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Integrated marketing project management software

Keep projects on track with easy-to-use marketing task management built for agencies. No more jumping between tools, easily assign tasks, collaborate with your team, and monitor progress—all in the same place you analyze and report on client campaigns.
A screenshot of the free marketing agency task management software available in AgencyAnalytics

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

KEEP WORK ON TRACK

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.

A screenshot of marketing agency project task management software in AgencyAnalytics
EASY TASK UPDATING

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.

Click and edit your marketing agency's tasks and workflows
PUT RESULTS ON REPEAT

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. 

An example of how to set up recurring tasks at a marketing agency
DO MORE OF WHAT WORKS

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.

An example showing how to clone a marketing agency's important tasks with a single click
SIMPLE TASK FILTERING

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.

An example of how to filter marketing agency tasks
REPORT ON COMPLETED TASKS

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.

Easily highlight completed tasks within your marketing agency's client reports. Keep clients up to date on your progress.

Create tasks and workflows with a few clicks and streamline your agency

Illustration of a user at a marketing agency trying the client reporting features from AgencyAnalytics
Alex Faiers Founding Director Addictivity Headshot

Alex Faiers, Founding Director

Addictivity

AgencyAnalyticshasrevolutionizedhowweconductclientreportingandhasmadearemarkableimpactonouragency’soverallperformanceandclientsatisfaction.

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.

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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 80 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.

A sample of third-party marketing platform integrations that are on the AgencyAnalytics client reporting software

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.

Marketing project management involves organizing, executing, and tracking marketing tasks from kickoff to completion. With the right marketing project management software, agencies manage multiple projects, assign task deadlines, and streamline workflows—all in one place.

Marketing task management focuses on day-to-day execution—like assigning and completing individual tasks. Marketing project management looks at the bigger picture: setting goals, managing timelines, tracking project progress, and aligning team efforts across campaigns and departments.

Task templates and customizable project layouts help agencies reduce repetitive tasks, maintain consistency, and onboard new team members faster. By pre-defining workflows, deadlines, and task dependencies, project managers better manage multiple projects more efficiently and maintain clarity across teams.

Agency project management typically deals with more complex projects, frequent client changes, and creative deliverables across multiple campaigns. It requires flexible project management software that supports marketing-specific workflows, recurring services, and collaboration across remote teams. Just as importantly, it ensures clients stay up to date and confident in your agency’s progress with clear task tracking and project visibility.

When project management is built into the same platform as your marketing analytics and reporting, your team aligns on performance goals and task execution in one place. AgencyAnalytics lets marketing teams manage client requests, assign tasks, and monitor campaign progress—without switching tools or losing context.

Project management is included in AgencyAnalytics premium client reporting plans starting at $349 per month. This provides full access to all of the automated reporting and custom dashboard features as well as the task management application. By saving hours of manual work per client, combining marketing data, tracking projects to completion, and generating reports, all in one platform, agencies quickly recoup the cost in improved efficiency.

Look for a project management solution that’s built for marketing agencies—with collaboration tools, integration capabilities, and features that align with your workflow. You may not need all the bells and whistles—just the right tools to manage tasks and track performance without overcomplicating your process. AgencyAnalytics offers task scheduling, project visibility, and reporting in a user-friendly interface. Try it free for 14 days and see how it simplifies your agency’s operations.

Lisa Cutter Vertical Insight Marketing

Lisa Cutter, President

Vertical Insight Marketing

Ournewandimprovedreportingprocessisaslam-dunk,outta-the-parkhomerun,hattrickafterhattrick,theverybestthingwe’vedoneforouragency.

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