Managing marketing projects has become more detailed and time-sensitive. Teams juggle tasks, deadlines, and approvals across different tools and channels.

Without the right software, it’s easy to lose time, miss steps, or confuse responsibilities.

That’s why many marketing agencies now rely on marketing project software built to handle daily campaign work.

In this article, you’ll learn which software options are worth using in 2025 and which ones are better for small agencies versus enterprise teams.

Manage ad campaigns, analytics, and reporting from one dashboard. Book a demo with TapClicks today!

How Project Management Tools Support the Ad Campaign Buying Process

When marketing agencies handle ad buying for multiple clients, they follow a series of steps that require speed and precision.

Each stage affects the next one. If one step breaks down, the rest of the process stalls. Project management tools help agencies keep everything moving by creating a clear flow from start to finish.

These tools help map out tasks, assign owners, and give everyone visibility into where things stand. Without this structure, delays and confusion can throw entire campaigns off track.

Below is how these tools support each phase of the ad-buying process.

Sales Intake and Handoff

The ad buying process often starts with a signed deal or contract. Once the sales team closes a new client, they need to hand off the details to operations.

Without a clear system, teams rely on email threads, long meetings, or scattered notes. This wastes time and increases the chance of missing key details.

Project management software fixes that. It gives sales a structured way to submit the right info, including campaign goals, target platforms, budgets, and creative needs.

The system then assigns tasks to the right team members and moves the project forward. Everyone sees what needs to happen next.

Ad Operations Planning

Once the intake is complete, ad ops needs to decide how to deliver the campaign. This includes assigning budgets, setting timelines, and choosing platforms.

With no tool in place, these plans often live in a spreadsheet that only one person controls.

Project management software gives marketing teams a better system. It lets them map out steps for the entire campaign, connect tasks to deadlines, and assign work.

It also supports resource management by showing how much time and effort each campaign requires.

Creative Workflow Management

Creative teams need to deliver copy, graphics, videos, or other formats before launch. The problem is that requests often come in late or unclear.

Revisions go through long email chains, and it’s easy to lose track of which version is final.

With the right tool in place, marketing teams can assign each creative task directly, attach details like specs or references, and set deadlines.

Feedback happens in one place, and you can upload and store creative assets in the same system to keep things moving and cut down on back-and-forth delays.

Campaign Launch Coordination

Launching a campaign requires multiple moving parts to come together at once.

Media buyers schedule ads, creatives finalize assets, and account teams double-check the strategy. One missed step can delay the launch or cause an error in the live ad.

Project management tools solve this by connecting all launch tasks to a single timeline. It lets marketing project managers see what’s complete, what’s late, and what needs approval.

Performance Tracking and Reporting

After the launch, the focus shifts to tracking results. Managers need to know how the campaign is doing and whether it matches client goals.

Without a solid system, this means jumping between ad platforms, spreadsheets, and manual reports.

Marketing project management software improves this stage by connecting tasks with real-time campaign data.

Some platforms even pull in metrics directly through integrations or link to business intelligence dashboards. This helps agencies track progress, identify issues early, and update clients faster.

Marketing Project Software for Enterprise-Level Agencies

Many small and mid-sized agencies use traditional project management tools like Trello or Asana to manage tasks and collaborate with their teams.

These platforms work well when agencies need Kanban boards, Gantt views, and basic tools to organize workflows.

But for enterprise-level agencies, especially those focused on media buying or ad execution, things get more complex.

That’s where TapClicks comes in. It supports high-volume campaign execution by:

• Managing ad orders directly within the platform

• Centralizing all campaign data in a secure TapClicks data warehouse

• Running custom calculations across campaigns and clients

• Automating reporting with up-to-date, ready-to-share presentations

If you’re running campaigns at scale, TapClicks replaces disconnected tools with a unified system that saves time and keeps every team in sync.

Bring your ad orders, tasks, and data together in one platform. Start your 14-day free trial with TapClicks!

1. TapClicks

TapClicks helps enterprise-level marketing teams manage the full campaign process. While traditional project management tools stop at organizing work, TapClicks covers the entire workflow, from ad order entry to final reporting.

It does this through four connected components:

• TapOrders – Log client orders with accuracy and consistency

• TapWorkflow – Align teams and streamline task execution

• TapAnalytics – Monitor performance and surface insights that matter

• TapReports – Build automated, client-ready presentations in minutes

TapOrders: Accurately Log Customers’ Orders

For enterprise agencies, tracking needs to begin the moment a campaign is sold. TapOrders makes that possible by letting your team log and track ad orders from the start of the process through fulfillment.

Sales reps can use customizable templates and product catalogs to submit accurate orders while spotting upsell opportunities, like pairing Instagram Ads with Facebook Ads. 

It ensures consistency across orders and connects sales, account management, and creativity in one flow.

Additional capabilities include:

• Clients can place their own ad orders using TapClicks as a self-service ad platform.
  

• Vendors can select services and pay through a secure checkout

• Freelancers can log time, submit deliverables, and generate invoices in one place

• You can view ad creatives alongside campaign results and billing without switching platforms
  

• Integrations with tools like Salesforce let you import orders directly from your CRM

Learn more about how TapClicks can be your ad order management system in this piece!

TapWorkflow: Connect Teams and Optimize Workflow

Traditional tools stop at task management, but TapWorkflow covers the full ad execution process.

Once an order is submitted, it automatically kicks off the next steps, such as assigning tasks, alerting the right teams, and tracking progress through every campaign stage.

You can build your workflow based on how your agency operates. For example, a common setup might move from order completion to creative production, then through approvals, fulfillment, optimization, and final delivery.

If needed, you can include steps for rejection or cancellation. TapWorkflow adjusts to your process and scales as your agency grows.

*This is highly customizable.

TapClicks is also status-aware, so team dashboards stay clean, and no one wastes time on tasks that aren’t ready.

Instead of juggling emails or Slack threads, your team can further discuss work directly on the order form. Comments, updates, and files all stay in one place for full visibility.

Additional benefits include:

• Launch campaigns directly from TapClicks without logging into Google Ads or Facebook Ads

• Integrate with platforms like WideOrbit, AffinityX, and Google Ad Manager

• Push campaign data to other systems using webhooks

• Keep all reporting and analytics inside TapClicks

TapAnalytics: Gain Valuable Insights on Campaign Performance

Many agencies use project management tools alongside BI platforms, spreadsheets, or custom dashboards to build reports. This often means logging into multiple platforms, exporting data, running calculations, and formatting visuals manually.

For enterprise teams, that adds up to hours of repetitive work every week or month. TapAnalytics eliminates that friction by pulling all campaign data into your own fully managed TapClicks data warehouse.

Once connected, the platform refreshes your data automatically and keeps everything in one place. There’s no need for a separate database, external tools, or manual syncing.

With over 6,000 data connections and hundreds of prebuilt integrations, TapClicks connects to nearly any platform, from Facebook Ads to Genius Monkey and Tiger Pistol. You can also pull in offline or custom data using our Smart Connector.

All of your campaign metrics are accessible without code. You can set up calculations once and reuse them across dashboards, charts, or reports. For example:

• Combine metrics like followers, subscribers, and comments under one engagement metric

• Filter by brand, product, or region and group results into custom views

• Drill into local campaigns or roll up results across all clients and regions

Read more about advanced calculations in this piece!

TapReports: Create Automated PowerPoint-Style Reports

Traditional project management software doesn’t include reporting features. You often need a separate system just to deliver campaign insights to clients.

TapReports solves this by giving you multiple ways to create, schedule, and send reports. You can use:

• Dashboards – View live campaign data that is updated daily. Dashboards can be turned into templates and reused across campaigns or clients. A single update applies everywhere the template is used.

• ReportStudio – Build PowerPoint-style reports that update automatically with the latest data. You can schedule delivery by day, week, or month and send to any audience.

• Third-party integrations – Push your data from TapClicks to other platforms like Tableau or Google Sheets. Use scheduled exports to keep external reports current without manual updates.

Interested in how TapClicks could work as an enterprise-level marketing project management solution for your organization? Try it free for 14 days!

Traditional Marketing Management Software for Small to Mid-Sized Marketing Agencies

Smaller agencies often prefer tools that are simple to set up, easy to use, and flexible enough to support growing teams.

If you prefer using traditional project management tools, there are several options to help you in your marketing workflows.

2. As‎ana

Image Source: asana.com

Asana gives small and mid-sized agencies a simple way to plan and track project progress without needing advanced technical setup.

It works well for teams that want to move quickly between campaign ideas, task assignments, and deadline management.

Inside the platform, you can create projects using layouts like lists, boards, calendars, timelines, and even Gantt charts. Asana further supports custom fields to organize work, links tasks to company goals, and lets users view all activities in one portfolio.

It also includes time logs, basic resource allocation, automation rules to reduce repetitive tasks, and integrations with tools like Slack, Zoom, and Gmail.

Pros

• Easy to track requests, approvals, and campaign stages

• Keeps all team updates in one place so nothing gets missed

Cons

• Doesn’t work well for complex projects with deep dependencies

• The learning curve can feel steep for new users

Pricing

Asana offers a free plan for small teams. The Starter plan costs $10.99 per user per month, billed annually. The Advanced plan is priced at $24.99 per user per month and is also billed annually.

3. Monday

Image Source: monday.com

Monday works well for agencies that need more control over task flow, campaign visibility, and workload tracking.

It gives marketing project managers the ability to build custom boards with task timelines, due dates, and real-time updates.

You can manage work across Kanban boards, timelines, and calendars while also tracking team workload through visual dashboards.

The platform also supports Gantt charts for long-term planning, lets you share files and updates within tasks, and offers built-in automation to cut down on manual work.

With support for tools like Slack, Gmail, and Microsoft Teams, Monday helps centralize team communication and reduce back-and-forth between platforms.

Pros

• Easy to switch between Timeline, Calendar, and Kanban views for campaign tracking

• Dashboards allow you to track marketing tasks across multiple boards

Cons

• Lacks full accounting and invoicing tools that some project managers may expect

• Reporting features are limited and may need workarounds for advanced use

Pricing

Monday offers a free plan for individuals and small teams. Paid tiers include the Basic plan at $12 per seat monthly, the Standard plan at $14 per seat monthly, and the Pro plan at $24 per seat monthly.

4. ClickUp

Image Source: clickup.com

ClickUp is for agencies that want to manage marketing projects with real-time visibility into tasks, workloads, and timelines.

It combines project dashboards, task lists, and collaboration tools in one place. You can view work in multiple formats, including Kanban boards, Gantt charts, and simple task lists.

The built-in AI assistant, ClickUp Brain, helps you quickly search for data or get instructions inside the app.

For agencies that track time, ClickUp includes built-in logs and works with tools like Harvest and Toggl. It also supports custom reporting, advanced task management, and detailed dashboards to help project leads review team output and timelines without jumping between apps.

Pros

• Time estimates help teams stay on track and meet deadlines

• Dashboards can be fully customized to report on team performance and hours logged

Cons

• No integrations for payroll or accounting platforms

• Interface may feel overwhelming for new or non-technical team members

Pricing

ClickUp offers a free plan with limited features. The Unlimited plan costs $10 per user/month, and the Business plan is priced at $19 per user/month. Enterprise plans are customizable based on company needs.

5. Wrike

Image Source: wrike.com

Wrike supports detailed workflows, project timelines, and shared spaces for files and updates.

Marketing teams can build custom dashboards to view workloads, deadlines, and campaign statuses across teams. Wrike further helps manage timelines and improve task tracking across fast-paced deliverables.

It includes built-in tools for budget management, real-time updates, and workload balancing.

Agencies can also connect Wrike to external tools like Tableau or Google Drive for deeper reporting and data sharing.

Pros

• Makes it easier to track marketing campaigns, budgets, and resources in one place

• Helps forecast spending and time needs across large client projects

Cons

• No built-in chat and slow integration alerts limit fast communication

• Lacks task prioritization and can’t easily turn comments into active tasks

Pricing

Wrike offers a free plan with limited access. The Team plan starts at $10 per user per month, while the Business plan costs $25 per user per month. Enterprise and Pinnacle plans are available with custom pricing.

6. Hive

Image Source: hive.com

Hive is a project management app that supports unlimited projects, fast task creation, and multiple ways to view work, such as Kanban boards, Gantt, calendars, and portfolio views.

Inside Hive, marketing teams can organize assignments using custom fields, labels, and urgency levels.

It also supports subtasks, task dependencies, file sharing, and inline comments so that it is easier to manage day-to-day collaboration.

The platform includes built-in time tracking, detailed dashboards, and performance insights through Hive Analytics. You can view progress, export reports, and catch issues early without leaving the workspace.

Pros

• Offers a wide set of tools for managing marketing tasks and projects

• Includes built-in chat, documents, and file sharing for smooth teamwork

Cons

• May not fit the needs of global agencies with complex systems

• Relies heavily on add-ons that can clutter the workspace

Pricing

Hive has a free plan for basic use. The Starter plan costs $1.50 per user per month, and the Teams plan is $5 per user per month. Enterprise pricing is customizable based on business needs.

7. Trello

Image Source: trello.com

Trello uses a visual board system where each board represents a project and cards represent individual tasks.

Inside those cards, you can assign team members, add attachments, set due dates, and include checklists or notes. Trello makes it easy to track project status using boards and lists like “To Do,” “In Progress,” and “Done.”

You can monitor activity, leave comments, and use labels to flag task priorities. Trello also includes built-in automation features like Butler, which moves cards or sends alerts based on your rules.

Pros

• Easy to learn and use, even for non-technical team members

• Butler automation helps cut down on repetitive tasks

Cons

• Free and entry-level plans limit you to Kanban views

• No built-in reporting or analytics tools

Pricing

Trello offers a free plan for individual users or basic project work. The Standard plan costs $5 per user monthly, and the Premium plan is $10 per user monthly. Enterprise pricing varies depending on team size.

8. Scoro

Image Source: scoro.com

Scoro gives marketing managers a system that blends project management with sales, budgeting, and team-tracking tools. It’s built for agencies that handle long-term clients, especially those working under retainers.

The platform includes tools to build project quotes, manage expenses, and set labor rates to calculate profit margins more accurately.

Scoro also tracks billable hours through built-in time tracking and lets you review detailed reports on productivity, revenue, and overall performance.

It includes over 50 reporting templates and a CRM dashboard to manage client proposals. For marketing teams that focus on financial accuracy and long-term project visibility, Scoro offers both structure and depth.

Pros

• Includes a wide range of tools for financial planning, sales, and delivery

• Provides helpful training resources to guide setup and daily use

Cons

• The task management features are basic compared to other platforms

• Paid plans are more expensive than other tools on this list

Pricing

Scoro includes a free plan with limited features. Paid options start at $23.90 per user per month for the Core plan, $38.90 per user per month for the Growth plan, and $59.90 per user per month for the Performance plan. Enterprise plans are available with custom pricing

9. Basecamp

Image Source: basecamp.com

Basecamp focuses on simplicity. It gives small teams a centralized space to organize projects, assign tasks, and communicate in real time.

Instead of relying on complex setups, it keeps things clean with to-do lists, file storage, message boards, and task-based scheduling.

While it doesn’t offer Kanban or Gantt views, it does help marketing teams stay organized with automatic reminders, shared timelines, and a team calendar.

It also works especially well for agencies that want to reduce the number of tools in use and keep everything in one place without needing extra customization or training.

Pros

• Real-time reminders keep tasks on schedule and reduce missed deadlines

• Simple layout makes it easy to follow project planning from anywhere

Cons

• No drag-and-drop tools or advanced customization options

• Lacks built-in time tracking, so teams can’t monitor hours or time spent on tasks

Pricing

Basecamp includes a free plan with limited functionality. The Plus plan costs $15 per user per month, while the Pro Unlimited plan is billed annually at $299 per month, covering all users.

10. Jira

Image Source: jira.com

Jira supports detailed workflows, milestone tracking, and role-based access so project leads can control who sees and edits what.

It includes time tracking, project roadmaps, and tools for monitoring goals and task completion. You can set permissions, adjust workflows, and create custom views to match how you work.

While Jira is built with software teams in mind, it works well for agencies managing long-term or high-volume marketing projects, especially when paired with Trello or Confluence through Atlassian integrations.

Pros

• Connects easily with Trello, Confluence, and other apps in the Atlassian Marketplace

• Dashboards provide a full view of project status and campaign performance

Cons

• Team chat and communication tools are limited

• Initial setup takes time, especially for agencies new to custom workflow tools

Pricing

Jira includes a free plan with access for small teams. The Standard plan costs $7.53 per user monthly, while the Premium plan is $13.53 per user monthly.

Take Control of Your Marketing Needs with TapClicks

TapClicks replaces the need for separate tools by bringing project tracking, order management, data warehousing, analytics, and reporting into one system.

Instead of managing ad campaigns across disconnected platforms, agencies can use TapClicks to run everything from a single workspace.

You can log ad orders, assign tasks, launch campaigns, track progress, and build client reports without switching tools.

For enterprise marketing teams, it means fewer delays, less manual work, and more time to focus on results and marketing strategy.

Automate campaign reporting and streamline execution. Start your 14-day free trial with TapClicks!

FAQs About Marketing Project Software

What is the best project management software for marketing?

TapClicks is best for enterprise teams managing campaigns end to end. Asana and Monday work well for smaller teams focused on task tracking.

What is the best software for marketing?

TapClicks is a strong all-in-one platform for managing campaigns, data, and reporting in one place.

What is marketing project management software?

It’s software that helps plan, assign, and track tasks for marketing campaigns, often with tools for creative reviews and performance tracking.

What type of software is used for marketing?

Marketing teams use software for campaign management, reporting, social media, email, CRM, and task tracking. TapClicks combines these into one platform for easier control and visibility.