Best Project Management Software for Agencies (2026)
We compared 10 leading project management solutions to help you find the perfect platform for your agency. Compare features, pricing, and real user reviews focused on agency-specific needs.
Quick Comparison
| Tool | Best For | Starting Price | Key Feature | Rating |
|---|---|---|---|---|
1AgencyPro Best Overall | Small to mid-size agencies | $99/month | Integrated PM with billing & time tracking | 4.5/5 |
2monday.com | Teams needing visual workflows | $8/user/month | Customizable work management | 4.7/5 |
3Asana | Collaborative teams | $10.99/user/month | Task & project tracking | 4.6/5 |
4ClickUp | All-in-one productivity | $7/user/month | Unified workspace | 4.5/5 |
5Teamwork | Client-focused agencies | $5.99/user/month | Client collaboration & billing | 4.4/5 |
6Basecamp | Simple project communication | $15/user/month | Message boards & to-dos | 4.3/5 |
7Wrike | Enterprise agencies | $9.80/user/month | Advanced project analytics | 4.2/5 |
8Productive | Agency operations | $9/user/month | Resource planning & profitability | 4.1/5 |
9Trello | Visual task management | $5/user/month | Kanban boards | 4.0/5 |
10Notion | Documentation & wikis | $8/user/month | All-in-one workspace | 4.0/5 |
Detailed Reviews
AgencyPro
Best for small to mid-size agencies needing integrated PM with billing
AgencyPro stands out as the premier project management solution specifically built for agencies. Unlike generic PM tools, it combines project management with time tracking, billing, CRM, and client portals—all seamlessly integrated. This eliminates the data silos that plague agencies using separate tools for different functions. The project management module includes task tracking, project templates, milestone management, and resource planning, all while automatically tracking billable hours and connecting to invoicing.
What makes AgencyPro exceptional for agencies is its client collaboration features. Each project includes a client portal where clients can view progress, access files, provide feedback, and approve deliverables—all without seeing your internal task management. The platform handles retainer projects beautifully, automatically tracking hours against retainer balances and alerting when retainer funds are running low. Resource planning features help prevent overbooking by showing team capacity across all projects, and project profitability reports show margins in real-time. The platform also includes project templates for repeatable work, making it easy to spin up new client projects quickly.
Pricing starts at $99/month with unlimited users, making it cost-effective compared to per-user pricing models. The platform includes all core features including white-labeling, API access, and comprehensive reporting. Setup is straightforward with migration assistance available. Customer support is responsive, and the platform includes extensive documentation. While newer than some competitors, AgencyPro's agency-specific focus means it includes features that generic PM tools lack, such as retainer management, client portal integration, and project-to-revenue tracking.
Pros
- • Integrated PM with billing and time tracking
- • Client collaboration portals built-in
- • Retainer project management
- • Resource planning and capacity management
- • Project profitability tracking
- • Unlimited users on most plans
- • Agency-specific features throughout
Cons
- • Newer platform (less brand recognition)
- • May be overkill for solo freelancers
- • Less third-party integrations than enterprise tools
monday.com
Best for teams needing highly customizable visual workflows
monday.com offers a highly visual and customizable work management platform that appeals to agencies wanting flexibility in how they organize projects. The platform uses boards, columns, and automations to create custom workflows for any type of project. Agencies can build project templates, track multiple clients, manage resources, and visualize work in Kanban, Gantt, timeline, or calendar views. The visual nature makes it easy to see project status at a glance and identify bottlenecks.
The platform excels in customization—agencies can create custom columns, automations, integrations, and dashboards tailored to their specific workflows. Client collaboration is possible through guest access, though it's less sophisticated than dedicated client portal solutions. monday.com includes time tracking (via integrations or built-in), file sharing, and communication features. However, it lacks integrated billing and invoicing, so agencies need separate tools for financial management. The learning curve can be steep due to the extensive customization options, but once configured, it's powerful for complex project structures.
Pricing starts at $8/user/month (billed annually) for the Standard plan, which includes most project management features. The Pro plan at $12/user/month adds time tracking, chart views, and more automations. For agencies, costs can add up quickly with per-user pricing, especially for larger teams. The platform offers excellent integrations with tools like Slack, Google Drive, and Zapier. Setup requires configuration time to build workflows, but monday.com provides templates and good documentation. Customer support is available, and the platform has a large user community. monday.com is best for agencies that want maximum flexibility and don't mind managing billing separately.
Pros
- • Highly customizable workflows
- • Visual project management
- • Multiple view options (Kanban, Gantt, timeline)
- • Strong automation capabilities
- • Excellent integrations
- • Good for complex project structures
Cons
- • Per-user pricing can be expensive
- • Steeper learning curve
- • No integrated billing/invoicing
- • Limited client portal features
- • Requires setup time for customization
Asana
Best for collaborative teams prioritizing task management
Asana is one of the most popular project management tools, known for its clean interface and excellent task management capabilities. The platform excels at breaking down projects into tasks, subtasks, and dependencies, making it easy to see who's doing what and when. Agencies appreciate the multiple project views (list, board, timeline, calendar), team collaboration features, and the ability to organize work by client, project type, or team. Asana's strength is in task-level management and team communication, with features like comments, file attachments, and @mentions.
The platform includes project templates, custom fields, rules and automations, and portfolio views for managing multiple projects. Client collaboration is possible through guest access, allowing clients to view specific projects and provide feedback. However, Asana lacks integrated time tracking (requires third-party integration), billing, and invoicing features. The platform is excellent for project execution but doesn't handle the financial aspects of agency work. Resource management is limited compared to dedicated agency tools, and there's no built-in client portal functionality.
Pricing starts at $10.99/user/month (billed annually) for the Premium plan, which includes timeline views, custom fields, and advanced search. The Business plan at $24.99/user/month adds portfolios, workload, and advanced integrations. Asana offers a free plan for up to 15 users, but it's limited for agency use. The platform integrates well with tools like Slack, Google Drive, and time tracking apps. Setup is straightforward, and Asana provides good onboarding resources. Customer support is available on paid plans. Asana is best for agencies that prioritize task management and team collaboration and are willing to use separate tools for billing and time tracking.
Pros
- • Excellent task management
- • Clean, intuitive interface
- • Strong team collaboration
- • Multiple project views
- • Good mobile apps
- • Strong integrations
- • Free plan available
Cons
- • No integrated time tracking
- • No billing/invoicing features
- • Limited resource planning
- • Per-user pricing adds up
- • Basic client collaboration
ClickUp
Best for all-in-one productivity and unified workspace
ClickUp positions itself as an all-in-one productivity platform, combining project management, docs, chat, goals, and more in a single workspace. For agencies, this means managing projects, client communication, documentation, and team collaboration all in one place. The platform offers extensive customization with custom fields, statuses, views, and automations. ClickUp includes multiple views (list, board, Gantt, calendar, timeline), time tracking (built-in), docs and wikis, and goal tracking.
The platform is feature-rich, which can be both a strength and weakness. Agencies get a lot of functionality, but the interface can feel overwhelming, especially for new users. ClickUp includes client collaboration through guest access and client portals (on higher plans), though it's not as polished as dedicated client portal solutions. The built-in time tracking is useful, but there's no integrated billing or invoicing. The platform offers good value with comprehensive features, but the learning curve is significant due to the extensive customization options.
Pricing starts at $7/user/month (billed annually) for the Unlimited plan, which includes most features. The Business plan at $12/user/month adds advanced automations, time tracking, and client portals. ClickUp offers a free plan, but it's limited for agency use. The platform includes excellent integrations and a robust API. Setup requires time to configure views and workflows, but ClickUp provides templates and good documentation. Customer support is available, and there's an active community. ClickUp is best for agencies that want comprehensive functionality in one platform and don't mind a learning curve.
Pros
- • All-in-one productivity platform
- • Built-in time tracking
- • Highly customizable
- • Multiple views and features
- • Good value for features
- • Free plan available
Cons
- • Can feel overwhelming
- • Steep learning curve
- • No integrated billing/invoicing
- • Interface can be cluttered
- • Some features less polished
Teamwork
Best for client-focused agencies needing collaboration
Teamwork is designed specifically for client-facing businesses, making it a strong choice for agencies. The platform combines project management with client collaboration features, time tracking, and billing integration. Agencies can create client portals, share project updates, collect client feedback, and manage multiple client projects from a single dashboard. Teamwork includes task management, Gantt charts, time tracking, file sharing, and messaging—all with a focus on client visibility and collaboration.
What sets Teamwork apart is its client collaboration features. Clients can access their portal, view project progress, provide feedback, and approve deliverables without seeing internal project details. The platform includes time tracking with billable rates, and integrates with billing tools like QuickBooks and Xero. Resource management helps prevent overbooking, and project templates make it easy to replicate successful project structures. However, Teamwork doesn't include built-in invoicing—it integrates with accounting software instead. The platform is more agency-focused than generic PM tools but less comprehensive than all-in-one agency platforms.
Pricing starts at $5.99/user/month (billed annually) for the Starter plan, which includes basic project management and client collaboration. The Deliver plan at $9.99/user/month adds time tracking, Gantt charts, and more features. The platform offers good value for client-focused agencies, though per-user pricing can add up for larger teams. Setup is straightforward, and Teamwork provides good templates and documentation. Customer support is available, and the platform has a solid reputation among agencies. Teamwork is best for agencies that prioritize client collaboration and need time tracking but are okay using separate billing tools.
Pros
- • Strong client collaboration features
- • Client portals included
- • Built-in time tracking
- • Billing integrations
- • Agency-focused design
- • Resource management
Cons
- • No built-in invoicing
- • Per-user pricing
- • Less comprehensive than all-in-one platforms
- • Some features require higher plans
Basecamp
Best for simple project communication and to-dos
Basecamp takes a minimalist approach to project management, focusing on communication and organization rather than complex project tracking. The platform organizes work into projects, each containing message boards, to-do lists, schedules, file storage, and group chat. This simplicity appeals to agencies that want straightforward project communication without the complexity of Gantt charts, dependencies, and extensive customization. Basecamp excels at keeping everyone informed and organized without overwhelming users with features.
Client collaboration is built-in—clients can be added to projects as "clients" and see only what you share with them. The platform includes automatic check-ins, file sharing, and message boards for project communication. However, Basecamp lacks time tracking, billing, invoicing, and advanced project management features like dependencies or resource planning. The platform is intentionally simple, which means it won't work for agencies needing detailed project tracking or financial management. Basecamp is best for agencies that prioritize communication and simple task management over complex project planning.
Pricing is straightforward at $15/user/month (or $299/month flat for unlimited users), which is unique in the industry. The flat-rate option makes Basecamp cost-effective for larger teams. The platform includes unlimited projects and clients, making it scalable. Setup is quick and easy—Basecamp is designed to be usable immediately without configuration. Customer support is available, and Basecamp has a loyal user base. However, the simplicity means agencies needing time tracking, billing, or advanced project features will need additional tools. Basecamp is best for agencies that want simple, effective project communication without complexity.
Pros
- • Simple, intuitive interface
- • Flat-rate pricing option
- • Built-in client collaboration
- • Excellent for communication
- • Quick setup
- • Unlimited projects
Cons
- • No time tracking
- • No billing/invoicing
- • Limited project management features
- • No Gantt charts or dependencies
- • Too simple for complex projects
Wrike
Best for enterprise agencies needing advanced analytics
Wrike is an enterprise-focused project management platform with advanced features for complex project tracking and analytics. The platform offers robust project management capabilities including Gantt charts, dependencies, resource management, workload balancing, and advanced reporting. Agencies appreciate the ability to track projects at a granular level, manage resources across multiple projects, and generate detailed analytics on project performance, team utilization, and profitability.
The platform includes time tracking, custom fields, workflows, and automations. Wrike offers client collaboration through guest access and client portals (on higher plans), though it's less polished than dedicated client portal solutions. The advanced analytics and reporting capabilities help agencies understand project performance, identify bottlenecks, and optimize resource allocation. However, Wrike lacks integrated billing and invoicing, so agencies need separate financial management tools. The platform can feel complex due to its extensive features, and the learning curve is significant.
Pricing starts at $9.80/user/month (billed annually) for the Professional plan, which includes most project management features. The Business plan at $24.80/user/month adds advanced analytics, custom fields, and more automations. Enterprise plans are available for larger organizations. The platform offers good value for enterprise agencies needing advanced features, though per-user pricing can be expensive. Setup requires configuration time, but Wrike provides templates and good documentation. Customer support is available, and the platform has strong enterprise features. Wrike is best for larger agencies that need advanced project analytics and don't mind complexity.
Pros
- • Advanced project analytics
- • Robust resource management
- • Enterprise-grade features
- • Strong reporting capabilities
- • Time tracking included
- • Good for complex projects
Cons
- • Can feel complex
- • Steep learning curve
- • No integrated billing/invoicing
- • Per-user pricing expensive
- • Less client-focused than agency tools
Productive
Best for agency operations and profitability tracking
Productive is an agency operations platform that combines project management with resource planning, time tracking, and profitability analytics. Unlike generic PM tools, Productive is built specifically for agencies, focusing on operational efficiency and financial performance. The platform includes project management, resource allocation, capacity planning, time tracking with billable rates, and detailed profitability reporting. Agencies can see project margins in real-time, balance team workloads, and optimize resource allocation.
The platform excels in resource planning, helping agencies prevent overbooking and optimize team utilization. Project profitability tracking shows margins, burn rates, and financial performance at both project and client levels. Time tracking integrates seamlessly with projects, and the platform includes invoicing capabilities (though less comprehensive than dedicated billing tools). Client collaboration is possible but less sophisticated than dedicated client portal solutions. Productive is more focused on internal operations than client-facing features.
Pricing starts at $9/user/month (billed annually) for the Essential plan, which includes core project management and resource planning. The Professional plan at $19/user/month adds advanced reporting, budgeting, and more features. The platform offers good value for agencies focused on operations and profitability. Setup requires configuration, but Productive provides good templates and documentation. Customer support is available, and the platform has a strong reputation among agencies. Productive is best for agencies that prioritize operational efficiency and profitability tracking over client collaboration features.
Pros
- • Agency-focused operations platform
- • Strong resource planning
- • Profitability tracking
- • Time tracking integrated
- • Capacity management
- • Good for operational efficiency
Cons
- • Limited client collaboration
- • Less comprehensive than all-in-one platforms
- • Per-user pricing
- • Focused on operations over client features
Trello
Best for visual task management with Kanban boards
Trello is a simple, visual project management tool based on Kanban boards. The platform uses boards, lists, and cards to organize work, making it easy to see project status at a glance. Agencies appreciate Trello's simplicity, ease of use, and visual approach to task management. The platform is excellent for managing workflows, tracking tasks, and collaborating on projects without complexity. Trello includes features like checklists, due dates, attachments, comments, and automations (via Power-Ups).
Client collaboration is possible through board sharing, though it's basic compared to dedicated client portal solutions. Trello lacks integrated time tracking, billing, invoicing, and advanced project management features like dependencies or resource planning. The platform is intentionally simple, which means it won't work for agencies needing detailed project tracking or financial management. Trello is best for small agencies or teams that want simple, visual task management without complexity. Power-Ups (integrations) can extend functionality, but they add complexity and cost.
Pricing starts at $5/user/month (billed annually) for the Standard plan, which includes unlimited boards and Power-Ups. The Premium plan at $10/user/month adds advanced features and views. Trello offers a free plan, but it's limited for agency use. The platform integrates well with other tools via Power-Ups, though some require additional subscriptions. Setup is quick and easy—Trello is designed to be usable immediately. Customer support is available on paid plans. Trello is best for small agencies that want simple, visual task management and don't need advanced project features or integrated billing.
Pros
- • Simple, visual interface
- • Easy to use
- • Good for Kanban workflows
- • Free plan available
- • Quick setup
- • Good mobile apps
Cons
- • Too simple for complex projects
- • No time tracking
- • No billing/invoicing
- • Limited project management features
- • Basic client collaboration
- • Power-Ups add complexity
Notion
Best for documentation, wikis, and all-in-one workspace
Notion is an all-in-one workspace that combines documentation, project management, databases, and collaboration. The platform is highly flexible, allowing agencies to build custom workflows, databases, and documentation systems. Notion excels at knowledge management, creating wikis, documenting processes, and organizing information. Agencies can create project databases, task lists, client portals, and team wikis all in one place. The platform's flexibility is both its strength and weakness—it can be configured for almost any use case, but requires setup time.
Project management in Notion is database-driven, allowing agencies to create custom project views, filters, and automations. The platform includes collaboration features, file sharing, and client sharing (on higher plans). However, Notion lacks integrated time tracking, billing, invoicing, and advanced project management features like dependencies or Gantt charts. The platform is better suited for documentation and knowledge management than complex project tracking. Notion requires significant setup time to configure for agency use, and the learning curve can be steep.
Pricing starts at $8/user/month (billed annually) for the Plus plan, which includes most features. The Business plan at $15/user/month adds advanced permissions and client sharing. Notion offers a free plan, but it's limited for team use. The platform's flexibility means agencies can build custom solutions, but this requires time and expertise. Setup requires significant configuration, though Notion provides templates and good documentation. Customer support is available, and there's an active community. Notion is best for agencies that want flexible documentation and knowledge management alongside basic project tracking, and are willing to invest in setup.
Pros
- • Highly flexible and customizable
- • Excellent for documentation
- • All-in-one workspace
- • Good knowledge management
- • Database-driven approach
- • Free plan available
Cons
- • Requires significant setup time
- • Steep learning curve
- • No time tracking or billing
- • Limited project management features
- • Better for docs than PM
- • Can be overwhelming
How We Evaluated These Tools
Our evaluation process considered multiple factors critical to agency project management success:
- Client Collaboration: We assessed how well tools facilitate client communication, feedback collection, and project visibility. Solutions with dedicated client portals and guest access controls scored higher.
- Time Tracking & Billing Integration: We evaluated whether tools include time tracking, billable hour management, and integration with billing/invoicing. Solutions that seamlessly connect project work to billing scored higher.
- Resource Planning: We assessed capacity planning, workload balancing, and resource allocation features. Tools that help prevent overbooking and optimize team utilization scored higher.
- Project Management Features: We evaluated task tracking, dependencies, milestones, project templates, and reporting capabilities. Solutions with comprehensive PM features scored higher.
- Pricing & Value: We assessed pricing models (flat-rate vs. per-user), included features, and total cost of ownership. Solutions offering good value for agency-specific features scored higher.
- Agency-Specific Features: We evaluated retainer management, project profitability tracking, client portal integration, and multi-client project management. Tools built specifically for agencies scored higher.
- Ease of Use: We assessed the learning curve, interface intuitiveness, and setup complexity. Solutions that were easy for both agencies and clients scored higher.
- Integration Capabilities: We evaluated API access, third-party integrations, and data export capabilities. Tools with strong integration options scored higher.
We also considered real user reviews, case studies, and industry reputation. Our rankings prioritize solutions that offer the best combination of project management features, agency-specific capabilities, and value. Note that the "best" tool depends on your specific needs—a small agency may prioritize simplicity while a larger agency may need advanced features.
Frequently Asked Questions
What makes project management software different for agencies vs. other businesses?
Agency project management software needs to handle unique challenges like client collaboration, billable hour tracking, retainer management, resource allocation across multiple clients, and project profitability. Unlike internal project management, agencies need tools that allow clients to see project progress, approve deliverables, and provide feedback while maintaining professional boundaries. The best agency PM tools integrate time tracking with billing, support multiple client portals, handle recurring projects, and provide resource planning to ensure team members aren't overbooked. They also need to track project margins and profitability, which is less critical for internal projects.
Should I choose an all-in-one agency platform or a standalone project management tool?
The choice depends on your current tool stack and growth plans. All-in-one platforms like AgencyPro combine project management with CRM, time tracking, invoicing, and client portals—eliminating data silos and reducing the need for multiple subscriptions. Standalone PM tools like Asana or Monday.com offer deeper project management features and better integrations with specialized tools, but require additional software for billing, time tracking, and client communication. If you're starting out or want to simplify operations, all-in-one solutions reduce complexity. If you already have billing and CRM tools you love, a standalone PM tool with strong integrations may be better. Consider total cost, team training time, and whether you want everything in one place or best-of-breed tools.
How important is client collaboration in agency project management software?
Client collaboration is critical for agencies. The best PM tools allow clients to view project progress, access files, provide feedback, and approve deliverables without overwhelming them with internal project details. Look for features like client portals, guest access controls, client-facing project views, file sharing with version control, and comment/approval workflows. Some tools show clients everything, while others let you create filtered "client views" that hide internal tasks and discussions. The ideal balance provides transparency without exposing your internal processes. Client collaboration features reduce email back-and-forth, speed up approvals, and create a more professional client experience. Without good client collaboration, you'll spend significant time manually updating clients and managing communication outside the PM tool.
What features are essential for agency project management software?
Essential features include: task and project tracking with dependencies, time tracking (especially billable vs. non-billable), resource allocation and capacity planning, client collaboration portals, file sharing and document management, project templates for repeatable work, reporting and analytics (project profitability, team utilization, client performance), integration with billing/invoicing tools, mobile access for remote teams, and customizable workflows. For agencies specifically, look for retainer project management, milestone-based billing, client approval workflows, and the ability to track project margins. Advanced features like Gantt charts, workload balancing, and automated reporting can significantly improve efficiency but aren't essential for smaller agencies.
How do I migrate from my current project management tool to a new one?
Migration success depends on planning and the tools involved. Start by exporting all data from your current tool—tasks, projects, comments, files, and team member assignments. Most PM tools support CSV exports, and some offer API access for more comprehensive data transfer. Create a migration plan that includes: data mapping (matching fields between old and new tools), team training on the new tool, setting up templates and workflows, importing historical data, and running both tools in parallel for 1-2 weeks to ensure nothing is lost. Many PM tools offer migration assistance or have migration partners. Consider starting fresh with active projects in the new tool while keeping the old tool for reference on completed projects. Plan for 2-4 weeks of transition time, and ensure your team is trained before fully switching over.
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