When it comes to managing a marketing or creative agency, having the right tools is essential for keeping everything organized and running smoothly. In this blog, we will explore how Cubicl can serve as a highly customizable project management software for agencies. While Cubicl is not specifically designed for agency project management, it can easily be adapted to meet the unique needs of these teams. From managing clients and resources to creating workflows and integrating with other applications, we’ll show you how Cubicl Project Management Tool can help streamline your agency's operations and boost efficiency.
Agency Management: Creative and Marketing Agencies
Agency Management for Creative and Marketing Agencies involves overseeing various aspects of agency operations, including client relationships, project management, resource allocation, and team collaboration. For creative and marketing agencies, managing multiple client campaigns, creative workflows, and deadlines can be complex and time-consuming. Effective agency management software streamlines these processes by centralizing client communication, automating repetitive tasks, and providing real-time project tracking. This ensures that teams can deliver high-quality work on time while maintaining strong client relationships, enhancing overall agency efficiency and growth.
- Work Management: Organize tasks, track deadlines, and ensure timely delivery to improve visibility, reduce missed deadlines, and boost client satisfaction. Benefits: Increased productivity for employees, smoother coordination for project managers, higher profitability for owners.
- Resource Management: Allocate the right people, tools, and materials efficiently to avoid overburdening and maintain balanced workloads. Benefits: Prevent burnout for employees, help managers meet goals on time, maximize resources for owners’ profitability.
- Financial Management: Manage budgets and resource allocation to prevent cost overruns and maintain profitability. Benefits: Clearer budgeting for project managers, stable work environment for employees, smoother cash flow and better decision-making for owners.
- Team Management: Foster collaboration, communication, and productivity within teams. Benefits: Clear guidance for employees, effective delegation for project managers, improved outcomes and motivated workforce for owners.
- Client Management: Maintain strong relationships by managing expectations and communication. Benefits: Fewer misunderstandings for project managers, clearer feedback for employees, higher retention and referrals for owners.
- File Management: Organize and store project files in a centralized system for easy access. Benefits: Time saved for employees, better tracking for project managers, improved operational efficiency for owners.
The easiest way to manage all these aspects is with Cubicl, Project Management Software for Agencies. Discover how Cubicl can be fully customized to meet your agency's unique needs and streamline workflows.
Agency Project Management Software: Cubicl
Although Cubicl wasn't originally designed as an Agency Project Management Software, it is a cloud-based task management solution that is incredibly easy to learn and use, perfectly tailored to meet the needs of marketing and creative agencies.
- Accessible via both web and mobile applications, Cubicl allows you to work seamlessly whether you're in the office, working remotely, or on-site.
- No need for email or phone calls for team communication—Cubicl includes a built-in messaging feature for both individual and team correspondence.
- Create custom workspaces for departments, clients, or projects, each with its own set of Tasks, Files, Calendar, Gantt Chart, Timeline, and Reports pages.
- Download reports to track project performance, employee success, time management, and more.
- Task management is a breeze—assign multiple team members to tasks, set task recurrence, share files, and break down tasks into sub-steps or sub-tasks.
- Keep track of client information, convert incoming emails into tasks, and receive support requests via the client portal, with an option to assign a dedicated client manager.
- Provide your clients with a personalized Client Portal branded to your agency. Plus, your clients can access the portal through the mobile app for added convenience.
With its endless features, best agency project software alternative Cubicl offers a 14-day free trial so you can explore everything it has to offer and see how it can transform your agency’s workflow.
Customize Cubicl Project Management Software for Agencies
We've explored features of Cubicl Task and Collaboration Tool, now let’s see how you can tailor the Cubicl Task Management Tool to fit the unique needs of your marketing and creative agency.
Workspaces in Project Management Software for Agencies
Managing a marketing or creative agency like CreativeWorks Agency involves juggling multiple clients, teams, and campaigns simultaneously. Without a structured system, tracking progress across different projects can become chaotic.
That’s where Cubicl’s project-based organization helps. By creating separate workspaces, agencies can streamline workflows and ensure clear visibility over tasks, deadlines, and deliverables.
Tailor Cubicl to Your Agency’s Needs
Cubicl Software, designed to create hierarchical workspaces, helps teams group tasks based on teams, departments, client projects, etc.
- Departments – Creative Team, Marketing, Strategy, Development, Client Services
- Teams – Graphic Design, Copywriting, Social Media, SEO, Web Development
- Client Projects – Each client gets a dedicated workspace to track branding, campaigns, and content
- Campaigns – Manage specific projects like rebranding, social media strategy, or ad campaigns
By organizing teams and project planning with Cubicl, you enhance collaboration, improve task tracking, and ensure projects stay on schedule.
Customized Tasks in Project Management Software for Agencies
While Cubicl is not specifically designed for agency project management, it can easily be customized to meet the unique needs of marketing and creative agencies. With its flexible setup, Cubicl allows you to adapt your workflow to the language and processes that your team is familiar with.
Cubicl’s task management is organized through a Kanban view, which lets you track the progress of tasks across various stages. By default, these stages are Pending, Active, Completed, and Suspended, but you can easily rename and tailor these stages to fit your agency’s project structure. For instance, in a marketing campaign, you might want stages like Content Creation, Approval Process, Campaign Launch, and Post-Launch Review.
Each task card within Cubicl includes essential fields such as title, description, assigned team member, and attached files. However, you can go a step further and add custom fields to better reflect your agency's needs. You could incorporate fields like Budget Allocation, Campaign Channels, Client Feedback, and Performance Metrics to ensure that all the necessary information for each task is available at a glance. This adaptability gives you the flexibility to manage your marketing campaigns just like you would with a specialized marketing project management tool.
With Cubicl’s customizability, marketing agencies can streamline their operations, gain full visibility over ongoing projects, and ensure that nothing slips through the cracks. Whether it's managing client campaigns, social media content, or promotional activities, Cubicl's flexible task and project management features can be tailored to help agencies stay organized and efficient.
Client Management in Project Management Software for Agencies
For marketing agencies, managing client projects and maintaining clear communication is essential to success. With Cubicl, you can streamline your workflow, improve team collaboration, and ensure your clients are always in the loop.
Let’s say you're working at a digital marketing agency, and one of your clients is BrightTech Solutions. Your agency regularly handles their social media campaigns, content creation, and SEO services. With Cubicl, you can centralize all these tasks into one platform and easily track their progress.
Set Up a Client Profile
To begin managing tasks related to BrightTech Solutions, you can create a client profile within Cubicl. Here’s how you do it:
- Navigate to the Client Page and add BrightTech Solutions as a new client.
- Fill in all essential details such as contact info, project goals, and preferences.
- Assign yourself or a team member as the account manager for better oversight.
Organize Your Projects
Once your client profile is set up, you can link it to specific projects. This keeps everything in one place, making it easier to stay on top of deadlines and deliverables.
Go to the project’s settings page in Cubicl, project management software for agencies, and add BrightTech Solutions to the project under the Project Details section.
As you create tasks for the project, each one will automatically be associated with BrightTech Solutions. However, the client won't see everything by default—you have full control over which tasks and information are visible to them.
Plan and Track Tasks Efficiently
Suppose you’re running a monthly social media ad campaign for BrightTech Solutions. You’ll need to create a recurring task to manage the campaign’s timeline and key deliverables, such as ad copy approval and final reporting.
- Set the task to recur on a monthly basis.
- Include due dates for key milestones like the ad copy review and final approval.
This ensures that the task will automatically reappear on your dashboard every month, helping your team stay on track with campaign timelines.
If it's a one-time campaign, you can easily create a one-off task to handle those specific deadlines, giving you the flexibility to manage both recurring and unique projects.
Share Task Updates with Your Client
Once you've finalized the campaign details and are ready to share the progress with your client, Cubicl makes it easy. Click the “Actions” button on the task and select “Share with Client.”
Your client, BrightTech Solutions, will receive an email notification, prompting them to sign up for the client portal.
After they sign up, they’ll be able to access the specific task content that you’ve made visible to them. Whether it’s ad copy for approval or campaign results, your client can view the progress, leave feedback, and approve or request changes directly from the portal.
Keep Communication Transparent
With this process, every step of your campaign is documented. This eliminates any misunderstandings—whether it’s about deadlines, approval delays, or miscommunication. All interactions are stored in one place, making your client experience smoother and more professional.
Cubicl Project Management Software ensures that you and your clients are always on the same page. With real-time updates and easy communication, you can focus on delivering exceptional marketing services while maintaining clear, transparent relationships with your clients.
Client Portal in Project Management Software for Agencies
As a marketing agency, client communication and task management are key to maintaining strong relationships and delivering high-quality services. The Client Portal within Cubicl helps you manage these aspects effectively. Here's a breakdown of what your clients can access and how it simplifies your agency's workflow.
What Can Your Clients See in the Client Portal?
Through the client portal, your clients will have seamless access to:
- Notifications: Keep clients informed with automatic updates about the progress of their campaigns, content, or projects.
- Support Requests: Clients can easily submit inquiries, questions, or concerns related to ongoing projects.
- Task Updates: Share tasks with your clients, allowing them to track the progress and see when milestones are achieved.
- Files: Share important marketing materials, drafts, reports, or final documents securely through the portal.
- Campaign Metrics: Provide your clients with key performance data, such as traffic reports, conversion rates, or social media performance.
This centralized platform ensures that your clients are always up-to-date with their project progress, removing any confusion about deliverables or timelines. For a detailed look at how everything works, you can refer to the Client Portal page in Cubicl.
Collecting Support Requests from Clients
Cubicl’s Client Portal makes handling client queries straightforward. For example, let’s say BrightTech Solutions, one of your clients, reaches out with questions about the performance of their recent ad campaign. Instead of juggling emails or messages, they can create a support request directly within Cubicl. Here’s how it works:
- When BrightTech Solutions submits their question, a support request will automatically be created and assigned to the designated account manager.
- Your team can then investigate, respond, and resolve the inquiry through the system. Once resolved, you can close the request and notify the client with all relevant details.
This system ensures no request goes unnoticed and keeps all communication transparent and tracked.
Handling Inquiries from Potential Clients
Cubicl isn’t just for existing clients. You can also collect inquiries from potential clients looking to work with your agency. For example, if GreenTech Digital contacts you to ask about your SEO services, you can easily collect this request as a new task in Cubicl.
By using the Support Request link, which can be added to your agency’s website, you can efficiently handle and categorize different types of inquiries. Each new request is automatically organized and tracked, allowing you to respond in a timely and professional manner.
This approach ensures that no potential lead falls through the cracks and allows your team to handle inquiries in an organized and structured way, improving the chances of converting leads into clients.
By centralizing all client interactions—whether ongoing projects, support requests, or new inquiries—Cubicl makes managing your agency’s operations smoother, more efficient, and more professional.
Integration with You Favorite Apps
Creative agencies typically rely on multiple software tools to manage different aspects of their operations. For example, they may use Mailchimp or Sendinblue for email marketing campaigns, Hootsuite or Buffer for social media management and scheduling, and Google Analytics or HubSpot for tracking marketing performance. The challenge comes when the data generated by these tools needs to be synchronized with your tak management tool, like Cubicl. This often requires integration or the creation of workflows to ensure smooth data transfer across platforms.
To address this, Cubicl, Project Management Software for Agencies, provides access to Monkedo, a powerful infrastructure designed for automation and integration. Whether you need to connect various apps to Cubicl or create workflows between different tools , Monkedo makes the process easy and efficient.
Monkedo is an advanced, no-code automation software that empowers users to create workflows effortlessly without writing any code. With its intuitive drag-and-drop interface, Monkedo allows you to automate your personal and business processes seamlessly. Plus, Monkedo integrates with over 400 applications offering a wide range of possibilities for streamlining your workflows and improving efficiency.
As a Cubicl user, Monkedo credits are automatically allocated to your account each month based on your subscription plan. These credits can be used to unlock the full potential of your workflows, enabling you to develop, optimize, and fine-tune your integrations. By using Monkedo, you’ll be able to save both time and money while making your processes more efficient.
- Starter Plan → 100 Monkedo Credits per Cubicl user
- Professional Plan → 200 Monkedo Credits per Cubicl user
- Enterprise Plan → 300 Monkedo Credits per Cubicl user
Unlock the power of automation and integration with Monkedo, and take your agency's workflow to the next level while seamlessly connecting all your tools with Cubicl!
Try Best Project Management System
Are you satisfied with the features we've outlined in Cubicl and how they can help your agency manage projects more efficiently? If you're looking for even more functionality or have additional feature requests, feel free to share them with our team at support@cubicl.io. Don't forget to take advantage of our 14-day free trial and see firsthand how Cubicl, project management software for agencies, can transform the way your agency works. Start your free trial today!