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Marketing Planning Software with File Transfer (2026)

Last updated: April 2026

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25 software options

Ravetree logo

Award-winning work management solution

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Ravetree is an all-in-one work management solution for project-driven organizations and teams with tools for managing projects, time, resources, and clients

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Retable logo

Work & data management platform

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Retable is a collaborative online spreadsheet tool that helps businesses manage, track, connect, monitor and automate data efficiently.

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Smartsheet logo

Online work execution platform for businesses of all sizes

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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.

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ProWorkflow logo

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

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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!

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Miro logo

Miro is a visual workspace for innovation

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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.

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monday.com logo

Project management software

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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.

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Screendragon logo

AI-powered Work Management System for Enterprise & Agencies

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Screendragon is an all-in-one AI-powered marketing work management platform built for enterprise marketing and marketing agencies. The platform is the orchestration engine that busy marketing and agency teams need to work at speed while unifying AI, automation, and humans in one ecosystem.

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Asana logo

Project tracking and workflow management platform

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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.

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Wrike logo

AI powered workflow management platform

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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.

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ActiveCollab logo

A productivity and collaboration workspace for teams

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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.

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Filestage logo

For teams to manage their content review process

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

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Collaboard logo

GDPR compliant online whiteboard with self-hosting options

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Swiss online whiteboard software for creative and interactive collaboration to bring your online meetings, and workshops to the next level. The software is GDPR-compliant, and the data is hosted securely in NL and Switzerland. You can also self-host the data on-premises or in your cloud.

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Saleoid logo

Best CRM Software for leads, sales, marketing & billing

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Saleoid is the Best CRM Software for startups, agencies & SMBs an all-in-one platform to generate leads, manage sales, run marketing, and handle billing in one connected system. Starts at $5/month (2-year plan).

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Admation logo

Marketing & ad agency project management tool

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Admation is a collaborative approval workflow tool that incorporates project management, resource management and time tracking tools into one, comprehensive online platform.

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Taskworld logo

Collaborative project management with built-in chat

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Taskworld is a cloud-based project and task management application which combines visual task boards, private & group messaging, project analytics, and more

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HERAW logo

Collaborative platform for content and project management.

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Unleash your creativity with HERAW, our all-in-one solution that helps you simplify the content production process.
With HERAW, you can: share, annotate, review, approve, subtitle all your creative content easily, and manage your teams, tasks and plannings to save time and money.
Do more, with less.

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Bordio logo

Work management platform for organizing projects and tasks

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Bordio redefines team productivity. It's a new work management app with integrated task management, project planning, and real-time collaboration tools. It's an all-in-one solution for organizing daily tasks, scheduling meetings directly, and managing team workloads without switching to other tools.

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SAS Customer Intelligence 360 logo

SAS CI360 reinvents marketing via data-driven decisioning

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Provide all your stakeholders with full visibility into marketing plan objectives and schedules so they can create and approve plans collaboratively and transparently. SAS 360 Plan helps marketing departments operate more efficiently and demonstrate greater accountability.

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Ummense logo

A software tool for managing workflows and teams

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Ummense is a solution for managing workflows and teams, where users can create editable workflows from ready-made templates and centralize all the information in a management dashboard, including tasks, deadlines, team interactions, and more. Available in Portuguese for the Brazilian market.

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Paymo logo

Task Management, Time Tracking, and Accounting for SMBs

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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!

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Wedia logo

You bring your media alive, we make it easier!

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Wedia's digital asset management and marketing resource management suite helps marketers manage, share, reuse and track all their digital assets from a single platform

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Flowzone logo

Beautifully flexible and powerful project management.

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Beautifully simple, powerful and customisable marketing planning.

Perfect for any team in any enterprise, large or small.

Full customisation capabilities.

Manage your projects, jobs, documents, activities, statuses, categories, workflows, timelines…and more

Get a free demo today!

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MMC logo

We love agile marketing and value efficient management

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The Campaign & Budget Planning module of the MMC enables central planning and management of campaigns. It offers detailed briefings and flexible budget control to efficiently manage projects.

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ProjectManager logo

Award-Winning Project Management Software

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

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ClickUp logo

Productivity platform for marketing agencies

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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.

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