Agency management software
Accelerate Growth with Operational Excellence
Dragon power unleashed. Soar to new heights.
Screendragon’s agency management software unifies your entire business. Our AI-powered platform connects project management, resource allocation, time tracking, billing, client management, and much more. Discover how you can eliminate scattered spreadsheets and disconnected tools.
Book a 30-minute product tour now.
“The best work and project management system we have ever found!”
We started using Screendrgon in a small project for a specific client… then used it in bigger projects for several clients. Now we use it as an operating system for the orchestration of several teams across the globe!
“Screendragon is a gamechanger for us!”
It has provided us with great visibility across the business, so now we can see who is working on what and when, easily identify bottlenecks before they become a problem, and we have a better understanding of how to plan effectively for upcoming projects.
Built for agencies. Trusted by leaders. Loved by teams.
AI-powered Resource Scheduling
Resource a full project within a few clicks using our smart AI resourcing functionality. Ensures the best-qualified person, not just the most available, gets assigned.
With drag-and-drop scheduling and workload management views, project managers can instantly allocate resources, balance workloads, and manage multiple projects without bottlenecks.
Capacity Planning
Calculate team availability based on actual working hours and scheduled commitments. Visual capacity planning shows exactly who’s available, who’s overloaded, and where you have room for new projects.
Utilise AI to forecast future workloads with confidence, preventing burnout that comes from poor resource visibility.
Project ManagementÂ
Organise tasks, manage timelines, and collaborate in one platform. Keep client communication, feedback, and approvals in one place so nothing slips through the cracks.
Screendragon’s project management tool tracks projects through customisable timelines, milestone tracking, and agile boards that accommodate creative, automated, and agentic workflows.
AI Workflow Automation
Screendragon’s sophisticated platform operates frictionlessly with your most complex workflows and projects. Cuts admin overhead and streamlines projects from pitch to execution.
For high-volume environments, advanced
“If This Then That” (IFTTT) and AI Agents can be triggered automatically when content or briefs move through the steps of your workflow.
Agency Client ManagementÂ
Branded client portals centralise file sharing, approvals, and communications in one accessible location. Clients see exactly what they need, no more hunting through email chains or lost attachments. Form builders with conditional logic capture briefs and requests consistently, while a complete communication history maintains compliance and accountability.
Time Tracking & Financial Reporting
Go beyond simple billing. Real-time budget tracking shows costs incurred against planned spend. Cash flow forecasting helps you plan for the future, and margin analysis gives you the financial clarity to make strategic decisions about which services, clients, and team structures actually drive profitability.
When time tracking is effortless, teams actually do it. Direct connection to billing systems means tracked time flows automatically into invoices.
Achieve Agency Management Success
Evaluate Your Current Workflow
Map your existing processes. Identify where data lives, how it moves between systems, and where bottlenecks occur. Most agencies discover they’re spending significant time on manual work that could be automated.
Plan Your Integration Points
Modern agency management software connects with accounting systems, marketing platforms, carriers, and communication tools you already use. Identify which integrations matter most for your operations.
Allocate Resources Based on Skills, Availability, and Priorities
Using the metadata within your system task, go to the person who’s best equipped to deliver. Users can use the drag-and-drop scheduling to assign team members to new projects or redistribute workloads, too.
Monitor Real-Time Updates
and Adjust Allocations
Our agency management system provides continuous visibility into resource needs and utilisation. Automated real-time reporting features highlight potential bottlenecks, suggest reallocation opportunities, and track key metrics.
Seamless Integrations for Smarter Agency Management.
Connect Screendragon to your favourite tools — Office 365, Google Drive, Slack, PeopleSoft, MS Dynamics, and more. Work the way you want, with the orchestration power of Screendragon behind it.
Frequently Asked Questions
How long does it take to see results from agency management software?
Once the process of selecting agency management software is complete, most teams notice improved visibility within the first few weeks of implementation. Deeper impact on capacity, compliance, and cost visibility typically follows within a few months.
Can the agency management system integrate with our existing tools?Â
Yes, Screendragon software is built to integrate with your current tech stack—so data flows, systems align, and nothing works in isolation.
What’s the difference between agency management and marketing resource management?
Agency management covers the full operating model: intake, workflow, approvals, and capacity. Resource management is a core part, but only one layer.
Do we need technical skills to implement agency management software?Â
No. The right solution fits your workflows without needing a technical lift. Configuration is guided, not coded. Screendragon support is always at hand to help build your ways of working within the platform.
How does agency management software handle remote and hybrid teams?Â
Screedragon is a centralised operational hub. It will be your single source of truth, so location doesn’t affect visibility, accountability, or delivery. Everyone sees the same work, deadlines, and next steps.
Seeing is believing.
Book a demo and discover why Fortune 500 companies, and world-leading agencies, trust Screendragon.
