Top 4 Small Business Agency Project Management App

If you're managing projects for a small business agency or working with one, you will agree that it is very important to keep track of everything that needs to get done. 

Finding the right project management tool can be challenging - it needs to be affordable, easy to learn, and not bogged down with complicated features you don't need.

I have put together a comprehensive list of the best small business agency project management apps perfect for small agencies.

What is a project management app?

A project management app is a software tool that helps individuals and teams to plan, organize, and manage projects efficiently. These apps often have useful features like task management, scheduling, team collaboration tools, project tracking, and reporting. 

They can be used for various projects, including software development, construction projects, event planning, etc.

What is a small business agency project management app?

A small business agency project management app is an app designed to aid small business agencies in managing their projects more efficiently. 

These apps commonly offer a range of features, including task lists, project timelines, team collaboration tools, time tracking, and reporting capabilities.

The primary aim of such apps is to enhance project organization and communication among team members while promoting productivity and accountability. These apps can be accessed through the web or installed locally on a server, and they are frequently available through a subscription model.

Small business agency project management apps are especially valuable for small agencies that need to handle multiple projects simultaneously but have limited resources and budgets. 

The best small business agency project management would include all of the features mentioned earlier.

Why do small business agencies need project management software tools?

As a project manager, it is crucial to maintain control over all aspects of your business operations. If your projects become unmanageable, they can drain your time and finances and harm your reputation. For these reasons, it is essential to have good project management software. Below are several reasons why this is the case:

1. Improved Control Leads to Better Success: As a small agency, you have limited resources, including your workforce, so it's essential to prevent issues before they occur. Having better control over your agency can increase your chances of success.

2. Sticking to Your Budget: Small businesses often have limited financial resources, so keeping a watchful eye on your budget is essential. Project management lets you plan expenses and adjust your budget to prevent overspending.

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

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

Also Read: 5 Best Project Management App for Small Agency

List of best project management apps for a small agency

1. ClientVenue

ClientVenue is a highly sought-after project management application that offers various valuable features to simplify your work. This app allows you to automate project requests, service bookings, team collaborations, and payment processing, all within a single platform. 

With its all-in-one functionality, 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.

ClientVenue has a very user-friendly interface, making it simple to use. It is super easy to implement compared to other apps.

Top Features

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

Pros

• With ClientVenue, you can easily communicate and collaborate with your clients and team members in real-time.
• The branding feature lets you create a consistent brand image across client interactions. This boosts brand recognition and trust, as your clients will have a clear and recognizable experience working with your business.
• Customizable views to support multiple project management methodologies.
• ClientVenue's automated workflows can save you time by handling routine tasks. You can focus on more important work while the system sends reminders or notifications.
• The time tracking feature allows you to create precise invoices and reduce the risk of client billing disputes. This ensures you're paid fairly for your work and shows clients you're transparent and accurate in your billing.
• Unlike most project management software, ClientVenue doesn't have a learning curve.

Cons

• I have not found any drawbacks in this platform.

ClientVenue: Pricing

ClientVenue offers two pricing plans.

Professional Plan: The plan is designed for small to medium-sized businesses requiring essential project management tools and is priced at $25 per user per month.

This plan includes unlimited projects, a 10 GB storage drive, timesheets and resource management, client invoicing and payments, a branded white label portal, people performance reports, integrations, and priority support.

Enterprise Plan: The Enterprise plan is ideal for larger organizations that need more advanced features to manage their projects and clients. It is priced at $40 per user per month.

It includes everything in the Professional plan, client accounts, a 100 GB storage drive, dedicated services selling page, a dedicated accounts manager, custom development, 1-on-1 custom onboarding and coaching, and daily standups.

2. ClickUp

ClickUp is a really helpful project management software for small agencies. It can help you manage everything from tasks and campaigns to documents and clients, all in one place. This makes it much easier to work together as a team and stay on top of things.

With ClickUp, you'll be able to communicate more effectively, collaborate more efficiently, and get your projects done faster.

Top Features 

ClickUp features the following:

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

Pros 

• ClickUp allows you to tailor team spaces with custom workflows, tags, features, and privacy settings, using custom statuses and templates.
• ClickUp connects tasks, projects, and documents in one place, reducing confusion and making creating easier. You can use a simple task to link tasks to projects and relevant documentation, streamlining work management.
• ClickUp simplifies task management and work planning. You can create individual tasks, assign them to specific team members, and add subtasks for more detailed tracking, keeping everyone on the same page.
• With ClickUp's board view, project managers can create Agile workflows using the flexible kanban board. This helps teams visualize work, keeping it organized and prioritized, which is particularly helpful for linear task views.

Cons

• ClickUp has many features and settings, which can be overwhelming for new users, especially those not used to project management software. It may take some time to get used to the platform.
• 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.
• Generating and accessing reports in ClickUp can take time, as data is pulled from multiple sources.
• 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 Plan: The Free Plan provides unlimited tasks, lists, storage, members, and comments, without any charge. 

Unlimited Plan: Unlimited Plan, which costs $5 per user per month when billed annually and $9 per user per month when billed monthly, provides additional features and capabilities for users.

Business Plan: For businesses that require more advanced features and customization options, the Business Plan is available for $9 per user per month when billed annually and $19 per user per month when billed monthly.

Business Plus: For businesses with more complex needs, the Business Plus Plan offers even more features and capabilities for $19 per user per month when billed annually and $29 per user per month when billed monthly.

Enterprise Plan: The highest-tier plan is the Enterprise Plan, which offers custom pricing based on the business's specific requirements.

3. Monday

Monday.com is a project management system that's incredibly versatile and can be tailored to meet your unique needs. It's flexible and has many useful features like task management, time tracking, and collaboration tools. Thanks to Monday.com, managing your projects is simpler than ever for you and your team.

Top Features

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

Pros

• No need to worry if you're new to project management software! Monday.com has an interface that's easy to navigate, making it simple for anyone to use. Plus, with its intuitive design, you'll get up and run quickly.
• With Monday.com, you can easily customize workflows, dashboards, and views to match the unique needs of your team.
• Monday.com's automation tools can help your team save time and effort by automating those repetitive tasks, freeing up your time to focus on the work that matters.
• One of the best things about Monday.com is its seamless integration with many other tools.
• With built-in messaging, @mentions, and comments, team members can communicate and work together more effectively.

Cons

• Although Monday.com has some reporting features, they may not provide enough detail for your needs. You may need to explore other tools if you require more comprehensive reporting.
• While Monday.com is customizable to fit your team's needs, there are some restrictions on how much you can modify. Keep this in mind if you're seeking a more flexible tool.
• Monday.com does not have a dedicated mobile app, and it can only be accessed via the website on your mobile device.
• Although Monday.com has a user-friendly interface, new users unfamiliar with project management software may need time to get used to it. Be patient and utilize the tutorials and resources provided.
• While Monday.com has many project management features, it may not have all the task management features you require. Before selecting a tool, evaluate your needs to ensure it has everything required.

Pricing

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

Individual Plan: This plan is free and includes up to 3 boards, unlimited documents, 200+ templates, over 20 column types, up to 2 team members, and access to iOS and Android apps.

Basic Plan: The Basic plan is priced at $8 per seat per month and includes everything in the Individual plan, plus unlimited free viewers, unlimited items, 5 GB of file storage, prioritized customer support, and the ability to create a dashboard based on 1 board.

Standard Plan: Priced at $10 per seat per month, the Standard plan includes everything in the Basic plan, plus a timeline and Gantt view, calendar view, guest access, automation (250 actions per month), integrations (250 actions per month), and the ability to create a dashboard that combines up to 5 boards.

Pro Plan: The Pro plan is priced at $16 per seat per month and includes everything in the Standard plan, plus private boards and docs, formula column, a chart view, a dependency column, time tracking, automation (25,000 actions per month), integrations (25,000 actions per month), and also to create a dashboard that combines up to 10 boards.

Enterprise Plan: The Enterprise plan is a custom-priced plan that includes everything in the Pro plan, plus enterprise-scale automation and integrations, enterprise-grade security and governance, advanced reporting and analytics, multi-level permissions, tailored onboarding, premium support, and the ability to create a dashboard that combines up to 50 boards. Contact the provider for more details.

4. Trello

Trello is straightforward project management software with a user-friendly interface. Its card-based system simplifies task management, making prioritizing and organizing tasks effortless.

Trello's boards are an excellent way to manage project workflows visually, and the best part is that you can customize them to suit your team's specific processes. 

This customization feature can help streamline your project management process, making it easier for you and your team to adapt Trello to your unique needs.

Top Features

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

Pros

• Trello's mobile app is available for iOS and Android, allowing team members to manage tasks on the go.
• Trello's boards, lists, and cards can be customized to match your project's specific requirements.
• Trello integrates with a wide range of other tools and platforms, including Slack, Google Drive, and Dropbox, which allows for centralized management of project-related tasks and files.
• Trello's user-friendly interface makes it easy for team members to quickly learn and use the platform for task and project management.
• Trello facilitates easy collaboration among team members through features like attachments and comments.

Cons

• Trello's reporting features are not as comprehensive as some other project management tools, which may make it challenging to track progress over time and identify areas for improvement.
• Trello's privacy settings are somewhat restricted. If you're working on a project requiring strict privacy or security measures, Trello may not fit your needs best.
• While Trello is generally user-friendly, some team members may need more time to fully understand its features and capabilities.
• Trello's free version has some limitations. For more complex projects, upgrading to a paid plan may be necessary to access all the required power-ups and integrations.
• It's important to note that Trello may not have all the functionality required for more complex projects. While it's a great tool for managing tasks and projects, it may not have all the advanced features of other project management tools.

Pricing

Trello offers four pricing plans. 

Free Plan: This plan is free and suitable for individuals or teams looking to organize any project. 

The free plan includes 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 and stickers, unlimited activity log, assignee and due dates, iOS and Android mobile apps, and 2-factor authentication.

Standard Plan: Priced at $6 per user per month, this plan is suitable for teams that need to manage work and scale collaboration. 

The standard plan includes 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, and saved searches.

Premium Plan: Priced at $12.50 per user per month, the premium plan is suitable for teams that need to track and visualize multiple projects in several ways, including boards, timelines, calendars, etc. 

It features everything in the standard plan, including calendar, timeline, table, dashboard, map, workspace views (table and calendar), unlimited workspace command runs, admin and security features, workspace-level templates, collections, observers and simple data export.

Enterprise Plan: 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. 

It includes everything in the premium plan, unlimited workspaces, organization-wide permissions, organization-visible boards, public board management, multi-board guests, attachment permissions, power-up administration, and free single sign-on (SSO) and user provisioning with Atlassian Access.

Also Read: Top 9 Professional Services Business Management Software: Streamline Your Operations

Which is the best small business agency project management app?

If you're a small business agency looking for a project management app, you should check out ClientVenue. It is a versatile tool that can work for any small agency. And the great thing about ClientVenue is that it can adapt to your company's growth, so you don't have to worry about outgrowing it.

ClientVenue offers comprehensive project management features for businesses of any size. It allows users to easily create, manage and monitor projects and collaborate with internal and external stakeholders.

Furthermore, ClientVenue simplifies complex tasks, such as budgeting and reporting, by providing an intuitive and user-friendly interface. ClientVenue is highly secure and reliable, giving users peace of mind that their data is safe.

By using ClientVenue, businesses can streamline their operations and become more efficient in the process.

Features offered by ClientVenue for a small agency

1. Client Management

ClientVenue manages clients easily by providing a centralized system that stores all their contact information, communication history, and project details in one place. This keeps everything organized, so you don't miss anything important.

2. Analytics and Reporting

With ClientVenue, you can track project progress and identify areas for improvement using comprehensive analytics and reporting features. This helps you make data-driven decisions to enhance your team's productivity.

3. Project Management

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

Check this: Top 6 Agency Project Management Software You Need to Try

4. Automated Workflows

ClientVenue's automated workflows save time by automating routine tasks like sending emails and updating project statuses. This helps you focus on important tasks and increases efficiency.

5. Customizable Branding

With ClientVenue, you can customize branding to maintain a consistent brand image across all client interactions. This keeps clients engaged and connected with your company.

6. Collaboration Tools

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

Also Read: Top 7 Tools for Seamless Client Collaboration in Project Management

7. Time Tracking

ClientVenue's time tracking feature helps you monitor time spent on each project for accurate billing and invoicing. This helps manage your team's time effectively and ensures you get paid for your work.

Conclusion

Do you run a small business agency and need a project management app that covers all bases? Then ClientVenue is the perfect solution for you. 

It's a top-rated project management app for small business agencies and has various features that can help you manage your projects effectively.

ClientVenue's design is comprehensive and caters to agencies of all sizes. Using ClientVenue, you can save time and increase productivity without switching between multiple tools or figuring out how to use different software programs. 

This way, you can focus on your work while ClientVenue handles the administrative tasks.

If you're interested in trying out the best small business agency project management app, you can sign up for a free trial of ClientVenue and see the benefits for yourself.