Last Updated: February 2026

Best Agency Management Software (2026)

We evaluated 10 leading all-in-one agency management platforms to help you find the perfect solution. Compare features, pricing models, and real-world performance.

Quick Comparison

ToolBest ForStarting PriceKey FeatureRating
1AgencyPro
Best Overall
Small to mid-size agencies$99/monthAll-in-one with unlimited users4.5/5
2Teamwork
Project-focused agencies$10/user/monthStrong project management4.7/5
3Productive
Agencies needing resource planning$20/user/monthResource & capacity planning4.6/5
4Scoro
Larger agencies & consultancies$26/user/monthComprehensive PSA platform4.6/5
5Accelo
Professional services firms$24/user/monthEnterprise PSA features4.5/5
6Kantata
Large agencies & consultancies$45/user/monthEnterprise resource management4.4/5
7Workamajig
Creative agencies$35/user/monthCreative agency workflows4.3/5
8FunctionFox
Small creative agencies$35/user/monthTime tracking & project management4.2/5
9monday.com
Agencies needing flexibility$8/user/monthCustomizable workflows4.1/5
10Wrike
Marketing & creative teams$9.80/user/monthCollaborative project management4.0/5

Detailed Reviews

#1 Best Overall

AgencyPro

Best for small to mid-size agencies seeking comprehensive features without per-user costs

4.5/5
Rating

AgencyPro stands out as the premier agency management platform specifically designed for small to mid-size agencies (1-50 people). What makes it exceptional is its flat-rate pricing model with unlimited users—a significant advantage over per-user pricing that can quickly become expensive as teams grow. The platform provides a comprehensive all-in-one solution combining CRM, project management, time tracking, invoicing, client portals, and retainer management in a single, cohesive platform.

The platform excels in providing true white-label client portals with custom domains and complete branding control, allowing agencies to present a fully professional experience to clients. Time tracking integrates seamlessly with invoicing, enabling automatic invoice generation from tracked hours. The project management features are robust yet intuitive, with task tracking, timelines, and team collaboration. The CRM component helps agencies manage client relationships, track communication history, and organize client information effectively.

Pricing starts at $99/month with all core features included, including unlimited users, white-labeling, API access, and comprehensive support. This represents exceptional value compared to per-user models—a 10-person agency would pay $99/month vs. $200-500/month with per-user pricing. Setup is remarkably fast, with most agencies operational within 24-48 hours. The platform includes excellent documentation, migration assistance, and responsive customer support. AgencyPro is ideal for agencies that want comprehensive functionality without enterprise complexity or escalating costs.

Pros

  • • Unlimited users on most plans (no per-user costs)
  • • Comprehensive all-in-one platform
  • • Full white-label client portals
  • • Fast setup (24-48 hours)
  • • Excellent value for growing teams
  • • Integrated time tracking and billing
  • • API access for custom integrations

Cons

  • • Newer platform (less brand recognition)
  • • May be overkill for solo freelancers
  • • Fewer third-party integrations than enterprise tools
Starting Price:$99/month (unlimited users)
Best For:Small to mid-size agencies (1-50 people)
Free Trial:14 days

Teamwork

Best for project-focused agencies needing strong project management

4.7/5
Rating

Teamwork is a powerful project management platform that has expanded into agency management territory with features like time tracking, invoicing, and client portals. It excels in project management with robust task management, Gantt charts, milestones, and team collaboration features. Agencies that prioritize project organization and team coordination will find Teamwork's project management capabilities among the best in the industry.

The platform includes time tracking, invoicing, and basic CRM features, making it a comprehensive solution. However, it maintains a strong focus on project management, so some agency-specific features (like advanced retainer management or white-label customization) may be less developed than dedicated agency platforms. The client portal is functional but offers less customization than specialized solutions. Teamwork integrates with numerous third-party tools, providing flexibility for agencies with existing tool stacks.

Pricing starts at $10/user/month for the Starter plan, with more advanced features requiring higher tiers ($18-30/user/month). For a 10-person agency, this translates to $100-300/month. The platform offers good value for agencies that prioritize project management, though costs can escalate with team growth. Setup requires some configuration, but Teamwork provides good documentation and support. The interface is intuitive, though it can feel feature-rich and may require training for full adoption. Teamwork is ideal for agencies that want strong project management with integrated business features.

Pros

  • • Excellent project management features
  • • Strong Gantt charts and timelines
  • • Good team collaboration tools
  • • Extensive integrations
  • • Time tracking and invoicing included

Cons

  • • Per-user pricing adds up quickly
  • • Less agency-specific than dedicated platforms
  • • Limited white-label options
  • • Can feel complex for simple needs
Starting Price:$10/user/month
Best For:Project-focused agencies

Productive

Best for agencies needing resource planning and capacity management

4.6/5
Rating

Productive (formerly Productive.io) is a comprehensive agency management platform with particular strength in resource planning and capacity management. It helps agencies understand team utilization, plan resource allocation, and forecast capacity—critical features for agencies managing multiple projects and team members. The platform combines project management, time tracking, invoicing, and CRM in a modern, intuitive interface.

The resource planning features are among the best in the industry, allowing agencies to visualize team capacity, assign resources to projects, and identify bottlenecks. The project management features are robust, with task tracking, timelines, and collaboration tools. Time tracking integrates with billing, and the invoicing features are comprehensive. However, Productive's client portal capabilities are more basic compared to dedicated portal solutions, and white-label options are limited. The platform is well-designed and user-friendly, though it may require some learning curve for advanced features.

Pricing starts at $20/user/month, with more advanced features requiring higher tiers. For a 10-person agency, this means $200+/month. The platform offers good value for agencies that prioritize resource planning, though per-user pricing can become expensive. Setup requires configuration, especially for resource planning workflows, but Productive provides good documentation and support. The platform is ideal for agencies that need sophisticated resource management alongside comprehensive project and business management features.

Pros

  • • Excellent resource planning features
  • • Strong capacity management
  • • Comprehensive project management
  • • Modern, intuitive interface
  • • Good time tracking and invoicing

Cons

  • • Per-user pricing can be expensive
  • • Limited client portal customization
  • • Less white-label options
  • • May require training for advanced features
Starting Price:$20/user/month
Best For:Agencies needing resource planning

Scoro

Best for larger agencies and consultancies needing comprehensive PSA

4.6/5
Rating

Scoro is a comprehensive Professional Services Automation (PSA) platform designed for larger agencies and consultancies. It offers extensive features including project management, CRM, time tracking, invoicing, resource planning, reporting, and more. The platform is feature-rich and can handle complex agency workflows, making it suitable for agencies with sophisticated needs.

The platform excels in providing comprehensive business management with strong reporting and analytics capabilities. It includes advanced project management features, resource planning, and financial management. However, Scoro's complexity can be overwhelming for smaller agencies, and the learning curve is steeper than simpler platforms. The interface, while powerful, may feel dense and require significant training. Client portal features exist but are less customizable than dedicated portal solutions. The platform offers extensive customization options, though setup can be time-consuming.

Pricing starts at $26/user/month, with enterprise plans costing significantly more. For a 10-person agency, expect $260+/month, and costs escalate quickly. Implementation often requires professional services and can take weeks. Scoro offers good value for larger agencies that need comprehensive features and can invest in setup and training. The platform is ideal for agencies with 20+ people and complex workflows that require extensive customization and advanced features.

Pros

  • • Comprehensive PSA features
  • • Strong reporting and analytics
  • • Advanced resource planning
  • • Extensive customization
  • • Good for larger agencies

Cons

  • • Expensive per-user pricing
  • • Complex setup and learning curve
  • • May be overkill for smaller agencies
  • • Limited white-label options
  • • Requires significant training
Starting Price:$26/user/month
Best For:Larger agencies & consultancies

Accelo

Best for professional services firms needing enterprise features

4.5/5
Rating

Accelo is an enterprise-focused Professional Services Automation platform that combines CRM, project management, time tracking, service tickets, billing, and reporting. It's designed for larger professional services firms and agencies that need comprehensive features and extensive customization. The platform offers robust functionality but comes with enterprise-level complexity and pricing.

The platform excels in providing comprehensive business management with strong automation capabilities. It includes advanced project management, service ticket management, and extensive reporting. However, Accelo's complexity can be overwhelming, and implementation often requires professional services and weeks of setup. The interface, while powerful, has a steeper learning curve than simpler platforms. Client portal features exist but offer less customization than dedicated solutions. The platform is well-suited for larger firms that need extensive features and can invest in setup and training.

Pricing starts at $24/user/month, with enterprise plans costing significantly more. For a 10-person agency, expect $240+/month, and costs escalate quickly. Implementation typically requires professional services and can take weeks. Accelo offers good value for larger firms that need comprehensive features, though smaller agencies may find it overkill. The platform is ideal for professional services firms with 20+ people and complex workflows requiring extensive customization.

Pros

  • • Comprehensive enterprise features
  • • Strong automation capabilities
  • • Service ticket management
  • • Extensive reporting
  • • Good for larger firms

Cons

  • • Expensive per-user pricing
  • • Complex setup and learning curve
  • • May be overkill for smaller agencies
  • • Limited white-label options
  • • Requires professional services setup
Starting Price:$24/user/month
Best For:Professional services firms

Kantata

Best for large agencies and consultancies needing enterprise resource management

4.4/5
Rating

Kantata (formerly Mavenlink and Kimble) is an enterprise Professional Services Automation platform focused on resource management and project delivery for large agencies and consultancies. It excels in resource planning, capacity management, and project financials, making it suitable for organizations managing complex resource allocation across multiple projects and teams.

The platform provides comprehensive features including project management, resource planning, time tracking, invoicing, and reporting. Its resource management capabilities are among the strongest in the industry, helping large organizations optimize resource allocation and forecast capacity. However, Kantata is designed for enterprise use and can be overwhelming for smaller agencies. The platform requires significant setup and training, and pricing is enterprise-level. Client portal features are functional but less customizable than dedicated solutions.

Pricing starts at $45/user/month, with enterprise plans costing significantly more. For a 10-person agency, expect $450+/month minimum. Implementation typically requires professional services and can take weeks to months. Kantata offers excellent value for large organizations (50+ people) that need sophisticated resource management, though it's likely overkill for smaller agencies. The platform is ideal for large consultancies and agencies with complex resource allocation needs.

Pros

  • • Excellent resource management
  • • Strong capacity planning
  • • Enterprise-grade features
  • • Comprehensive reporting
  • • Good for large organizations

Cons

  • • Very expensive ($45+/user/month)
  • • Complex setup and learning curve
  • • Overkill for smaller agencies
  • • Requires professional services
  • • Limited white-label options
Starting Price:$45/user/month
Best For:Large agencies & consultancies

Workamajig

Best for creative agencies needing specialized workflows

4.3/5
Rating

Workamajig is designed specifically for creative agencies, with workflows and features tailored to creative industry needs. The platform combines project management, time tracking, invoicing, and resource planning with creative agency-specific features like job costing, creative briefs, and approval workflows. It's built to handle the unique challenges creative agencies face.

The platform excels in providing creative agency workflows, with features designed for the creative process. It includes strong project management, time tracking, and financial management. However, Workamajig's interface can feel dated compared to modern platforms, and the learning curve can be steep. Client portal features are functional but offer less customization than newer solutions. The platform is well-suited for creative agencies that want industry-specific features, though it may feel less modern than newer platforms.

Pricing starts at $35/user/month, with more advanced features requiring higher tiers. For a 10-person agency, expect $350+/month. Implementation requires configuration and training, typically taking weeks. Workamajig offers good value for creative agencies that want specialized workflows, though the interface and user experience may feel less modern than newer platforms. The platform is ideal for creative agencies that prioritize industry-specific features over modern design.

Pros

  • • Creative agency-specific workflows
  • • Job costing features
  • • Creative brief management
  • • Strong financial management
  • • Industry-specific features

Cons

  • • Expensive per-user pricing
  • • Interface can feel dated
  • • Steeper learning curve
  • • Limited white-label options
  • • Less modern than newer platforms
Starting Price:$35/user/month
Best For:Creative agencies

FunctionFox

Best for small creative agencies needing time tracking and project management

4.2/5
Rating

FunctionFox is designed for small creative agencies, focusing on time tracking and project management. The platform provides essential features for creative agencies including time tracking, project management, invoicing, and basic reporting. It's simpler and more affordable than comprehensive agency management platforms, making it suitable for smaller teams.

The platform excels in time tracking and project management for creative agencies. It includes features like job costing, project templates, and basic invoicing. However, FunctionFox is more limited than comprehensive platforms—it lacks advanced CRM, client portals, and extensive customization. The interface is straightforward but may feel basic compared to modern platforms. It's well-suited for small creative agencies that need core time tracking and project management without the complexity of comprehensive solutions.

Pricing starts at $35/user/month, making it more affordable than enterprise solutions but still per-user pricing. For a 5-person agency, expect $175/month. Setup is relatively straightforward, and the platform is easier to learn than comprehensive solutions. FunctionFox offers good value for small creative agencies that need core features, though agencies requiring comprehensive functionality may outgrow it. The platform is ideal for small creative agencies (5-15 people) that prioritize time tracking and project management.

Pros

  • • Good time tracking features
  • • Creative agency-focused
  • • Simpler than comprehensive platforms
  • • More affordable than enterprise solutions
  • • Easy to learn

Cons

  • • Per-user pricing
  • • Limited features compared to comprehensive platforms
  • • No client portal
  • • Basic CRM capabilities
  • • May outgrow as agency grows
Starting Price:$35/user/month
Best For:Small creative agencies

monday.com

Best for agencies needing flexible, customizable workflows

4.1/5
Rating

monday.com is a flexible work management platform that can be customized for agency use. It excels in providing customizable workflows and visual project management, allowing agencies to build their own processes. The platform is highly flexible and can be adapted for various agency needs, though it requires more setup than purpose-built agency platforms.

The platform provides strong project management with customizable boards, automations, and integrations. However, monday.com is not purpose-built for agencies, so features like time tracking, invoicing, and client portals require add-ons or integrations. The platform is excellent for agencies that want flexibility and customization, though it may require more configuration than dedicated agency platforms. The interface is modern and intuitive, but building agency-specific workflows requires time and expertise.

Pricing starts at $8/user/month for the Basic plan, with more features requiring higher tiers ($10-16/user/month). For a 10-person agency, expect $80-160/month. However, agencies will likely need add-ons and integrations for comprehensive agency management, increasing costs. Setup requires significant configuration to build agency workflows. monday.com offers good value for agencies that prioritize flexibility and customization, though it's less comprehensive out-of-the-box than dedicated agency platforms.

Pros

  • • Highly customizable workflows
  • • Modern, intuitive interface
  • • Strong automation capabilities
  • • Extensive integrations
  • • Flexible for various needs

Cons

  • • Not purpose-built for agencies
  • • Requires add-ons for comprehensive features
  • • Per-user pricing
  • • Significant setup required
  • • Less comprehensive than dedicated platforms
Starting Price:$8/user/month
Best For:Agencies needing flexibility

Wrike

Best for marketing and creative teams needing collaborative project management

4.0/5
Rating

Wrike is a collaborative project management platform popular among marketing and creative teams. It provides strong project management features including task management, Gantt charts, timelines, and team collaboration. The platform is well-designed for teams that need to coordinate work across multiple projects and stakeholders.

The platform excels in project management and team collaboration, with features like real-time collaboration, document sharing, and workflow automation. However, Wrike is primarily a project management tool rather than comprehensive agency management software. Features like invoicing, client portals, and advanced CRM require integrations or may be limited. The platform is excellent for agencies that prioritize project management, though agencies needing comprehensive business management may need additional tools.

Pricing starts at $9.80/user/month for the Professional plan, with more features requiring higher tiers. For a 10-person agency, expect $98+/month. However, agencies will likely need additional tools for invoicing, client portals, and comprehensive business management. Setup is relatively straightforward for project management, though building comprehensive agency workflows may require integrations. Wrike offers good value for agencies that prioritize project management, though it's less comprehensive than dedicated agency management platforms.

Pros

  • • Strong project management
  • • Excellent team collaboration
  • • Good for marketing teams
  • • Modern interface
  • • Strong automation

Cons

  • • Primarily project management (not comprehensive)
  • • Per-user pricing
  • • Limited invoicing and client portal features
  • • May need additional tools
  • • Less comprehensive than dedicated platforms
Starting Price:$9.80/user/month
Best For:Marketing & creative teams

How We Evaluated These Tools

Our evaluation process considered multiple factors critical to agency success:

  • Feature Completeness: We assessed whether platforms offered comprehensive agency management features (CRM, project management, time tracking, invoicing, client portals) or focused on specific areas. All-in-one solutions scored higher.
  • Pricing Model & Value: We evaluated pricing models (flat-rate vs. per-user), included features, and total cost of ownership. Solutions offering unlimited users and comprehensive features at reasonable prices scored higher.
  • Ease of Use & Setup: We evaluated the learning curve, interface intuitiveness, and setup complexity. Solutions that were easy to implement and use scored higher.
  • Scalability: We evaluated how well platforms accommodate growing teams, increasing client counts, and expanding feature needs. Solutions that scale without significant cost increases scored higher.
  • Client Portal Quality: We assessed white-label capabilities, customization options, and client experience. Platforms with excellent client portals scored higher.
  • Integration Capabilities: We evaluated API access, third-party integrations, and customization options. Platforms with robust integration capabilities scored higher.
  • Support & Documentation: We assessed customer support quality, response times, documentation completeness, and migration assistance. Platforms with excellent support scored higher.

We also considered real user reviews, case studies, and industry reputation. Our rankings prioritize solutions that offer the best combination of features, value, and agency-specific capabilities. Note that the "best" tool depends on your specific needs—a solo freelancer may prioritize different features than a 50-person agency.

Frequently Asked Questions

What is agency management software and what features should it include?

Agency management software is an all-in-one platform that helps agencies manage their entire business operations. Essential features include: client relationship management (CRM), project management with task tracking and timelines, time tracking for billable hours, invoicing and billing with payment processing, client portal for client communication and file sharing, resource planning and capacity management, reporting and analytics for profitability insights, and team collaboration tools. The best platforms integrate these features seamlessly, eliminating the need for multiple disconnected tools. Look for solutions that offer unlimited users (or reasonable per-user pricing), white-label client portals, and automation capabilities to streamline workflows.

How much does agency management software cost?

Agency management software pricing varies significantly based on features and pricing model. Per-user pricing typically ranges from $8-50/user/month, with enterprise solutions costing more. For a 10-person agency, this can mean $80-500/month or more. Flat-rate pricing models (like AgencyPro at $99/month) offer better value for growing teams since costs don't increase with each new hire. Additional costs to consider include: setup fees (some platforms charge $500-2000+), transaction fees on payments (typically 2.9% + $0.30), add-on modules, and annual vs. monthly billing (annual often saves 15-20%). Always calculate total cost of ownership including all users, add-ons, and transaction fees over 12 months to compare accurately.

What's the difference between project management tools and agency management software?

Project management tools (like Asana, Trello, or Basecamp) focus primarily on task management, timelines, and team collaboration. They're excellent for organizing work but lack integrated business functions like invoicing, time tracking tied to billing, client portals, and CRM. Agency management software combines project management with business operations—you can track time on tasks, automatically generate invoices from that time, share deliverables through client portals, and manage client relationships all in one platform. This integration eliminates data silos and manual work. For example, when a team member logs time, it automatically flows to invoicing without manual entry. If you're currently using separate tools for projects, invoicing, and client communication, agency management software can consolidate everything.

How long does it take to implement agency management software?

Implementation time varies by platform complexity and agency size. Simple, modern platforms (like AgencyPro) can have agencies operational within 24-48 hours with basic setup. More complex enterprise solutions (like Scoro or Accelo) may require 2-8 weeks including configuration, data migration, team training, and workflow customization. Factors affecting implementation: data migration complexity (exporting from existing tools), custom workflow setup, team size and training needs, integration requirements, and white-label customization. Look for platforms that offer migration assistance, comprehensive documentation, video tutorials, and responsive support. Some platforms provide dedicated onboarding specialists. Plan for 1-2 weeks of active setup plus additional time for team adoption and workflow refinement.

Can agency management software integrate with tools I already use?

Most modern agency management platforms offer integrations, but the extent varies. Common integrations include: accounting software (QuickBooks, Xero), payment processors (Stripe, PayPal), communication tools (Slack, Microsoft Teams), email platforms (Gmail, Outlook), cloud storage (Google Drive, Dropbox), and automation platforms (Zapier, Make). API access allows custom integrations for unique needs. However, native integrations are typically more reliable than third-party connectors. Before choosing a platform, list your essential tools and verify integration availability. Some platforms offer extensive integrations (like Teamwork with 100+), while others focus on core integrations. If you rely heavily on specific tools, prioritize platforms with robust integration capabilities or API access for custom development.

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