Marketing Planning and Strategy Tools: Mapping Out Your Marketing Roadmap

planning and strategy

Welcome to our comprehensive guide on Marketing Planning and Strategy Tools. In today’s competitive business landscape, effective marketing is essential for success. Crafting a well-thought-out marketing plan and strategy is crucial for reaching your target audience, generating leads, and driving growth. In this blog, we will explore a range of powerful tools and techniques that can elevate your marketing efforts to new heights. Whether you’re a seasoned marketer or just starting, this resource will provide valuable insights and practical tools to help you design and execute winning marketing campaigns. Let’s delve into marketing planning and strategy to unlock your brand’s full potential and achieve remarkable results.

Benefits of Marketing Planning and Strategy Tools

Marketing planning tools help you reduce the time you and your team spend on repetitive tasks during the planning stages of most marketing campaigns. You can also keep all the important information in a centralized location to make collaborating with your team members, stakeholders, and external contributors easier. Marketing planning tools are intended to make it easy to coordinate your marketing campaigns so you don’t have to go in and out of different tools.

Marketing Planning and Strategy Tools You Need

What are the best marketing planning tools to ensure that your brand is producing the best creative work and missing nothing? We’ve pulled together this list of the marketing planning tools every marketing agency, influencer, or brand can use to keep your marketing campaigns on track.


Any size marketing team can benefit greatly from using Monday. It may be used to arrange everything and plan out your marketing efforts. With Monday, you can plan and schedule for SEO, content, social media, marketing, and more. Individual users can write comments, reference other team members, upload and attach files to cards, and get comprehensive reporting that will assist the marketing team in making data-driven decisions. The extremely customizable tool on Monday will work for you. Additional project management tools like Jira, Trello, Slack, Google Drive, and GitHub can be integrated with Monday.


Monday offers a free trial. Plans start at $8/seat/month.


Hive is a tool for managing campaigns as well as projects. It has tools that will make it simple for your team to work together and create amazing marketing campaigns, like a calendar, portfolio view, Gantt charts, and native chat capabilities. Action cards housed inside each project are used in Hive’s user interface, which is simple and intuitive. The action cards can be allocated to particular users, which aids in resource planning. Users can upload files, edit creative works, post comments, and send emails within the app. Additionally, Hive supports over 1,000 integrations.


Hive offers a free trial. Pricing starts at $12/user/month.


Whether you collaborate with an internal team or external clients and contractors, ClickUp makes it simple. With this marketing planning tool, you may build dashboards that provide the necessary information to keep your workflows going. You can visualize your marketing campaigns using ClickUp’s various view options, which include Gantt charts, calendars, Kanban boards, and more. It also provides task checklists, subtasks, and templates to speed up the process. Markups, proofing, file approvals, affiliate marketing signups, onboarding, and collaboration request functions are all included.


ClickUp offers a limited free plan. Paid plans start at $5/member/month.

Also read : 5 Ways to Organise your Social Media Marketing Strategy


Weekdone uses an OKR foundation, differentiating it from our other marketing planning tools list. With this framework’s focus on objectives and key results, your marketing team may set long-term objectives and divide them into smaller, more doable targets. To keep your marketing campaigns on track, Weekdone uses a weekly check-in. If you don’t think you can finish a task, you can delegate it to another team member. Even though Weekdone isn’t a conventional marketing planning tool, it’s a great choice for teams seeking greater accountability.


Weekdone is free for up to three users and offers a free trial. Pricing starts at $90/month if you have 4 or more users.

Toggl Plan

With drag-and-drop features, users of the visual marketing planning tool Toggl Plan may arrange tasks on an easily understood visual board. An agile marketing framework can be utilized with the Toggl Plan, similar to Kanban. Everyone on your team can see what is being done and what will happen next. Project managers may monitor the team’s performance and identify problems.


Toggl Plan is free with limited features for up to 5 users. Paid plans start at $8/user/month.


PlanWiz is an excellent daily planner application that effortlessly organizes your life, whether it’s managing work tasks, setting goals, or prioritizing self-care. With its intuitive interface and a vast selection of customizable planner templates exceeding 7,000 options, you can discover the ideal match for your preferences and requirements.

Beyond work-related functionalities, A digital planner for iPad serves as a pocket-sized personal assistant, reminding you to take breaks and maintain equilibrium. A weekly planner facilitates seamless organization across work, school, and personal commitments, while also enabling easy creation of PDF documents and quick-access links to keep everything harmonized.


For small marketing teams or influencers who want to ensure they’re planning, tracking, and executing their marketing strategy, Trello is a straightforward Kanban-style marketing planning tool. Using cards, you can make a board for each project and specify the activity stages. To eliminate those boring tasks from your to-do list, Trello also offers an integrated workflow automation tool called Butler that you can use to set up rule-based triggers, custom card and board buttons, calendar commands, and due date commands.


Trello has a free plan offering up to 10 boards. Paid plans start at $9.99/user/month.


Companies including Kellogg’s, BP, and Keurig use the enterprise-level marketing planning platform Screendragon. It includes a tonne of functionality and a user-friendly visual interface. Creating your Statement of job, planning your project, job requests, visual proofs, resource and budget management, content review and approval, in-depth reporting, and more will all be possible for you to do. Project templates with interactive Gantt charts and Kanban boards are available in Screendragon. Additionally, it integrates with programs like SAP and PeopleSoft.


Screendragon’s pricing is based on the number of users. For 50–149 users, pricing is $40/user/month. If you have 350–1,000 users, however, pricing per user is $20–28.50/month.

Also read : Marketing Personalization Tools: Delivering Tailored Experiences to Customers


Asana is often used for marketing planning. You can create tasks and subtasks, assign tasks to other team members, and monitor the progress of your project. Asana has file-sharing capabilities to keep things organized and chat so that team members can stay in touch from anywhere. Additionally, it provides automation, allowing you to streamline procedures and lower error rates.


Asana has a free plan with limited (but still pretty powerful) features. Pricing starts at 10.99/user/month.


Marketing project managers can construct a schedule for their marketing initiatives using Taskworld. Then, team members can communicate via public and private messaging. Timeline views, a marketing calendar, file management, and time monitoring are some of the services offered by Taskworld.


Taskworld offers a free trial. Paid plans start at $10/user/month.


With HubSpot’s marketing tools, you can run entire inbound marketing campaigns at scale while attracting the correct audience and increasing visitor conversion rates. With HubSpot Marketing, you can use blogging, social media, advertisements, and other methods to attract the proper visitors. You can also use landing pages, email, marketing automation, ABM, and other methods to turn visitors into customers.


HubSpot has a limited free plan. Paid plans start at $50/month.

Also read: Graphic Design Tools


Paymo is a marketing planning platform that enables team collaboration and tracking of the progress of your marketing campaigns. It offers many platform-based modules, including planning, resource scheduling, time tracking, and invoicing. Paymo also includes customizable workflows, project statuses, and notifications that assist your team in keeping track of your marketing initiatives and identifying any areas where your process is sluggish before it fully breaks down.


Paymo has a free trial. Plans start at $9.95/user/month.


A wide range of teams uses a well-known project management tool called Basecamp. It works effectively for marketing teams needing task creation, assignment, and tracking assistance. It has a message board, and file-sharing capabilities make it simple for users to work together.


Basecamp offers a limited free plan and a free trial. Paid plans are a $99/month flat fee.


Wrike is a fantastic tool for managing tasks and organizing your marketing initiatives. It can delegate work, create deadlines, and monitor how well each team member achieves her objectives. Wrike has customized processes and dashboards that will keep everything well organized.


Wrike has a free plan for up to 5 users and a free trial. Paid plans start at $9.80/user/month.

Also read : Top Research & Survey Tools For Marketing : Conducting & Navigating SEM


Although Canto is a solution for managing digital assets, keeping your brand assets organized is crucial to a successful marketing strategy. With Canto, you can easily organize and save your media library by automatically sorting your digital assets according to file types, keywords, and tags. You may distribute your digital assets straight from Canto via email, expiring URLs, social media platforms, or file hosting services like Box, Dropbox, and Google Drive. Canto employs portals so team members collaborate, create new ideas, and communicate from a single, central location.


Pricing by quote only.


A marketing planning tool, FunctionFox, was developed by an advertising agency with advertising agencies, graphic designers, PR, digital, and marketing organizations in mind. It provides marketing teams with an accessible approach to correctly tracking marketing initiatives from beginning to end. Task and action assignments, project timelines and calendars, internal message boards, and much more are all included in FunctionFox.


FunctionFox pricing starts at $3/user/month.


In conclusion, mastering marketing planning and strategy tools is the cornerstone of any successful marketing campaign. Utilizing the right tools and techniques allows you to make informed decisions, understand your audience better, and create targeted campaigns that resonate with your customers. From market research and competitor analysis to content planning and social media management, each aspect of marketing can be enhanced through powerful tools. Embrace the insights gained from this blog and integrate these valuable resources into your marketing workflow. With the right strategies and tools, you can meet and exceed your marketing objectives, propelling your brand to new heights of success in the dynamic and ever-evolving marketing world.

Also read : Cross-Channel Marketing Tools: Coordinating SEM with Other Marketing Channels


What are the key benefits of using marketing planning and strategy tools?

Marketing planning tools offer numerous advantages, such as streamlined campaign management, data-driven decision-making, and improved collaboration among team members. These tools enable marketers to stay organized, save time, and enhance the overall effectiveness of their strategies.

Which marketing strategy tools are best suited for small businesses?

Small businesses often require cost-effective and easy-to-use tools. Some popular options include Google Analytics for website insights, Buffer for social media scheduling, and Mailchimp for email marketing. These tools can help small businesses reach their target audience efficiently without breaking the bank.

How can marketing analytics tools improve campaign performance?

Marketing analytics tools provide valuable insights into customer behavior, campaign effectiveness, and ROI. By analyzing data from these tools, marketers can identify successful tactics, optimize underperforming areas, and make data-driven decisions to enhance overall campaign performance.

Are there any free marketing planning tools available for beginners?

Yes, many marketing planning tools offer beginners free versions or trial periods. Some notable options include Trello for project management, Google Keyword Planner for keyword research, and Canva for creating eye-catching visuals. These tools allow beginners to explore essential marketing techniques without significant financial investment.