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Planview Clarizen is an award-winning enterprise work management solution for project portfolio management (PPM) and professional services delivery teams. The solution enables PMOs, EPMOs, PSOs, and ESOs to gain real-time visibil...Read more about Planview AdaptiveWork
FunctionFox is a cloud-based time tracking and project management application, offering timesheets and estimates, as well as scheduling, task assignment, and reporting. FunctionFox’s capabilities are suited for the billing a...Read more about FunctionFox
Replicon's advanced timesheet functionality lets businesses track valuable information including check-ins/outs, task progress, and billable/non-billable hours. The invoice module allows users to build custom invoices, examine pay...Read more about Replicon
Clinical research data, loan applications, blueprints, and videos: It’s all content. And it’s your organization’s most valuable asset, no matter your industry. Box gives you a a single, secure platform for managing the entire cont...Read more about Box
NetSuite Professional Services Automation is used by professional services organizations to optimize their project-based operations. The software offers integrated project management, resource management, project-based accounting ...Read more about NetSuite SRP
The Kantata Cloud for Professional Services is a powerful collection of operational management, resource optimization, business intelligence, integration, and workflow automation functionality that optimizes resources and elevates...Read more about Kantata
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
Microsoft Project is a project management software designed for enterprises of all sizes. The tool includes project scheduling features, which allow management to create a project schedule, define and assign each project task, man...Read more about Microsoft Project
Basecamp is a real-time communication tool that helps teams stay on the same page; it’s less for traditional project management tasks (e.g., resource planning and long-term scheduling). With to-do-lists, calendaring, due dates and...Read more about Basecamp
Sellsy is a cloud-based sales management solution for small to midsize businesses. Features include time tracking, sales automation and a help desk. It is suitable for industries such as advertising, construction, non-profit and r...Read more about Sellsy
Citrix Podio is a project management and social collaboration tool. It allows businesses to create custom applications to best meet unique business requirements and preferred workflow—without the need for technical skills or devel...Read more about Podio
Trello is a visual collaboration tool for planning tasks and projects. While commonly used by agile software development teams, the solution is also used in other departments such as marketing, sales, support and HR. The web-based...Read more about Trello
Zoho Projects is a cloud-based project management solution designed for small and midsize companies. It offers project scheduling and budgeting, which allows project managers to define project tasks, assign them to their teams, es...Read more about Zoho Projects
Jira Software is a business process management tool used by agile teams to plan, track and release software. Jira Software supports Scrum, Kanban, a hybrid model or another unique workflow. Jira enables users to create project r...Read more about Jira
AceProject is a cloud-based project management solution designed for small and midsize businesses. It offers project collaboration, time tracking, document management, budgeting, reporting and project tracking within a suite. ...Read more about AceProject
Smartsheet is a work execution platform and collaboration tool with a familiar spreadsheet-like interface that helps teams plan, track, and manage projects in real-time. Smartsheet features include a range of project management to...Read more about Smartsheet
Pivotal Tracker from Pivotal is a cloud-based agile project management solution designed to facilitate collaboration between teams and monitor progress throughout the entire project lifecycle. The solution allows team members invo...Read more about Pivotal Tracker
Workzone is a project management solution that offers document management, project collaboration, customizable reporting, resource and task management and time tracking. The software is cloud-based and offers automated emailed rep...Read more about Workzone
VersionOne is a cloud-based agile application lifecycle management (ALM) solution that helps businesses engage stakeholders and track and report across various software portfolios, programs and projects. VersionOne features a...Read more about VersionOne
Innotas PPM is a cloud-based project and portfolio management (PPM) solution designed for midsize and large businesses. Key features include resource management, time tracking, financial management and reporting functionalities. ...Read more about Planview PPM Pro
In the digital economy, marketers need to be just as agile as software developers, engineers and other traditional users of project management (PM) software.
PM software enables a fast-paced yet coordinated approach to the creative work involved in marketing. Without a centralized PM solution, the time it takes to produce marketing assets can swell enormously, giving competitors room to swoop in.
We’ve written this guide to answer the following questions that you may have about marketing project management tools:
(Click on a link below to jump to that section.)
What Is Marketing Project Management Software?
What Are the Benefits of Marketing Project Management Tools?
What Type of Buyer Are You?
What Are the Features of Marketing PM Software?
What Are Some Examples of Marketing PM Software?
PM software is widely used in software development, industrial R&D, construction and a host of other industries.
Many marketing departments, however, still operate without a PM solution, relying instead on spreadsheets and email.
Some marketers may feel that the creative work they do is just too messy for a unified approach to project management. However, this messiness is precisely why marketing departments need improved collaboration and project visibility.
Overview of projects in Basecamp, a popular PM solution for marketing departments
By utilizing PM software and achieving the efficiencies that come with doing so, you can begin moving your whole department toward greater agility, effectiveness and accountability.
Marketing PM software offers the following benefits:
Some all-purpose PM solutions work well for marketing departments. There are also purpose-built platforms designed uniquely for marketers. The type of marketing department you work in should guide your choice of one type over the other.
When it comes to project management, there are two basic types of marketing departments, each with very different needs.
Creative and marketing agencies need PM software to handle projects for clients. These buyers typically benefit from purpose-built marketing PM platforms, since those solutions offer functionality built exclusively with the marketer in mind.
Essentially, purpose-built marketing PM software aligns project management with customer relationship management, financial management and media buying.
Marketing and creative agencies don’t just need to optimize their own operations; they also need to collaborate more effectively with their clients and contractors. Purpose-built solutions are specifically designed to address these needs.
Agencies or companies looking for solutions specifically dedicated to creative marketing teams might also be interested in our creative project management software options.
In-house marketing departments primarily need to manage workflows, approvals, timelines and resources. Their needs are more basic than marketing and creative agencies, so they can tyipcally get by with all-purpose PM solutions that are also used by IT teams, product R&D teams and a host of other business units.
Per the discussion above, the features of a PM solution tend to vary based on whether that solution is a "general purpose" tool, or one customized for marketing professionals.
We’ll look at features that benefit all marketing teams first, and then we’ll move on to features in purpose-built solutions for agencies.
The most basic features of PM software, such as to-do lists, email style conversation “threads,” real-time messaging and Gantt charts for project planning, can be found in most of the robust PM solutions on the market.
Marketing thread in Wrike
Marketing project management features that are useful for both in-house teams and agencies include:
Marketing resource management | Shows which human and technological resources are available for a particular project and enables users to forecast what their pipelines will look like. |
Request management | Allows departments to manage and prioritize requests for marketing assets from clients or other departments in the business. |
Task management | Keeps creatives focused on the task at hand via to-do lists and reminder notifications. |
Approval workflow management | Standardizes processes requiring approvals, such as creative briefs, purchase orders and editing workflows. |
Budget and expense management | Tracks expenses by employee, item, business unit, task etc. in order to ensure projects stay within budget. |
User-specific views and permissions | Gives each user a personalized overview of their projects and tasks. Managers can also control which users see which tasks and conversations. |
Document sharing and management | Enables version history control so that agencies can track changes and document sharing to facilitate collaboration with clients and contractors. |
Marketing project management features specifically intended for agencies are rarer than the all-purpose features we’ve just covered, and remain the province of specialized vendors.
Some of the most important agency-oriented features include:
Customer management | Allows agencies to track prospects and convert them into clients. |
Client invoicing | Integrates with accounting and financial management software to add details to client invoices. |
Client reporting | Keeps clients up to speed on the details of services rendered. |
Media buying and billing | Integrates with media buying solutions to place ads, and then invoices clients accordingly. |
Accounts receivable aging | Shows which clients need to pay up. |
Timesheet tracking | Tracks billable hours for employees and freelancers. |
Client invoicing in Scoro
Popular solutions for creative and marketing agencies as well as in-house marketing teams include:
There are many, many more project management solutions on the market that are suitable for marketing teams, so you may need some assistance in whittling down your list. Fortunately, we’re here to help.