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Tools to manage agency workflows

The problem, in plain words: “I'm drowning in spreadsheets and tasks keep falling through the cracks across my agency.”

Orsane fits best, with 5 more that fit too.

You need a shared system to coordinate agency work and prevent tasks from getting lost across spreadsheets.

Updated September 2026.

What fits

Orsane logo
Orsanestrong · 94

Built specifically for agencies managing multiple clients, Orsane brings project and task tracking together with a collaborative, client-aware approach.

Best for: Agencies coordinating tasks across multiple client projects.

Caveat: An account is required before use.

Same approach: Orbit Studios 91 · WorkLenz 88 · Agency Handy 85 · Agency Soft 82 · Asana: Work Management 79

Partly fits

Task Trackpartial · 59

It directly replaces spreadsheet-based workflows with centralized task and workflow management, including for recurring, deadline-driven work.

Won’t cover: It is aimed at operational teams and project managers rather than specifically at agencies coordinating client projects.

Squad Centralpartial · 57

It helps software agencies allocate tasks and monitor workloads, which can address scattered workflows and coordination needs.

Won’t cover: Its focus is resource allocation and workload monitoring, rather than broad task tracking across agency work.

Trellopartial · 56

Trello organizes to-dos and responsibilities and is used by teams to improve organization and communication.

Won’t cover: It is a general team organizer rather than a system specifically designed around agency client projects.

Cowork Taskspartial · 56

It aims to keep a task board current by collecting work from communication and issue-tracking sources, addressing tasks scattered across tools.

Won’t cover: It is aimed at people managing work across communication tools, including Claude Cowork users, rather than specifically at agency project management.

Questions

What's the best tool to manage agency workflows?

Orsane is the strongest match — Built specifically for agencies managing multiple clients, Orsane brings project and task tracking together with a collaborative, client-aware approach. One caveat: an account is required before use.

Is there a tool that fully solves this?

6 products match this closely.

What won't these tools cover?

It is aimed at operational teams and project managers rather than specifically at agencies coordinating client projects. · Its focus is resource allocation and workload monitoring, rather than broad task tracking across agency work. · It is a general team organizer rather than a system specifically designed around agency client projects. · It is aimed at people managing work across communication tools, including Claude Cowork users, rather than specifically at agency project management.

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