Agency management software
4.7/5 on G2
Run a more profitable agency.
Stop using tools that only do half of the job.
Screendragon is leading the way.
Proven impact from the world’s leading marketing, creative, and agency teams. An advanced system that accelerates productivity, performance, and profitability.
100+
Agencies running on Screendragon
15%+
Increase in project margins
30%
reduction in project overruns
Why Agencies love Screendragon agency management software?
Screendragon is the all-in-one system
At Screendragon, we’ve purpose-built an all-in-one agency management platform that can be configured to your way of working. Connecting estimates, resourcing, project delivery, approvals, assets, and reporting in one system. Estimates are built with margins calculated as you go, approved work flows into live jobs, and time and cost are tracked against budget as delivery progresses. The results agencies gain with Screendragon are stronger control over profitability, higher resource utilisation, less operational waste, and the visibility agency leaders need to scale.
Agencies switching from generic platforms
Most agency management platforms are too rigid to reflect how agencies work. Estimates, timesheets, resourcing, and invoices often sit in separate processes or require manual workarounds to connect them. Agency teams end up adapting their way of working to the software, rather than configuring the software to their processes. This creates duplicate work, inconsistent data, and constant reconciliation. Agencies choose Screendragon for its connected ecosystem, where the work and billings are on the same record; margin is easier to control, and operational efficiency increases.
Protect agency margin with Screendragon
Agency margins will quickly erode when project economics are managed separately or reviewed after delivery. Screendragon connects each element of delivery in one platform, giving agencies earlier visibility of margin risk so they can adjust sooner and keep projects profitable.
Stop Under-quoting
Screendragon builds estimates from reusable templates with auto-calculated margins, and prices new work against recorded actuals from comparable jobs.
Avoid over-servicing
Screendragon tracks estimates against actuals on every job and flags a project before it passes its budget, not after.
Capacity Alignment
Screendragon matches people to jobs on skills, role, and genuine availability, and reports utilisation as a commercial number.
Real-time information
Screendragon tracks cost against budget in real time, so a report is something you act on rather than something you file.
Agency profitability
Screendragon tracks cost against budget as work is live, using timesheets, purchase costs and resource booking. Profitability can be viewed by client, project, retainer and service line, helping agencies see which accounts are performing, where recovery rates are slipping and where margin is under pressure.
Set cost thresholds to flag issues early, giving teams time to reallocate work, revisit scope with the client, or make a deliberate decision to absorb the cost. Closed jobs also feed back into estimate templates, so future quotes are based on what similar work actually took to deliver.
Agency management software by role
Agency leaders
Profitability dashboards by client and service line, forward capacity against pipeline, and the reporting to decide whether growth needs hiring or better utilisation.
Marketing and creative operations
Structured intake through dynamic briefing forms, resource scheduling against skills and availability, and automated routing that moves approvals.
Finance
Live cost against budget, recovery rates by account, financial approval routing on estimates, and billing data that flows directly into your accounting system.
Client services
Real-time project status, approval history on every asset, and client-ready reporting produced from the job record.
Which agencies use Screendragon
Screendragon is purpose-built for agencies where volume and complexity have outgrown the current ways of working and the systems they use to manage work. Our agency customers are managing multiple clients and markets, layered approvals, mixed permanent and freelance resources, and concurrent work.
Screendragon’s software configuration is no-code, so each agency runs its own terminology, stages, and approval logic instead of adopting a fixed structure.
Creative agencies
Producing high volumes of brand and campaign work across multiple clients and locations
Marketing agencies
Managing multi-channel and content delivery across a client roster
Media agencies
Planning, buying, targeting, and reporting on advertising media across markets
PR agencies
Managing retained client accounts with fast-moving deadlines and frequent deliverables
Digital agencies
Balancing project delivery with ongoing client retainers
Production agencies
Producing high volumes of marketing and advertising assets
Shopper and commerce agencies
Planning and managing advertising at scale across retailer networks
Built for how agencies run
Operational AI and agent builder
Project estimates and scoping
Agency creative briefs
Project resourcing and billable utilisation
Agency project management
Time and budget tracking
Agency reporting
Brand and content
Retainer management
Retainers and over-servicing are the two largest margin leaks in most agencies, and neither is visible in a limited project-based tool.
Screendragon tracks each retainer by period against its agreed scope, showing consumption as it accrues. Work booked against a retainer draws down from it, so an account team can see how much of the period remains before they commit to more.
Creative workflows and approvals
Basic agency management platforms built for finance or resourcing can tell you what a job cost and who worked on it. They cannot run the creative work itself. That is what creative workflow software solves.
Screendragon connects briefing, proofing, approvals, and asset management in one workflow. Dynamic briefs capture the right information from the outset, while artwork, copy, video, and social assets can be reviewed with visual markup, side-by-side version comparison, and comments together in the same record.
Stages and approval routing are automated, every decision is recorded, and final assets are stored in a searchable content library with tagging, version control, and stay connected to the job that created them.
Creative workflows and approvalsAI for agency operations
Agencies see the most value when AI works inside of the process, not alongside it in a disconnected tool. Screendragon embeds AI agents and custom agents directly into workflows, so the work they produce follows the same approvals, permissions, and audit trail as human work.
Agents can structure incoming briefs, assign work based on skills and availability, trigger workflow steps, route approvals, and flag projects that are drifting over budget or schedule. Human teams stay in control, with every AI action logged, reviewable and governed within the same system.
Agency customer results
How Screendragon compares
Any agency management software comparison comes down to three kinds of platforms. They cover different parts of the job.
Screendragon vs Finance-led PSA, Task and Project Tools
A task tool runs your simplest jobs well. A finance platform provides accuracy when jobs are closed. Screendragon is built to offer you both in real-time.
Integrations
Connected to Your Workflow Ecosystem.
Security & Compliance
Screendragon holds ISO 27001, which is the world’s best-known standard for information security management. We also support single sign-on and encrypt data. Data residency options are available.
Our high level of governance, with field-level permission control, defines what is within a job, so client teams, finance, and external partners can work in the same process without sharing every detail. Every approval and change is recorded automatically, giving a complete answer to who signed off a claim and what the asset looked like at the time.
Agency management software pricing
Screendragon pricing is tiered, depending on the seats required per month. Your pricing will also depend on the modules you run, and larger deployments are quoted directly.
Get Started
See Screendragon in action.
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Frequently Asked Questions.
Fundamentals
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What is the difference between agency management software and project management software?
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Project management software organizes the work. Agency management software organizes the business the work belongs to, adding estimates, retainers, utilization, recovery rates, and billing. Task tools do not model any of those.
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What is the difference between agency management software and PSA software?
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Professional services automation organizes the work from the finance side and is usually built for consultancies. Agency management software covers the same commercial ground and adds the creative process: briefing, proofing, version control, and brand asset management.
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What does agency management software usually include?
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New business and estimating, resource and capacity planning, project delivery, time tracking, budget and cost control, approvals, reporting and billing. Stronger platforms like Screendragon add AI, advanced automation, creative review, and asset management.
Choosing A Platform
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What should I look for in agency management software?
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Support for your commercial models, retainer tracking period, resourcing that handles skills and freelancers, creative file proofing, live profitability, finance system integration, and no-code configuration your own team can maintain.
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How much does agency management software cost?
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Screendragon pricing is tiered, depending on the seats required per month. Platforms in this category generally run from around $30 to $100 per user per month depending on modules and scale.
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How long does implementation take?
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Screendragon is configured to your existing process, terminology, and brand rather than requiring you to adopt a fixed structure, and configuration is done with your team rather than handed over. Depending on your requirements, we usually see a 4-12 week implementation period.
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Does Screendragon integrate with our finance system?
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Yes. Estimate, time, and billing data moves between Screendragon and your accounting or ERP system without any manual lift.
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Is Screendragon secure enough for our clients?
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Screendragon holds the highest industry-standard security certificates and provides robust governance at every level. We support single sign-on, apply field-level permissions within a job, and record every approval in an automatic audit trail.
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What size of agency is Screendragon for?
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Fit is driven by complexity rather than headcount: multiple clients and markets, layered approvals, mixed permanent and freelance resources, and high concurrent volume.
Screendragon
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Who is Screendragon for?
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Creative, marketing, media, PR, digital and production agencies, agency networks, and in-house teams managing both internal and external agency work.
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Does Screendragon handle retainers?
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Yes. Retainers are tracked by period against agreed scope, with work drawing down as it is booked and alerts when consumption runs ahead of plan.
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Does Screendragon handle creative review and approvals?
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Yes. Visual markup on artwork, copy and video, side-by-side version comparison, automated approval routing and a full sign-off record, with a tagged brand asset library.
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Do we need IT to configure Screendragon?
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No. Workflows, briefing forms, and reports are built in a no-code editor and maintained by your own operations team. Initial configuration is implemented in unison between our config team and your teams.