Tools to manage agency workflows

Built specifically for agencies to keep projects and client-aware tasks aligned, Orsane’s primary purpose is to replace cluttered spreadsheet processes with quiet, shared task management across clients.

Best for: Agencies that need a single, client-aware task tracker focused on clarity and reduced noise.

Caveat: An account is required before you can use it.

An open-source, all-in-one project management tool pitched at agencies and teams to centralize tasks and workflows, directly addressing spreadsheet-based chaos and disconnected tools.

Best for: Agencies that prefer an open-source, self-hostable or highly customizable project management core.

Caveat: An account is required before you can use it.

Positioned to replace spreadsheet-based workflows with centralized workflow automation and workload visibility, its core purpose matches an agency wanting reliable assignment, recurring-task structure, and fewer dropped items.

Best for: Operations-heavy teams and agencies that need recurring-task automation and centralized workload visibility.

Caveat: An account is required before you can use it.

An all-in-one agency management and client-portal platform that centralizes onboarding, projects, task management, and billing, so teams and clients see a single source of truth rather than scattered spreadsheets.

Best for: Service agencies wanting a branded hub that combines client access with internal task and project workflows.

A broad, team-focused board-and-card task system whose primary purpose is organizing to-dos and responsibilities with shared boards, due dates, automation, and team visibility—directly replacing ad-hoc spreadsheets.

Best for: Agencies that want a simple visual task board with CSV import options, shared visibility, and rule-based automations to reduce missed items.

Caveat: An account is required before you can use it.