Integrated marketing agency project management software
Keep your agency focused and your marketing projects moving
From client deliverables to internal action items, manage every task in one place. Assign work, track progress, and eliminate the chaos of scattered tools, so your team spends less time coordinating and more time delivering.
Assign Tasks
Create and assign tasks to categories, campaigns, and team members
Monitor Workflows
Review workflow tasks from an account level or filter by campaign, assignee, & more
Manage Activities
View tasks in list, Kanban, or Calendar mode and receive notifications to keep things on track
Prove Progress
Highlight completed tasks within automated reports
Automated Task Management Notifications
Keep your entire team on top of all the important activities that ensure your agency moves forward and your clients realize success. Notifications are automatically triggered when someone is assigned to a task, when a due date is added to a task, and when that due date is 24 hours away.
Edit Your Tasks Efficiently
Tasks continually evolve over time. AgencyAnalytics makes it easy to adjust all aspects of your agency's upcoming activities and workflows. Edit the name of a task, which team member takes the lead, the due date, and more. Ensure your tasks and your team remain up-to-date and on target.
Manage Your Recurring Tasks
If your agency has tasks that need to be performed repeatedly at regular intervals, set them up as recurring tasks. Schedule them to automatically repeat daily, weekly, bi-weekly, monthly, quarterly or annually. Select which day of the week you want your task to repeat. Set a start date and end date for the task recurrence. Enhance your agency's workflow efficiency by adding speed and automation to your recurring task management process.
Clone Your Tasks With a Click
Need to repeat a certain task, but setting it to recurring might be a bit too much? Clone it! Cloning a task quickly creates a copied version you can edit and assign as needed without needing to establish a recurring schedule.
Quickly View Key Tasks
Hone in on the tasks that matter most right now. Quickly and easily filter all your tasks at the account level by assignee, client, category, due date, and status. You can also filter any tasks associated with a specific client from directly within that client.
Keep Clients Up To Date On Your Progress
Highlight your agency’s ongoing progress by adding completed tasks to automated monthly reports. AgencyAnalytics has everything you need to manage workflows, monitor client campaigns, and provide seamless client communication.
Create tasks and workflows with a few clicks and streamline your agency
Represent your agency’s brand in everything you send to clients, including customizable client dashboards and automated marketing reports. AgencyAnalytics’ white label capabilities enables you to display your logo and exact brand colors, host your dashboards on a custom domain, as well as leverage your own branded web app.
Use built-in visualization tools to turn complex marketing data into interactive reports and dashboards clients actually understand. No exports. No spreadsheets. Just the clarity needed to reinforce the results your agency delivers.
Reporting built for transparency, strategy, and stronger relationships.
Automating your agency’s client reporting means you get to spend more time doing the tasks that lead to results. Create customizable reports with simple drag and drop functionality. Schedule your reports to send daily, weekly, or monthly, or otherwise.
Discover the white label reporting tool trusted by 7,000+ marketing agencies.
Your team needs easy access to data from across all your clients’ key platforms. Pull metrics from more than 85 integrations under one roof for quicker insights and a more impactful marketing reporting experience. Easily create customizable dashboards and stunning automated reports that make your clients smile.
Enhance your client reporting with context and insights by including goal tracking and custom annotations. Give clients an immediate understanding of how they’re pacing toward their targets. Highlight the wins and point out their progress with personalized annotations. Don’t just show the data—tell a great story with it!
Streamline your processes and workflows with an easy-to-use agency management tool that checks all the boxes. Monitor your marketing campaigns and streamline reporting for all your clients. Decide exactly how much platform access to provide to both your clients and your team.
FAQs About Marketing Project & Task Management Tools
Managing campaigns, client requests, and creative deliverables? These FAQs explain how integrated marketing project management software can streamline your agency’s workflow.
Yes. An AgencyAnalytics Tasks table drops onto that client's dashboard or report as a widget, filtered by assignee, status, or completion date. Give a client user the right permission and tasks can be assigned to them directly, which helps when you're waiting on their approvals.
Yes. Tasks is a free app on a paid AgencyAnalytics subscription, switched on by your account Admin. Each task carries a status, a category, a due date, an assignee, and an estimate of the time it should take. If you can't see it, your Admin has not switched it on yet.
Yes. One AgencyAnalytics report holds sections from every integration connected to that client, so paid, organic, email, and call data land in the same place. If you want the view across several clients at once, that's a roll-up report.
Yes. AgencyAnalytics white labels the whole thing: your logo replaces ours on the login screen and on every report cover and header, your icon becomes the favicon in the client's browser tab, and your colors apply to dashboards and widgets. Reports can be served from your own domain, and it's a one-time setup.
Yes. AgencyAnalytics takes anything you keep in a Google Sheet straight onto a dashboard or report, and custom widgets cover the rest as a stat or a simple text or image block. You can also request an integration; agency votes decide what gets built next.
Yes. An AgencyAnalytics report or dashboard shared as a link opens read-only with no sign-in. Put it on a schedule if they'd rather it just turned up, or give them a portal login if they like to dig into the numbers themselves. Client and staff users are unlimited, so it costs nothing either way.
Usually not. Ask your client to add you as a user on their own accounts with the access AgencyAnalytics needs, then connect under your own login. If they'd rather hang onto their passwords, set them up as a Client User and they connect everything themselves.
Yes. Put a KPI target on the metric and AgencyAnalytics posts to your in-app notification inbox when the target is met, or when the number moves far enough to be worth a look. Set it on one client or across the whole account.
Yes. When an integration disconnects, AgencyAnalytics notifies every user with access to that client, in their in-app inbox. Same whether the authorization lapsed or someone changed permissions at the client's end, so you hear about it before they do.
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