Best PM tools for agencies (2026) | Dashpick

Full ranking

1. #1

   Monday.com

   Colorful work OS with strong client-facing boards—flexible to a fault until you enforce templates and governance.

   Average score: 7.6/10

   • Automations reduce manual status emails—document owner roles
   • Billing often needs integrations—verify accounting stack fit
   • Guest billing can surprise—model external user counts early

   See comparisons

   • monday.com vs Asana

   Detailed scores by criterion(expand)

   Criterion	Score
   Client portals	9/10
   Resourcing	8/10
   Time & billing	7/10
   Collaboration	8/10
   Price	6/10

2. #2

   Asana

   Clear task hierarchies and portfolios executives understand—great when delivery is project-centric and clients need read-only sanity.

   Average score: 7.4/10

   • Workload and capacity views mature—still not a full PSA alone
   • Goals and reporting help retainers with milestone drift
   • Time tracking usually pairs with Harvest or similar—plan integration budget

   See comparisons

   • Asana vs Trello
   • ClickUp vs Asana
   • monday.com vs Asana

   Detailed scores by criterion(expand)

   Criterion	Score
   Client portals	8/10
   Resourcing	7/10
   Time & billing	6/10
   Collaboration	9/10
   Price	7/10

3. #3

   ClickUp

   All-in-one ambition with chat, docs, and goals—powerful for agencies that want one login, noisy for minimalists.

   Average score: 7.4/10

   • White-label and guest permissions keep improving—test on real clients
   • Feature density requires admin discipline—archive unused views
   • AI add-ons change pricing—read renewal letters carefully

   See comparisons

   • ClickUp vs Asana
   • Notion vs ClickUp

   Detailed scores by criterion(expand)

   Criterion	Score
   Client portals	8/10
   Resourcing	7/10
   Time & billing	7/10
   Collaboration	8/10
   Price	7/10

4. #4

   Float + Asana

   Dedicated resourcing in Float synced to Asana tasks—best-of-breed combo when staffing is harder than task lists.

   Average score: 7.2/10

   • Two subscriptions to manage—justify with utilization gains
   • Finance still needs invoicing elsewhere unless you integrate further
   • Excellent when bench management and conflicts drive weekly meetings

   See comparisons

   • Asana vs Trello
   • ClickUp vs Asana
   • monday.com vs Asana

   Detailed scores by criterion(expand)

   Criterion	Score
   Client portals	7/10
   Resourcing	9/10
   Time & billing	6/10
   Collaboration	8/10
   Price	6/10

5. #5

   Teamwork

   Agency-shaped PM with client permissions and profitability angles—less hype than Monday, more opinionated about client work.

   Average score: 7.6/10

   • Time and expenses integrate with the same mental model as tasks
   • UI refresh cycles—verify training materials match current UI
   • Good mid-market sweet spot for digital studios

   Detailed scores by criterion(expand)

   Criterion	Score
   Client portals	8/10
   Resourcing	7/10
   Time & billing	8/10
   Collaboration	8/10
   Price	7/10

6. #6

   Productive

   Finance-forward PSA blending CRM, projects, and profitability—interesting when leadership wants margin visibility weekly.

   Average score: 7.8/10

   • Onboarding is heavier—reward is unified agency metrics
   • Not a lightweight task app—commit or suffer
   • Integrations with accounting tools need mapping sessions

   Detailed scores by criterion(expand)

   Criterion	Score
   Client portals	8/10
   Resourcing	8/10
   Time & billing	9/10
   Collaboration	8/10
   Price	6/10

7. #7

   Scoro

   End-to-end business suite for larger agencies—quotes to cash in one system, with implementation timelines measured in quarters.

   Average score: 7.4/10

   • Powerful when you outgrow patchwork CRM plus PM plus invoicing
   • Price and consulting reflect enterprise expectations
   • Mobile experience lags desktop—field teams should pilot early

   Detailed scores by criterion(expand)

   Criterion	Score
   Client portals	8/10
   Resourcing	8/10
   Time & billing	9/10
   Collaboration	7/10
   Price	5/10

8. #8

   Hive

   Flexible workspace with proofing and forms—fits creative teams that want kanban plus approvals without building a Rube Goldberg in spreadsheets.

   Average score: 7.2/10

   • Automation recipes help recurring campaign workflows
   • Enterprise security story improving—validate SSO and audit needs
   • Compare total cost against ClickUp before standardizing

   Detailed scores by criterion(expand)

   Criterion	Score
   Client portals	7/10
   Resourcing	7/10
   Time & billing	7/10
   Collaboration	8/10
   Price	7/10