The best software for digital agency team management

If you’re the head of a digital agency or a team management project manager, you’ll be aware of the central role you play in achieving success. Agencies need to coordinate diverse teams, manage tasks efficiently and meet strict deadlines imposed by clients. Perhaps that’s why you’re here now. Because having the right management tools is essential. This article explores a selection of the best team management software for digital agencies, highlighting the key features and benefits of each solution.

The specific challenges of digital agencies

Digital marketing and communications agencies have to manage a variety of projects, from the creation of websites to complex marketing campaigns. This diversity requires effective coordination between developers, designers and marketing specialists. Customer relationship management (CRM) is also essential for tracking the interactions and needs of each customer. Meeting deadlines is another critical aspect of maintaining customer satisfaction and optimising productivity. These challenges require rigorous planning and effective resource management.

Why use team management software?

Team management software centralises all essential information in one place, making it easy for all team members to access project data. These tools enable efficient planning and task management, providing a real-time view of project progress. Automating repetitive processes, such as generating invoices or tracking time, saves valuable time. Integrated reporting tools provide detailed analyses to monitor campaign performance and adjust strategies accordingly.

Selection criteria for digital agency software

When choosing management software, a number of criteria need to be taken into account. Essential functionalities include task management, project planning, time management and team collaboration. Integration with other tools such as CRM, ERP and invoicing systems is also a crucial criterion for ensuring operational fluidity. Customised functionality allows the software to be adapted to the agency’s specific needs, while ensuring that it evolves as the agency grows. Customer support and data security are also fundamental elements to consider.

Our selection of the best software

Teambook

Teambook stands out for its management of team availability, optimised operational planning and medium-term capacity management. It also offers a wide range of integrations, including CRM for simplified customer relationship management. Key features:

• Team availability management: Teambook makes it easy to visualise the availability of each team member, facilitating project planning based on available resources.
• Optimised planning: the tool offers detailed planning of tasks and projects, with the option of creating customised calendars and timelines.
• Integrations: Teambook offers an API and numerous interfaces for managing interactions with each customer’s specific tools.

Benefits :

• Enables fluid management of resources, avoiding work overloads and under-utilisation of teams.
• Improves visibility of projects in progress, facilitating strategic decision-making.
• Sharing calendars with both consultants and customers helps maintain consistent communication, ultimately ensuring greater customer satisfaction.
• Teambook, developed in Switzerland, is available in several languages, including your own, and the data is stored in Europe.

Price :

• Offers a free 30-day, full-featured trial.
• Starter offer at $3 per month for planning up to 10 projects for small, growing organisations.
• Plans start from $45 per month for a batch of 40 projects, with sliding scale rates for larger teams, regardless of the number of users!

Float.com

Float offers visual resource management with flexible scheduling, ideal for agencies with changing needs. Key Features:

• Visual resource management: Float provides an intuitive user interface that allows users to see resource availability and allocation at a glance.
• Flexible scheduling: Users can easily adjust schedules to accommodate last-minute changes, which is ideal for fast-paced projects.
• Time tracking: Float tracks the time spent on each task, providing a detailed view of time use and productivity.

Benefits:

• Float simplifies resource management, making planning more agile and responsive.
• Clear visualisation of schedules and assignments helps to avoid scheduling conflicts and optimise resource utilisation.
• Time tracking enables accurate analysis of project costs and profitability.

Price:

• Entry: $6/month per person (resource planning only)
• Pro: $10/month per person (resource planning + time tracking)
• Company: personalised pricing

Resource Guru

Resource Guru allows you to plan all types of resources, not just human resources: meeting rooms, beamers, company cars, etc. This makes it possible to manage projects across the board! Key features :

• Real-time resource planning: Resource Guru makes it possible to manage team capacity and availability in real time, which is crucial for agencies with constantly changing projects.
• Capacity management: The tool helps to balance the workload of teams, avoiding overloads and periods of inactivity.
• Detailed reporting: Resource Guru provides detailed reports on resource utilisation, helping to optimise internal processes.

Benefits:

• Facilitates project management by ensuring optimum use of human and material resources.
• Improves productivity by enabling more accurate task allocation.
• Reports help identify bottlenecks and adjust processes for greater efficiency.

Price :

• From USD 6.65 (the USD 4.16 version is not very usable, as there is no reporting) per user per month.
• A free 30-day trial is available.

Trello

Trello is appreciated for its visual task management, flexibility and ease of use, making it ideal for managing a wide range of projects. Key features:

• Visual task management: Trello uses Kanban boards to organise tasks into columns, providing a clear overview of current projects.
• Real-time collaboration: teams can collaborate in real time, adding comments, attachments and checklists to task cards.
• Multiple integrations: Trello integrates with numerous tools such as Slack, Google Drive and many others, making integrated project management easy.

Benefits:

• Simple and intuitive, Trello is easy to adopt for teams of all sizes, even without technical training.
• Promotes effective collaboration between teams, reducing the need for meetings and emails.
• Flexible, Trello can be used for a variety of projects, from small tasks to large marketing campaigns.

Price :

• Free version available, offering sufficient basic functionality for many projects.
• Paid plans from €10 per user per month for advanced features such as automation and additional integrations.

So, which project and team management tool is right for marketing agencies or communications agencies?

Choosing the right management software is essential for optimising the operations of a digital agency. These tools allow you to centralise information, plan projects efficiently and improve collaboration between teams. For agencies looking to improve their team management, we recommend trying Teambook, which offers a complete solution for managing resources and optimising internal processes. Try it free today and see the difference!