The everything app for agency management


Bring your agency teams, tools, and client operations into one place to deliver results that exceed expectations—on time, every time.

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Why agencies love ClickUp


ClickUp empowers agencies to streamline workflows, break down silos, and deliver exceptional work—all in one connected platform.

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Keep everything on track with total visibility

Manage client projects and resources with real-time dashboards that keep everything visible and on schedule.
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Align strategy and execution

Unite your creative, account, and operations teams in one connected Workspace to eliminate silos and hit client goals faster.

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Bring your client CRM and projects into one place

Centralize your book of business, billing hours, and project deliveries for faster collaboration with clients and partners.

How to streamline your agency operations with ClickUp 👇

Step One

Centralize communication with ClickUp Chat


Keep your team aligned and turn conversations into results. Use ClickUp Chat to summarize threads, convert chats into tasks with one click, and link every update to your project timeline.

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Step Two

Build and organize campaigns with ClickUp Docs


Deliver campaigns faster with everything your team needs in one place. Use ClickUp Docs to create briefs, content calendars, and client updates, then link them directly to tasks for seamless execution.

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Get started with the Agency Management Template

Step Three

Manage projects and resources in one place


Balance workloads and hit every deadline without the chaos. Track timelines, budgets, and team capacity in customizable ClickUp Views like Gantt charts, List View, and Kanban boards.

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Step Four

Automate repeatable tasks and approvals


Save hours on manual work and keep projects moving without delays. Use ClickUp Automations to streamline client approvals, task handoffs, and status updates so your team can focus on delivering results.

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Step Five

Collaborate seamlessly with your clients


Keep your clients updated with portal features like shareable Dashboards, Lists, and Guest access, while collecting feedback and tracking progress with Forms. Use private views to manage billing and capacity planning separately from client-facing collaboration.

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Step Six

Track success with ClickUp Dashboards


With ClickUp, it's easier to stay on top of client projects and team capacity. Use ClickUp Dashboards with custom widgets for Workload and Capacity tracking to track performance, measure ROI, and share real-time progress with clients and stakeholders.

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Customer Story

Hawke Media decreased project delays by 70% with ClickUp


"We use ClickUp wall-to-wall, from our Services Team to Client Success to Executives. As a large marketing agency, ClickUp gives us the work visibility we need and is instrumental in how we more efficiently deliver on client projects."

—Lauren Makielski, Director of Operations at Hawke Media

Read Hawke Media's success story

  • 70% decrease in project delays
  • 200+ employees unified in one Workspace
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Work smarter and deliver better client outcomes with ClickUp


Bring your agency operations, teams, and tools into one place with ClickUp that enables everyone to deliver their best work, faster.