10 Best Agency Software to Build and Run A Successful Agency

There was a time when we managed tasks in one tab, sent invoices from another, scroll through email chains for client feedback. Yes, it was a disaster! We were buried in admin. Deadlines slipped. Clients asked for updates we couldn’t track down. 

But things changed when we switched to agency software that actually fit how we work. So, if you’re an agency owner, let’s walk through the top software for agency. We’ll cover what each tool does best, where it excels, and what actual users say. 

Quick List of The Best Agency Software

Here’s a quick snapshot of what each platform does best —

• Agency Handy: Best for full-service agencies needing white-labeled portals and billing.
• Productive.io: Good for agencies focused on profitability and time-based service models.
• Asana: Ideal for teams needing flexible task views and fast-moving deadlines.
• Teamwork: Best for billing-focused agencies managing multiple clients and retainer work.
• ClickUp: Great for creative teams wanting deep customization and workflow automation.
• Monday.com: Woks for visual task planning and smart team coordination at scale.
• Bonsai: Best for freelancers and solo pros needing contracts and payments.
• Teamhood: Good for agile teams needing Kanban and Gantt in one place.
• Wrike: Ideal for large teams needing detailed dashboards and workload visibility.
• Scoro: Best for growing agencies wanting finance, sales, and delivery in sync.

Quick Comparison Table of Top Agency Project Management Software 

When choosing the best agency software, you must consider its key features, ease of use, and suitability for your specific needs. Here’s a quick sneak peek of how they stand out:

Platform	Client Portal	Time Tracking	Proposal Creation	Free Trial
Agency Handy	Built-in, white-labeled	Live + Manual tracking	Branded roposals included	7 days
Productive.io	Basic	Manual + calendar-based	Within project quoting	14 days
Asana	❌	Native time tracking	❌	30 days
Teamwork	Dedicated client portal	Task-based tracking	❌	30 days
ClickUp	❌	Built-in (basic)	❌	Free plan
Monday.com	❌	Task-based tracking	❌	Free plan
Bonsai	❌	Simple timer/logs	Polished proposals	7 days
Teamhood	❌	Manual + auto time logs	❌	Free plan
Wrike	❌	Native task tracking	Via custom workflows	Free plan
Scoro	❌	Detailed time logging	Quote-to-project flow	14 days

10 Best Agency Software to Power Your Agency Growth

Let’s jump into their detail and find out more about how each software can solve core problems, its pros and cons, its pricing, and user reviews —

1. Agency Handy

For agencies, managing client onboarding, communication, and billing can be a challenge. Agency Handy simplifies this by providing a unified platform tailored to handle these crucial tasks efficiently.

The dashboard gives you a quick pulse check on projects, invoices, tasks, and support tickets, all in one place. When a client places an order, Agency Handy instantly turns into a project. You can break it down into tasks, set deadlines, assign teammates, and track real-time progress on a simple Kanban board.

Once the client is onboarded, Agency Handy continues to support your workflow. The service catalog helps you clearly present your offerings, package pricing, and any custom options. Clients can choose what they need without endless email threads. 

Plus, the client portal keeps them updated with live task progress, feedback threads, and request options. Also, the time tracking is just as smooth. You can use the Start Timer for live tracking or log hours manually when needed. 

Moreover, clients can review tasks, leave feedback, submit tickets, and request add-ons from one portal. Billing is completely built-in. You can bill clients one-time or on a recurring basis. Agency Handy auto-generates white-labeled invoices, calculates tax, applies discounts, and sends reminders. 

And the best part? It’s all white-labeled from day one, including your domain, your branding, and your emails. Thus, every client touchpoint looks and feels like your agency.

Features of Agency Handy

Here’s how Agency Handy stands out as a top choice for agency software solutions —

White-Label Customization

Agency Handy lets you fully brand the platform as your own. You can upload your logo, apply brand colors, and connect a custom domain. Your invoices, proposals, and emails will all reflect your branding. It makes every client interaction feel professional, and the best part is white-labeling is included in the base plan.

Invoicing & Subscription Billing

The built-in billing system makes it easy to get client payments without switching to extra tools. Agency Handy automatically creates invoices when orders are placed, supports both one-time and recurring payments, and lets you choose your currency. 

It works with PayPal, Stripe, Wise, and manual options. You can also schedule payment reminders, apply taxes, and link each invoice directly to a client and service. It’s all trackable in one place.

CRM & Lead Management

Agency Handy’s CRM gives you a visual pipeline for managing leads, from new inquiry to paying clients. Track each stage (Contacted, Proposal Sent, Negotiation, etc.), assign agents, and store all client interactions, files, and billing history in one unified profile.

The moment a client places an order, it becomes an actionable project inside Agency Handy. You can break it into smaller tasks, set deadlines, and assign them to your team. A visual Kanban board helps you monitor progress at a glance and re-prioritize as needed. It keeps everyone focused and makes it easier to manage deliverables without missing a beat.

Once converted, each client records updates automatically with everything tied together.

Order & Task Management

Team and Client Collaboration

Collaboration happens right inside each project. You can share task lists, upload files, leave comments, and request feedback. There, clients can log in to view progress, approve work, and give input without needing separate tools. Your team stays aligned, and communication stays centralized.

Time Tracking

Time Tracking helps you stay on top of work hours, whether you’re billing hourly or just need better visibility into your team’s workload. You can start timers directly from tasks, pause as needed, and add notes for context. Agency Handy also supports manual time entries. 

All logs are stored in timesheets, which you can filter by team member, project, or service. 

Reporting & Analytics

The dashboard offers clear, real-time insights into how your agency is doing. Track revenue, client activity, open support tickets, total orders, and more. These reports help you catch bottlenecks early, improve operations, and make smarter business decisions without needing a spreadsheet.

File Feedback

Instead of sending files over email and getting vague replies, you upload work inside Agency Handy. Clients can review files, leave comments, highlight issues, and track versions from their dashboard. It makes approvals faster, reduces confusion, and keeps a full history of feedback on every file.

Built-In Ticketing System

Support requests are organized through the ticketing system. Clients can submit issues, and you can assign them to the right team member with deadlines and priorities. Each ticket shows the full conversation and status, so nothing falls through the cracks.

Service Catalog and Customization

You can list all your services in a clean catalog complete with pricing, descriptions, and multiple package options. This makes it easier for clients to understand what you offer, choose what fits their budget, and even test things out with trial versions. 

Above all, you can share the catalog link or embed it directly on your website.

Coupons and Add-Ons

Agency Handy helps you upsell and promote your services with built-in coupon and add-on tools. Set up discount codes for new clients, special campaigns, or repeat customers. You can also add extra services, like faster delivery or extra revisions with one-time pricing, clearly listed on the order form.

Workspace & Appearance Settings

Customize your workspace with your agency’s name, address, timezone, and branding elements like logos and color schemes. These details show up across client-facing pages, keeping everything consistent and on-brand without hiring a designer or tech team.

Custom Domain

This client portal for agencies feature lets you use a branded URL for client portal (like dashboard.youragency.com). It improves trust, keeps your branding front and center, and makes the client experience feel more professional.

Sign-In Portal Customization

You can personalize your login page with a headline, image, and short welcome message. It ensures that even the sign-in experience reflects your brand and tone. As an Agency Owner, you know how much it can impress new clients or onboarding teams.

Email Setup & Templates

Set up your own sender domain and create custom templates for every type of client communication—proposals, reminders, new orders, and more. You can even authenticate your email domain (SPF/DKIM) for better deliverability. 

Tax Rate Configuration

If you serve clients in multiple regions, you’ll appreciate this. You can set tax rates by country, state, or zip code, mark them as inclusive or exclusive, and decide when taxes apply, after discounts or not. It keeps billing accurate and compliant without extra accounting software.

Secure Access and Data Management

Agency Handy offers role-based access controls to protect sensitive client information. You can assign specific permissions to team members, ensuring that only authorized personnel can access important data. This makes it a dependable choice for secure team management.

Best Use Case for Using Agency Handy

No two agencies work the same way, and that’s exactly why Agency Handy fits so well across the board.

Digital Marketing Agencies: Agency Handy supports campaign management with shared task boards, built-in time tracking, and CRM stages, making it an ideal marketing agency software for managing complex campaigns. 

Creative Studios: With branded proposals, file feedback, and a visual task board, design teams can simplify client collaboration and version tracking. It’s a go-to tool for creative studios needing to manage multiple projects efficiently. 

Content Creation and Design Agencies: Agency Handy simplifies project management and financial tracking for content and design agencies. The software also offers robust billing and invoicing features, making financial management straightforward.

Web Development Agencies: Agency Handy streamlines project management for web development agencies. The platform’s clear communication tools keep clients informed, making it a top choice for web development projects. 

Graphic Design Studios: For graphic design studios, Agency Handy offers essential tools for managing client projects and feedback. The platform’s customizable order forms and task management features keep projects organized and on track. 

Consulting Firms: Customize your portal with your own domain and branding, send branded invoices, and manage everything from proposals to client notes without needing separate tools for each part.

Video Editing Agencies: Agency Handy is perfect for video editing agencies managing multiple projects with tight deadlines. The platform’s task management features help track revisions, deadlines, and client feedback efficiently. 

Agencies with Remote Teams: Assign roles with different access levels, monitor work through Kanban boards, and use shared comments and timelines to reduce confusion and maintain accountability, without constant meetings. 

Subscription-Based Service Providers: If your business runs on retainers or productized services, Agency Handy handles the entire flow. It includes service packages, coupons, recurring billing, renewal reminders, and tax compliance. 

Pros of Using Agency Handy

• Kanban boards visually track project progress.
• The user-friendly interface ensures easy navigation.
• Responsive customer support quickly resolves issues.
• Customization options align software with branding needs.
• Competitive pricing makes it a budget-friendly option.
• The client platform enhances communication and professionalism.
• A 14-day free trial offers a risk-free test.

Cons of Using Agency Handy

• No reseller program for white-labeled solutions.
• Lacks image commenting for visual feedback.

Agency Handy Pricing

Agency Handy offers three plans designed to fit whether you’re just starting out or managing multiple teams. Pay monthly, or switch to yearly and get 4 months free.

• Freelancer: $19 per month or $13 per month billed yearly (Perfect for solo agency owners and freelancers). Freelancer comes with 1 user, 1 workspace, 100 leads, and up to 100 GB of storage.
• Team Starter: $99 per month or $66 per month billed yearly (Ideal for small to mid-sized teams). You get 10 user seats, room for 3,000 leads, Slack integration, 2TB storage, and a custom domain.
• Business Pro: $199 per month or $133 per month billed yearly (Best for larger agencies). It allows 30 users, 5 workspaces, 10,000 leads, 5 custom emails, 10TB storage, and all the features from the lower plans.

What Users Say About Agency Handy

Rating on G2: 5 out of 5

“Handy is a fantastic client portal tool for agencies due to its user-friendly interface, making it easy for clients to access and navigate through the platform.” – Andrew J.

Rating on Product Hunt: 5 out of 5

“A great tool for agency management. AgencyHandy solves all my management problems easily. A hassle-free tool you should add to your list.”- Shamima Nasrin

Rating on Trustpilot: 3.8 out of 5

“I am extremely satisfied with Agency Handy. It has streamlined our client management process and has become an essential tool for our business operations.” – Vikas Patil

Why Should You Choose Agency Handy as an Agency Software to Use?

Agency Handy is built to address real operational bottlenecks, not just offer generic tools. Here is a clear breakdown of common challenges agency owners face, and how Agency Handy delivers practical, built-in solutions.

Reasons of Agency Owners	How Agency Handy Meets
Branded client experience	White-labeling with custom logo, domain, and email
All-in-one workspace	CRM, tasks, billing, forms, and feedback built into one platform
Real-time client visibility	Client portal shows live tasks, files, approvals, and support tickets
Time tracking for billing	Start timers or log hours manually
Automated invoicing & payments	Auto-generate invoices, apply tax/discounts, and support one-time and recurring billing
Clear service presentation	Shareable service catalog with pricing, packages, and trial options
Structured lead management	Visual CRM tracks stages from contact to conversion
Remote team coordination	Role-based access, task boards, file sharing, and comments
Faster feedback process	Clients leave comments directly on uploaded files
Scalable pricing	Starts at $19/month with plans for teams and growing agencies

2. Productive.io

Productive.io stands out as an all-in-one agency software for project management to financial tracking. You can switch views easily from boards, timeline, to list. 

Even better, you can pull in your team, clients, or contractors on the same task thread. Plus, its time tracking tools include manual timers, calendar-based entries, and built-in approvals. 

The CRM and sales pipeline features are surprisingly solid too. You can log deals, track activity, and instantly turn a win into a live project. With customizable dashboards and real-time reporting, Productive.io ensures that you always have the insights you need at your fingertips. 

Above all, you can easily integrate with tools like Slack and Xero to further improve productivity and collaboration. As karlitooo shared on Reddit, Productiv.io is a solid choice for managing finances, especially if your business model revolves around selling time. 

Features of Productive.io

Here are the Key Features of Productive.io that stand out:

• Multiple project views: Productive.io offers Kanban boards, list views, and timelines to fit various project needs.

• Time tracking: Track billable and non-billable hours directly within tasks, ensuring accurate project billing.
• Project Templates: Set up standardized workflows with reusable templates for faster and more consistent project creation.
• Custom Views: Personalize your workspace with Gantt, List, Board, Table, Calendar, or Timeline views for better clarity.
• Resource planning: Visual resource allocation helps balance workloads and optimize team productivity.
• Invoicing: Generate professional invoices in just a few clicks, using project data, rate cards, or recurring billing.
• Multi-Currency Invoicing: Create and manage invoices in different currencies for global operations and subsidiaries.
• Financial management: Real-time budget tracking and profitability analysis keep projects financially on track.

• Document Collaboration: Create documents with formatting options, images, tables, and version history to keep everything in context.
• Time Off Management: Approve vacation requests and automatically update resource plans without needing separate HR tools.
• Integrations: Productive.io integrates with tools like Slack, QuickBooks, and Google Calendar for streamlined agency operations.

Pros of Using Productive.io

• User-friendly interface makes navigation simple and intuitive.
• Customer support is responsive and helpful in resolving issues.
• Powerful tools for tracking project profitability and billing.
• Regular updates ensure continuous improvement and added features.

Cons of Using Productive.io

• Reporting features are somewhat limited compared to competitors.
• Invoicing and budgeting can be challenging to manage effectively.

Pricing

Here is the pricing section of Productive.io —

1. Essential: $11 per 10 users per month or $9 per month billed annually.
2. Professional: $24 per 10 users per month or $24 per month billed annually.
3. Ultimate: $39 per 10 users per month or $32 per month billed annually.

You can also try it free for 14 days.

What Users Say About Productive.io?

Rating on Capterra: 4.6 out of 5

“Productive’s customization allows us to streamline all of our agency’s intricate operations. Even in the case of bugs or complaints, they have the best teams who are always willing to work with you on a resolution and they genuinely take all feedback to heart.” – Magnolia W.

Rating on G2: 4.6 out of 5

“The most helpful thing for us as an agency is the visibility we have over everything that is going on in the business. From an initial quote/budget, through the life of a project and into invoicing, the tight integration of relevant data makes errors far less likely.” – Marc S.

3. Asana

If your agency handles multiple clients and fast-moving tasks, Asana’s project views like Gantt charts and Kanban boards make life simpler. You get the flexibility to visualize work the way your team prefers, whether you’re tracking sprints, campaign deadlines, or ongoing retainers.

At its core, Asana connects your team’s daily work to big-picture goals using its Work Graph® data model. You can assign tasks, add due dates, create custom fields to track billable hours, and automate recurring steps with a few clicks.

Also, you get portfolios, dashboards, and the My Tasks view. They’ve helped us to spot bottlenecks early and balance workloads. Plus, Asana connects well with over 270 apps like Slack, Zoom, Zapier, and Google Drive, so your existing tools stay part of the workflow.

Reporting features are solid for project summaries. But it fell short when we tried detailed line-item exports or PDF reports. As Redditor analyteprojects noted, “Asana can’t be beat for roll-up reporting.”

Now, it’s not perfect. There’s no built-in invoicing or white-labeled client portal, so you might need external tools for billing or client-facing access.

Features of Asana

Here are the core features of Asana:

• Flexible project views. Asana offers list, board, and calendar views. This flexibility allows you to choose the most suitable layout for your projects.

• AI Studio: Design and deploy custom AI workflows that automate repetitive coordination and task management.
• Capacity Planning: Build long-term staffing plans that align team resources with project timelines and priorities.
• Reporting Dashboards: Visualize team performance with live charts, status reports, and workload insights.
• Bundles: Apply and update workflows across multiple projects simultaneously for broader operational control.
• Time Tracking: Measure time spent on work directly in Asana to budget accurately and increase team efficiency.
• Forms: Collect standardized task requests and details at the start to avoid back-and-forth later.
• Enhanced task management. Create, assign, and track tasks with ease. Asana supports real-time comments, file attachments, and team conversations.
• Goal tracking. Link tasks and projects to your organizational goals. This helps teams stay aligned with company objectives.

• Integration options. Connect over 270 tools like Zapier, Canva, Slack, Gmail, Google Drive, and HubSpot to centralize your workflows.

Pros of Using Asana

• The easy-to-use interface simplifies task management
• Supports multiple project views and workflows
• Smooth integrations with popular business tools
• Increases accountability through task assignments and tracking
• Reliable customer support and helpful onboarding materials

Cons of Using Asana

• Limited advanced features for complex project needs.
• Requires manual data upkeep for accurate reporting

Asana Pricing

With Asana, you get free trial for 30 days. Plus, here is the 4 tiered pricing structure of Asana that you might opt for after the trial.

1. Personal: $0 per month, billed monthly / $0 per month, billed yearly
2. Starter: $13.49 per user, per month, billed monthly / $10.99 per user, per month, billed yearly
3. Advanced: $30.49 per user, per month, billed monthly / $24.99 per user, per month, billed yearly
4. Enterprise: Custom pricing, contact sales

Free trial: Yes, 30 days.

What Users Say About Asana

Rating on Capterra: 4.5 out of 5

“I had a good experience with the platform because it provided more free features than other competitors which allowed me to really get to the know the software better before making any purchase.” – Matt M.

Rating on G2: 4.4 out of 5

“After evaluating several platforms, we selected Asana—and it’s exceeded our expectations. Asana has helped us centralize project tracking, improve accountability, and stay ahead of deadlines without overwhelming our team.“ – Gary Z.

4. Teamwork

Alt: Teamwork

If tracking billable time is a daily struggle, Teamwork’s built-in time tracker can save you hours every week. That alone makes it a great starting point for agencies managing multiple clients and tight deadlines.

In fact, Teamwork is a full project and client ops platform built with agency workflows in mind. You get flexible views (like Gantt, Kanban, List, Table, and Dashboards) to see the work how you prefer. 

Also, you can log time directly on tasks, mark hours as billable, and pull that straight into invoices. Budgets are easy to set and even easier to monitor, whether fixed-fee or recurring.

Moreover, the Client Portal gives your clients controlled access without opening your internal workspace. And features like Teamwork Chat, Proofs, and Forms help keep conversations and feedback in one place, not spread across emails and docs.

That said, Agency owner ggildner on Reddit shared, “Teamwork seemed decent but didn’t include all the features we needed.” Besides that, we also noticed that the user interface quirks and limited integrations on lower plans.

Features of Teamwork

Here are the features of Teamwork that we appreciated: 

• Task management: Create and assign tasks with due dates, priorities, dependencies, and custom fields to structure projects effectively.
• Project Views: Visualize projects using List, Kanban, Table, Gantt, or Calendar views for flexible project planning.

Alt: Teamwork Project View

• Workload management: Track team availability, balance workloads, and reschedule tasks based on real-time capacity insights.
• Chat & Collaboration: Use Teamwork Chat to communicate in real time, share files, and convert conversations into tasks.

Alt: Teamwork Collaboration

• Invoicing: Generate invoices from tracked time or expenses and export to tools like QuickBooks or Xero for billing.
• Automations: Build workflows with “if-this-then-that” logic to automate repetitive actions across tasks and projects.
• Forms: Create customizable forms to gather project requests, feedback, or client input directly into your workflows.
• Expense Tracking: Add and track unbilled expenses by project, and move them to invoices for better financial oversight.
• Team Roles & Permissions: Define user roles (standard, client, collaborator), control access, and manage security settings.
• Custom reporting: Generate pre-built and custom reports for time, utilization, progress, profitability, and overall project health.
• Client portals: Create secure and customizable client portals where you can share updates and gather feedback. 
• Extensive integrations: Connect with over 150 tools including Google Workspace, Mailchimp, Slack, Harvest, HubSpot, and QuickBooks to simplify operations.

Pros of Using Teamwork

• Simplifies project and task management with automation
• Offers excellent time tracking and billing tools
• Useful templates and reusable workflows save time
• Customer support is responsive and resolves issues quickly.
• Collaboration tools improve communication across team members.

Cons of Using Teamwork

• Reporting features are limited and lack advanced options.
• Mobile app lacks some desktop functionality

Teamwork Pricing

With a 30 day free trial, Teamwork offers four flexible pricing plans designed to scale with your team’s needs —

Alt:Teamwork Pricing

1. Free: Free forever
2. Deliver: $13.99 per user, per month billed monthly / $10.99 per user, per month billed yearly
3. Grow: $25.99 per user, per month billed monthly / $19.99 per user, per month billed yearly
4. Scale: Custom pricing, contact sales

Free trial: Yes, 30 days.

What Users Say About Teamwork

Rating on Capterra: 4.5 out of 5

“I give a double thumbs up to the fact that Teamwork.com has an iOS mobile application that allows me to manage, plan, and track projects automatically on the go.”- Vivian A. 

Rating on G2: 4.4 out of 5 

“The fact that its very user friendly, I don’t have to rely on spreadsheets for project and task management anymore. Teamwork makes it easy.” – yagmur s.

5. ClickUp

When it comes to creative agency software, you can’t overlook the impressive toolkit from ClickUp. You get task management with Gantt, Kanban, and calendar views, built-in time tracking, and real-time workload visualizations.

This creative agency management software also eases your collaboration. It offers features like threaded comments, shared documents, and an integrated chat view. Besides, using the ClickUp Brain, you can retrieve tasks, summarize updates, and even build automated workflows. 

In fact, Reddit user junoalej praised ClickUp for revealing “new perspectives on workflow processes” once their team started to using it fully. ClickUp also allows for document storage, SOPs, and visual whiteboards. 

However, its client-facing capabilities are limited. You won’t get a dedicated client portal or native white-labeling features. Time tracking exists, but it’s clunky; many teams prefer to integrate tools like Harvest or Toggl instead. 

Features of ClickUp

Below is a concise list of ClickUp’s standout features —

• Task Management: Create, assign, and track tasks with custom statuses, priorities, and dependencies across multiple views.
• Time Tracking: Log time on tasks, build timesheets, and review billable hours, either manually or with built-in timers.
• Project Views: Switch between list, board, Gantt, calendar, and workload views to visualize progress from every angle.
• ClickUp Brain (AI Assistant): Get task summaries, project data, or setup help via an intelligent workspace assistant built into the platform.
• Automations: Build custom or preset automations to update statuses, assign tasks, or trigger alerts automatically.
• Docs & Wikis: Create formatted internal docs with comments, mentions, and links, ideal for SOPs, notes, and knowledge bases.
• Whiteboards: Collaborate visually using a shared digital whiteboard to plan workflows or brainstorm ideas.
• Dashboard & Reporting: Build custom dashboards with widgets and charts to monitor workload, goals, and performance in real time.
• Goals: Set measurable goals linked to tasks or revenue, track progress, and visualize milestones with completion bars.
• Integrations: Connect ClickUp with over 1,000 tools like Slack, GitHub, Google Drive, and time trackers like Harvest or Toggl.
• Forms: Build intake forms to collect task data from clients or teammates and route it automatically into your workflows.
• Mobile Apps: Access ClickUp on iOS and Android with full feature parity, offline task creation, and on-the-go notifications.
• Resource Management: Use workload view and time estimates to balance employee assignments and optimize team availability.
• Permissions & Privacy: Manage who can view or edit content with user-level permissions, private tasks, and role-based access.
• Custom Fields & Templates: Add custom fields to customize task data, and reuse templates to speed up project setup.

Pros of Using ClickUp

• Extensive free plan with unlimited users and projects
• Highly customizable workflows and views
• Strong automation and AI features included
• Affordable pricing for the feature set
• Solid security with SOC2 and ISO certifications
• Excellent collaboration tools and whiteboards
• Helpful templates and task organization tools

Cons of Using ClickUp

• Steep learning curve for new users
• Lacks native payroll or accounting integrations

ClickUp Pricing

ClickUp offers flexible pricing plans that scale with your needs —

1. Free
2. Unlimited: $10 per user, per month billed monthly / $7 per user, per year billed yearly
3. Business: $19 per user, per month billed monthly / $12 per user, per year billed yearly
4. Enterprise: Contact sales

What Users Say About ClickUp?

Rating on Capterra: 4.6 out of 5

“ClickUp dashboard has some drag and drop option hence easy. Customization, it is tailor made to suite any industry and project types. Mobile access as the easiest and fastest version for beginners.” – Nancy W.

Rating on G2: 4.7 out of 5

“I like that it has the ability to keep things on course and organized. I also like that I can easily get help if I need it. I like that it can integrate with numerous other software to further make things simple for my business.” – Leah M.

6. Monday.com

If what you need is a marketing agency software with visual control, smart automation, and space to scale, Monday.com is worth exploring.

The interface is visual, the setup is flexible, and tasks move forward without the usual back-and-forth. Plus, you get access to Kanban boards, timelines, calendars, and Gantt charts. Assign work, track progress, check availability, and prioritize with a few clicks. 

If your agency’s work requires you to tightly monitor delivery timelines, Monday.com also lets you break down schedules by the hour or day. That said, time tracking is still pretty light. 

There’s no built-in timesheet or shift management system. For agencies that bill by the hour or manage on-the-ground teams, this might be a limitation. Reddit user Dilapidated_corky put it well: “The visibility it creates is awesome… but data exporting for reports needs improvement.”

While there’s some room to grow on the CRM and invoicing front, these require integrations. The good news is that the platform offers over 200 of them, along with a responsive support team.

Features of Monday.com

From task scheduling to automation, its features support both simple workflows and complex project structures across industries.

• Project & Task Management: Create and manage projects using Kanban boards, Gantt charts, timelines, and calendars tailored to your workflow.
• Time Tracking: Track time spent on each task using a built-in timer column, ideal for basic internal time logs.
• Custom Dashboards: Build custom dashboards with widgets to visualize KPIs, timelines, workloads, and project progress in one view.
• Workload Management: View and manage team capacity with drag-and-drop workload charts to distribute tasks more effectively.
• Automations: Create custom automation rules to assign tasks, send notifications, and streamline repetitive project workflows.
• Integrations: Connect with above 200 tools, including Slack, Gmail, Google Drive, and Zoom, to centralize your team’s workflows.
• Real-Time Notifications: Get instant updates on task changes, deadlines, and mentions to stay aligned across projects.
• Security & Permissions: Manage roles, enforce 2FA, restrict access, and enable SSO (Enterprise only) to ensure data privacy and control.
• Collaborative Docs: Work on shared documents in real-time, embed charts and timelines, and leave comments for team collaboration.
• Reporting & Analytics: Generate detailed reports with filterable data and export to Excel for further performance analysis.
• Templates Library: Use beyond 200 pre-built templates tailored for HR, marketing, construction, and more to jumpstart project setup.
• Calendar & Scheduling: Schedule tasks by date or hour, visualize workloads, and manage deadlines directly from the calendar view.

Pros of Using Monday.com

• Intuitive and colorful interface that’s easy to navigate
• Highly flexible workflows for varied project needs
• Extensive templates for fast project setup
• Strong workload and task visibility tools
• Customizable dashboards for real-time project tracking

Cons of Using Monday.com

• Time tracking requires Pro plan or integrations
• Enterprise-only access to key admin controls
• Limited reporting and exporting flexibility

Monday.com Pricing

Here’s a pricing breakdown of Monday.com’s pricing tiers. 

1. Free
2. Basic: $12 per seat per month billed monthly / $9 per seat per month billed yearly
3. Standard: $14 per seat per month billed monthly / $12 per seat per month billed yearly
4. Pro: $24 per seat per month billed monthly / $19 per seat per month billed yearly
5. Enterprise: Custom pricing

What Users Say About Monday.com?

Rating on Capterra: 4.6 out of 5

“It is useful for scheduling things and allows various production teams to use monday.com to manage their hectic work schedules and production need.” – Darlington O.

Rating on G2: 4.7 out of 5

“Monday.com provides visual dashboards that provide a clear overview of tasks, deadlines, and progress, ensuring everyone stays aligned. I can easily check on progress on a project without having to wait for an update from the Project Manager.” – Jena R.

7. Bonsai

Bonsai stands out as a digital marketing software for agencies with its built-in invoicing, legally sound contract templates, and more. Instead of switching between apps for proposals, payments, and client updates, Bonsai puts everything into one streamlined workspace. 

You can send top-notch proposals, get e-signatures in minutes, set up recurring invoices, and keep an eye on expenses from your dashboard. Also, you’ll find tools for CRM, task tracking, and time logs, although task management here is simple. 

Well, it works great for solopreneurs or small teams, but not built for complex, multi-user workflows. For agencies that rely on things like Kanban boards or detailed project views, you need ClickUp or Basecamp to work with Bonsai. 

We can’t take off without mentioning its built in Profit First-style banking. You can allocate income to taxes, salaries, and growth automatically. That kind of financial clarity can lift a weight off your shoulders.

Features of Bonsai

The following are the key features of Bonsai, each built to save time and simplify workflows.

• Proposal Builder: Create polished, branded proposals with visuals, scope, and pricing that clients can review and e-sign instantly.
• Contract Creator: Generate lawyer-vetted, customizable contracts to safeguard your work and set clear expectations with clients.
• Invoice Generator: Automate single, recurring, or subscription invoices with taxes, branding, and payment tracking included.
• Client CRM: Manage contacts, leads, and client activity in one place with simple tagging and workflow visibility.
• Time Tracking: Track hours manually or automatically and link them directly to projects or invoices when needed.
• Task Management: Organize project tasks by due date or assignee; basic functionality for light internal planning.
• Financial Dashboard: View income, expenses, and net profit at a glance with auto-synced accounts and real-time updates.
• Expense Tracking: Sync with bank accounts to categorize and export business expenses for easier bookkeeping and taxes.
• Profit First Banking: Automate cash allocation into operating, salary, tax, and profit envelopes to improve financial discipline.
• Tax Estimator: Calculate estimated quarterly taxes and track federal/state dues to avoid surprises during tax season.
• Recurring Payments: Set up automated billing cycles that charge clients monthly without manual follow-ups.
• Forms and Surveys: Collect project feedback or client info using built-in forms without needing separate survey tools.
• Scheduling Tool: Manage client meetings with an integrated calendar; currently basic but functional for solo users.
• Secure Messaging: Communicate with clients or subcontractors directly within Bonsai, keeping all discussions organized.
• File Sharing: Share proposals, contracts, or limited media (PDF/images) securely; integrates with cloud services via Zapier.

Pros of Using Bonsai

• Automated invoicing saves time and effort
• Built-in tax tracking reduces financial stress
• Visually clear dashboard improves decision-making
• Templates simplify repetitive admin tasks
• Supports consistent cash flow and budgeting
• Modern, intuitive interface suits creative freelancers

Cons of Using Bonsai

• Project management features are overly basic
• Not ideal for large or complex projects
• No multilingual or localized support options

Bonsai Pricing

Whether you’re just starting as a freelancer or managing a growing team, Bonsai offers flexible pricing. The best part is, you can enjoy its all features for 7 days without any cost.

1. Basic: $15 per user/month billed monthly / $9 per user/month billed yearly
2. Essentials: $25 per user/month billed monthly / $19 per user/month billed yearly
3. Premium: $39 per user/month billed monthly / $29 per user/month billed yearly
4. Elite: $59 per user/month billed monthly / $49 per user/month billed yearly (3-user minimum)

What Users Say About Bonsai?

Rating on Capterra: 4.6 out of 5

“Bonsai makes it easy to get started as a freelancer. Proposals, contracts, and payment processing is made easy.” – Brandon B.

Rating on G2: 4.3 out of 5

“Bonsai is most helpful because it’s got a user-friendly interface for handling some of my most pressing needs as an independent contractor, without the extra fuss of many other platforms.” – David M.

8. Teamhood

If you’re running a fast-moving agency, be it in design, engineering, or digital services, opt for Teamhood. Why do we suggest it to use as a design agency software? It gives a flexible way to stay organized through Kanban boards and Gantt charts. 

Inside Teamhood, you’ll find real-time dashboards, drag-and-drop timelines, and built-in time tracking. Our favorite part is the visual workspace where everyone can see what’s happening. 

You can view projects in Kanban, Gantt, or list mode, whichever matches how your team works best. One Reddit user, Reke_91, summed it up well: “I use boards for hiring, content, sales, and general admin—each card is a task or a project. The flexibility is what sold me.” That says a lot!

Besides, each task is fully customizable with color labels, due dates, sub-statuses, and dependencies, so nothing gets missed. However, it’s not packed with CRM or invoicing tools, and that’s worth noting. 

But if you already have a system for that, Teamhood connects easily with Slack, Zapier, Google Calendar, and more.

Features of Teamhood

Here’s a closer look at its key features —

• Kanban Boards: Customize workflows with sub-statuses, swimlanes, and WIP limits for efficient task tracking and visual clarity.
• Gantt Charts: Create interactive timelines with task dependencies, milestones, and automatic updates to manage deadlines and track progress.
• Workload Management: Visualize team capacity and reassign tasks easily to prevent overloads and optimize resource allocation.
• Time Tracking: Track time automatically or manually, add notes, compare estimates, and calculate costs with hourly rates.
• Task Management: Assign tasks, attach files, set due dates, and collaborate directly within tasks using comments and labels.
• Dashboards & Reports: Build custom dashboards using drag-and-drop widgets and generate reports on productivity, cost, and performance.
• Client & Team Collaboration: Invite team members or clients with role-based access, enabling secure file sharing and discussions.
• Custom Fields & Properties: Add customized fields to tasks and boards, enabling project views that reflect your team’s unique workflows.
• Templates & Process Control: Create reusable templates for recurring processes and ensure consistency across teams and projects.
• Tool Integrations: Connect with tools like QuickBooks, Zapier, Google Calendar, Outlook, Slack, and more for smooth workflows.
• Real-Time Collaboration: Enable teams to work in sync with live updates, shared boards, and communication embedded within the platform.

Pros of Using Teamhood

• Visual-first design simplifies complex project tracking
• Combines Kanban, Gantt, and workload in one tool
• Scales well for teams across multiple industries
• Customizable workflows fit various team structures
• Easy to track time, tasks, and dependencies
• Supports both agile and traditional methodologies

Cons of Using Teamhood

• Requires time to fully customize and adopt
• No clear offline functionality for remote work

Teamhood Pricing

Teamhood offers 14 days trial to give you a idea. Then, you can pick from its scalable pricing plans designed for growing teams, client-facing businesses, and large enterprises. 

1. Professional: $15 per user/month, billed monthly or $9.5 per user/month billed yearly. (Begin with 3 licenses)
2. Premium: $19 per user/month, billed monthly or $15 per user/month billed yearly. (Begin with 3 licenses)
3. Ultimate: $24 per user/month, billed monthly or $19 per user/month billed yearly. (Begin with 3 licenses)
4. Enterprise: Custom pricing (Begin with 25 licenses)

What Users Say About Teamhood?

Rating on Capterra: 5 out of 5

“Overall, software is very very productive and efficient. it not only makes the task easier for team but also save time by tracking.” – Muhammad Saqib A.

Rating on G2: 4.6 out of 5

“TeamHood has really helped with managing my companies’ workload, which typically involves overseeing more than 150 separate jobs, all at varying stages of progress.” – J B.

9. Wrike

If your team handles client feedback, deadlines, and revenue targets using different tools, Wrike is a great choice. It offers customizable dashboards and real-time collaboration features.

One Redditor, u/dirtyitalianguy noted, “I can safely say I went from not liking it to loving how it can be configured.” Besides, Wrike gives agency leads a centralized space to manage campaigns, assign tasks, and monitor timelines. 

Its built-in CRM functions help you track client relationships. Meanwhile you can give your stakeholders visibility using its branded client dashboards. Plus, you can automate recurring tasks, set up approval flows, and integrate with tools like QuickBooks to accelerate billing cycles.

Time tracking and workload management features also help keep your team productive without burnout. That said, Wrike’s learning curve can be steep. However, if you’re already using QuickBooks or Slack, Wrike’s integrations make the transition smoother.

Features of Wrike

Here is a list of its key functionalities, each crafted to support productivity across diverse industries and team sizes.

• Project Management: Manage tasks, milestones, and timelines across multiple projects using dynamic, customizable workflows and views.
• Gantt Charts: Visualize project schedules, dependencies, and deadlines with drag-and-drop timeline adjustments for better planning.
• Kanban Boards: Track progress through flexible task columns, allowing teams to quickly shift priorities and manage sprints.
• Time Tracking: Log hours spent on tasks directly within Wrike to support billing, accountability, and performance analysis.
• Custom Workflows: Build task lifecycles tailored to your team’s processes, automating repetitive steps and status changes.
• Dashboards: Create real-time visual dashboards that track performance metrics, workload, and project health in one place.
• File Sharing & Proofing: Share, review, and approve documents or creative files with inline commenting for faster feedback cycles.
• Reports & Analytics: Generate detailed reports with customizable templates to monitor progress, identify risks, and share insights.
• Resource Management: Allocate team capacity smartly, avoid overloading, and balance workloads using visual planning tools.
• Request Forms: Simplify intake with dynamic forms that auto-create tasks or projects based on predefined rules.
• Collaboration Tools: Communicate via task comments, @mentions, and integrated discussions to reduce reliance on email.
• Integrations: Connect Wrike with over 400+ tools including Slack, Google Workspace, Microsoft Teams, and Salesforce.

Pros of Using Wrike

• Powerful for managing complex, cross-functional team projects
• Real-time collaboration increases team alignment and efficiency
• Easy to customize for different workflows and industries
• Offers strong reporting and visibility for leadership tracking
• Scales well for teams of all sizes and structures
• Excellent customer support and active user community

Cons of Using Wrike

• Learning curve is steep for new or casual users
• Interface can feel cluttered or overwhelming at times

Wrike Pricing

Wrike offers 5 flexible plans for teams of all sizes along with a 14-day trial.

1. Free 
2. Team: $10 per user/month billed monthly 
3. Business: $25 per user/month billed monthly 
4. Enterprise: Contact sales for pricing
5. Pinnacle: Contact sales for pricing

What Users Say About Wrike?

Rating on Capterra: 4.3 out of 5 

“which require collaboration between multiple teams or departments. It has also offered me various ways to visualize the work, making it more useful for each department and allowing me to manage everything in the most effective way.” – Vanessa W.

Rating on G2: 4.2 out of 5

“The task tracking feature in Wrike is indeed a standout. It helps you to stay organized: You can keep all your tasks in one place, making it easy to see what needs to be done and when.” – Dżesika M.

10. Scoro

Chasing updates, fixing invoice errors, and trying to guess if a project’s still profitable? Scoro helps you simplify the process by uniting your sales, delivery, and finance workflows in one platform.

You can manage the full client journey from quote to final invoice, without using five different apps. Plus, Scoro gives you real-time dashboards, time tracking, and custom reports. That way, you can stay on top of margins, team capacity, and billable hours. 

Now, we also tried its automated billing, drag-and-drop project planning, and task assignment based on actual availability. Well, they truly help teams to move faster and make decisions without second-guessing.

Above all, you can share Gantt charts externally or use the built-in client portal to update a client or sync with finance. We believe Scoro works best for growing agencies that want to ditch spreadsheets, especially if you’re already using tools like Xero, Stripe, or Google Calendar.

That said, there’s still room for improvement. Some users mention the PDF templates for quotes and invoices don’t offer much design flexibility. One reviewer put it plainly: “Even at higher-tier membership levels, there’s minimal control over layout and design.”

Features of Scoro

The following are the core features that simplify complex workflows and improve team collaboration.

• Project Management: Manage the full lifecycle from quotes to invoicing while tracking tasks, deadlines, and budgets in real-time.
• Resource Planning: Allocate work based on your team capacity and availability to prevent burnout and optimize productivity.
• Time Tracking: Log and analyze billable versus non-billable hours to boost efficiency and identify areas for improvement.
• Quoting & Budgeting: Generate standardized quotes, estimate delivery costs, and monitor margins for better financial control.
• Billing & Invoicing: Automate invoicing for fixed-fee, hourly, or retainer projects and integrate with finance tools for accuracy.
• CRM & Sales Management: Track deals, client interactions, and pipeline performance to forecast revenue and close opportunities faster.
• Reporting & Dashboards: Build visual reports on profitability, utilization, and revenue to support smarter business decisions.
• Calendar & Scheduling: Coordinate meetings, tasks, and team availability through a detailed shared calendar view.
• Collaboration Tools: Assign tasks, share files, and keep everyone aligned with transparent updates across departments and clients.
• Automation & Workflows: Convert quotes into projects, automate repetitive tasks, and standardize processes to save time.
• Customer Portal: Collaborate with your clients directly by sharing timelines, quotes, and project updates securely.
• Permission Management: Set user roles and control access so that each team member sees only what’s relevant to their role.
• Profitability Analysis: Compare estimated vs. actual revenue, time, and costs to pinpoint profit drivers and loss areas.
• Integration Capabilities: Connect with tools like Xero, Stripe, and Google Calendar for seamless syncing across platforms.
• Utilization Forecasting: Predict future workloads and revenue based on current bookings and project timelines.

Pros of Using Scoro

• Improves project visibility across teams and departments
• Supports data-driven decision-making with real-time insights
• Simplifies quoting, invoicing, and resource planning
• Reduces tool-switching with centralized work management
• Improves team accountability and task ownership
• Custom dashboards highlight key metrics instantly

Cons of Using Scoro

• Search functionality can be inconsistent or slow
• Delays in customer support response during peak times

Scoro Pricing

Scoro offers a 14-day trial and flexible plans designed for teams of all sizes, from startups to enterprises.

1. Core: $23.90 per user/month billed monthly or $19.90 per user/month billed yearly
2. Growth: $38.90 per user/month billed monthly or $32.50 per user/month billed yearly
3. Performance: $59.90 per user/month billed monthly or $49.90 per user/month billed yearly
4. Enterprise: Custom pricing 

What Users Say About Scoro?

Rating on Capterra: 4.6 out of 5 

“My god is Scoro intuitive, so easy even those newcomers who have never used it manage to master it in a matter of a few hours. Easy to navigate and visualize, but honestly for me, Scoro is the MVP in Time planing” – Astrid A.

Rating on G2: 4.5 out of 5

“The ease of use. It’s so simple to pick up on the user face and navigate through the site as well as stay on track with projects and calendars.” – Carolina d.

What are The Advantages of Using Agency Software?

Agency software offers a multitude of benefits that can significantly improve the efficiency and effectiveness of any agency. Here are some key advantages:

1. Effortless Project Planning

Modern agency software takes the guesswork out of project planning with AI-driven predictions. It automates scheduling and resource allocation and helps establish a solid project foundation to ensure on time delivery.

2. Balanced Resource Management

Managing resources across multiple projects can be like playing a game of Tetris. Agency software helps balance workloads to prevent overbooking and ensuring that resources are used efficiently. 

3. Pipeline Forecasting

With agency software, you gain visibility into all ongoing, completed, and planned projects. It helps prevent bottlenecks, allows for better capacity planning, and helps to make informed decisions about when to hire new talent.

4. Improved Team Collaboration

Effective collaboration is key to any successful project. Agency software keeps everyone on the same page by giving teams one place to manage tasks, communicate, and track progress. It helping them avoid rework and keep projects moving smoothly.

5. Up-to-the-Minute Reporting

Accurate and timely reporting is essential for any project success. Without detailed insights into project progress, things can fall apart. Agency software in this case help your teams to make informed decisions and adjust plans as needed to stay on course.

6. Effective Communication

Agency software makes it easier for teams and clients to stay in sync. Instead of scattered messages and feedback loops, documents, updates, notes, etc. stays in the same place. Thus, your team miss fewer details and keep smooth collaboration all around.

7. Improved Customer Satisfaction

When work gets done on time and within budget, clients feel satisfied. Agency software helps you deliver with confidence and transparency. Ultimately, it builds trust and keeps those relationships strong for the long run.

How to Choose the Right Agency Software 

Whether you’re selecting an SEO agency software or a all-in-one, the right software is crucial for the smooth operation of your agency. With so many options available, making the right choice requires careful consideration of several factors. 

Here’s how to make an informed decision:

1. Understand Your Agency’s Needs

Start by identifying what your agency truly needs. Consider the type of work you do, the size of your team, and the specific challenges you face. For example, a creative agency might require strong collaboration tools. 

Meanwhile a marketing agency or advertising agency might prioritize client communication and reporting features.

2. Evaluate Software Features

Not all software offers the same features, so analyze what’s included. Look for essential tools like project management, time tracking, and invoicing. Also, consider whether you need advanced features like resource planning, automation, or client portals. 

Remember, the key is to match the software’s capabilities with your agency’s requirements.

3. Consider Integration Capabilities

Your agency likely uses a variety of tools, from CRM systems to email platforms. Ensure that the agency software you choose integrates seamlessly with your existing tools. It’ll help maintain workflow efficiency and reduce the need for manual data entry.

4. Assess Usability and Support

Ease of use is a significant factor. Your team should be able to navigate the software without extensive training. Look for software with an intuitive interface and strong customer support, including tutorials and onboarding assistance. It minimizes disruptions during the transition and help your team adapt quickly.

5. Think About Scalability and Flexibility

As your agency grows, your software needs may change. Choose a platform that can scale with your business, offering flexibility in terms of user numbers, features, and pricing plans. This ensures that the software remains useful as your agency evolves, preventing the need for frequent software changes.

How to Implement Agency Software for Your Team

Adding agency software to your daily workflow can make everything run smoother. It can save time, improve teamwork, and keep projects organized. So, here’s a simple five-step way to get it up and running.

1. Set Clear Objectives

What do you actually want this tool to solve? Maybe it’s improving client communcations, or maybe it’s optimizng task management. Either way, get specific about the outcome you’re after. 

That clarity will help you stay focused when choosing features or planning your rollout.

2. Choose the Right Software

Find software that makes sense for how your team already works, not the other way around. Prioritize essentials like task tracking, project oversight, and collaboration. Also, make sure it works well with your current stack and has room to grow with your agency.

3. Develop an Implementation Plan

Set up a basic step-by-step plan to get the software up and running. Assign responsibilities, set a timeline, and plan for gradual adoption. A slow-and-steady approach gives your team breathing room to adjust without throwing off daily ops.

4. Train Your Team

Good training isn’t a one-and-done slide deck. Thus, combine walkthroughs, hands-on sessions, and short videos. Make space for trial and error, and let your team ask questions. Your goal is to help your team use the tool with confidence!

5. Monitor and Adjust

Once you’re live, pay attention to how things are actually working. Ask your team what’s clicking and what’s not. Use that feedback to make necessary adjustments to your process. 

You must regularly review how well the tool is meeting your initial objectives and refine your processes accordingly.

So, What’s the Best Agency Software?

If you want agency software that’s simple to use but built to handle real work, Agency Handy is the one to beat. You get white-labeled client portals, automated invoicing, and a built-in CRM, all working together. Everything from tasks, time logs, billing, to client updates stays in one place.

Moreover, you can fully customize your portal, from domain to emails. And with pricing starting at $19/month, it fits solo founders and growing teams alike.

Now, if financial planning is your priority, Productive.io is worth a look. If your team involves in tasks and timelines, Asana is also solid. But for full control, with your brand at the front, Agency Handy is the smarter choice.

Conclusion

Choosing the right agency software depends on your workflow, team size, and the specific challenges you face. Remember, the best tools simplify operations while offering clarity and control.

If you’re seeking a clean, white-labeled platform that brings client management, task tracking, and invoicing together, Agency Handy stands. Plus, it comes with affordable pricing options specifically suitable for growing agencies.

FAQs

What key features should I look for in agency management software?

Look for features like project management, time tracking, invoicing, and client communication tools. Also, consider tools for team collaboration, resource planning, and reporting. The right features help you manage tasks efficiently and keep projects on track.

How does agency software improve client communication and project tracking?

Agency software centralizes all communication in one place to share updates, gather feedback, and keep everyone on the same page. It also provides tools like task lists, timelines, and progress tracking, so you can see how projects are moving along and ensure deadlines are met.

Can agency software integrate with other tools we already use?

Yes, most agency software can integrate with other tools like email, calendars, and file storage systems. This helps simplify your workflow by connecting all your tools in one platform to manage everything without switching between different apps.ls in one platform, making it easier to manage everything without switching between different apps.