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Top Rated Advertising Agency Software with Document management - Page 4

Last updated: July 2026

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91 software options

Advantage logo

All-In-One System for Managing Ad Agencies & Creative Teams

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Purpose-built for advertising agencies, in-house creative teams, public relations firms, and marketing firms of all sizes. Over 850 agencies use Advantage for Accounting, Project Management and Media. We’ve been helping clients maximize productivity, efficiency and profitability for over 40 years.

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COR logo

Management solution for Advertising & Marketing Agencies

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COR is the all-in-one management solution for creative agencies. It automates time tracking to increase business profitability and team efficiency. COR offers features like precise time tracking to accurately predict delivery times, data-driven decisions to identify profitable services and projects, managing team capacity to assign talent efficiently, and detailed operation analysis through quarterly business reviews.

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OpenText HighTail logo

Share Files & Collaborate on Creative Projects with Hightail

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OpenText Hightail helps creative and marketing team streamline creative reviews and approvals on visual content.

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Deltek WorkBook logo

Project & Resource Management for Advertising Agencies

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WorkBook contains key functionalities for the Professional Services Industry and especially targets Advertising, PR, Marketing & Communications, Architects, Consultancies and Engineering companies. It is used by organizations worldwide and helps businesses to monitor the sales pipeline, track time used on tasks, resource planning and capacity usage, billing as well as integrated accounting. You choose what modules to include in your system and you only pay for what you require.

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Synup logo

Agency Operating System

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With Synup, agencies streamline how they offer listings, reputation, social media, and other marketing services, while replacing five or more separate tools they need for managing their agency - like lead-gen, CRM, payments, and more

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Function Point logo

Project Management for Creative Agencies & In-house Teams

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Function Point alleviates the chaotic nature of operating creative agencies, internal marketing teams and professional service firms. Used by over 600 customers across the world, the all-in-one solution helps teams connect each stage of project management.

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Wrike logo

AI-powered work delivery platform

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Wrike is the trusted work delivery platform for agencies, where AI extends what your team can accomplish. Centralize client work, streamline project planning, and accelerate creative execution in one governed environment. Use dashboards and reporting to track profitability and give client updates.

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Podio logo

Cloud-based tool for collaborating on and managing projects

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Podio is a business software that helps teams work together more effectively. It provides a centralized platform for managing projects, tasks, and communication. Podio caters to a range of industries, including accounting, real estate, and marketing agencies, enabling teams to streamline their workflows and boost productivity.
A tool that your team will love to use, that's entirely customizable to suit how you run projects most efficiently.

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TapClicks logo

A Unified Marketing Operations Platform Powered By Your Data

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TapClicks delivers a unified digital marketing services, reporting, and analytics platform built for marketing agencies, media agencies, and enterprises

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Kantata logo

Always Deliver Amazing

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Kantata PSA puts an end to unpredictable projects so professional services teams always deliver amazing.

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Workamajig logo

Project & workflow management for the creative industry

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Workamajig is a collaborative project & workflow management software for in-house creative / design teams & agencies in marketing, advertising, & more.

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Admation logo

Marketing approval workflow and project management software.

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Simple Admation manages agency creative projects from client brief to final approved asset — structured brief templates, task scheduling, resource management, online proofing, multi-level client approval routing and tamper-proof compliance audit trail in one platform. No email chains.

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Adsignor logo
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Operating system for ad networks managing multiple locations

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Unified platform for ad networks managing screens across multiple locations. Inventory management, AI-assisted proposals, conflict-free bookings, invoicing, CRM, and 16 analytical reports. 14-day free trial, no credit card.

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TrafficLIVE logo
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Cloud-based advertising agency tool for project managers.

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TrafficLIVE is a cloud-based project management solution, which helps small to large advertising agencies handle client quotes, invoicing, staff databases, timesheets, budget estimates, forecasting, and more. The platform offers various features such as resource scheduling, project tracking, work planners, billing, reporting, expense monitoring, and notifications/alerts. TrafficLIVE also facilitates third-party integration with various applications such as Sage, MailChimp, and Deltek Maconomy.

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Advvy logo
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Helping media agencies and brands work better together

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Advvy fuses global media planning and project management to help media agencies and global brands work better together.

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AnyHow logo
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Cloud-based business management solution

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Cloud-based business management solution that helps freelancers, solo entrepreneurs, and businesses manage project communications, invoicing, reporting, and other operations.

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