Advertising Agency Software

Advertising Agency Software

howtodetails 23 Min Read

Advertising agencies are tasked with a lot. They are in charge of every area of the advertising and marketing strategy, from creative direction to accountancy. It’s no surprise that many digital ad agencies are seeking media planning software to assist them to manage their workload.

Frequently, organizations become engrossed in common issues, such as excessive reporting and insufficient optimization. Or, in a hyper-competitive market, regaining credibility and fighting for space. Marketing agency software might assist you in getting all of your ducks in a row.

Without further ado, here is a list of some of the top ad agency software currently available.

The Mavenlink Industry Cloud for Professional Services is technology designed specifically for mid-size to big advertising and marketing agencies, with a resource-first architecture. Allowing agencies to field the best team every time and view real-time progress against schedules and budgets, allowing your team to execute campaigns faster, more predictably, and control the KPIs that matter the most.

Mavenlink is best suited for professional services firms with 50 to 5000 employees. Marketing, advertising, creative agency, software, IT services, and management consulting are all areas where they specialize.

Premium plans start at $59 per month. They also provide a free trial.

CAFLOU enables you to improve the efficiency and performance of your company and team. Everything is done digitally. CAFLOU is a simple but complex Business Management System that allows you to have complete control over your business from a single location. CAFLOU allows you to keep track of your cash flow and business activities, uncover cost-cutting opportunities, track and organize your workforce, and manage projects. Even from your home office, you can access everything from one location. Be efficient.

CAFLOU is a small and medium business management system that is simple to use. It’s perfect for service providers including marketing firms, designers, IT teams, lawyers, and architects.

This is a free plan that you may use to try out CAFLOU. Carp – Full-featured plan with automation limits – starting at 10€/user/month Dolphin – Full-featured plan with no automation limits – starting at 13€/user/month.

Asana is a project management platform for advertising companies that helps them organize anything from everyday activities to major goals. You can integrate all of your work in one place with Asana and bring teams together from anywhere. Organize your work using a variety of tools, such as lists, boards, calendars, and Gantt charts. Join the more than 114,000 paying organizations and millions of teams using Asana to get more done in 190 countries.

The easiest method to organize team projects, processes, and tasks is with Asana. Asana assists teams in becoming more productive and producing higher-quality work.

Asana also has a free version of it available and also comes with a free trial service.

Asana Basic is free, whereas Asana Premium costs $10.99 per month (paid annually) or $13.49 per month (billed monthly) Asana Business costs $24.99 per month per user (paid annually) or $30.49 per month per user (billed monthly).

Smartsheet is a work execution platform that helps organizations of all sizes move quicker, innovate more, and accomplish more. Smartsheet is used by exceptional marketers for campaign administration, initiative tracking, content calendars, event management, and other tasks. You can centralize resources, maintain consistency across projects and campaigns, and accelerate time to market with Smartsheet. Improve the alignment with all stakeholders by seamlessly connecting marketing efforts to ROI.

Smartsheet’s user-friendly online project management program is widely used across organizations to track and manage various types of work for teams of all sizes, from huge corporations to tiny businesses.

Plans begin at $7.00 per month. The monthly fee is based on the number of users. The rates mentioned are for annual payments. On annual plans, non-profits, schools, and government agencies earn additional discounts.

They do not offer any free version of the software but you can opt for a free trial.

Thousands of data-driven advertisers utilize Madgicx as a secret weapon since they don’t want to waste time manually refining their advertising. Imagine being able to hire a top-tier advertising agency for the cost of the software. That’s Madgicx.

Our price is based on the amount of money spent on ads by the user and starts at $49 per month. Monthly, quarterly and annual subscriptions are available. There is a free trial available that does not require a credit card. They also offer a free trial before you pay them any money.

With its integrated infrastructure, mFilterIt’s Ad Traffic Validation solution is a full-service ad-fraud protection package that strives to boost ROAS. Our data scientists and technology professionals are always coming up with new ideas for technologies and methods. We provide accurate traffic analysis and fraud detection tools for both app and web campaigns to protect your digital expenditure across all media platforms. We provide end-to-end operational service support to pave the way to better ROI for our customized plans. Also, this software provides a free trial.

For pricing details, check out the website. is a productivity suite that combines time tracking, task management, contact management, and billing into a single package. is designed for freelancers, consultants, and teams of all sizes who want to increase their efficiency, quality, and transparency. For freelancers, is completely free, and all payment options are limited to 11 people.

There are three pricing tiers on For freelancers, Solo is free for one staff user with 1GB of file storage. Business time: $9 per user per month, plus time charging, for all Team Premium capabilities. (Monthly fee of $99 maximum) Paying for more than 11 users is never a good idea. All plans on have a pricing cap based on 11 seats. After you’ve reached 11 seats, you can get as many as you want and never pay again.

This software has a free version of itself. Also, you have an option to opt for the free trial.

Cloud-based messaging and communication. mTalkz is a messaging platform that delivers messages in real-time to over 225 countries. Offers a unique blend of convenience, reasonable prices, and thorough support. High priority routes for crucial OTP messaging, customer segmentation via link tracking, multilanguage upload, split and schedule message campaigns, ergonomic UI and transparent reporting, and customer profiling/control are some of the unique features. 

A free trial for the software is available. Also, a free version of the same is available on the web.

Trello lets your marketing teams get more done with anything from launch planning to editorial calendar content to meeting agendas and everything in between. Trello is a command center that integrates all of your tasks and tools, displaying progress updates, due dates, and allowing you to communicate with collaborators instantly. Attach documents and tickets from other apps, such as Google Docs and Salesforce, to keep everything organized. Maintain a flawless launch with your entire marketing team on the same page.

Trello is for teams of all sizes, creators and doers, and individuals who see their ideas through to completion. Trello is a team collaboration tool used by millions of people all over the world.

A free version of the software is available. Those who want to go for the premium can try their free trial option. Standard users pay $5.00 per month, while Premium users pay $10 per month. Enterprise pricing starts at $17.50 per user per month (paid annually for 250 users).

Advertising companies can utilize to track the progress of their campaigns from conception through analysis. To make better data-driven judgments, either download pre-made templates or create unique tools from scratch. Then, from a single visual platform, assign owners to new projects and track status updates. Finally, switch to Gantt chart views to prioritize key work, ensuring that launch dates are never missed.

A diverse range of huge, small, and cross-functional teams in a variety of sectors around the world. Its user-friendly interface and customizability make it ideal for any business or project.

The free version of the software is available and users can also, opt for the free trial. offers a free forever plan for up to two seats, after which pricing varies depending on the number of seats and features required. Paid plans start at $10 per seat per month for the Basic plan, which includes a minimum of 3 seats and is payable monthly. The following are some of the other plans: Basic plan: $10 per seat per month invoiced monthly (or $8 per seat per month billed annually) Standard plan: $12 per seat per month invoiced monthly (or $10 per seat per month billed annually).

Advertising Agency Software buyers guide

What is Advertising Agency Software?

Advertising agency software is a technology that aids in the management of an ad agency’s operations, including marketing, project management, consulting, data analysis, and more. Account reporting, task management, time tracking, client administration, and templates and forms are all common elements of ad agency software.

Advertising agency software can appear to be a befuddling mess of options. However, owning an ad firm necessitates a diverse set of skills, including marketing, project management, consulting, data analysis, and more. That’s why advertising agency software combines such a diverse set of features into a single system.

However, not every ad agency software is equal. That’s why we’ve created this buyer’s guide to assist you to figure out what to look for when selecting new advertising agency software.

Advertising Agency Software Common Features

The features of ad agency software are derived from a variety of existing software solutions. It has project management and CRM tools, as well as a lot of specialized dashboards and reports:

  • Dashboard for the project

You can easily see all of the projects that are currently under process. Sort the results by account. Drill down using a variety of filters.

  • Reporting on accounts

Take a snapshot of a client’s portfolio, including all past, active, paused, and suggested projects.

  • User interface with many users

Allow several users to access the same system. Each user should have their own login. Permissions and functionality accessible to different categories of users can be customized.

  • Management of tasks

Any type of project management requires it. Can be used for both internal and external duties. Assign responsibilities and establish accountability with ease.

  • Keeping track of time

Calculate the amount of time spent on each project step. Establish benchmarks and assign a monetary value to the time spent.

  • Client/prospect management

Organize prospect and client outreach. Interactions should be recorded and tracked. Regular communications should be automated and scheduled.

  • Collaboration

Share papers with clients and within the firm in a secure manner. Keep track of conversations among team members, prospects, and current and former clients.

  • Forms and templates

Using branded forms, standardize all internal and external communication. Initial media queries, estimates, purchase orders, and bills are all examples of this.

  • Accounting and financial reporting

Tasks, initiatives, and deal wins can all be turned into cash generators.

The purpose of ad agency software is to make the organization more efficient by streamlining operations and processes. This allows team members to stay focused on the broader picture. This level of efficiency also supports favorable interactions with clients and partners.

This efficiency is mostly due to the project dashboard and account reporting Accounting software. These two capabilities allow you to see what stage all of your projects are in, who owns them, and where they’re heading next from a top-down and bottom-up perspective. When combined with task management and time tracking features that quantify the time spent on each project’s work, this type of knowledge fosters greater organization.

The Advantages of Using Ad Agency Software

The adoption of ad agency software comes with a number of distinct advantages. You can do the following with ad agency software:

  • Take a detailed picture of the present state of your projects. Drill down to understand where each project is in its task life cycle, and quickly identify who is in charge of the tasks at that point.
  • To find bottlenecks, keep track of project timelines, workflows, and life cycles. Analyze the status of a project during a bottleneck to figure out what’s causing it and how to fix it.
  • Manage important papers including pricing estimates, media purchases, client bills, and creative media with ease.
  • Keep track of the time you spend working on projects so you can bill clients correctly.
  • Internally and with clients, effectively convey and distribute valuable information. Establish check-in alerts and timetables to keep everyone informed and projects on track.

Tips for First-Time Buyers of Ad Agency Software

Ad agency software may significantly impact your firm, as you can see from the capabilities and benefits described above. However, not every advertising agency system will be suitable for your requirements. You must be extremely careful in your research and work while selecting an advertising agency management system. After all, it is the foundation of your company.

The suggestions below will assist you in better analyzing and sifting through the vendor environment. Don’t be scared to ask tough questions to vendors.

For optimizing the selection process, we’ve produced certain defined suggestions and best practices. These findings are based on a study of software purchasers from various industries to see how they select the finest business software. The following are some of the most common strategies used by small and medium businesses:

  • Perform your due diligence. Whether or not you’ve utilized ad agency software before, you should refresh your knowledge of the industry. There is undoubtedly a software option that is ideal for you, but you must conduct a thorough study to establish which solutions stand out in the marketplace. When validating systems, seek assistance from other agencies.
  • To establish operational needs and pain spots, consult with your entire staff. Before you start talking to software vendors, you should have a good sense of what you require. Make sure you understand when, when, how, and why pain points are affecting your surgery. After you’ve identified the skills that will boost efficiency, you may go forward by prioritizing them.
  • Actual user reviews of advertising agency software can be found here. These assessments from managers, operators, and business owners in similar situations will give you a quick glimpse of the data you’ll need to make the best judgments possible. Analyzing the thoughts and sentiments of your peers in the industry will help you look past the marketing language and gain a comprehensive understanding of the systems in question.


  • Who are the big 6 advertising agencies?

For a long time, the ‘big six’ of advertising – WPP, Omnicom, Publicis, Dentsu, Interpublic, and Havas.

  • How do I start an advertising agency?

Starting your own advertising agency can be a lucrative and fulfilling career path. However, because competition is fierce, you’ll need to make sure your brand stands apart. Opening, growing and running your own advertising firm will take a lot of time and effort, but with the right preparation, you may succeed in the industry.

1. Figure out what you want to achieve with this company. Before you begin your business, you must first determine what your ultimate objectives are.

2. Think about enrolling in classes that will assist you in running this business. While formal schooling isn’t essential to establishing your own advertising agency, there are some college courses that may be beneficial.

3. Remain current in the advertising field. Because advertising is such a fast-paced field, you’ll need to stay up to date on all advancements if you want to be successful.

4. Construct a business plan. At some point when starting a firm, you will need to create short and long-term plans.

5. Acquire seed money for your business. Even while advertising firms are sometimes thought of as low-cost start-ups because they can be run from home, you’ll almost certainly require loans or investments to get started.

6. Compile a portfolio of your work. Your portfolio will be your main selling point to potential clients. This is a collection of previous advertising work you’ve done. Many people who start ad agencies have previously worked in the field as employees and now wish to run their own company.

7. Create a website. Without an internet presence, a company is virtually invisible to a big portion of its prospective market.

8. Employ people. The size of your company will determine how many personnel you’ll require. You might be able to operate alone or with a small team if your company is tiny and you’re strong at multitasking.

What is advertising agency software?
Advertising agency software is a set of tools designed to help advertising agencies manage their day-to-day operations, including project management, campaign planning, financial tracking, and client communication.

What are the key features of advertising agency software?
Key features of advertising agency software may include project management tools, time tracking, financial tracking, media buying and planning, reporting and analytics, and client communication tools.

How can advertising agency software help my business?
Advertising agency software can help your business by streamlining your workflow and increasing efficiency. It can help you manage projects and campaigns more effectively, track your finances more accurately, and improve communication with your clients.

How do I choose the right advertising agency software for my business?
When choosing advertising agency software, consider your specific needs and goals, as well as the size of your agency and your budget. Look for software that offers the features you need, is easy to use, and integrates well with other tools you use.

What are some popular advertising agency software options?
Some popular advertising agency software options include Workamajig, FunctionFox, Trello, Asana, and Wrike.