How to choose creative agency project management software
Compare project management software for creative agencies that need briefs, proofs, approvals, capacity, invoicing, and reporting in one workspace.
Creative projects are not pipelines of tasks — they are rounds.
Brief, concept, revision one, revision two, approval, delivery, invoice. Every round touches the client, and every round produces files and decisions that belong to the record. Creative agency project management software has to hold all of it, not just checkboxes. The creative agency delivery workflow page walks the same rounds from the product side.
Video roundup
Watch: the best software to run a small creative agency, ranked
Six tools ranked for small creative agencies on winning the project, planning the work, tracking time and billing the client, with prices checked on each vendor page and Workspace369 shown in the real app.
Chapters
- 0:00Intro
- 0:12One tool for the whole job
- 0:25#1 Workspace369 (best overall)
- 1:01Workspace369 price
- 1:12#2 Teamwork.com
- 1:30#3 Productive
- 1:50#4 ClickUp
- 2:05#5 monday.com
- 2:22#6 HoneyBook
- 2:39Full ranking and free trial
Read the full transcript
Running a small creative agency? We compared six tools on the whole job: winning the project, planning the work, tracking the time, and billing the client. Here's our ranking.
Creative agencies often stitch three tools together: one to sell, one to plan, and one to bill. Look for one that wins the project, plans the work, tracks the time, and bills the client.
Number one: Workspace369. Proposals go out from the same app that runs the work, and clients sign online without an account.
Every project has a budget, a priority and a progress bar,
with task boards your team works from, and a shared calendar beside it.
Your team tracks time against each client and project, sees what's still unbilled, and bills it straight onto an invoice.
Retainer clients are billed every month, and unused hours can roll over.
And each client has a private portal with their proposals and invoices.
It starts at twenty-nine dollars a month. Seventy-four dollars covers two seats with unlimited projects, and each extra teammate is ten dollars a month.
Number two: Teamwork.com. Basics needs at least three users, and invoicing and timesheets only start on Accelerate, at twenty-nine ninety-nine a user, with a five-user minimum. So the smallest plan with invoicing is about a hundred and fifty dollars a month.
Number three: Productive. Every plan needs at least three seats, and freelancers pay the same as employees. E-signed proposals, payment reminders and retainer invoicing start on Professional, at twenty-nine dollars a seat, and clients pay invoices through Xero or QuickBooks.
Number four: ClickUp. Everyone in the workspace pays for a seat, client guests with editing rights are capped, and there's no built-in billing: ClickUp suggests keeping invoices in Docs and taking payments through Zapier.
Number five: monday.com. Plans start at three seats and grow in buckets, so a team of six pays for ten. Quotes and invoices need monday CRM, where Basic allows twenty a month, and they can't collect countersignatures.
Number six: HoneyBook. Prices went up in February 2025, and Starter is now thirty-six dollars a month. Starter allows two live lead forms, Essentials stops at two team members, and texting is an eight-dollar add-on.
So here's the full ranking. Number one, Workspace369, best overall. Then Teamwork.com for billable project delivery, Productive for resource planning, ClickUp for custom task boards, monday.com for custom workflows, and HoneyBook for bookings.
If you want to win the project, run the work and bill the client from one app, Workspace369 is our pick. Try it free for fourteen days, and our team will help you set it up.
What's inside?
Quick answerWhat creative agencies need from project managementShortlist for creative agenciesWhere Workspace369 fits for creative deliveryWhen a task tool is enoughFinal recommendation
Quick answer
The best project management software for creative agencies connects briefs, proofs, revisions, approvals, and capacity to CRM, inbox, proposals, invoices, payments, AI, and reporting. Workspace369 is built for that connected model. Asana, ClickUp, and Monday.com are strong task platforms, and Teamwork covers client-service delivery — but the client record and billing usually live outside them. If your team already runs on Basecamp, Trello or Wrike, each switching guide lists what moves and what doesn't. For side-by-side views, see Workspace369 against Basecamp and Wrike, or browse our Trello alternatives.
What creative agencies need from project management
- Briefs and intake that become the project without re-entry
- Proofs, revisions, and approval history in context
- Tasks, timelines, assignments, and capacity across clients
- Email, SMS, calls, and follow-up history in one inbox
- Proposals, invoices, retainers, and payment links
- Reporting for project status, client value, expenses, and profitability
Shortlist for creative agencies
| Rank | Software | Best for agencies that need | Where it can fall short |
|---|---|---|---|
| 1 | Workspace369 | Projects, CRM, proofs, approvals, inbox, proposals, invoices, payments, AI, and reporting together | More than needed for simple task tracking |
| 2 | Asana | Structured task management, timelines, and workflows | Client records, proofs, approvals, communication, and billing need extra tools |
| 3 | ClickUp | Flexible work management for tasks, docs, goals, chat, and AI | Client-work operations like CRM, requests, inbox, voice/SMS, proposals, invoices, payments, and profitability reporting usually live elsewhere |
| 4 | Monday.com | Visual work boards, dashboards, and team planning | CRM, approvals, communication, proposals, invoices, and payments usually require add-ons |
| 5 | Teamwork | Client-service project delivery, time tracking, and agency workflows | Less complete as a broad CRM, inbox, AI, and reporting workspace |
Workspace369 is our product, so weigh this shortlist accordingly — the needs listed above are exactly what we evaluated.

Where Workspace369 fits for creative delivery
Workspace369 keeps the brief, the rounds, the approval, and the invoice on the same client record — the agency project management software hub covers the model. The intake becomes the project, the proof goes up as a file on the task, the client comments on it and can move it to an approved column in the client portal, and the delivered round becomes the invoice without copying context between a board, a CRM, an inbox, and a billing tool. There is no dedicated proof-markup tool, so pixel-level annotation stays in your design app.
CRM, projects, task boards, the client portal, proposals, invoices, retainers and dashboards are on every plan from $29 a month. Timeline (Gantt) views, task dependencies, the shared inbox, SMS and calls start on Voyager ($74 a month); payment plans, expenses, AI call summaries and profitability on Specialist ($149 a month for 10 seats); and the team workload view on Commander ($299 a month for 20 seats). The pricing page lists each plan.
When a task tool is enough
A task tool is enough when the agency only needs internal to-dos and the client side is already clean. Once the questions become "which round are we on, what did the client approve, and what is due?" the project layer needs the rest of the operation.
Final recommendation
Choose Workspace369 if your creative agency wants projects, briefs, proofs, approvals, communication, proposals, invoices, payments, and reporting in one operating workspace. Start with the agency project management software hub.
Run client follow-up in one workspace.
CRM, inbox, voice, invoicing, payments, projects, files, AI, and workflow automations — connected instead of exported.
14-day free trial. Card required. After the trial: from $29/month. Renews automatically every month until you cancel. Cancel anytime in Settings → Billing.
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