Project Management Software for Agencies
Run every client's deliverables across one delivery system — boards per engagement, workload across the team, deadlines that don't depend on memory. Connected to your CRM, time tracking, and billing.
Client work needs client-shaped projects
Generic PM tools organize by project; agencies live by client. Boards per client engagement — the retainer's monthly deliverables, the rebuild project, the campaign sprint — keep each account's promises visible, and the account manager answers "where's our stuff?" from a screen instead of a scramble.
Templates capture how the agency delivers: the campaign launch checklist, the website phase structure, the onboarding sequence for every new client. Process becomes an asset instead of a memory.
Workload is the real constraint
Agencies don't miss deadlines for lack of talent — they miss them because the same three people are on every project. Workload views show assignments across all clients per person, so the over-allocated designer is a staffing decision made Tuesday, not a missed deliverable discovered Friday.
Deadline pile-ups surface the same way: when four clients' deliverables land the same week, the board shows it a month out, while shifting one is still free.
Delivery, time, and billing in one thread
Because projects share the system with CRM and invoicing, the engagement thread holds everything: scope, tasks, hours burned, and what's been billed. The profitability review per account assembles itself.
Client-facing visibility comes built in — share project status through the portal so the weekly "any update?" email answers itself, under your brand.
What to look for in agency project management software
Agency PM is client delivery management. Evaluate tools against:
- Client-grouped projects, so each account's retainer work and builds stay distinct.
- Workload views across all clients per person — the over-allocation warning that saves deadlines.
- Delivery templates that turn your process into an asset.
- Client-facing visibility through a portal, so status meetings die.
- Time and billing on the engagement thread for per-account profitability.
How Agiled compares to Monday, Asana, and Teamwork
Monday (from about $9-12/user/month), Asana (from about $10.99/user/month), and Teamwork (from about $10.99/user/month, agency-oriented) are all capable delivery platforms — priced per seat, so a 15-person agency pays $150-200/month before adding a CRM, a time tracker, and an invoicing tool.
Agiled bundles the stack flat-priced: client-grouped projects, workloads, time tracking, CRM, invoicing, and a white-label portal, free plan included. The per-account P&L assembles from one system instead of four.
FAQ
Common questions about project management software for agencies
Monday, Asana, and Teamwork lead the per-seat delivery category. Agiled is the strongest flat-priced all-in-one — delivery plus CRM, time, and billing. Our ranked guide to agency project management compares the field in detail.
Per-seat tools run $9-12/user/month, compounding across the team and the rest of the stack. Agiled prices flat with a free plan covering projects, CRM, time, and invoicing together.
Yes. Engagements group under client accounts, so each client's retainer work and projects stay distinct while the team sees the whole book.
Yes. Assignments aggregate per person across all clients — over-allocation and free capacity are visible before they become missed deadlines.
Yes. The client portal shares the project views you choose, branded as your agency — status updates without status meetings.
Projects, tracked time, and invoices share the client record — so milestone billing triggers from delivery and account profitability reads from one thread.
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Try Agiled's project management software free
Built for agencies — project management software, CRM, projects, and billing in one platform. Free plan included.