Collage of Product Screens related to Agency Management

Agency Management

Exceed client's expectations

Manage all aspects of agency and client work from proposal to delivery in one place for exceptional results.

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The 2025 pulse of marketing report

Discover how 1,200+ marketers and creatives bridge the gap between strategic vision and perceived value, with insights to prove impact and drive better outcomes.

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Provide your team with tools to increase effectiveness and achieve outstanding results

 

$6.1M

In productivity gains for project managers

40%

Increase in creative team efficiency

75%

Reduction in project reporting times

Boost your client's success

  • Centralize your intake and client planning where work and collaboration happen to make sure stakeholders are aligned to deliver exceptional client work. With everything in one place, you can spot and address trouble areas before they impact deadlines and be ready for client updates with a moment’s notice.

  • Brandfolder and Content Automation enable your team to swiftly find or create what they need, freeing up valuable creative resources to focus on producing exceptional content for your clients. Embedded forms in Brandfolder facilitate easy requests and project initiation directly in Smartsheet.

  • Integrate performance analytics tools to consolidate marketing data in a single place. 

    Create personalized dashboards and reports to easily view and manage work, resources, and content. Tailor these tools to different stakeholder roles for better control and oversight.

Success story

Ogilvy Optimizes Project Management With Smartsheet

Learn how Ogilvy employs Smartsheet to engage their customers and manage hundreds of projects.

5 min read

Everybody now has the same view of what we’re supposed to do; all the oars are in the water going the same way. Before, we never knew what was around the corner, so now we’re all planning for the same thing and we all have the same line of sight to it. Who wouldn’t want the ‘Smartsheet calm’ in their life?

Mame McCutchin

Program Director, Ogilvy

FAQ

Centralize client intake, planning, delivery, and reporting to create account and portfolio visibility and provide a single source of truth across your business for better reporting and informed decision making.

Implement project management tools to help streamline workflows, track progress, and ensure accountability. Give your teams visibility to anticipate potential challenges and risks and allocate resources based on the priority and impact of prioritized projects. 

Work together seamlessly, share feedback, and track progress in real-time with Smartsheet proofing. Collect or leave detailed feedback that can be pinned directly to content and streamline versioning with automatic locking of old versions when the latest content is uploaded.
 

Utilize custom views and automations to share relevant information with each group without manually creating separate reports. Create dashboards that consolidate key metrics and project status and integrate Smartsheet with other tools or data sources to automate data input for accurate and timely reporting. 

When assigning tasks, maintain a centralized database of all resources, including their skills, availability, and workload, to ensure that resources are allocated and assigned based on their expertise.

Ready to get started?

Track and deliver exceptional client work like a pro.

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