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Top Rated Marketing Planning Software with Customizable Templates in 2026

Verified reviewer profile picture
Verified reviewer profile picture

All user reviews are verified by in-house moderators and provider data by our software research team.  Learn more

Last updated: March 2026

Customizable templates streamline project setup by allowing users to create and modify templates tailored to specific needs. They save time, ensure consistency with company policies, support various business activities, and assist new or less experienced users. Our reviewers in marketing planning software rated this feature as highly important.

3 Best Marketing Planning Software with Customizable Templates

  • Asana - Highest rated for customizable templates
  • Trello
  • ClickUp

See other top Marketing Planning products with customizable templates

How we picked the 3 top rated products

We chose the high-performing solutions on this list based on verified user ratings on our site. Depending on available data, qualifying products either had to be among the most user-reviewed or the most searched-for products in the marketing planning software category. They also needed to have sufficient reviews about customizable templates, have a minimum user rating of 3 out of 5 for that feature, and show evidence of U.S. market presence. We then added a distinction for the product with the highest rating for customizable templates based on our proprietary ratings and reviews. Sponsorship or client status has no influence on the selection of these products, but it may impact the order in which products appear.

Details for the 3 best products

Asana logo

Asana

4.5
(13.5K)
visit website

User insights about the customizable templates feature

Users report that Asana's customizable templates are highly valuable for adapting to various project needs. They appreciate the ability to edit templates to fit specific tasks and the ease of setting up and altering templates. Reviewers find that customizable templates save time, improve workflows, and ensure consistency across projects. They highlight the visual layout and user interface as beneficial for organizing tasks. However, some users mention limited use of this feature and desire more flexibility in customization.
“You can create custom templates for your most common projects, including tasks and small tasks, responsible parties, deadlines, custom fields and dependencies. Customize the templates to suit the specific needs of each project.”
HP

Hector P.

System Engineer

“It is really helpful to be able to create standardised templates for various users to copy and create their own projects. This allows for a uniform approach to projects making it easier to understand each project easily. ”
VS

Vaughn S.

Operations Support Administrator

Marketing Planning key features coverage

Asana offers 6 out of the 6 key features for Marketing Planning software identified by reviewers:

Task Management4.7
Task Progress Tracking4.6
Marketing Calendar4.9
Project Management4.7
Task Scheduling4.6
Collaboration Tools4.6

Pros and cons based on 13,543 verified reviews

59% of users rated Asana 5 out of 5 stars, while 2% gave it 1 or 2 stars. To determine these pros and cons insights we analyzed 13,543 reviews and identified the topics where users expressed positive and negative sentiment.

Pros:

Comprehensive project tracking

Enhanced team collaboration

Efficient task organization

Effective employee management

Cons:

Overwhelming email notifications

High premium costs

Complex user experience

See pros and cons details

Pricing

Starting price:$10.99 per user/per month|Free version:Available|Free trial:Available

Prices may vary depending on the number of users and features.

Trello logo
4.5
(23.4K)

User insights about the customizable templates feature

Reviewers appreciate Trello's customizable templates for their flexibility and ease of use. They find that these templates help streamline project setup and maintain consistency across tasks. Users enjoy the variety of templates available and the ability to personalize boards with colors, backgrounds, and labels. They report that customizable templates save time and enhance creativity. However, some users find the customization process somewhat cumbersome and note that the templates could be more intuitive.
“Started making custom card templates recently and it's helped us a lot to ensure each project card has the same format followed each time. Checklists and who is assigned to them are the same and keeps our workflow consistent.”
KW

Kayla W.

Marketing Manager

“Trello makes task management easy by allowing users to create personalized templates with customized options to arrange the cards/tasks the way you want and assign them to different team members. ”
CL

Catherine L.

Administrative & Projects Officer

Marketing Planning key features coverage

Trello offers 6 out of the 6 key features for Marketing Planning software identified by reviewers:

Task Management4.6
Task Progress Tracking4.6
Marketing Calendar3.8
Project Management4.6
Task Scheduling4.6
Collaboration Tools4.5

Pros and cons based on 23,483 verified reviews

62% of users rated Trello 5 out of 5 stars, while 1% gave it 1 or 2 stars. To determine these pros and cons insights we analyzed 23,483 reviews and identified the topics where users expressed positive and negative sentiment.

Pros:

Flexible task organization

Effective team collaboration

Intuitive drag-and-drop interface

Comprehensive track management

Cons:

Inadequate notification system

Pricing concerns and limitations

Limited file management

See pros and cons details

Pricing

Starting price:$5 per user/per month|Free version:Available|Free trial:Available

Prices may vary depending on the number of users and features.

ClickUp logo
4.6
(4.5K)

User insights about the customizable templates feature

Reviewers indicate that ClickUp's customizable templates improve productivity, consistency, and efficiency. They find the ability to modify and create templates from scratch valuable for tailoring workflows to specific needs. Users appreciate the extensive customization options, including themes and fields, which enhance the user experience. They report that customizable templates streamline repetitive processes and save time. However, some users mention limitations in automation and the need for extra payment for certain customizable items.
“With ClickUp, you can choose from a variety of templates or create your own to match your team's specific needs. You can also customize the fields, colors, and labels to make your workflows and organization as efficient as possible. ”
Verified reviewer profile picture

shaibu p.

The Best Way To Manage Your Projects: A Comprehensive Review Of ClickUp.

“Customizable templates in ClickUp allow teams to streamline repetitive processes and save time. This feature ensures consistency across tasks and projects while enabling users to tailor workflows to specific needs.”
DS

Dolendra S.

Developer

Marketing Planning key features coverage

ClickUp offers 6 out of the 6 key features for Marketing Planning software identified by reviewers:

Task Management4.6
Task Progress Tracking4.5
Marketing Calendar4.7
Project Management4.6
Task Scheduling4.6
Collaboration Tools4.5

Pros and cons based on 4,558 verified reviews

69% of users rated ClickUp 5 out of 5 stars, while 1% gave it 1 or 2 stars. To determine these pros and cons insights we analyzed 4,558 reviews and identified the topics where users expressed positive and negative sentiment.

Pros:

Enhanced team collaboration

Boosted productivity

Comprehensive project management

High customization and flexibility

Continuous improvements

Cons:

Slow performance speed

Inconsistent bug fixes

Complex navigation

Limited mobile support

Overwhelming email notifications

See pros and cons details

Pricing

Starting price:$10 per user/per month|Free version:Available|Free trial:Not available

Prices may vary depending on the number of users and features.

Other Top Rated Marketing Planning Software with Customizable Templates in 2026

Marmind logo

Marmind

Marketing Resource Management for the enterprise

visit website
Marmind is the top Marketing Planning software for enterprises, enabling global teams to achieve transparency in their plans, budgets, and performance. Brands like Mercedes-Benz, Lufthansa Group, and Springer Nature trust Marmind to streamline planning, optimize resources, and drive campaign success

Read more about Marmind

Users also considered
Confluence logo

Confluence

Remote team collaboration and knowledge workspace

visit website
Confluence is a remote-friendly workspace offering a centralized platform for documentation, collaboration, and knowledge sharing. Its AI-based tools via Rovo assist teams in drafting, brainstorming, and turning ideas into plans. Confluence supports live docs, whiteboards, databases, and templates to meet diverse needs while integrating seamlessly with Atlassian products and third-party tools.

Read more about Confluence

Users also considered
Trello logo
Category Leaders

Visual collaboration tool for shared project perspectives

Trello is a project management tool that helps teams organize and manage their tasks. It caters to a range of industries and teams, from marketing to engineering. Trello's simple and intuitive interface makes it easy for any team to get started and stay on top of their work.

Read more about Trello

Users also considered
Asana logo
Category Leaders

Project tracking and workflow management platform

Asana is a marketing planning platform that connects all your work in one place and bring teams together, anywhere. Use AI-powered features to manage tasks, track progress, and adapt quickly to changing priorities. Join millions of users across 200+ countries using Asana to get more done.

Read more about Asana

Users also considered
monday.com logo
Category Leaders

Project management software

monday.com, Marketing Planning software, helps teams plan, schedule, and execute marketing strategies that deliver results.The platform contains powerful features including, progress and time tracking, automated notifications, customizable workflows, dashboards, timeline views and integrations.

Read more about monday.com

Users also considered
ClickUp logo
Category Leaders

Productivity platform for marketing agencies

ClickUp is a productivity platform that helps businesses combine project management tools, AI capabilities, and collaboration features in a unified workspace. The system can integrate tasks, documents, goals, and chat functionality while offering AI-based agents that automate workflows and answer questions. ClickUp serves teams across various departments with enterprise-grade security certifications including SOC 2 Type II, ISO 27001, GDPR, and HIPAA compliance.

Read more about ClickUp

Users also considered
Smartsheet logo
Category Leaders

Online work execution platform for businesses of all sizes

Smartsheet, an online work execution platform, empowers organizations to plan, track, automate, and report on work. Over 80,000 brands rely on Smartsheet for project and work management because of its easy-to-use interface, real-time gantt charts and dashboards, and work automation features.

Read more about Smartsheet

Users also considered
Airtable logo

AI-Powered, No-Code App Building Platform

Airtable is the AI-powered app platform that unifies data, maximizes collaboration, and powers smarter workflows — no code required.

Read more about Airtable

Users also considered
Miro logo
Category Leaders

Miro is a visual workspace for innovation

Miro is the #1 collaborative whiteboard platform for teams of any size, trusted by over 100M users worldwide. Plan, track and organize your marketing workflow in one place! Easily collaborate, ideate and invite your team to centralize communication and keep all stakeholders on the same page.

Read more about Miro

Users also considered
Wrike logo
Category Leaders

AI powered workflow management platform

Execute your most seamless campaign yet with Wrike's trusted marketing planning. Streamline your intake with custom request forms, collaborate in real-time, plan projects, share results, and shorten feedback loops with built-in proofing tools.

Read more about Wrike

Users also considered
GanttPRO logo
Category Leaders

Online Gantt chart software for project management

Award-winning project management software for marketing teams based on a Gantt chart and used by 800K+ customers worldwide.

Read more about GanttPRO

Users also considered
Paymo logo
Category Leaders

Task Management, Time Tracking, and Accounting for SMBs

Work and project management software for small teams of up to 20 people. Paymo offers time tracking, task management, resource scheduling, invoicing, and online payments. Try it for free!

Read more about Paymo

Users also considered
Teamwork.com logo
Category Leaders

Profit from every client demand.

Combining powerful project management and easily streamlined operations - we’re the only platform built for managing client projects, profitably.

Read more about Teamwork.com

Users also considered
Bitrix24 logo
Category Leaders

All in one business management workspace

Bitrix24 is a free cloud and open source collaboration platform providing CRM, document management, tasking, time management, and project management tools. Over 12 million companies rely on Bitrix24 in 186 countries.

Read more about Bitrix24

Users also considered
ActiveCollab logo

A productivity and collaboration workspace for teams

ActiveCollab is a project management software for creative professionals. It incorporates task management, collaboration, time tracking & invoicing features into a powerful tool - the only tool you'll ever need to grow your agency.

Read more about ActiveCollab

Users also considered
Workzone logo
Category Leaders

Stay Organized. Meet Deadlines. Collaborate Better.

Project management software for Marketing, Operations, and IT Teams. Unlimited human support & training. Flat-fee, no add-ons, pay one for core users (not every login). Plans start at $8 per user per month.

Read more about Workzone

Users also considered
ProWorkflow logo

Your go to platform for projects, task, and time management.

Use ProWorkflow to track your tasks, billable hours and client communications, to create quotes and invoices, share files, manage client projects and more. Signup for a free trial today!

Read more about ProWorkflow

Users also considered
FunctionFox logo

Timesheets & Project Management Software

FunctionFox is an online project management and timesheet software designed for creative companies, such as advertising, graphic design, marketing, public relations, and multimedia firms. Users can monitor multiple jobs, assign tasks, manage remote workers, and keep projects on track and on budget.

Read more about FunctionFox

Users also considered
GoodDay logo
Category Leaders

Cloud-based work management platform for firms of all sizes

GoodDay is a cloud-based work management platform designed to help businesses of all sizes manage project planning, product management, task organization, progress tracking and collaboration. The platform includes an interactive dashboard that enables users to view, plan, schedule and execute tasks.

Read more about GoodDay

Users also considered
Productboard logo

Customer-driven product management system

Productboard is a customer-driven product management system that empowers teams to get the right products to market, faster.

Read more about Productboard

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ProjectManager logo

Award-Winning Project Management Software

ProjectManager is an award-winning project and work management software solution designed to empower teams and improve collaboration.

Read more about ProjectManager

Users also considered
Filestage logo

For teams to manage their content review process

Online proofing software for every stage of the creative review process. Share assets, collect feedback, compare versions, and track approvals in one place.

Read more about Filestage

Users also considered
Productive logo

Project lifecycle management for agencies and consultancies

Productive is an end-to-end agency management tool that gives you a birds-eye view of your agency business.

Read more about Productive

Users also considered
Stackby logo

Spreadsheets, Databases and No code APIs - one platform.

Stackby is a collaborative workspace that brings ease of use of spreadsheets, functionality of databases and access to popular services via no-code API connectors - to create, organize and automate anything.

Read more about Stackby

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CoSchedule Marketing Suite logo

The only software to organize your marketing in one place.

CoSchedule's Marketing Suite is a family of agile marketing products that helps you coordinate your process, projects, and teams.

Read more about CoSchedule Marketing Suite

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Key features for Marketing Planning software

Based on GetApp's analysis of verified user reviews collected between July 2021 and August 2024.

  • Task Management: Users appreciate the ability to create, assign, and track tasks effectively, ensuring team collaboration and progress visibility. 97% of reviewers rated this feature as important or highly important.
  • Task Progress Tracking: Reviewers value the ability to monitor task status and updates, enhancing project transparency and keeping teams aligned. 93% of reviewers rated this feature as important or highly important.
  • Marketing Calendar: Users find the visual layout helpful for scheduling and coordinating marketing activities, ensuring team alignment and timely execution. 92% of reviewers rated this feature as important or highly important.
  • Project Management: Reviewers highlight organizational and tracking capabilities, facilitating task delegation, workflow management, and clear communication. 92% of reviewers rated this feature as important or highly important.
  • Task Scheduling: Users benefit from setting start and end dates, managing repetitive tasks, and visualizing timelines to prioritize work and meet deadlines. 92% of reviewers rated this feature as important or highly important.
  • Collaboration Tools: Reviewers emphasize the importance of real-time collaboration, shared task updates, and integrated communication for team efficiency. 88% of reviewers rated this feature as important or highly important.