31 Best marketing project management software for 2026

Vivienne ChenVivienne ChenJan 06, 2026

After testing marketing project management software across campaign planning, content workflows, and client delivery, I found the 31 best platforms for marketers in 2026.

31 Best marketing project management software: At a glance

Some marketing project management software gives you simple task boards, while others include advanced resourcing, proofs, or financial tracking. Here’s a quick look at pricing, ideal users, and what each platform does well:

Tool

Best for

Starting price (billed annually)

Key strengths

Assembly

Marketing teams that want a branded client portal tied to delivery work

$39/month

Brandable client portal with client records, billing, messaging, and a Tasks app for client-driven work

monday.com

Visual teams that plan campaigns through boards and dashboards

$12/user/month, minimum of 3 seats

Strong views for campaigns, content, and resourcing

ClickUp

Teams that need deep task control and many project views

$7/user/month

Flexible layouts for campaigns, sprints, and content

Asana

Teams that rely on structured workflows and templates

$10.99/user/month

Clear task dependencies and reusable campaign flows

Wrike

Cross-team work that needs request intake and proofing

$10/user/month

Strong intake forms and collaboration features

Smartsheet

Marketers who prefer spreadsheet-style project views

$9/user/month

Sheet layout with Gantt and dashboard visibility

Trello

Small teams that want simple boards for content and tasks

$5/user/month

Lightweight Kanban for content queues and planning

Notion

Teams building flexible hubs for briefs, content, and docs

$10/user/month

Docs, databases, and calendars in one space

Hive

Teams that want built-in proofing and time tracking

$5/user/month

Approvals, annotations, and multiple project views

Teamwork.com

Agencies managing many client campaigns at once

$10.99/user/month

Project tracking designed for service delivery

Zoho Projects

Teams needing structured planning at a low cost

$4/user/month

Tasks with timelines, dependencies, and time logs

Nifty

Remote teams needing tasks, chat, and docs in one hub

$7/user/month

Milestones, chat, and collaboration in one place

SmartSuite

Teams designing custom workflows for marketing ops

$12/user/month

Flexible databases and automations

CoSchedule

Content and social teams that plan in a calendar

$19/user/month

Unified calendar for blogs, email, and social

Workamajig

Creative teams needing traffic and financial oversight

$47/user/month

Tracks projects, budgets, and creative work

Screendragon

Enterprise teams with complex marketing workflows

Custom pricing

Workflow templates and resource management

Scoro

Agencies that tie project work to budgets and revenue

$19.90/user/month

Project, billing, and utilization tracking

Productive

Agencies managing delivery and profitability

$9/user/month, minimum of 3 users

Margin and capacity reports linked to projects

Float

Teams that plan workloads across many campaigns

$7/scheduled person/month

Clear resource and capacity scheduling

Bonsai

Freelancers and small studios managing projects and billing

$9/user/month

Simple projects, contracts, and invoices

Kantata

Large service firms needing PSA-level control

Custom pricing

Enterprise resource and financial management

ProWorkflow

Teams that depend on time and cost tracking

$18/user/month, billed monthly

Visibility into project hours and budgets

Quickbase

Ops teams building custom workflows

$35/user/month

Low-code tools for marketing processes

Miro

Teams that plan campaigns through visual mapping

$8/user/month, billed monthly

Whiteboards for brainstorming and journeys

Kintone

Teams needing custom marketing databases

$24/user/month, minimum of 5 users

Build custom tables and workflows fast

Planview AdaptiveWork

Enterprise PMOs running big portfolios

Custom pricing

Portfolio and resource planning

FunctionFox

Small creative teams tracking time and jobs

$10.50/user/month

Time and job tracking

Basecamp

Teams wanting simple project and communication tools

$15/user/month, billed monthly

One space for tasks, files, and messages

Accelo

Agencies connecting CRM, delivery, and billing

Custom pricing

Tracks full client lifecycle and retainers

Forecast

Agencies needing resource forecasting and budgets

Custom pricing

AI-assisted resourcing and financial planning

Air

Creative teams with large asset libraries

$10/month

Visual asset management for content teams

1. Assembly: Best for marketing teams that want a branded client portal tied to delivery work

  • What it does: Assembly is client portal software that brings your client records, project work, communication, and billing into one connected workspace. You can track briefs, notes, approvals, and payments, and the AI Assembly Assistant gives you summaries of recent activity.
  • Who it’s for: Marketing teams want to surface ongoing client work across planning, production, and delivery in a branded client portal

We designed Assembly to help you run client campaigns from early scoping through delivery so you don’t lose track of what each client needs. Marketing teams often manage briefs, notes, drafts, approvals, and handoffs across several places, which breaks the flow of work and makes client context harder to follow.

Assembly includes a Tasks app that lets you create tasks and task templates based on client actions, like sending files or completing a brief form. Those tasks live inside a branded client portal, so work starts as soon as clients take action and stays tied to the right client record.

Once delivery begins, you can communicate with clients, share files, send contracts, and collect payments in the same workspace. The client portal becomes the shared space for action items, updates, assets, invoices, and feedback, which gives clients a clear experience and reduces follow-ups for your team.

You can also connect Assembly with Airtable, Calendly, ClickUp, Zapier, or Make so your campaign, scheduling, or automation workflows stay aligned with how you already work.

Key features

  • Client records: Store notes, tasks, files, and payment history in one place.
  • Branded client portal: Share updates, assets, and invoices through a clean client space.
  • Contracts and payments: Send agreements, collect signatures, and receive payments inside the workspace.
  • AI Assistant summaries: Get short summaries of recent communication and files for quick prep.
  • Integrations hub: Connect to tools like Airtable, ClickUp, Calendly, Zapier, and Make.

Pros

  • Keeps your client work and communication in one organized system
  • Helps you manage both pre-sales and post-sales work without extra tools
  • Creates a clear client experience with portal access and linked updates

Cons

  • Higher cost than light task tools
  • Works better for ongoing client campaigns than single deliverables

Pricing

Assembly starts at $39 per month.

Bottom line

Assembly gives you a connected view of your marketing campaigns by linking client details, tasks, drafts, and payments in one place, helping you stay prepared and reducing the back-and-forth that slows marketing work.

2. monday.com: Best for visual teams that plan campaigns through boards and dashboards

  • What it does: monday.com gives teams visual boards for planning campaigns, scheduling content, tracking tasks, and managing handoffs. You can switch between board, calendar, and dashboard views to see workload and progress.
  • Who it’s for: Marketing teams that want a visual layout for planning and managing campaign work.

The first thing I noticed while testing monday.com was how much flexibility the boards give you when mapping out campaigns. I built a content pipeline, added automations for status changes, and checked how dashboards handled workload spikes.

The color coding and grouped items made it easy to see where tasks were piling up. I also checked how it handled cross-team work, and the views worked well, though I had to tune automations to avoid clutter.

Large boards can slow down when many items stack up, so teams with heavy pipelines may need a tighter board structure.

Key features

  • Boards and dashboards: Visual layouts for planning and tracking campaign work.
  • Automations: Simple triggers for reminders and status changes.
  • Calendar and timeline views: Clear scheduling for content and campaigns.

Pros

  • Flexible boards for many marketing workflows
  • Useful dashboards for tracking progress
  • Simple automations for status updates

Cons

  • Large boards can get messy without structure
  • Advanced automations require higher tiers

Pricing

monday.com starts at $12 per user per month, with a minimum of 3 seats.

Bottom line

monday.com gives you a visual way to plan campaigns and spot workload issues before they slow down production. If you want a simpler board without dashboards or automations, Trello or Basecamp may feel lighter.

3. ClickUp: Best for teams that need deep task control and many project views

  • What it does: ClickUp brings tasks, documents, goals, and dashboards into one workspace. You can build detailed task structures, assign work, and switch between views like list, board, or calendar.
  • Who it’s for: Teams that want detailed task setups and flexible project views.

I thought the setup would take longer, but ClickUp made it easy to test different campaign structures using its templates. I tried list, board, and timeline views to see how each handled fast-moving content work.

The space and folder structure helped when I broke campaigns into smaller parts. I set up lists for each stage, adjusted custom fields to keep everything clear, and tested dashboard widgets to see how they handled reporting.

The tool offers depth for teams that want detailed control, though the number of options can slow you down without a clear structure in place.

Key features

  • Multiple project views: Switch between list, board, calendar, and timeline.
  • Custom fields: Add campaign data and tracking details.
  • Dashboards: Widgets for workload, progress, and deadlines.

Pros

  • Highly flexible structure
  • Strong view options for different team styles
  • Good for detailed campaign breakdowns

Cons

  • Setup takes time without templates
  • Too many settings can slow down new users

Pricing

ClickUp starts at $7 per user per month.

Bottom line

ClickUp helps you organize campaigns in a detailed structure with many ways to view your work. If you prefer simple layouts without deep configuration, tools like monday.com or Nifty may suit your workflow better.

4. Asana: Best for teams that rely on structured workflows and templates

  • What it does: Asana gives you structured task lists, project timelines, and workflow templates that support campaign planning. You can map dependencies, assign work, and keep briefs and comments tied to each task. The timeline view helps you track how campaign steps connect.
  • Who it’s for: Teams that want structured workflows to guide campaign delivery.

One thing that stood out in testing was how Asana handles dependencies. I built a campaign timeline and watched how delays in early tasks shifted the whole plan. That made it easier to see where bottlenecks might lie

I also tested the template library to check how it supported repeat campaigns, and the preset flows provided a quick starting point.

Asana works well for structured teams, but creative groups that need freeform planning may find the system too rigid for early ideation.

Key features

  • Timeline view: Shows how campaign tasks connect across time.
  • Task dependencies: Flags steps that rely on earlier work.
  • Workflow templates: Helps you build repeatable campaign structures.

Pros

  • Clear structure for cross-team work
  • Helpful templates for repeat campaigns
  • Good visibility into dependencies

Cons

  • Can feel rigid for creative work
  • Custom reporting requires higher tiers

Pricing

Asana starts at $10.99 per user per month.

Bottom line

Asana gives you structured workflows that help you manage campaigns with clear steps and deadlines. If your team wants a more flexible space for creative planning, tools like Notion or Miro may be a better match.

5. Wrike: Best for cross-team work that needs request intake and proofing

  • What it does: Wrike gives you project spaces, request forms, proofing tools, and multiple views for managing campaign and content work. You can route requests, assign tasks, and track progress from intake through delivery.
  • Who it’s for: Marketing teams that manage structured requests and cross-team production.

Wrike stood out when I tested how the request forms routed new work. I sent mock campaign briefs into different spaces, and the system showed clearly how tasks were created and assigned.

I checked the proofing tools to see how they handled content reviews. They worked well for marked revisions, though more complex creative feedback needed comments outside the tool.

Dashboards surfaced the right information after some setup. Teams that rely on flexible creative workflows may find the structure tight when requests change often.

Key features

  • Request forms: Route incoming briefs into tasks or projects.
  • Proofing tools: Review and comment on drafts and assets.
  • Dashboards: Track progress across campaign work.

Pros

  • Strong intake and routing options
  • Good for teams with consistent workflows
  • Proofing tools support content reviews

Cons

  • Forms can limit flexible creative work
  • Dashboards need tuning for clarity

Pricing

Wrike starts at $10 per user per month.

Bottom line

Wrike supports marketing teams that manage structured intake and need clear routing from request to delivery. If your campaigns rely on rapid creative changes or loose planning, a more flexible tool like Notion or ClickUp may suit your process better.

6. Smartsheet: Best for marketers who prefer spreadsheet-style project views

  • What it does: Smartsheet gives you a spreadsheet interface for planning campaigns, tracking tasks, and organizing timelines. You can switch between grid, Gantt, and card views to match different stages of your work.
  • Who it’s for: Marketing teams that think in grids and want campaign work structured like a sheet.

I liked how familiar the grid layout felt when I was testing Smartsheet. I set up campaign tasks in a sheet, added dependencies, and watched how the Gantt chart updated as timelines shifted. Switching between views made it easy to compare task progress.

Card view handled content stages well for smaller campaigns. Larger plans needed tighter labels to stay readable, and automations required tuning before they worked the way I expected.

Reporting gave a clear picture of deadlines and workload once I adjusted filters. Smartsheet works well for marketing teams that want structure in a sheet-style workspace.

Key features

  • Grid and Gantt views: Plan tasks and timelines in a sheet-like format.
  • Card view: Organize campaign stages in a Kanban layout.
  • Formulas and automations: Add logic and simple workflow triggers.

Pros

  • Familiar sheet layout
  • Clear structure for timelines
  • Useful for teams that work with formulas

Cons

  • Heavy campaigns can clutter sheets
  • Limited visual planning tools

Pricing

Smartsheet starts at $9 per user per month.

Bottom line

Smartsheet gives you a sheet-style system that works well when campaigns need timelines, dependencies, and structured tracking. If your marketing work depends on visual layouts or fast planning, Trello or monday.com may fit better.

7. Trello: Best for small teams that want simple boards for content and tasks

  • What it does: Trello uses Kanban boards to help you track tasks, content, and simple workflows. You can move cards across stages, add checklists, and attach files for quick reference. Power-Ups extend the boards with calendars or light automation.
  • Who it’s for: Small marketing teams that want a lightweight tool for content and campaign tracking.

Trello made it easy to build a clear content pipeline during testing. I set up columns for ideas, drafts, reviews, and published items, and the card layout kept everything visible without extra setup. The drag-and-drop flow worked well for tracking simple campaign steps.

I added a calendar Power-Up to see how scheduled posts lined up across the month. It gave a quick overview of active work, but the view started to feel crowded as more campaigns were added. The structure works for small teams, though larger pipelines may need more control than Trello offers.

I also checked how Trello handled attachments, task checklists, and labels. These tools supported basic organization, but the platform doesn’t offer deeper reporting or resource planning. 

Key features

  • Kanban boards: Simple stages for tracking campaign tasks.
  • Checklists and attachments: Add steps and files to each card.
  • Power-Ups: Extend boards with calendars and automation.

Pros

  • Very easy to set up
  • Great for simple content pipelines
  • Cards make work visible

Cons

  • Limited reporting
  • Not suited for complex campaign structures

Pricing

Trello starts at $5 per user per month.

Bottom line

Trello helps small teams map content stages in a simple board without heavy setup. If your campaigns require reporting, cross-team workflows, or capacity planning, Asana or ClickUp may support those needs better.

8. Notion: Best for teams building flexible hubs for briefs, content, and docs

  • What it does: Notion combines documents, databases, and calendars in one flexible workspace. You can build pages for briefs, content plans, assets, and meeting notes. Databases help you track campaigns and link related documents.
  • Who it’s for: Marketing teams that want a customizable workspace for content and planning.

Notion stood out in testing because it let me build a campaign database quickly with fields for status, deadlines, drafts, and assets. Linking briefs and notes to each record kept the context easy to reach and made planning more organized.

Switching between table, board, and calendar views gave me clear angles on progress, and each view supported a different stage of planning. The timeline view worked well once I set a structure, but it became crowded when many tasks overlapped.

I also checked how pages and databases connected across a workspace, and the flexibility worked for content-heavy marketing teams. 

Key features

  • Databases: Track campaigns, content, and assets in customizable tables.
  • Linked docs: Keep briefs and notes tied to each project.
  • Flexible views: Switch between tables, boards, and calendars.

Pros

  • Highly flexible workspace
  • Great for centralizing content
  • Multiple planning views

Cons

  • Can get cluttered without structure
  • Limited native automation

Pricing

Notion starts at $10 per user per month.

Bottom line

Notion gives you a flexible workspace to connect briefs, content, and timelines in one place. If your team relies on task discipline or strict scheduling, Asana or Teamwork.com may offer stronger guardrails.

9. Hive: Best for teams that want built-in proofing and time tracking

  • What it does: Hive gives you tasks, chat, time tracking, and proofing tools in one workspace. You can switch between list, board, and timeline views and review creative assets directly inside the tool. Hive also has automations that handle routine updates like status changes and reminders.
  • Who it’s for: Marketing teams that review creative assets and run structured production cycles.

Testing the proofing tools showed how well Hive supports creative reviews. Markup tools made revisions clear, and side-by-side views helped track changes as assets moved through production.

I checked time tracking by logging hours on tasks to see how it recorded production work. It stayed accurate, though reporting needed setup to show meaningful insights. I also tested how subtasks and comments handled small content edits, and the structure made it easy to keep updates organized.

Hive works for teams that move creative pieces through defined stages, but it can feel crowded when many assets stack up in one project. 

Key features

  • Proofing tools: Review and mark creative assets.
  • Multiple views: Manage work in list, board, or timeline layouts.
  • Time tracking: Log hours directly on tasks.

Pros

  • Strong proofing workflow
  • Good for creative production
  • Time tracking built in

Cons

  • Can feel crowded with many assets
  • Reports require setup

Pricing

Hive starts at $5 per user per month.

Bottom line

Hive brings proofing and production tracking together, which helps teams move creative assets through clear stages. If you need a more open layout for campaign planning, Notion or Miro may work better.

10. Teamwork.com: Best for agencies managing many client campaigns at once

  • What it does: Teamwork.com gives you projects, task lists, time tracking, and client permissions for managing delivery. You can organize campaigns into separate projects, assign work, and track hours against budgets. The platform supports file sharing and client access.
  • Who it’s for: Agencies with ongoing campaign delivery across many clients.

I set up multiple client projects in Teamwork.com to test how it handled separate workloads, and each campaign stayed organized within its own space. Each project held its own tasks, files, and messages, which made cross-client work easier to manage. I also tested how task lists handled recurring work, and the system supported long-running client engagements.

I checked time tracking and billing to see how hours connected to client budgets. Everything tied back to the right project, though more advanced financial reporting needed configuration. I spent time adjusting filters to surface margins and timelines, and once tuned, the reports gave a clearer view of workload patterns.

Teamwork.com fits teams that manage client delivery, though in-house marketing groups may not need the client-focused structure. 

Key features

  • Project organization: Keep each client campaign in its own project.
  • Time tracking: Log hours tied to client budgets.
  • Client access: Share selected updates with clients.

Pros

  • Strong for client-focused work
  • Clear project separation
  • Useful time tracking

Cons

  • Heavy for simple internal tasks
  • Financial reports need to be set up

Pricing

Teamwork.com starts at $10.99 per user per month.

Bottom line

Teamwork.com supports agencies that manage many client campaigns with separate task lists, budgets, and timelines. If you run internal marketing work without client projects, Trello or Notion may be easier to maintain.

Special mentions

I couldn’t cover every platform in depth, but the rest of the tools I tested still deserve a spot on this list. Here are more marketing project management tools that fit different workflows:

  1. Zoho Projects: Works for teams that want structured planning at a low cost. It supports timelines, task dependencies, and basic time logs, though the interface requires some adjustment for new users.
  2. Nifty: Combines tasks, chat, and docs in one workspace. It helps remote teams keep campaign work and conversations together, but the setup needs structure to avoid clutter.
  3. SmartSuite: Suits teams that want custom workflows for managing briefs, assets, and campaign data. It offers flexibility across views, though heavier builds may require ongoing tuning.
  4. CoSchedule: Strong for content and social teams that plan through a shared calendar. It centralizes blogs, email, and social posts, but is less suited for broader project tracking.
  5. Workamajig: Built for creative teams that need traffic tracking, budgets, and resource management. It offers financial tools for agencies but takes time to configure.
  6. Screendragon: Fits enterprise teams that manage complex marketing workflows. It offers strong resource planning and permissions but requires deeper onboarding than lighter tools.
  7. Scoro: Connects projects, billing, and utilization for agencies. It supports revenue tracking and ongoing client work, though the interface can feel dense for small teams.
  8. Productive: Helps agencies manage delivery and profitability. It links margins and capacity data to active projects, but reporting needs tuning before it’s ready for daily use.
  9. Float: Focuses on resource scheduling across campaigns. It helps teams plan workloads with clarity, though it works best alongside another project tool.
  10. Bonsai: Serves freelancers and small studios that manage contracts, projects, and invoicing. It supports simple delivery but isn’t built for larger teams or complex workflows.
  11. Kantata: Provides PSA-level tools for large service firms. It supports advanced resource planning and forecasting, but requires a structured process to run smoothly.
  12. ProWorkflow: Works for teams that track time and task costs. It supports detailed hour logs and budgets, but the interface can feel dated compared to modern tools.
  13. Quickbase: Fits operations teams that build custom workflows with low-code tools. It can support marketing work but needs a technical setup to unlock its value.
  14. Miro: Helps teams plan campaigns visually through diagrams, maps, and brainstorming boards. It’s useful early in the process, but not a full project system on its own.
  15. Kintone: Lets teams build custom databases for tracking campaign data. It’s flexible but needs a thoughtful setup to stay organized.
  16. Planview AdaptiveWork: Designed for enterprise PMOs that manage large portfolios. It supports high-level planning, though it’s more than most marketing teams need.
  17. FunctionFox: Works for small creative teams that track time and jobs. It’s simple for hour logging but limited for multi-channel campaigns.
  18. Basecamp: Gives teams a central place for tasks, files, and communication. It stays easy to use but lacks deeper project controls for complex marketing work.
  19. Accelo: Connects CRM, delivery, and billing for agencies. It supports retainers and client records, though the system takes time to configure for marketing teams.
  20. Forecast: Helps teams predict workloads and budgets with AI-assisted planning. It supports resource forecasting but needs careful setup to stay accurate.
  21. Air: Organizes creative assets in a visual library. It’s strong for teams with large content libraries, though it’s not a full campaign planning tool.

How I tested these tools

I’ve worked in environments where campaigns move fast, assets pile up, and cross-team coordination decides whether deadlines hold or slip. That affected how I tested every platform on this list. I built workflows that match what marketing teams handle every day, and I pushed each tool to show where it succeeds and where it slows you down.

To keep the process consistent, I created the same core setup inside every platform and expanded it based on what the tool claimed to support. That gave me a clear view of which systems help you stay organized when projects stack up and which ones require more structure than most teams have time for.

Here’s what I focused on while testing:

  • Campaign planning: I mapped out briefs, timelines, handoffs, and multi-channel tasks to see how well each tool handled shifting dependencies and overlapping dates.
  • Content production: I created drafts, asset folders, and review stages to test how teams move work from draft to approval without losing track of comments or versions.
  • Client collaboration: I checked how each tool handles shared updates, asset delivery, and permissions, because many teams manage both internal work and client communication.
  • Cross-team visibility: I used dashboards, calendars, and workload views to measure how much clarity you get when several campaigns run at the same time.
  • Automation and setup time: I tested automations, templates, and recurring workflows to see which tools reduce busywork and which ones take too long to configure.
  • Scalability under pressure: I built large project boards and deep task structures to check how each platform performs when your work grows beyond a small calendar or simple board.

Which marketing project management tool should you choose?

No single platform fits every marketing team. The right choice of marketing project management software depends on your campaign volume, how you collaborate, and how much structure you need for planning and delivery. Choose:

  • Assembly if you want client-lifecycle tracking tied to campaign delivery, with a portal for sharing assets, updates, and payments.
  • monday.com if you prefer visual boards and dashboards that help you spot bottlenecks and track campaign workloads.
  • ClickUp if you need detailed task control, many project views, and custom fields for complex marketing workflows.
  • Asana if your work follows structured steps and you rely on timelines, dependencies, and repeatable processes.
  • Wrike if you manage steady request intake and want forms, routing, and proofing in one workspace.
  • Smartsheet if your team thinks in rows and timelines, and wants to plan campaigns in a spreadsheet-style format.
  • Trello if you want a simple board for content stages, small pipelines, and quick visibility without setup time.
  • Notion if you need a flexible workspace that blends briefs, content planning, and linked documents.
  • Hive if creative reviews, asset markup, and production tracking are central to your workflow.
  • Teamwork.com if you handle many client campaigns at once and want clear project separation with time tracking.

My final verdict

monday.com and Trello help teams map campaigns visually, while ClickUp and Asana support heavier task structures when you manage many moving parts. Wrike handles intake and reviews well, and Smartsheet fits teams that plan work in grids and timelines. 

These tools organize your tasks and timelines, but they don’t always keep the client communication and project work tied together as campaigns move forward.

Assembly pairs campaign delivery with the client context behind each brief, revision, and approval. You can keep notes, messages, drafts, files, invoices, and updates in one record, and the AI Assistant highlights what changed so you stay prepared. It supports the way marketing teams work when you need structured project tracking and clear visibility into client conversations that guide each campaign.

Get started with Assembly

Marketing project management software often focuses on tasks alone, but campaigns rarely run in isolation. 

Assembly connects your projects to the client context that shapes them, from early briefs to final approvals. You can track updates, files, messages, and payments in one workflow, and clients get a space where they can review progress and share what your team needs to keep moving.

Here’s what you can do with Assembly:

  • See the full client record: Notes, files, payments, and messages stay in one organized space. You’ll spend less time switching platforms because the key details are already collected for you.
  • Prep faster for meetings: The AI Assistant summarizes recent client activity and communication, helping you walk into calls with a clear picture of what’s been discussed and what’s outstanding.
  • Stay ahead of clients: Highlight patterns that may show churn risk or upsell potential, making outreach more timely and relevant.
  • Cut down on admin: Automate repetitive jobs like reminders, status updates, or follow-up drafts that used to take hours. The Assistant handles the busywork so your team can focus on clients.

Ready to simplify how your firm manages client work? Start your free Assembly trial today.

Frequently asked questions

Do you need project management software with a client portal?

Yes, you need project management software with a client portal if you handle client updates, file sharing, and approvals. You get one place to manage tasks while giving clients a clear view of progress without long email threads. This keeps your workflow organized and helps both sides stay aligned as the project moves forward.

What are marketing agency tools?

Marketing agency tools are platforms that help you organize tasks, track deadlines, and keep client updates in one place. You get faster handoffs when briefs, drafts, and approvals stay linked to the same workflow. Look for tools that support clear timelines, shared files, and easy status changes so your campaigns stay on track.

What does marketing agency software help you manage during client projects?

Marketing agency software helps you manage tasks, deadlines, client communication, and asset reviews in one workspace. You can organize campaign steps while keeping updates and files linked to the right client. This makes it easier to stay on track when several projects move at the same time.

Vivienne ChenJan 06, 2026

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