best project management software for agencieshonest comparison

The best project management software for agencies, compared.

Project management is where most agencies' internal stack starts - and where the gap between 'internal tool' and 'client-facing tool' is most visible. The big four (ClickUp, Asana, Monday, Notion) are excellent at the team's internal workflow and weak as a client-facing layer. Here's a fair look at each.

our criteria

How we picked

Each tool below is judged against the same four lenses. Pricing is the headline plan as of 2026 - always check the vendor for the current rate.

  • Genuinely suits agency workflows (briefs, sign-off, client review)
  • Honest pricing - watch for per-seat creep at scale
  • Either great for internal teams or great client-facing - clearly stated
  • Real integrations with the rest of an agency stack
1.

ClickUp

Best for: Agencies that want the feature shelf and have someone to configure it

Pricing: Free tier; paid from $7/user/month

strengths
  • Enormous feature set - covers nearly everything
  • Strong free tier for getting started
  • Highly customisable
trade-offs
  • Setup is a real project - takes weeks to land
  • Client-facing experience is generic
  • Per-user pricing climbs with the team

See the full Forge vs ClickUp comparison →

2.

Asana

Best for: Agencies that prefer a flexible, well-designed PM workspace

Pricing: Free tier; paid from $10.99/user/month

strengths
  • Clean, polished UI
  • Solid feature depth without being overwhelming
  • Strong workflow automation on paid tiers
trade-offs
  • Not built to be client-facing
  • Per-user pricing on paid tiers
  • Premium features locked behind higher plans

See the full Forge vs Asana comparison →

3.

Monday.com

Best for: Agencies that want a visual, colourful PM tool with strong automations

Pricing: From $9/user/month, 3-seat minimum

strengths
  • Very visual and easy to grok
  • Strong automations and integrations
  • Boards are flexible across use cases
trade-offs
  • Per-seat pricing climbs fast as the team grows
  • Client-facing sharing is limited
  • Some features locked behind annual commitments

See the full Forge vs Monday.com comparison →

4.

Notion

Best for: Agencies that want PM + docs + wiki in one and accept the trade-offs

Pricing: Free tier; paid from $10/user/month

strengths
  • PM + docs + wiki in one place
  • Very flexible - design every page yourself
  • Strong for internal knowledge
trade-offs
  • Not designed to be client-facing
  • Permissions model can leak workspace structure
  • Branding is Notion's

See the full Forge vs Notion comparison →

5.

Trello

Best for: Small agencies that want simple Kanban without the feature shelf

Pricing: Free tier; paid from $5/user/month

strengths
  • Genuinely simple - low setup time
  • Strong free tier
  • Familiar to most teams already
trade-offs
  • Limited reporting for owners
  • Per-user pricing on paid tiers
  • Power-Ups needed to fill feature gaps
where forge fits

And where Forge fits in this list.

Forge isn't a replacement for your internal PM tool - it's the client-facing layer on top. Keep your team in Trello, ClickUp, Asana, Monday or Notion (or any combination), and Forge builds a separately-branded portal and status page per client that reads from the source. Your team's workflow doesn't change; your clients see something polished, branded and shaped to their work. If you've got internal PM working but the client-facing experience is generic, that's the specific gap Forge fills.

questions

Common questions

What's the best PM tool for a small agency?

ClickUp for the feature shelf, Asana for a polished workspace, Monday for a visual board, Notion if you want PM and docs in one, Trello for the simplest possible Kanban. All five are great internally and generic as a client-facing layer.

Can I use a PM tool as my client portal?

You can share boards or views, but it's a compromise - branding is the tool's, the permission model often leaks workspace structure, and clients see a project-management interface rather than something shaped to them. Most agencies pair an internal PM tool with a separate, branded client-facing layer once they grow past a few clients.

Should I switch PM tools?

Usually no. Tool switching is expensive in lost time and team buy-in. Unless your current PM tool is actively painful, the higher-leverage move is usually to add the missing client-facing layer rather than replace the internal workflow.

How much should I spend on PM software?

$5-15/user/month is the common range. For a 10-person agency that's $50-150/month - reasonable. Watch the per-seat climb as you grow, and watch for features (automations, reporting) locked into higher tiers.

go deeper

Related on Forge

design. build. iterate.

Done comparing? Build something.

Pick a tool, answer a few plain questions, and we build it. Live in minutes.