Advertising Agency Software

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monday marketer

FrontRunners 2022, an award-winning collaboration and project management platform, helps teams plan together efficiently and execute complex projects to deliver results on time. team management and task management tool allows ...Read more about monday marketer


Cloud-based advertising plugin designed to create, manage, schedule and track blog and website advertisements. The plugin works via client-side JavaScript, which makes it compatible with any kind of site. A separate plugin is avai...Read more about AdPlugg

4.83 (6 reviews)


FrontRunners 2022

Float is a collaborative resource management software for real-time project planning and task scheduling. Features include an intuitive interface, drag-and-drop features, keyboard shortcuts, reports, and analytics, and editing too...Read more about Float


FrontRunners 2022

ClickUp is a cloud-based collaboration and project management tool suitable for businesses of all sizes and industries. Features include communication and collaboration tools, task assignments and statuses, alerts and a task toolb...Read more about ClickUp


Wrike is a cloud-based project management platform for teams of 20+ that is suitable for both large enterprises and SMBs. It supports remote work for various teams. This solution comes with Gantt charts, calendars, workload view f...Read more about Wrike


FrontRunners 2022

Asana helps teams orchestrate their work at scale—from daily tasks to strategic initiatives. With Asana, teams are more confident, move faster, and accomplish more with less—no matter where they are located or how many different d...Read more about Asana

OrbitSoft Ad Server

With over 20 years of software technology experience, Orbitsoft has created a wide range of advertising solutions. OrbitSoft Ad Server allows companies to manage their advertising solutions on websites and in applications. The sca...Read more about OrbitSoft Ad Server

No reviews yet is Australian-owned and -developed software that combines task and project management with time tracking and billing to provide an all-in-one productivity tool for freelancers, consultants and teams. Managing any number o...Read more about

4.41 (46 reviews)


FrontRunners 2022

Ziflow is a cloud-based proofing solution, which helps businesses of all sizes manage content review and approval processes in a collaborative manner. Features include customizable branding, version control, automated workflows, s...Read more about Ziflow

Birdview PSA

Birdview PSA unifies teams by providing increased visibility and a single source of truth for projects, resources and financials. Birdview provides service organizations with a comprehensive set of tools for managing and executi...Read more about Birdview PSA

4.67 (3 reviews)


ReportGarden is a cloud-based marketing analysis tool that offers configurable marketing reports and dashboards for search engine optimization (SEO), pay per click (PPC), marketing analytics, social-media performance and website b...Read more about ReportGarden

4.40 (65 reviews)

Learn More is an award-winning work and project management platform that helps teams of all sizes plan, prioritize, manage, and execute their work more effectively. The platform offers solutions for a wide range of use-cases such...Read more about

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TapClicks is a smart marketing cloud-based set of automated marketing solutions designed to work in unison, powered by your data. We make the complex world of marketing easy with everything a business needs to differentiate itself...Read more about TapClicks

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AgencyAnalytics is the only marketing platform built specifically for agencies. Save time, boost revenue and impress clients with a brandable cloud based reporting platform that lets you monitor and report on all of your clients' ...Read more about AgencyAnalytics

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Easy Projects

FrontRunners 2022

Easy Projects is an award-winning collaborative work management platform designed to equip and enable medium to enterprise level companies to achieve quantifiable operational improvements. Whether in-house or remote, team members ...Read more about Easy Projects

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Pegasus is an advertising agency solution that caters to midsize and large design, creative and advertising firms. Key features include campaign management, document management, project management, time tracking, collaboration and...Read more about Pegasus

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FrontRunners 2022

Avaza is a business management solution which includes features for project management, resource scheduling, online timesheets, expense management, online invoicing, recurring invoicing, quotes and invoices and more. Avaza also in...Read more about Avaza

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Screendragon is a powerful work management platform suited to the needs of marketing, agency & professional services teams. It combines project management, workflow automation, resource management and forecasting, budget managemen...Read more about Screendragon

4.68 (34 reviews)

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MediaRadar is a cloud-based platform which provides advertisement and market analysis for ad-sales professionals and agencies. The solution is delivered across multiple platforms such as TV, print media, email, events, and digital...Read more about MediaRadar

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Marketing 360

Marketing 360 is a cloud-based marketing platform suited for entrepreneurs as well as small and midsize businesses. This solution allows organizations to run social media advertising campaigns, conduct search engine optimization (...Read more about Marketing 360

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Buyers Guide

Last Updated: April 25, 2022

What is Advertising Agency Software?

Advertising agency software is a tool to help an ad agency run their business with a mix of marketing, project managing, consulting, data analysis, and more. Ad agency software typically includes features like account reporting, task management, time tracking, client management, and templates and forms.

Advertising agency software might seem like a confusing jumble of features. But running an ad agency requires a broad mix of marketing, project managing, consulting, data analysis and much more. That's why advertising agency software houses such a wide array of capabilities in one cohesive system.

But not all ad agency software is created equal. That's why we've put together this buyer's guide to help you determine what you should look for when choosing your new advertising agency software.

Here's what we'll cover:

Common Features of Advertising Agency Software
Benefits of Adopting Ad Agency Software
Advertising Agency Software Tips for New Buyers

Common Features of Advertising Agency Software

Ad agency software pulls in capabilities from a wide range of existing software options. Its features include those from project management and CRM, as well as a load of specialized reporting and analytics:

Core Features of Advertising Agency Software

Project dashboard Easily see all projects currently in progress. Sort by account. Drill down based on numerous filters.
Account reporting Take a snapshot of all past, active, paused and any proposed projects within a client's portfolio.
Multi-user interface Enable numerous users on the same system. Provide different logins for each user. Personalize the permissions and available functionality for different groups of users.
Task management Essential to any form of project management. Can apply to tasks both internal and client-facing. Easily assign responsibilities and create accountability.
Time tracking Quantify the time spent at each step of a project. Determine benchmarks and set value for the time spent.
Prospect / Client management Manage outreach with prospects and clients. Record and track interactions. Automate and schedule regular communications.
Collaboration Securely share documents within the company and with clients. Record communication between team members, prospects, and current and past clients.
Templates and forms Standardize all internal and external communication with branded forms. This includes initial media inquiries, estimates, purchase orders and invoices.
Financial Reporting Translate tasks, projects, and deal wins into revenue drivers.

The goal of ad agency software is to optimize workflows and processes to make the company more efficient. This helps team members keep focused on big picture goals. Such efficiency also encourages positive client and partner interactions.

The project dashboard and account reporting are key to creating this efficiency. These two features enable a top-down and bottom-up view of what stage all projects are in, who owns them and who they're going to next. This type of insight encourages greater organization, especially when paired with task management and time tracking capabilities that quantify the time spent on each task of each project.

Benefits of Adopting Ad Agency Software

There are a number of specific benefits that come with adopting ad agency software. With ad agency software, you can:

  • Capture a complete snapshot of the status of your current projects. Drill down to see where each project is at in its task life cycle and easily identify who owns the tasks at that stage.
  • Track project timelines, workflows, and life cycles to pinpoint any bottlenecks. Analyze the status of a project during a bottleneck to determine and overcome the cause.
  • Easily manage key documents such as price estimates, media buys, client invoices, and creative media.
  • Record time spent working on projects for accurate billing to clients.
  • Effectively communicate and share valuable information internally and with clients. Establish notifications and timelines for check-ins to keep all parties informed and projects on task.

Advertising Agency Software Tips for New Buyers

As you can see from the features and benefits listed above, ad agency software can positively transform your business. But not all advertising agency systems will be a fit for your specific needs. You need to be very diligent with the research and work you put into choosing your advertising agency management system. After all, it is the backbone of your business.

The following recommendations will help you better analyze and sift through the vendor landscape. Don't be afraid to ask vendors the tough questions.

We've established some formalized recommendations and best practices for optimizing the selection process. These come from surveying software buyers across industries to find out how they choose the best business software. Some of the most popular tactics small and midsize businesses employ include:

  • Do your due diligence. Regardless of whether you've used ad agency software before, you need to refamiliarize yourself with the market. There's definitely a software choice out there that's right for you, but you need to put in the research to determine which systems stand out in the market. Ask other agencies for help when validating systems.
  • Inquire with your entire team to determine operational needs and pain points. It's important to have an idea of what you need before you begin talking to software vendors. You need to make sure you know when, where, how and why pain points are affecting your operation. Once identified, you can move forward by prioritizing the capabilities that will increase efficiency.
  • Read advertising agency software reviews from actual users. These reviews from managers, operators, and business owners in similar situations will provide a snapshot of information you need to make the most informed decisions. Analyzing thoughts and feelings from your peers in the space will help you see past the marketing jargon and get a well-rounded idea of the systems in question.