Marketing teams today face mounting pressure to deliver flawless campaigns across multiple channels while staying on budget and meeting increasingly tight deadlines. The challenge is compounded by disconnected tools, manual approval processes, and scattered communication, which often slow down execution. These inefficiencies not only lead to missed opportunities but also diminish ROI, making it harder for teams to stay competitive in a fast-paced digital landscape.
This is where marketing planning software comes in. By providing a centralized platform for strategy alignment, collaboration, budget tracking, and campaign execution, these tools help marketing teams streamline their workflows and work more efficiently. Among the many options available, Lark stands out as an all-in-one workspace that unites planning, communication, and execution. With Lark, marketing teams can eliminate tool-switching, simplify approvals, and focus their energy on creating impactful campaigns that drive measurable results.
What is marketing planning software?
Marketing planning software, also known as marketing strategy software, is a specialized platform designed to help teams plan, execute, and track campaigns with It requires precision and accuracy. Unlike general project management tools, these platforms are specifically designed with marketers in mind, addressing the unique challenges of campaign execution, including content approvals, cross-channel scheduling, and performance analysis.
Instead of juggling spreadsheets, email threads, and disconnected apps, marketing planning software provides a centralized hub where campaigns, assets, and communications can be aligned and managed effectively. This ensures marketers stay on top of deadlines and maintain consistent messaging across every channel, from social media and email to events and advertising.
Image source: moosend.com
Key features of marketing planning tools
The best marketing planning tools share a few essential features that make them indispensable for marketing teams. These features go beyond simple task management; they provide the structure and visibility needed to deliver campaigns on time, within budget, and with measurable results.
Campaign calendars
A campaign calendar allows marketing teams to visualize and schedule campaigns across multiple channels. From social media posts to email marketing blasts and event launches, calendars help ensure deadlines and launch dates are never missed. Platforms like Lark Calendar integrate tasks with meetings and events, giving teams a real-time view of campaign milestones.
Approval workflows
Campaigns often slow down when creative assets, ad copy, or campaign plans get stuck in lengthy review cycles. Approval workflows solve this by routing each item through a clear, structured process with defined stakeholders and deadlines. Instead of chasing feedback over scattered emails, marketing teams can track where an approval stands and who needs to act next.
Lark Approval makes this process simple and transparent. Marketing teams can design drag-and-drop approval routes—for example, from copywriter → designer → marketing manager → compliance officer—with automated reminders and escalation rules. Whether it’s approving a social post, campaign budget, or product launch asset, Lark Approval reduces bottlenecks and ensures accountability, helping campaigns move to market faster.
Budgeting and resource management
Every campaign requires financial discipline. Budgeting and resource management features enable managers to allocate funds, track expenses, and effectively monitor resources. With a tool like Smartsheet or Base's database-style views, marketing managers can prevent overspending and adjust resources in real time to meet campaign needs.
Reporting and analytics
Without tracking, it's impossible to determine if a campaign is truly effective. Reporting and analytics features enable teams to create dashboards that measure ROI, monitor engagement, and pinpoint bottlenecks.
Lark takes this further with dynamic dashboards in Lark Base, where teams can not only visualize progress but also leverage AI-powered analysis to surface patterns, highlight risks, and recommend next steps automatically. Real-time reporting ensures managers can optimize campaigns as they progress instead of waiting until the end, making insights both actionable and timely.
Collaboration tools
Marketing rarely happens in silos. Teams need to coordinate with designers, copywriters, external agencies, and leadership. Collaboration tools like Lark Docs for co-editing, as well as built-in chat and video meetings, bring everyone into the same workspace. This reduces miscommunication and ensures that everyone, from stakeholders to clients, is aligned with campaign goals.
By consolidating these features into a single platform, marketing teams can enhance efficiency, minimize errors, and devote more attention to creative strategy rather than administrative tasks. Instead of switching between apps for chats, docs, tasks, and approvals, everything is managed under one roof.
Why marketing planning matters for successful project management
Marketing projects are inherently complex, involving many moving parts. From seasonal launches that require strict timing to multichannel brand campaigns with multiple stakeholders, success depends on planning. Without a clear system, teams risk missing deadlines, duplicating work, or diluting brand messaging.
Aligned campaigns
Marketing projects often involve multiple departments: design, content, analytics, and external partners. Without a centralized planning system, each team risks working in silos, leading to duplicated work, conflicting priorities, or missed deadlines. Marketing planning software provides a single source of truth, ensuring that all stakeholders adhere to a unified strategy. For example, with Lark Base, teams can view campaign timelines, task assignments, and dependencies in one place, making it easy to align efforts across the organization.
Consistent branding
Maintaining brand consistency across channels is one of the biggest challenges for marketing teams. A slight variation in tone or visuals can confuse audiences and weaken the brand message. Marketing planning tools standardize brand messaging by embedding brand guidelines, approval workflows, and content templates directly into the campaign process. Whether it's a social media ad, a blog post, or an email newsletter, tools like Lark Docs ensure teams are working with approved assets and up-to-date brand resources.
Measurable ROI
Marketing budgets are under constant scrutiny, and leadership expects to see a direct link between spend and performance. With built-in analytics dashboards, marketing planning software provides real-time visibility into KPIs such as engagement, conversions, and campaign reach. This allows managers to identify what's working, optimize underperforming campaigns mid-flight, and maximize ROI. Instead of waiting for post-campaign reports, platforms like Lark enable teams to pivot strategies in real time, ensuring every dollar is spent effectively.
By combining these benefits, marketing planning software transforms campaign management into a predictable, accountable, and scalable process. Teams no longer rely on guesswork or disconnected tools—they gain the structure and clarity needed to execute campaigns that deliver consistent results.
The link between marketing planning and project management principles is vital. Clear timelines, intelligent resource allocation, and accountability frameworks transform ambitious campaign ideas into well-executed projects.
Platforms like Lark simplify this process by combining calendars, workflows, approvals, and collaboration into a single, integrated hub. Instead of switching between five different apps, teams can brainstorm in Lark Docs, assign tasks in Lark Base, and schedule deadlines in Lark Calendar, all without leaving the platform.
Types of marketing planning tools you should know
Marketing planning isn't a one-size-fits-all process. Different stages of campaign management require different tools, from brainstorming content ideas to managing budgets and tracking campaign performance. Here are the main categories of marketing planning tools every team should know:
Content planning tools
These tools help teams organize editorial calendars, social campaigns, and creative asset management. They are essential for ensuring that marketing messages are consistent, deadlines are met, and assets are easily accessible.
Platforms like Planable are excellent for visualizing and scheduling social media posts, as well as managing approvals in a single, centralized hub.
For broader content collaboration, Lark Docs enables teams to co-create campaign briefs, blog drafts, and ad copy in real time. With features like embedded images, polls, and checklists, Docs ensures content workflows remain streamlined and collaborative.
By centralizing content creation and approvals, these tools prevent version control issues and help marketing teams move from idea to publication quickly.
Budget and resource management tools
No campaign can succeed without proper resource allocation. Budget and resource management tools are designed to track spending, monitor resources, and ensure campaigns stay within their allocated budgets.
Tools like Smartsheet provide spreadsheet-style dashboards for tracking costs, managing resources, and forecasting expenses.
Wrike offers advanced workload tracking and budget dashboards, enabling large teams to effectively balance priorities and allocate resources.
With these tools, marketing leaders gain transparency into how funds are being used, can spot overspending early, and ensure their teams have the right resources to hit campaign goals.
Campaign execution and analytics platforms
Planning is only half the battle; execution determines success. Campaign execution and analytics platforms enable teams to run campaigns smoothly and measure outcomes in real-time.
Asana provides task management and timeline views to keep execution on track.
ClickUp combines project management with dashboards to monitor campaign progress.
Lark takes this further by combining execution with powerful automation and analytics. Teams can build campaign calendars, track deliverables, and use dashboards to visualize ROI all within the same platform.
With analytics integrated directly into the planning system, managers no longer have to wait until the end of a campaign to see results—they can make data-driven optimizations mid-flight.
How to choose the best marketing planning software
With numerous marketing planning tools available, selecting the right one can be a daunting task. The key is to focus on how well the software aligns with your workflows, team size, and long-term goals. Here are the most important factors to consider when choosing the best marketing planning software for your organization:
Ease of use
Adoption is one of the biggest hurdles when introducing new software. If the platform feels clunky or overly complicated, team members may revert to old habits, which can reduce ROI. Look for software with a user-friendly interface, intuitive dashboards, and a minimal learning curve. A simple task board or drag-and-drop calendar can significantly improve daily usability. Easy onboarding means your team can focus on marketing strategy rather than figuring out how the software works.
Scalability
Marketing teams rarely stay the same size. As your company grows, campaigns will expand across regions, channels, and audiences. Your chosen marketing strategy software should be scalable, capable of supporting more users, larger budgets, and more complex workflows without performance issues. Scalability also includes flexibility, such as the ability to customize workflows as your campaigns evolve. A tool that works for a 10-person team today should also be able to handle 100 people tomorrow.
Integrations
Disconnected tools are one of the top frustrations for marketing teams. Having to jump between platforms for CRM, email campaigns, analytics, and creative collaboration leads to inefficiency. The best marketing planning software integrates seamlessly with your existing stack, whether that's Google Workspace, Salesforce, HubSpot, or Adobe Creative Cloud. Robust integrations eliminate silos and create a unified flow of data, so teams can work smarter and avoid duplication of effort.
Reporting
Modern marketing relies heavily on data. Without transparent reporting, it's impossible to understand what's working and what isn't. Choose software that offers customizable dashboards, automated reporting, and real-time analytics. The ability to measure KPIs such as campaign ROI, engagement rates, and resource usage ensures managers can make informed decisions. Strong reporting features also make it easier to communicate results to leadership and clients, reinforcing the value of marketing investments.
Cost
Budgets are always a concern, but cost shouldn't be viewed in isolation. A platform that seems expensive at first may actually save significant money by replacing multiple tools and reducing inefficiencies. On the other hand, a cheaper tool may limit functionality and force you to buy add-ons later. Evaluate pricing based on both short-term affordability and long-term value, considering features, scalability, and support. The right investment should improve productivity, streamline workflows, and ultimately boost ROI.
When evaluating options, don't just compare feature checklists; also consider the overall benefits and drawbacks. Instead, ask: Does this tool simplify my team's workflows? Will it grow with us? Does it integrate with the systems we already use? By answering these questions, you'll be better equipped to select the ideal marketing planning software for your specific needs.
Comparison snapshot: Which tool fits your needs
Top 10 best marketing planning software in 2025
1. Lark: Unified marketing collaboration suite
Lark is an all-in-one collaboration suite tailored for marketing teams that need to plan, execute, and monitor campaigns with speed and precision. Instead of switching between separate tools for tasks, chat, calendar, approvals, and content storage, Lark keeps everything connected in a single workspace. This makes it easier to coordinate cross-functional teams, streamline creative sign-offs, and ensure campaigns launch on time.
Key features:
Base for campaign planning, task tracking, and automation: Lark Base functions as a customizable campaign tracker where marketing managers can design workflows without coding. For example, a product launch campaign can be mapped into stages like “Briefing,” “Creative Design,” “Ad Copy Review,” and “Go Live.” Each task can be assigned to team members, linked to deadlines, and automated with reminders. Marketers can view the same campaign in Kanban view for tracking progress, Gantt chart for launch timelines, or calendar view for scheduling posts. This makes Base the single source of truth for all campaign activities.
Approval to streamline campaign sign-offs: Marketing teams often face delays when multiple stakeholders need to review ads, social posts, or creative assets. Lark Approval eliminates email back-and-forth by routing files through a structured sign-off process. For example, a Facebook ad design can be sent for approval with a multi-step route: copywriter → design lead → marketing manager → compliance officer. Automated reminders ensure no step gets stuck, while escalation rules move approvals forward when deadlines are missed. This keeps campaigns on schedule and reduces bottlenecks.
Real-time document collaboration: Docs, Wiki, and Sheets: Marketing work relies heavily on collaboration around content. With Lark Docs, teams can co-write campaign briefs, ad copy, or blog outlines in real time, with comments and version history to track feedback. Lark Wiki acts as the marketing knowledge hub, storing brand guidelines, campaign playbooks, and finalized assets so everyone references the same source. Lark Sheets is ideal for managing campaign budgets, ad performance metrics, or influencer outreach lists, where data updates are visible instantly to the whole team. Together, these tools ensure consistency across campaigns and quick access to critical resources.
Calendar & Meetings for instant planning: Campaign launches often involve multiple deadlines and cross-team check-ins. Lark Calendar helps marketers schedule key milestones like “Content Submission,” “Creative Review,” and “Campaign Launch,” with visibility across time zones for global teams. From chats, events can be created instantly, reducing scheduling friction. When live discussions are needed, Lark Meetings let teams jump on video calls with agenda notes and recordings linked back to campaign tasks. For instance, a weekly campaign status meeting can generate action points that are automatically tied to Base tasks, ensuring nothing is missed.
Messenger for topic discussion & file sharing: nstead of fragmented conversations in email threads, Lark Messenger keeps campaign discussions in dedicated channels. For example, a “Holiday Campaign 2025” chat can host all updates, asset shares, and quick questions, while files are directly pinned for easy reference. If a teammate suggests a new influencer, the message can be converted into a task or approval request without leaving the chat. This keeps communication and execution tightly connected, ensuring marketing teams stay aligned in real time.
What makes Lark stand out: Lark doesn’t just provide tools; it unifies the entire marketing campaign lifecycle. From brainstorming and creative production to approvals, scheduling, and execution, everything happens in one platform. This reduces delays, prevents miscommunication, and ensures marketing teams can deliver campaigns faster while maintaining brand consistency.
Starter (Free): Includes messaging, task management, calendar, 200 GB storage, AI translation, and up to 20 users.
Pro plan: Priced at $12 per user/month (annual billing), it unlocks advanced approvals, SSO, unlimited messaging history, 15 TB storage, larger video calls, and AI meeting transcriptions.
Enterprise plan: Offers custom pricing with advanced security, unlimited users, increased automations, and dedicated support.
Best for: Marketing teams require a seamless, integrated workspace for planning, content creation, approval processes, and communication, without needing to switch between multiple platforms.
2. Wrike: Enterprise-level project control
Wrike provides advanced Gantt charts and enterprise-grade reporting, making it a strong choice for complex projects. Its robust analytics and workload views give teams visibility into progress and bottlenecks. With customizable dashboards and real-time updates, Wrike helps enterprises streamline collaboration. It’s especially useful for organizations managing large-scale, multi-phase initiatives.
Image source: wrike.com
Key features:
Advanced Gantt charts and workload tracking: Wrike's Gantt charts let enterprises visualize entire project timelines, track dependencies, and adjust schedules instantly when priorities shift. The workload tracking view ensures that managers effectively balance their team's capacity, preventing bottlenecks or overloading.
Custom dashboards and reporting: Wrike provides real-time dashboards and advanced analytics to track campaign progress. Users can create personalized views for executives, managers, and team members, ensuring everyone has the data they need at their fingertips.
Budget management tools: Marketing teams can forecast costs, track actual vs. planned budgets, and ensure ROI goals are met. Wrike's financial tracking makes it particularly well-suited for large organizations running high-budget campaigns across multiple channels.
Why it stands out: Wrike is built for scale. Its enterprise-grade reporting, workflow customization, and advanced resource management make it a favorite for large marketing departments and global organizations.
Pricing:
Free plan available with basic features.
Paid plans start at $9.80/user/month, scaling up for advanced functionality.
Best for: Enterprises or large marketing teams that need deep reporting, detailed scheduling, and complex project tracking.
3. Planable: Collaborative content planning for social campaigns
Planable is designed for content-focused teams, offering a visual calendar for managing social media campaigns. Its approval workflows make collaboration with clients and stakeholders smoother. Teams can preview posts exactly as they’ll appear before publishing. This reduces miscommunication and keeps campaigns aligned with brand guidelines.
Image source: planable.com
Key features:
Social media content calendars: Planable provides a visual calendar to schedule, preview, and organize campaigns across social platforms. Teams can see how posts will appear live before they're published.
Multi-level approval workflows: Marketing leaders can streamline review cycles by utilizing approval layers, ranging from "internal draft" to "client-ready." This reduces endless back-and-forth and ensures brand guidelines are followed before content goes live.
Asset collaboration hub: Teams can comment directly on visuals, videos, or copy, consolidating feedback in one place. This makes it easy for creatives and strategists to align quickly.
Why it stands out: Planable is explicitly designed for content-focused marketing teams. Its ability to preview posts exactly as they will appear on social channels is invaluable for agencies and brands that prioritize visual storytelling and flawless execution.
Pricing: Plans start at $11/user/month after a free trial.
Best for: Content-driven teams that manage high volumes of social media campaigns and require streamlined approvals and visual collaboration.
4. Nifty: Scalable campaign and milestone management
Nifty combines goals, milestones, and portfolio views to help teams scale quickly. It integrates project management with communication features like chats and discussions. Agencies and startups benefit from its ability to track progress against strategic objectives. The tool balances high-level planning with day-to-day task management.
Image source: nifty.com
Key features:
Task management, documents, and discussions in one place: Nifty combines project management with collaboration tools, reducing the need to switch between chat, documents, and task boards. Teams can assign tasks, draft briefs, and hold discussions seamlessly.
Goal and milestone tracking: With Nifty, marketers can map out campaign goals, break them down into milestones, and track progress in real-time. This helps teams stay aligned on big-picture objectives while executing smaller deliverables.
Portfolio view: For agencies managing multiple clients or campaigns, the portfolio view gives leaders a consolidated overview of all active projects, deadlines, and statuses.
Why it stands out: Nifty is lightweight yet robust. It's perfect for agencies and startups because it strikes a balance between ease of use and strong project-tracking capabilities. Its all-in-one setup means smaller teams don't need multiple tools to manage their workflows.
Pricing
Free plan available with core features.
Paid plans start at $5/user/month, making them highly cost-effective for growing teams.
Best for: Agencies and startups that need affordable, scalable tools to manage multiple campaigns, track milestones, and keep client projects on track.
5. Smartsheet: Spreadsheet-style campaign tracker
Smartsheet uses a familiar spreadsheet-style interface with powerful project management features. Teams can manage tasks, timelines, and resources in customizable views such as grids, cards, or calendars. Its automation tools streamline repetitive processes, saving time. Ideal for teams who prefer Excel-like functionality but need advanced collaboration.
Image source: smartsheet.com
Key features:
Spreadsheet-style interface with multiple views; Smartsheet combines the familiarity of spreadsheets with the power of project management. Teams can switch between grid, Gantt, card, and calendar views, allowing flexibility in how they manage projects.
Resource and campaign tracking: Built-in tools help monitor workloads, track dependencies, and ensure campaigns stay on schedule. Marketing teams can allocate resources, balance assignments, and view progress in real time.
Integrations with Adobe, Salesforce, and HubSpot; Smartsheet connects with widely used enterprise platforms, making it easier to bridge marketing planning with creative workflows, customer data, and sales tracking.
Why it stands out: Smartsheet appeals to teams that already rely heavily on spreadsheets but need a more structured system for collaboration and reporting. It feels familiar to spreadsheet users while adding advanced campaign-tracking features that typical Excel sheets lack.
Pricing: Paid plans start at $7/user/month, with enterprise-grade features available at higher tiers.
Best for: Spreadsheet-oriented teams and organizations that want to upgrade from static sheets to a collaborative, project-driven platform.
6. Asana: Task-focused project management for marketing
Asana enables teams to manage complex projects with timelines, dependencies, and automated workflows. Its intuitive task boards and timelines give clear visibility across departments. Teams can coordinate marketing campaigns, product launches, or cross-functional initiatives seamlessly. Automation reduces manual updates, ensuring smoother execution.
Image source: asana.com
Key features:
Timelines, dependencies, and automated workflows: Asana's timeline view enables teams to visually map out campaigns, view task dependencies, and set up automated rules for recurring processes, such as reminders and task updates.
Portfolio views for campaign tracking: Managers can track multiple campaigns at once, ensuring priorities are aligned and resources are balanced across departments.
Integrations with Slack, Google Drive, and creative tools: Asana seamlessly integrates into existing marketing stacks, allowing you to easily attach assets, streamline communication, and maintain workflows without constant app switching.
Why it stands out: Asana is known for its intuitive interface and adaptability, making it one of the most popular project management solutions for marketing teams. Its combination of simple task boards with advanced automation makes it powerful enough for large teams but still approachable for smaller ones.
Pricing:
Free plan available with basic functionality.
Paid plans start at $10.99/user/month for advanced features like dependencies, timelines, and reporting.
Best suited for: Teams managing cross-departmental campaigns, particularly those with multiple stakeholders and overlapping deadlines, which require clear structure and visibility.
7. ClickUp: Customizable, budget-friendly marketing hub
ClickUp stands out for its highly customizable dashboards and workflows. Teams can design their own views—list, board, timeline, or calendar—based on project needs. Its flexibility makes it suitable for both small startups and larger organizations. With integrations and automation, it becomes a budget-friendly productivity hub.
Image source: clickup.com
Key features:
Customizable dashboards and workflows: ClickUp is one of the most flexible platforms on the market. Teams can design dashboards that display campaign KPIs, project progress, or workload balance, tailoring the software to fit unique workflows.
Collaboration tools (comments, mentions): Marketers can collaborate directly within tasks by leaving comments, tagging colleagues, and attaching assets. This centralizes conversations, reducing reliance on email and chat apps.
1,000+ app integrations: ClickUp seamlessly integrates with a vast range of apps, from CRM and email platforms to creative tools, making it easy to centralize data across multiple systems.
Why it stands out: ClickUp positions itself as a budget-friendly all-in-one hub, combining task management, docs, dashboards, goal tracking, and even time tracking into one platform. Its flexibility makes it a strong choice for teams that want customization without high costs.
Pricing:
Free basic plan available.
Paid plans start at $7/user/month, offering more robust features for growing teams.
Best for: Teams seeking a cost-effective, all-in-one solution that can adapt to different workflows, ideal for marketing teams with diverse and evolving needs.
8. Trello: Simple Kanban-style project management
Trello offers a simple drag-and-drop Kanban system enhanced with Power-Ups for added functionality. It’s highly visual, making it easy to track tasks and workflows at a glance. Small teams love Trello for its simplicity and quick adoption. It’s best suited for lightweight projects and basic collaboration.
Image source: trello.com
Key features:
Drag-and-drop Kanban boards: Trello's signature feature is its visual Kanban boards, which allow teams to manage tasks by dragging cards across lists (e.g., "To Do," "In Progress," "Done"). This makes it easy to track campaign progress at a glance.
Power-ups for integrations: Trello can be expanded with "Power-ups" that integrate with tools like Google Drive, Slack, and HubSpot. These add features such as custom fields, analytics, or advanced automation without overwhelming new users.
Minimal learning curve: Trello is known for being beginner-friendly. Even teams unfamiliar with project management tools can onboard quickly thanks to its simple interface.
Why it stands out: Trello is a lightweight, highly visual tool. While it lacks the deep reporting or automation of enterprise solutions, it excels at making task management approachable and accessible. This makes it ideal for startups and small marketing teams just starting to organize their workflows.
Pricing:
Free plan available with core functionality.
Paid plans start at $5/user/month, with additional features like advanced automation, dashboards, and unlimited integrations.
Best for: Small teams or startups seeking an easy-to-use, visual solution for campaign task management without the complexity of enterprise-level software.
9. Teamwork: Agency-grade collaboration and client management
Teamwork focuses on client collaboration, with tools for project tracking, time logging, and billing. It simplifies managing multiple client accounts and invoicing from the same platform. Agencies appreciate its client portal and reporting features. It’s a great fit for service-based businesses managing client deliverables.
Image source: teamwork.com
Key features:
Client collaboration and billing tools: Unlike most project management platforms, Teamwork includes built-in tools for managing client relationships. Agencies can share projects with clients, track billable hours, and even create invoices directly.
Customizable project templates: Agencies often manage recurring deliverables (like monthly reports or ad campaigns). Teamwork's templates make it easy to standardize workflows while saving setup time.
Time tracking and reporting: Team members can log time against tasks, and managers can generate detailed reports on project progress, budget use, and profitability, which is critical for agency operations.
Why it stands out: Teamwork is explicitly tailored to agencies, going beyond task management to include features that support client communication, billing, and profitability tracking. This makes it especially valuable for marketing agencies juggling multiple client projects simultaneously.
Pricing:
Paid plans start at $10.99/user/month.
Enterprise plans are available with advanced customization and dedicated support.
Best for: Marketing agencies that need an all-in-one solution to manage projects, communicate with clients, and track billable hours effectively.
10. Notion: Flexible workspace for content-driven teams
Notion combines a knowledge base with customizable templates for tasks, notes, and projects. Teams can create wikis, content calendars, and project trackers all in one space. Its flexibility allows for tailored workflows to match different team needs. It’s popular with content-driven and creative teams seeking organization.
Image source: notion.com
Key features:
Customizable templates and workflows: Notion offers prebuilt templates for content calendars, campaign planning, and knowledge bases. Teams can customize these templates or build their own workflows to suit unique marketing needs.
Knowledge base and document sharing: Notion doubles as a central knowledge hub where teams can store brand guidelines, campaign briefs, and training materials. Collaborative editing makes it easy to update and share information.
Integrations with popular tools: While not as integration-heavy as ClickUp, Notion connects with apps like Slack, Figma, and Google Drive to embed files and streamline workflows.
Why it stands out: Notion is one of the most flexible platforms available. Its ability to combine project management with documentation makes it especially useful for content-driven teams that need both creative collaboration and structured workflows.
Pricing:
Free plan available for individuals and small teams.
Paid plans start at $10/seat/month, unlocking advanced collaboration, analytics, and security features.
Best for: Content-driven marketing teams that need a customizable, all-in-one workspace for managing content calendars, knowledge bases, and creative workflows.
How Lark simplifies marketing planning
One of the biggest challenges in marketing is juggling too many disconnected tools—one for tasks, another for content, a separate platform for meetings, and yet another for approvals. This tool-switching slows down execution, causes miscommunication, and creates unnecessary overhead. Lark addresses this by bringing every essential element of marketing planning into a single, integrated workspace.
Use cases in action
Content calendar planning: Marketing teams can plan campaigns in Base, attach briefs in Google Docs, and assign tasks to content creators, all linked to deadlines in the Calendar.
Campaign approval workflows: With Approvals, creative assets can move smoothly through review cycles, ensuring brand consistency and reducing delays.
Budget tracking and reporting; Using Base and integrations with financial or CRM systems, teams can monitor budgets in real time and generate clear reports for leadership.
Conclusion
With campaigns running across multiple channels, marketing planning software has shifted from a nice-to-have to a must-have. From aligning teams and maintaining consistent branding to measuring ROI with precision, the right tool can transform how campaigns are planned and executed. While many platforms excel in specific niches whether it's social media approvals, spreadsheet-style planning, or client billing, marketers often face the frustration of stitching together multiple apps. This creates silos and inefficiencies that slow down the execution process.
Lark stands out because it eliminates this fragmentation. It combines task and campaign management, collaborative content creation, scheduling, and automated approvals in one platform. By centralizing workflows, Lark empowers marketing teams to move faster, collaborate smarter, and focus on creativity rather than administration. Whether you're a startup managing a few campaigns or an enterprise running global marketing operations, Lark scales to meet your needs, offering both simplicity and power.
FAQs
What is the best marketing planning software for small teams?
The best marketing planning software for small teams should be easy to adopt, affordable, and scalable. Tools like Trello or Notion help with basics, but Lark offers more by including messaging, docs, calendar, and Base in its free plan. This allows teams to collaborate seamlessly in one place and scale as campaigns grow.
How does marketing strategy software improve ROI?
Marketing strategy software boosts ROI by aligning goals, streamlining workflows, and providing real-time analytics. Instead of wasting time on manual updates, teams can make quick, data-driven decisions. Lark takes this further by consolidating planning, communication, and reporting into a single platform, eliminating inefficiencies and maximizing returns.
What features should I look for in marketing planning tools?
Key features of marketing planning tools include campaign calendars, approval workflows, budgeting, analytics, and team collaboration. Lark combines all these in one intuitive workspace, letting marketing teams plan, execute, and measure results without switching apps. This makes campaign management more efficient and transparent.
Can marketing planning software replace project management tools?
Yes, advanced marketing planning software can act as both a planning and project management tool. Lark removes silos by bringing planning, docs, calendar, and approvals into one platform. This means teams no longer need separate apps, saving time and simplifying project execution.
How can I manage marketing projects better with Lark?
With Lark, managing marketing projects becomes easier through Base for tasks, Docs for collaboration, Calendar for schedules, and Approvals for sign-offs. These features ensure visibility and accountability while boosting team creativity. As an all-in-one platform, it's among the best marketing planning software choices for smooth campaign execution.
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