Our Favorite Project Management Tools
Our Favorite Project Management Tools For Digital Marketing Agencies
As a Client Account Manager, you need a reliable project management tool as your day-to-day sidekick to help your digital marketing agency succeed.
We've listed our favourite and most-used platforms designed for ease of use so you can enhance your account management skills and organization.
Pro tip: Review, research, and choose the one that's best for you. Don't worry about using all the tools below! Bookmark this article as a resource for later.
Asana: For the Birds Eye View of The Agency 🦄
Asana is considered the king of project management software in the digital marketing world—and for good reason. The go-to project management software is one we highly recommend because it provides a comprehensive overview of your agency's operations, team assignments, and client projects. Asana is a flawless dashboard for real-time status updates for automated recurring and ongoing tasks or large marketing campaigns with tight deadlines. Bundle projects and tasks into specific portfolios, create reporting dashboards and develop workflows for the unique needs of teams or clients. Its straightforward format makes tracking multiple tasks across departments, timelines, and milestones easy.
With Asana, you can efficiently oversee and manage all aspects of your client projects and tasks while gaining a bird's-eye view of different teams' activities and progress. As a Client Account Manager, you know that is priority number one!
Plus, the 'recognition' feature sends a flying unicorn across the screen at the satisfying click of the ‘complete’ status. It might just be our favourite element of any project management system. 🦄 🌈
ClickUp: For Multiple Agency Department Projects and Advanced Teams 🗂️
Meet ClickUp, the all-in-one project management powerhouse. If Asana is the king, ClickUp is the queen, ruling over complex projects with elegance and efficiency. ClickUp is perfect for Client Account Managers handling multiple departments and teams, each with their own projects and priorities. It's like having a magic wand to streamline even the most convoluted workflows.
ClickUp is like creating a project management system from scratch. You can customize workspaces to fit your agency's services and the number of people involved. Utilize its array of features, like task dependencies, time tracking, views, and goals, to keep everything and everyone aligned.
The real game-changer? ClickUp's ability to integrate with virtually every tool your team uses. From Google Drive to Slack, you can bring all your favourite tools into one cohesive system. And let's not forget the customizable notifications – because who doesn't love a perfectly timed nudge?
With ClickUp, managing projects feels less like herding cats and more like orchestrating a symphony. 🎶 [cue music] 🎶
Monday.com: For the One-Track Mind Digital Marketing Project 🗄️
Enter Monday.com, the vibrant and intuitive project management tool that's all about simplicity and focus. Don't let the name suck you into any weekday blues! The whole point of the name is to bring excitement about the start of the week because of its organization (brilliant)! If your projects are concise and you thrive on visual organization, Monday.com is your new best friend.
The colourful interface makes it a breeze to see what's happening at a glance. Its visual appeal is fully customizable, so you can tailor colours and statuses to fit your workflow and style.
One of Monday.com's standout features is its automation capabilities. Create reminders before deadlines or tag assignees when their tasks are ready. It is always a resounding "YES" to free up time to focus on the client relationship aspect of your work.
For Client Account Managers with a lot on their plates, Monday.com is like having a super-organized assistant who never misses a beat.
Notion: For the Ultimate Customizable Organizer 🗒️
If you're the type of Client Account Manager who thrives on order and creativity, Notion is your dream workspace. Imagine a tool that combines the best note-taking apps, project management software, and collaboration platforms—that's Notion!
Have ever-growing checklists strewn across your desk or in your notes app 🙋🏼♀️? Create endless pages, sub-pages, and databases, all neatly tucked away and categorized but easily accessible with just a click. Whether managing client campaigns, tracking deliverables, or building out SOPs, Notion's flexibility lets you tailor your workspaces to fit your needs.
For the aesthetically inclined, Notion is a paradise. Its minimalist interface can be dressed up with custom icons, headers, and colour-coded sections, making every project functional and visually pleasing. You can even embed images, videos, and files directly into your pages, turning your workspace into a living, breathing project hub.
Notion is also a standout platform for client-facing portals. Imagine having a dedicated space where your clients can access all their onboarding documents, project updates, and reports in one organized place. No more endless email threads or scattered files – just a clean, professional presentation that impresses clients and streamlines communication.
Think of it as your digital notebook and calendar all in one. It's versatile enough to handle any project yet simple enough to keep you on your game. It's not just a tool; it's your go-to workspace for managing the chaos with style and precision.
AirTable: For the Spreadsheet-Lover 💾
Calling all spreadsheet enthusiasts! AirTable is the project management tool that brings your love for grids to a whole new level. It's like Excel on steroids, with a dash of modernity.
AirTable combines the power of a database with the simplicity of a spreadsheet. Create custom tables to track anything from project timelines to client details. Link records between tables to create a relational database that gives you a 360-degree view of your projects. With its powerful filtering, sorting, and grouping options, you can view your data in the way that makes the most sense to you.
Plus, the gallery view is perfect for those who need a visual overview of their projects. For tech-savvy CAMs, AirTable's API and integrations with tools like Zapier allow you to automate workflows and connect with other systems seamlessly.
AirTable is the project management tool ready to tackle any challenge with finesse.
Zapier: For the Integrate-Everything User ⚡
Say hello to Zapier, the unsung hero of project management. If your mantra is "Work smarter, not harder," Zapier is about to become your digital bestie. We all dream of agencies using one tool and one tool only, but it isn’t always possible.
Zapier is a tool for integration and automation, making it the perfect companion for busy Client Account Managers who manage multiple platforms and tools. It connects your favourite apps and automates workflows so you can focus on what really matters – satisfying your clients.
Set up 'Zaps' with an "if this, then that" trigger formula to automate tasks. Let's visualize it: a new client signs their contract. Zapier automatically adds the signed copy to your Google Drive, creates a new project in your project manager platform, and sends a welcome email—all without you lifting a finger. Magic, right? The possibilities are endless, and the time savings are immense.
But the best part? Zapier's user-friendly interface makes setting up these automations a breeze. No coding required!
Trust us, once you zap, you won't go back 😆 (this is an unofficial tagline).
Streamline Your Workflow with Project Management 🕹️
Choosing the right project management tool can transform your workflow, making your job as a Client Account Manager smoother and more efficient.
You can join our CAM Community and get expert tips using these platforms daily.
Discover how they can help you manage projects with flair and finesse. Your clients will thank you, your team will applaud you, and your productivity will soar 🦸🏼♀️. Let's do this!