Best PSA Software for Marketing Agencies

Website: https://www.kantata.com

Best for: larger marketing agencies needing Salesforce-native resource planning, forecasting, and project financials

Starting price: quote only

Free plan: No

Pros: deep resource planning and revenue forecasting; native Salesforce integration for agencies already on that platform

Cons: no published price and no self-serve trial, so buying needs a sales quote and demo; enterprise implementation overhead for small teams

Kantata is built for large professional services firms, and it shows in both scope and buying process. The platform covers resource planning, project financials, forecasting, and revenue recognition For a marketing agency with 50 or more staff and a Salesforce stack, that depth is hard to match with a lighter tool.

The trade-off is access. Kantata publishes no price, offers no free plan, and gives no self-serve trial, so every evaluation starts with a sales conversation and a demo. Small agencies will find the implementation effort heavy, and the platform is aimed at firms with 50 to 5,000 staff. An agency below that size should weigh the lighter tools in this list first.

Website: https://www.accelo.com

Best for: small to midsize service firms needing quote-to-cash CRM, projects, retainers, time tracking, and invoicing in one place

Starting price: quote only

Free plan: Free trial (7 days)

Pros: quote-to-cash flow from CRM to invoice in one system; retainer and project tracking built for service firms

Cons: no published price, so the cost only emerges from a sales quote; 3-user minimum on Core, with higher seat minimums on upper tiers

Accelo covers the whole client journey for a service firm, from the first quote through project delivery, time tracking, retainers, and invoicing. That single flow is the main draw for a marketing agency that currently juggles a CRM, a project tool, and an invoicing tool, since Accelo replaces all three with one record per client. The 7-day trial gives a short window to test the flow, so a team should plan the trial around a real client project.

The main drawback is pricing opacity. The vendor page shows Request Pricing with no figures, Core carries a 3-user minimum, with higher minimums on upper tiers, and onboarding costs are not published. An agency that wants a clear price before committing should ask for a written quote early and compare it against the published prices in this list.

Website: https://www.scoro.com

Best for: growing agencies needing quote-to-cash, resourcing, time, billing, and profitability reporting

Starting price: EUR 15 per user/month (billed annually), about $17

Free plan: Free trial (14 days)

Pros: full quote-to-cash chain with resource planning; strong profitability reporting per client and project

Cons: 5-user minimum on all combinations, with a minimum of 2 core apps; add-ons priced separately, so the full stack costs more than the headline

Scoro is a strong fit for a growing agency that wants one system from estimate to invoice. The entry combination, Time-billing, starts at EUR 15 per user per month billed annually, about $17, and covers time tracking and billing Profitability reporting per client and per project is a real strength, since an agency can see which accounts earn money and which only look busy.

The pricing structure needs care. Every combination carries a 5-user minimum and needs at least two core apps, and add-ons are priced separately, so the headline figure is rarely the final bill. The 14-day trial needs no credit card, Agencies should price the exact combination they need, with the add-ons included, before comparing Scoro against the flat per-user tools here.

Website: https://productive.io

Best for: agencies needing budgeting, profitability, resource planning, time tracking, and invoicing in one system

Starting price: $9 per user/month (billed annually)

Free plan: Free trial (14 days)

Pros: low entry price with budgets and profitability built in; clean resource planning across client work

Cons: 3-seat minimum on every plan; billable time approvals, rate cards, and revenue forecasting are gated to Professional or Ultimate

Productive gives a small agency a genuine PSA starting point at $9 per user per month billed annually for Essential, with Professional at $24 and Ultimate on quote only. Budgets, profitability, resource planning, time tracking, and invoicing sit in one system, so a team can see whether a client account is profitable without exporting data to a spreadsheet.

The limits sit on the higher tiers. Every plan carries a 3-seat minimum, and billable time approvals, rate cards, HubSpot integration, and revenue forecasting are gated to Professional or Ultimate. The 14-day trial needs no credit card. For an agency that mainly needs budgets, time, and invoicing, Essential is good value. Agencies that need approvals and forecasting should budget for Professional from the start rather than discovering the gate mid-project.

Website: https://www.workamajig.com

Best for: creative and marketing agencies needing native CRM, accounting, proofing, project, and financial management in one system

Starting price: $37 per user/month

Free plan: No

Pros: native CRM and accounting inside the PSA, so no sync tool is needed; proofing and creative workflow built for agency work

Cons: 10-user minimum in the published tiering, with Enterprise for 100+ users on quote only; reviewers note a steep learning curve

Workamajig is the most complete system in this list for a creative agency that wants everything in one place. Native CRM, accounting, proofing, project management, and financial reporting sit together, so client data, estimates, time, and invoices share one record without a sync tool. Pricing starts at $37 per user per month for 50 to 99 users, and $41 per user per month for 10 to 19 users

The cost and the learning curve are the real barriers. The published tiering starts at a 10-user minimum, and Enterprise for 100 or more users is quote only, so a small agency cannot buy a handful of seats. Reviewers note a steep learning curve, and there is no free plan and no trial, only a demo. Workamajig fits an established agency that can invest in training and wants one system for the whole business, not a small team looking for a quick start.

Website: https://www.avaza.com

Best for: small marketing agencies and freelancers needing low-cost projects, time, expenses, scheduling, and invoicing

Starting price: $9.96 per month flat (billed annually)

Free plan: Yes

Pros: flat monthly price, not per user, which keeps costs low as the team grows; projects, time, expenses, scheduling, and invoicing in one tool

Cons: extra timesheet, admin, and scheduling users cost $7 each per month; only 1 scheduling user is included on every plan

Avaza is the cheapest PSA in this list for a small agency, because Startup costs $9.96 per month flat billed annually, not per user. That flat fee covers projects, time tracking, expenses, scheduling, and invoicing, and the free plan covers 5 active projects, 1 timesheet user, 1 admin user, 1 scheduling user, 5 invoices per month, and 100 MB of storage. The 14-day trial opens all features with no credit card required.

The catch is the per-user extras. Additional timesheet, admin, and scheduling users cost $7 each per month, and only one scheduling user is included on every plan, so a team with several schedulers will pay more than the headline. Even with those extras, Avaza stays cheap for a small agency, and the flat price makes the monthly bill easy to predict as the team grows.

Website: https://www.functionpoint.com

Best for: ad agencies, design studios, and marketing departments needing agency-specific projects, time, estimates, and billing

Starting price: $53 per user/month

Free plan: No

Pros: built for agency workflows, with estimates, jobs, time, and billing in one place; strong fit for creative teams

Cons: Boutique plan needs 5 to 9 users, and price varies by seat band at $50 to $55 per user/month; Enterprise for 50+ users is quote only

Function Point is a specialist PSA for creative agencies, design studios, and marketing departments. It covers estimates, jobs, time tracking, and billing with agency language throughout, so a creative team does not need to bend a generic project tool into agency shape. The starting price is $53 per user per month, with the Boutique plan aimed at 5 to 9 users and the price varying by seat band between $50 and $55 per user per month.

There is no free plan and no trial, only a demo. Enterprise for 50 or more users is quote only. The per-user price is high next to Productive or Teamwork, but the agency-specific workflow can save time for a creative team that lives in estimates and job bags. A small studio should check the seat band price in writing before committing, since the rate moves with team size.

Website: https://www.psohub.com/en/

Best for: HubSpot-based marketing agencies needing project, resource, time, accounting, and billing inside HubSpot

Starting price: EUR 25 per user/month (billed annually)

Free plan: Free trial (14 days)

Pros: native HubSpot integration, so deals flow into projects without retyping; project, resource, time, and billing in one place

Cons: built to work natively with HubSpot, so value is limited outside HubSpot; advanced forecasting is gated to Professional or Enterprise

PSOhub is the pick for a marketing agency that already runs on HubSpot. It works natively inside HubSpot, so a closed deal flows into a project with tasks, resources, time tracking, and billing attached, and the team does not retype client data between systems. Essentials starts at EUR 25 per user per month billed annually, with Professional at EUR 35 and Enterprise at EUR 45, and the 14-day trial is a fair way to test the HubSpot link.

Outside HubSpot, the value drops sharply Advanced forecasting and other higher features are gated to Professional or Enterprise, so the entry tier is a starting point rather than the full system. An agency on HubSpot that wants projects tied to deals will get the most from PSOhub, while an agency on another CRM should look at Scoro or Productive instead.

Website: https://www.bigtime.net

Best for: marketing and professional services agencies billing time and needing QuickBooks sync, utilization, and profitability reporting

Starting price: $20 per user/month

Free plan: No

Pros: strong time billing with QuickBooks sync; utilization and profitability reporting for client work

Cons: resource allocation, multi-currency invoicing, and project budgeting are gated to Advanced or Premier; a monthly base fee is also reported

BigTime suits agencies that bill time and run their accounts in QuickBooks. Essentials starts at $20 per user per month, with Advanced at $35 and Premier at $45, and the QuickBooks sync keeps invoices and time in step without manual re-entry. Utilization and profitability reporting show which staff and which clients earn their keep, which matters for an agency that sells hours.

The tier gates are the catch. Resource allocation, multi-currency invoicing, custom reporting, and project budgeting are gated to Advanced or Premier, so the usable agency price is well above $20 per user per month, and a monthly base fee is also reported. There is no free plan, and no self-service trial is listed on the current pricing page, only a personalised demo An agency should get the full price, base fee included, in writing before signing.

Website: https://www.teamwork.com

Best for: small to midsize agencies delivering client projects with time tracking, templates, budgets, and retainers

Starting price: $9.99 per user/month (billed annually)

Free plan: Yes

Pros: low entry price with project templates and budgets; time tracking, retainers, and invoicing for client work

Cons: Basics has no timesheets, retainers, invoicing, or workload planning, and those start at Accelerate; 3-user minimum on Basics, 5-user minimum on Accelerate

Teamwork is a practical PSA starting point for a small agency at $9.99 per user per month billed annually for Basics, with Accelerate at $24.99 and Optimize and Enterprise on quote only. Project templates, budgets, and time tracking cover the core of client delivery, and the free plan covers up to five users and five projects, which is enough for a small agency to run real client work before paying.

The gap is that Basics has no timesheets, retainers, invoicing, or workload planning, and those start at Accelerate, so an agency that bills time will need the higher tier. Basics carries a 3-user minimum and Accelerate a 5-user minimum. For an agency that mainly needs project delivery with budgets, Basics is good value, but an agency that bills hours should budget for Accelerate from the start.