to billing, reporting, and forecasting.

At the end of the day, Scoro gives your agency fewer siloed tools. Instead of juggling separate systems for quoting, time tracking, task management, accounting, and reporting, you can centralize to cut overhead and data sync issues. Plus, as your team grows in size, client count, and project complexity, Scoro’s suite of tools supports increasing sophistication in operations.

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Key features

• Gantt-style project timeline view – gives you a visual breakdown of projects, milestones, and dependencies so you can manage complex campaigns with clarity.
• Task board (Kanban view) – lets teams organize, prioritize, and track campaign tasks in a drag-and-drop interface.
• Built-in quoting and invoicing module – allows you to generate quotes, convert them into projects, and create branded invoices directly within Scoro.
• Time tracker and stopwatch tool – log billable and non-billable hours directly from their task view.
• Resource scheduler – displays real-time team capacity and workload, making it easier to allocate tasks and avoid overbooking.
• Financial dashboard – combines revenue, expenses, and project profitability in one interface, giving instant visibility into agency performance.
• Custom report builder – lets you create tailored reports for client performance, project budgets, or resource utilization.
• CRM pipeline view – provides a visual sales pipeline to track leads, opportunities, and deals – fully integrated with project delivery once a deal closes.

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Pros and cons

Here’s what users say about Scoro on G2: 

✅ Project organization: “Scoro is useful for keeping tasks and project milestones well structured”

✅ Low barrier to entry: “The onboarding was smooth. The basic features are intuitive and logical, so all company members, regardless of tech-savviness, understood it quickly”, Marta B., Senior Project Manager

✅ Exceptional capacity tracking: “This is Scoro's standout feature. It provides a crystal-clear view of our team's availability, which is crucial for realistic scheduling, hitting deadlines, and maintaining a healthy workload”, Marta B., Senior Project Manager

❌ Limited file attachment size: only 1MB

❌ Learning curve: “It takes a bit of time to get fully set up and learn all the features”, Julia L., Group Finance Director

❌ Project overview: “No ability to view project budgets as days rather than hours”, Rhiannon G., Director and Owner 

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Scoro pricing

• Core plan: $19.90 per user/month.
• Growth plan: $32.90 per user/month.
• Performance plan: Includes planning and forecasting resources to maximize profitability for $49.90 per user/month.‍
• Enterprise plan: Custom pricing

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#3. Workamajig

From an agency perspective, Workamajig is an all-in-one management platform that brings clarity, control, and efficiency to every project. It offers everything from project management to sales, budgeting, and even streamlines client feedback and approvals. This way, your account managers can keep projects, tasks, and creative work all in one place. 

Let’s say your agency runs a multi-channel marketing campaign for a client. You can use Workamajig to assign tasks with clear ownership, track billable hours, manage budgets, and collect client approvals through a single portal. And then repeat the same process for every other client. This helps your team stay on schedule, keep clients informed, and protect project profitability.

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Key features

• Project Gantt charts – let you visualize timelines, manage dependencies, and adjust schedules with simple drag-and-drop control.
• Task lists and subtasks – help assign responsibilities, set priorities, and keep every deliverable clearly organized.
• Resource planner and booking grid – give you a real-time overview of team capacity so you can balance workloads and plan ahead.
• Timesheets with built-in timer – make it easy for your team to log time accurately, ensuring every hour is tracked for billing and reporting.
• Quotes and estimates module – allows you to create detailed project estimates and convert them directly into active jobs or invoices.
• Invoicing and accounts receivable automation – streamlines billing by generating invoices from tracked time and expenses, with payment tracking included.
• Budget vs. actual dashboards – provides instant visibility into project budgets, burn rates, and profit margins.
• Client portal and review pages – offer clients a branded space to review work, leave feedback, and approve deliverables.
• Approval workflows – simplify multi-stage review processes, maintaining a full record of who approved what and when.
• File attachments and versioning – keep all project files organized, with easy access to previous versions and upload history.
• Expense and purchase order tracking – helps manage vendor costs and ensures all expenses are tied to the right project.
• Built-in CRM and opportunity tracking – lets you manage leads and turn opportunities into projects without leaving the platform.
• Custom forms and project templates – save setup time by standardizing campaign or client workflows.
• API and Integrations – connect Workamajig with your other key tools, like accounting systems or calendars, for seamless data flow.

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Pros and cons

Here are some of the reviews from users on Capterra:

✅ Agency-centric: “The software is specifically designed for agencies in the creative field and addresses the challenges faced by project managers and billing”, Nina M., Project Coordinator

✅ Advanced customization: “Workamajig has a lot of customization options which allows you to adapt to your desired workflow”, Jeshua Z, Partner

✅ Centralized platform: “Workamajig helps our brand management agency track all necessary project information in one central location”, Shelley, CMO

❌ Steep learning curve: “The user interface can be a bit confusing for project income forecasting”, Shelley, CMO

❌ Limited reporting: “Reporting should be more robust for the end user”, Julie E, CAO

❌ Limited integrations: “Need more integration with credit cards”, Helen F., Director of Finance

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Workamajig pricing

• In-house plan: $47 per user/month
• Agency plan: $47 per user/month with specialized features for agencies
• Enterprise plan: custom pricing

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#4. Zoho One

Zoho One is like your agency’s digital headquarters. It goes beyond project management and combines 45+ integrated apps that cover everything from project delivery, client communication, sales, invoicing, HR, and analytics.

Designed for growing agencies that want to connect every part of their business, Zoho One replaces a messy tech stack with a single, unified platform. It brings together tools for task and timeline management, Zoho client tracking and upsells, accounting and invoicing, and powerful reporting – all connected through a shared data layer.

For your agency, that means total visibility: you can see where every project stands, which clients are most profitable, and how resources are being used in real time. 

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Key features

• Unified platform with over 45 apps in a single subscription, so you don’t need to cobble together separate software.
• Zoho Projects: Provides Gantt charts, task dependencies, and Kanban boards to plan and track campaigns visually.
• Zoho CRM: Manages leads, deals, and client interactions, keeping your sales pipeline and agency projects connected.
• Zoho Books and invoicing: Create invoices directly from projects, track expenses, and monitor cash flow.
• Zoho Analytics dashboards: Real-time reports and visualizations on project performance, profitability, and team and resource utilization.
• Automated workflows: Trigger status updates, client notifications, or follow-ups without manual effort.
• Client portals: Provide branded spaces for clients to view project progress, submit approvals, and collaborate safely.
• Marketing and campaign tools: Run email campaigns, SMS marketing, and social media scheduling that integrates seamlessly with your projects and CRM.

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Pros and cons

Here’s what users say about Zoho One on Capterra: 

✅ Client overview: “It also allows us to take plenty of notes and include all the information we need in each account”, Gregory M., Director

✅ Centralized platform: “The fact that every module communicates to every other module meant we could deal with vendors and assets in a much easier way”, Rahul V, IT and Cybersecurity Coordinator

✅ Comprehensive solution: “So many great options in Zoho one. They have a tool for everything”, Greg R., Account and Retention Manager

❌ Unattractive interface: “With so many apps to learn, it can be a bit overwhelming. The UI is not as well designed as some of the other solutions available”, Alan J, Managing Director

❌ Bad support: “Weak or non-existent customer service”, Jordan T, COO

❌ Charges per seat: “They require that you have everyone in your organization buy a license”, Agi L., Education Management

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Zoho One pricing

• All employees pricing: €37 per employee/month/billed annually
• Flexible user pricing: €90 per employee/month/billed annually

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#5. Teamwork

Teamwork is built for agencies that need a clear, connected view of their projects, people, and profits. This means that it brings task management, time tracking, and client collaboration into one easy-to-use platform, giving agency owners full visibility into workloads, budgets, and deadlines. 

With built-in invoicing, templates, and automated workflows, Teamwork reduces admin busywork and keeps your projects running smoothly. Plus, client dashboards and approval workflows make collaboration effortless, while real-time reporting helps you track profitability and performance with confidence. 

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Key features

• Task lists: Organize work into projects and subtasks with due dates and assigned owners.
• Gantt Charts: Visualize project timelines, dependencies, and milestones in a drag-and-drop interface.
• Time tracking widget: Log hours directly on tasks or start a timer for accurate billing.
• Invoice builder: Create invoices from tracked time and expenses, including recurring billing options.
• Resource planner grid: Schedule team members, contractors, and availability with a live view of capacity.
• Client portal: A branded space for clients to review project status, comment, and approve deliverables.
• Project templates: Prebuilt workflows and templates for recurring campaigns or project types.
• Commenting and file attachments: Attach documents, leave feedback, and collaborate directly within tasks.
• Custom reporting and dashboards: Choose from prebuilt reports or create your own to track project performance, budgets, and team utilization.
• Permissions and guest access: Set granular access levels for your account managers, contractors, and clients.

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Pros and cons

Here are reviews from users mentioned on G2:

✅ All-in-one platform: “Incredibly useful for consolidating time tracking, billing, and resource management into one platform”, Matt E., SEO Specialist

✅ Project visibility: “It gives me visibility into what my team is doing, how much time they have spent on a task and where we are lagging”, Ayeska K., Content Marketing Manager

✅ Comprehensive task tracking: “It offers comprehensive tasks tracking guides, that ensure the project plan has been followed, resources are utilized appropriately and consistent reporting is done”, System Analyst

❌ Slow loading for large files: “Uploading large files for proofs is sluggish and this affects the monitoring process in the company”, Yunis H., System Engineer 

❌ Limited dashboard control: “Dashboard has limited content or controls, and this affects the performance visualization process”, Yunis H., System Engineer 

❌ Lack of historical data: “The historical metrics from this app are not fully available”, Sunnysher H., Digital Marketing Expert

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Teamwork pricing

• Free plan
• Deliver: €10.99 per user/month when billed yearly
• Grow: €19.99 per user/month when billed yearly
• Scale: custom pricing

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#6. Asana

Asana is perfect for teams that want to see work clearly, plan visually, and move projects forward without getting lost in clutter. Its clean, visual interface makes it easy to see who’s doing what and when, so nothing gets lost and everyone stays on the same page. 

Unlike complicated, feature-heavy tools, Asana lets your team manage projects, track deliverables, and collaborate with clients quickly – so you can spend more time on strategy, creativity, and delivering results instead of navigating menus.

Key features

• Task lists and subtasks: Create tasks with deadlines, assignees, and subtasks for detailed project organization.
• Boards (Kanban view): Visually manage tasks and workflows by dragging cards across stages of a project.
• Timeline (Gantt-style) view: Plan campaigns and deadlines with dependencies to keep projects on track.
• Custom rules and automation: Trigger actions like task assignments, status updates, or notifications automatically based on project conditions to streamline recurring workflows.
• Advanced search and reporting: Create saved searches, cross-project reports, and dashboards to track performance metrics across multiple clients and campaigns.
• Portfolios: Monitor multiple projects in one view, visualize progress, deadlines, and risks for strategic oversight at the agency level.
• Workload management: See real-time team capacity across projects, balance workloads, and prevent overbooking on high-priority campaigns.
• Timeline dependencies: Link tasks with dependencies to manage complex project schedules and prevent bottlenecks.
• Milestones and goals tracking: Set project milestones and company-level goals, aligning campaign progress with broader agency objectives.
• Custom fields across projects: Add client-specific or campaign-specific tracking metrics like priority, stage, budget, or channel, consistent across multiple projects.
• Proofing and approval tools: Collect visual feedback on creative assets directly within Asana, with version tracking and approval workflows for clients or internal teams.
• Integration ecosystem: Connect seamlessly with Slack, Figma, Adobe Creative Cloud, HubSpot, and over 200+ apps for marketing, design, and sales workflows.

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Pros and cons

Here are some Asana reviews from Capterra:

✅ Project tracking: “It's intuitive, gives you multiple ways of viewing and tracking your progress”, Zoe Y, Creator and Coach

✅ Customizable solution: “Asana is a great choice for teams that require a structured, customisable, and platform to manage complex projects and workflows”, Alex P.,  Architect

✅ Templates: “My favorite features is having a template which can be applied to any project”, Yolanda E., Marketing and Advertising

❌ No way to assign the same task to multiple people: “Asana is a complete tool, only that there is no way one can assign a task to two people, which is a challenge when there is a need for two people to handle a certain task,” Francesco B., Marketing Consultant

❌ Task history: “The history of completed tasks seems to order items in an odd way”, Lindsey S., Director of Marketing Operations

❌ Limited mobile app functionalities: “The mobile app doesn’t offer the same functionality as the desktop version”, Nancy G.

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Asana pricing

• Personal plan: free of charge
• Starter: €10.99 per user/ month
• Advanced: €24.99 per user/ month
• Enterprise: custom pricing

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#7. Monday.com

Monday.com is an all-in-one work operating system designed to help marketing agencies plan, track, and deliver campaigns with clarity and efficiency. Its Kanban view is especially powerful for agencies, turning complex campaigns into a visual workflow that’s easy to understand at a glance. 

With Kanban, you can see every stage of every project, from briefs and creative development to client approvals and final delivery, and move tasks along simply by dragging and dropping them as priorities shift. This makes it easy to spot bottlenecks, balance workloads, and ensure nothing slips through the cracks, even when juggling multiple clients and campaigns.

On top of that, Monday.com offers visual boards, timelines, and customizable workflows, so you can quickly set up recurring campaigns or client projects, saving your team hours of setup time.

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Key features

• Kanban view: Visualize every stage of a project, move tasks easily, and spot bottlenecks to keep all your campaigns on track.
• Customizable workflows and templates: Set up recurring campaigns or client projects quickly while maintaining consistency across your teams.
• Timelines and Gantt charts: Plan and track deadlines, dependencies, and milestones across campaigns for clear visibility and scheduling.
• Workload and capacity management: Monitor team availability across campaigns and clients, balancing workloads to avoid overbooking.
• Customizable dashboards: Aggregate metrics across multiple projects, clients, or departments to monitor KPIs, budgets, and deadlines at a glance.
• Form-based task creation: Capture client requests or internal tasks via forms that feed directly into projects, and make sure to never miss a request.
• Recurring workflows and templates: Automate repetitive campaigns or project types using prebuilt templates and recurring task structures.
• Time tracking and budget columns: Log hours, track progress against budgets, and calculate profitability per client or project.
• Client-facing boards and guest access: Share progress with clients or external collaborators without exposing internal workflows or sensitive data.
• Custom notifications and alerts: Receive or send automated updates for task changes, deadlines, or approvals to keep teams aligned and proactive.
• Integrations with marketing and creative tools, including Slack, Google Drive, Figma, Adobe Creative Cloud, and others.

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Pros and cons

Here are some Monday reviews from Capterra:

✅ Customizable solution: “Easy customization and self-explanatory UI”, Vince B., Community Manager

✅ Good team organization: “Keeps teams organized and on track”, Juliana R., Account Supervisor

✅ User friendly: “I really appreciate the ease of use of Monday and the features that allow inter-departmental collaboration”, Lyndsey E., Events Services

❌ Learning curve: “The least likable thing is the initial learning to use it and understanding the structure”, Paul D., Creative and Marketing Operations Specialist 

❌ Complicated interface for past comments: “It's hard to go back and look at previous threads that contain documents”, Juliana R., Account Supervisor 

❌ Advanced features only available in higher-tier plans: “It would also be great if some of the premium features were available on lower-tier plans”, Aaron H., Marketing Manager

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Monday Pricing

• Free plan
• Basic: €9 per seat/ month
• Standard: €12 per seat/ month
• Pro: €19 per seat/ month
• Enterprise: custom pricing

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#8. ActiveCollab

ActiveCollab is made for agencies that want to stay on top of every client project without drowning in emails or spreadsheets. One of its best features is granular client access, allowing you to share exactly what clients need to see – no more guessing or over-sharing. Plus, built-in budgeting and time tracking link directly to projects, giving you a clear picture of profitability in real time.

On top of that, invoicing is seamless, turning tracked work into accurate bills without needing extra tools. It’s perfect for teams that want a single, clean platform to manage projects, finances, and client collaboration all in one place, and without the clutter.

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Key features

• Granular client permissions: Control exactly what clients see and interact with on a per-project basis, giving agencies flexibility without risking internal workflow exposure.
• Budget vs. actual tracking: Compare estimated project costs, time, and expenses with real-time data to protect margins and profitability.
• Integrated invoicing with multi-currency support: Automatically generate client invoices from tracked hours and expenses, with support for multiple currencies and recurring billing.
• Advanced time tracking with billable and non-billable split: Track and categorize hours for detailed reporting, ensuring precise client billing and internal cost analysis.
• Customizable project workflows: Define unique stages, task statuses, and approvals to match agency-specific processes.
• Recurring tasks and automation: Automate repetitive campaign setups, task assignments, and reminders for recurring projects.
• Task dependencies and milestones: Link tasks with dependencies and define critical milestones to ensure campaign deadlines are met.
• Client-facing reporting and dashboards: Create professional, branded dashboards for clients showing project status, timelines, and deliverables.
• Expense tracking with direct project integration: Log expenses, link them to specific projects, and integrate with invoicing for accurate financial oversight.
• API & third-party integrations: Connect ActiveCollab with your CRM, accounting, or creative tools.

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Pros and cons 

Here’s what users say about ActiveCollab on G2:

✅ Simple implementation: “It's very easy to use, it was easy to implement in our company”, Christian A., IT Manager

✅ User-friendly interface: “ActiveCollab's interface has a simplicity that allows us to carry out efficient monitoring and automate some tasks related to the execution”, Jose P., Project Manager

✅ Team collaboration: “I like that our team can easily collaborate, and share information and updates”, Aaron G., Partner

❌ No bulk deleting: “I wish old files would be easy to select in bulk when needed to delete”, Christian A., IT Manager

❌ Limiting access management: “For agencies, I wish they highlighted the business association property for creating new projects so you don't accidentally give new clients more access than you bargain for”, Sarah R., Accounting Director

❌ No time tracking: “Our team misses the standalone time tracker app”, Aaron G., Partner

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ActiveCollab pricing

• Plus: $12.50 monthly flat rate with three seats included 
• Pro: $12.50 per user/ month billed annually
• Pro+ Get Paid: $15 per user/ month billed annually‍
• 100+ seats: $3.50 per user/ month billed annually

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All your clients see is a Leadsie link explaining the access request, and in a few clicks, your agency gets access to 13+ platforms at once.

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What is Leadsie?

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How does Leadsie help agencies onboard new clients?

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