5 Best Project Management App for Small Agency

If you are a project manager for a small agency, or you work with a small agency, you probably need a tool to help you keep track of all the projects that need to be done. You will also want to avoid apps that are expensive, complicated to learn, or have unnecessary complex features.

To simplify things, I have created a detailed list of the best project management apps for small agency. This will help you choose the right app for your needs.

What is a project management app?

A project management app is designed to help individuals and teams plan, organize, and manage projects. It typically includes task management, scheduling, team collaboration tools, project tracking, and reporting. .

Project management apps can be used for various projects, including software development, construction projects, event planning, etc.

What is a small agency project management app?

A small agency project management app is a software tool designed to help small agencies efficiently manage their projects. These apps typically provide features such as task lists, project timelines, team collaboration tools, time tracking, and reporting capabilities.

They aim to improve project organization and communication among team members and increase productivity and accountability. Small agency project management apps can be web-based or installed on a local server and are often available on a subscription basis.

They are particularly useful for small agencies that manage multiple projects simultaneously with limited resources and budgets. Any project management app that provides all the features mentioned is the best project management app for small agencies.

Why do small agencies need a project management app?

When you run a small agency, controlling every aspect of your operations is important. If your projects get out of hand, they can cost you time and money and damage your reputation. 

Below are reasons why you need a project management app and the best project management app for small agencies.

Stay on Schedule: With project management, you can track tasks and deadlines to ensure your project stays on track. This helps you avoid missing important client calls or emails that could harm your business.

Always on Budget: Small businesses often have limited financial resources, so keeping an eye on your budget is crucial. Project management lets you plan expenses and adjust your budget to avoid overspending.

Effective Insights: You can learn from your successes and mistakes by tracking your projects with data and documentation. This helps you make informed decisions about your business and stand out from your competitors with creative and visionary projects.

Improved control leads to better success: As a small agency, you have a limited workforce and resources, so preventing problems before they occur is crucial. Having better control over your agency increases the chances of success.

List of best project management apps for a small agency

1. ClientVenue

ClientVenue is a popular project management app with useful features to make your work easier. With ClientVenue, you can automate project requests, service booking, group work, and payment handling in one place. It's an all-in-one tool that streamlines your workflow.

One of the best things about ClientVenue is how easy it is to collaborate on projects. You can easily create and share project plans, assign duties to team members, and track progress. It's a great graphic design project management tool that helps with team communication and organization.

ClientVenue is super easy to implement compared to other apps. The user interface is very user-friendly, making it simple to navigate and execute tasks seamlessly.

Top Features

• Budget management
• Company branding
• Client communication
• Time tracking
• Daily Standups
• App integration
• Real-time project management
• Manage teams
• Resource management

Pros

• Improved Collaboration: With ClientVenue, you can easily communicate and collaborate with your clients and team members in real time. 
• Customizable Branding: The customizable branding feature creates a consistent brand image across all client interactions. 
• Automated Workflows: ClientVenue's automated workflows can increase efficiency by reducing the time spent on routine tasks. 
• Time Tracking: Using the time tracking feature, you can create precise invoices and reduce the risk of client billing disputes. 

Cons

• I have not encountered a drawback yet.

ClientVenue: Pricing

ClientVenue offers two pricing plans, and both offer a full featured 14-day free trial. They are:

Professional: The monthly professional plan is priced at $25 per user. Its features include: 

• Unlimited Projects
• 10 GB Storage Drive
• Timesheets & Resource Management
• Client Invoicing & Payments
• Branded Whitelabel Portal
• People Performance Reports
• Integrations
• Priority support

Enterprise: The plan is priced at $40 per user per month. Including everything in the professional plans, its features are:

• Client Accounts
• 100 GB Storage Drive
• Dedicated Services Selling Page
• Dedicated Accounts Manager
• Custom Development
• 1 on 1 Custom Onboarding & Coaching
• Daily Standups

2. Wrike

Wrike is a great project management app for small agencies looking to streamline their workflows and increase productivity. With Wrike, small agency teams can easily collaborate, plan and execute projects more efficiently, and track progress in real-time.

Top Features

• Pre-built templates
• Custom request forms
• Time tracking
• Workflow automation
• Visual proofing
• Project portfolio management
• Interactive Gantt charts
• Dashboards

Pros

• With Wrike, you can easily track how your team members spend their work hours, so you can ensure everyone is working efficiently.
• Wrike offers powerful project management features like Gantt Charts, file-sharing tools, and workflow statuses, which can help you manage your projects more effectively.
• Wrike's analytics provide detailed metrics like task duration, tracked time, and top performers, which can help you optimize your workflows and calculate deliverables.
• Wrike supports two-factor authentication to ensure online safety when dealing with sensitive client and company information.

Cons

•  Starting with Wrike can be challenging for your team, which may slow your progress when working on tasks.
• Wrike's mobile apps for Android and iPhone don't have all the features available on the desktop version, so it's better to use Wrike on a computer for full functionality.
• Wrike is advanced software with many features, so learning how to use it effectively may take some time.

Pricing

Wrike offers five pricing plans, which are:

Free: This plan is designed for starting teams and is free. Its key features include Web, desktop, and mobile apps; project and task management; board and table views; and active task limitation applications.

Team: This plan is priced at $9.80 per user per month. 

• 2-25 users
• Unlimited projects
• Unlimited custom fields
• Unlimited request forms
• 20 free collaborators
• Interactive Gant charts
• Automation (50 actions/user/month)
• Custom workflows
• Analytics View
• Calendar view
• Dashboards
• Use case templates
• Google and Microsoft SSO
• External requester collaboration
• Integrations and open API
• 2 GB storage per user

Business: The Business plan is priced at $24.80 per monthly user. It features

• 5 – 200 users
• Folder structure and nested projects
• Cross-tagging
• Project blueprints
• Custom item types 
• Automation (200 actions/user/month)
• Approvals and guest approvals
• File and video proofing (30+ file formats)
• Resource management, workloads and time tracking
• Reports and unlimited dashboards
• user groups and permissions
• DAM Integrations and Cloud Content Connector
• Adobe Creative Cloud Extensions
• 5 GB storage per user 

Enterprise: The plan is designed for large teams and is a great option for Enterprise-grade security and scalability. For the pricing, contact Wrike. Its features

• Business plan features plus
• 5 to unlimited users
• SAML-based SSO
• Two-factor authentication (2FA)
• Password policies
• Custom access roles 
• Customization user types
• Admin permissions
• User audit reports
• Automation (1000 actions/user/month)
• 10 GB storage per user

Pinnacle: This plan is designed for a team with complex work needs and offers advanced tools and analytics for complex work. For the pricing, contact Wrike. It features:

• Enterprise plan features plus:
• 5 to unlimited users
• Locked Spaces
• Advanced reporting and BI
• Team utilization and performance dashboard
• Job roles
• Budgeting and billable hours
• Bookings (project-level efforts and time planning)
• SharePoint and HTML5 proofing and approvals
• Automation (1500 actions/user/month)
• 15 GB storage per user

3. ClickUp

ClickUp is a project management app that can help a small agency to better manage tasks, campaigns, documents, and clients. It makes it easy for teams to work together and stay organized.

With ClickUp, small agencies can manage tasks, projects, documents, and clients in one place.

Top Features 

• Data-driven insights with customizable dashboards and reports
• Marketing campaign management tools
• Collaborative task management
• Client management features
• Document management features

Pros 

• ClickUp lets you connect all the relevant elements of a specific work item in one place. You can use a simple task to link tasks to projects and relevant documentation. 
• ClickUp is an excellent tool for managing projects. It's a popular platform that helps teams plan, track and manage all kinds of work. With its user-friendly interface, it's easy to use, making it an effective productivity tool.
• Custom statuses and templates can tailor team spaces with custom workflows, features, tags, and privacy settings. 
• With ClickUp, project managers can create Agile workflows using the board view. The flexible kanban board helps teams visualize work, keeping it organized and prioritized. 
• ClickUp simplifies task management and work planning. You can create individual tasks and assign them to specific team members. If you need more detailed tracking, you can even add subtasks.

Cons

• ClickUp's time-tracking feature could be better. It would be helpful if the platform had widgets that display cumulative time tracking logs, so team members can easily track their progress and figure out how to complete tasks efficiently.
•  ClickUp can be overwhelming for new users, especially those unfamiliar with project management software. It may take some time to get used to the many features and settings available on the platform.
• Generating and accessing reports in ClickUp can be time-consuming, as data is pulled from multiple sources. 
• If you're working with a large team, you might find ClickUp's many notifications too much to handle.
• Sometimes, ClickUp's board views can be cluttered, making it difficult to find important information quickly.

Pricing

ClickUp offers five pricing plans. They include:

Free forever: The free forever plan is free and offers: 

• 100MB Storage
• Unlimited Tasks
• Unlimited Free Plan Members
• Two-Factor Authentication
• Collaborative Docs
• Whiteboards
• Everything View
• Real-Time Chat
• Kanban Boards
• Sprint Management
• Native Time Tracking
• Calendar View
• In-App Video Recording
• 24/7 Support 

Unlimited: This plan is priced at $5 per month and offers everything in the free forever plan, including: 

• Unlimited Storage
• Unlimited Integrations
• Unlimited Dashboards
• Guests with Permissions
• Unlimited Gantt Charts
• Unlimited Custom Fields
• Column Calculations
• Email in ClickUp
• Teams (User Groups)
• Goals & Portfolios
• Form View
• Resource Management
• Agile Reporting

Business: This plan is priced at $12 per month. It features: 

• everything is unlimited and
• Google SSO
• Unlimited Teams
• Custom Exporting
• Advanced Public Sharing
• Advanced Automation
• Advanced Dashboard Features
• Advanced Time Tracking
• Granular Time Estimates
• Workload Management
• Timelines & Mind Maps
• Goal Folders

Business Plus: Priced at $19 per month, it features 

• EVERYTHING IN BUSINESS AND
• Team Sharing
• Subtasks in Multiple Lists
• Custom Role Creation
• Custom Permissions
• Custom Capacity in Workload
• Increased Automation & API
• Admin Training Webinar
• Priority Support

Enterprise: This is a customized plan and features 

• EVERYTHING IN BUSINESS PLUS AND
• White Labeling
• Advanced Permissions
• Enterprise API
• Unlimited Custom Roles
• Team Sharing for Spaces
• Default Personal Views
• MSA & HIPAA Available
• Single Sign-On (SSO)
• Live Onboarding Training
• Dedicated Success Manager
• Access to Managed Services

4. Monday

Monday.com is a flexible project management tool and can be customized to suit your specific needs. The best part is that it's super flexible and has great features like task management, time tracking, and collaboration tools. With Monday.com, managing your projects has never been easier for you and your team.

Top Features

• Customizable Dashboards
• Multiple Views
• Time Tracking
• Automation
• Collaboration Tools
• Integrations

Pros

• With Monday.com, you can easily customize workflows, dashboards, and views to match the unique needs of your team. 
• Don't worry if you're new to project management software! Monday.com has a user-friendly interface that's easy to navigate, making it simple for anyone to use. 
• Working on a project with a team can be tough, but Monday.com makes it easier. With built-in messaging, @mentions, and comments, team members can communicate and work together more effectively.
• Monday.com's automation tools can help your team save time and effort by automating those pesky tasks, so you can focus on the work that matters.
•  One of the best things about Monday.com is that it integrates seamlessly with many other tools. 
• Time is money, and Monday.com knows it. That's why it includes tools to help you monitor how much time your team spends on tasks and projects.

Cons

• Although Monday.com offers some reporting features, it might not give you enough detail for your needs. If you require more in-depth reporting, you may need to look for other tools.
• While you can customize Monday.com to fit your team's needs, there are restrictions on how much you can change. Keep this in mind if you're looking for a more flexible tool.
• Monday.com does not have a dedicated mobile app now. You can only access it through the website on your mobile device.
• While Monday.com is user-friendly, it may take some time for new users unfamiliar with project management software to get the hang of it. Be patient and take advantage of the tutorials and resources available to you.
• Monday.com has many project management features, but it might not have all the required task management features. Assess your needs before choosing a tool to ensure it has everything you need.

Pricing

Monday.com offers five pricing plans; Individual, Basic, Standard, Pro and Enterprise.

Individual: The Individual plan is free and includes the following:

• Up to 3 boards
• Unlimited docs
• 200+ templates
• Over 20 column types
• Up to 2 team members
• iOS and Android apps

Basic: The Basic plan is priced at $8 per seat/month. It includes Individual plus:

• Unlimited free viewers
• Unlimited items
• 5 GB file storage
• Prioritized customer support
• Create a dashboard based on 1 board

Standard: This is priced at $10 per seat/month. It includes Basic, plus:

• Timeline & Gantt views
• Calendar view
• Guest access
• Integrations 
• Automation 
• Create a dashboard that combines up to 5 boards

Pro: This is priced at $16 per seat/month. It includes standard, plus:

• Private boards and docs
• Chart view
• Time tracking
• Formula column
• Dependency column
• Automation
• Integrations
• Create a dashboard that integrate up to 10 boards

Enterprise (Contact us): Includes Pro, plus:

• Enterprise-scale
• Automation & Integrations
• Multi-level permissions
• Enterprise-grade security & Governance
• Tailored onboarding
• Premium support
• Advanced Reporting & analytics
• Create a dashboard that integrate up to 50 boards

5. Trello

Trello is a popular project management tool with an easy-to-use and intuitive interface. Trello uses a card-based system that simplifies task management, allowing you to easily organize and prioritize your tasks.

Trello's boards are a great way to visually manage project workflows. The best part is that you can customize these boards to fit your team's unique processes, making adapting Trello to your needs a breeze. This customization feature can help streamline your project management process, making it easier for you and your team.

Top Features

• Comments and attachments for collaboration
• Task automation
• Extensive app integration
• Add-ons for extended functionality
• Kanban boards, timelines, and calendars for project visualization

Pros

• Trello's mobile app for iOS and Android allows team members to access and manage tasks on the go, which is particularly useful for remote teams or those who travel frequently.
• Trello integrates with many other tools and platforms, such as Slack, Google Drive, and Dropbox, which makes it easy to manage project-related tasks and files in one place.
• Trello allows you to customize boards, lists, and cards to fit your project's specific needs, making it a flexible tool that can adapt to your workflow.
• Trello is known for its user-friendly interface, which means that team members can quickly get up to speed and easily manage tasks and projects.
• With Trello, team members can collaborate easily using features like attachments and comments, which keeps everyone on the same page and up-to-date on project progress.

Cons

• Trello falls a bit short in its reporting features. They aren't as robust as some other project management tools, making it challenging to track progress over time and identify areas for improvement.
• When using Trello, many people find it easy to get started. However, some team members might need more time to fully understand its features and capabilities.
• Remember that Trello may not have all the functionality you need for more complex projects. While it's a great tool for managing tasks and projects, it might not have all the bells and whistles other project management tools offer.
• Trello's privacy settings are somewhat limited. If you're working on a project requiring strict privacy or security measures, Trello might not be your best choice.
• While Trello does offer a free version, it does have some limitations. You might need to upgrade to a paid plan for more complex projects to access all the necessary power-ups and integrations.

Pricing

Trello offers four pricing plans. 

Free: This plan is free and suitable for individuals or teams looking to organize any project. Included in the free plan are the following: 

• Unlimited cards
• Up to 10 boards per Workspace
• Unlimited Power-Ups per board
• Unlimited storage (10MB/file)
• 250 Workspace command runs per month
• Custom backgrounds & stickers
• Unlimited activity log
• Assignee and due dates
• iOS and Android mobile apps
• 2-factor authentication

Standard: Priced at $6 per user per month, this plan is suitable for teams that need to manage work and scale collaboration. Included in the standard plan is everything in the free plan plus:

• Unlimited boards
• Advanced checklists
• Custom Fields
• Unlimited storage (250MB/file)
• 1,000 Workspace command runs per month
• Single board guests
• Saved Searches

Premium: Priced at $12.50 per user per month, it is suitable for teams that track and visualize multiple projects in several ways, including boards, timelines, calendars, etc. It features everything in standard, plus:

• Views: Calendar, Timeline, Table, Dashboard, and Map
• Workspace views: Table and Calendar
• Unlimited Workspace command runs.
• Admin and security features
• Workspace-level templates
• Collections
• Observers
• Simple data export

Enterprise: This plan is priced at $17.50 per user per month and is suitable for organizations that need to connect work across teams with more security and controls. Its features are everything in premium, plus:

• Unlimited Workspaces
• Organization-wide permissions
• Organization-visible boards
• Public board management
• Multi-board guests
• Attachment permissions
• Power-Up administration
• Free SSO and user provisioning with Atlassian Access

Which is the best project management software for small agencies?

If you need a project management system for small agencies, ClientVenue is the top choice. It's a versatile tool that any small agency can use. 

One of the best things about ClientVenue is that it's adaptable, so you can be confident that ClientVenue is the best project management app for a small agency that can keep up with your company's growth.

The task management system in ClientVenue is one of its best features. It gives you the ability to handle and track the work that you've given to your clients, which is especially helpful for businesses that want to keep tabs on their clients' progress.

ClientVenue is an excellent option for businesses that want to enhance communication and customer satisfaction. You can be sure that ClientVenue will exceed your clients' standards and improve their experience thanks to its secure and individualized project management features.

ClientVenue is a flexible project management tool that can be adjusted to meet the particular requirements of any company. Its robust features and user-friendliness can help you organize your work and boost efficiency.

Features offered by ClientVenue for a small agency

Analytics and Reporting

With ClientVenue, you can use comprehensive analytics and reporting features that enable you to track project progress and identify areas for improvement. This lets you stay on top of your project and make data-driven decisions to enhance your team's productivity.

Client Management

Client management is made simple with ClientVenue's centralized system, which lets you store client contact information, tracks communication history, and manage project details in one location. This feature helps you organize everything, so you don't miss anything important.

Project Management

As a project management tool, ClientVenue offers an intuitive dashboard to track project progress, deadlines, and priorities. You can easily create and manage tasks, assign them to team members, and set due dates. This makes it easier to manage projects and ensures everyone is on the same page.

Customizable Branding

With ClientVenue, you can customize branding to your liking, creating a consistent brand image across all client interactions. This feature helps you maintain your brand identity while keeping your clients engaged and connected with your company.

Automated Workflows

ClientVenue offers automated workflows that enable you to automate routine tasks such as sending emails or updating project statuses, which saves time and increases efficiency. This feature helps you focus on important tasks and ensures you don't waste time on administrative work.

Collaboration features

Collaboration is made effortless with ClientVenue's real-time communication and file-sharing tools, allowing your creative team to work together seamlessly. Clients can provide feedback and approve designs, simplifying the review process. This feature enhances communication and collaboration, resulting in better work output.

Time Tracking

Time tracking is made easy with ClientVenue's feature that helps you monitor the time spent on each project, ensuring accurate billing and invoicing. This feature enables you to manage your team's time effectively and ensures that you get paid for the work you do.

Invoice management

You can make and deliver polished invoices to your clients straight from the platform using ClientVenue's invoicing feature. Additionally, you can create recurring invoices and monitor payment records to simplify money management.

Conclusion

If you run a small agency and need a comprehensive project management app, then ClientVenue is a perfect choice. It's the best project management app for a small agency and has many features to help you manage your projects effectively.

ClientVenue has a comprehensive design that supports agencies of all sizes. 

With ClientVenue, you can save time and increase productivity. You won't have to switch between multiple tools or waste time figuring out how to use different software programs. Instead, you can concentrate on your work and let ClientVenue handle the administrative tasks.

ClientVenue is the best project management app for a small agency, and you can try it out for yourself with a free trial.