PSA Software for Marketing & Communications Teams

Troi supports agencies, marketing departments, brand teams, and communication units in planning, coordinating, and executing projects. Budgets, tasks, time tracking, resources, and reporting stay aligned, so teams can deliver high-quality work efficiently and transparently.

  • 80% Budget clarity at a glance
  • 60% less manual work
  • 40% more planning accuracy
Kanban task board showing to do, in progress, and review columns with tasks, progress bars, due dates, and a budget status widget for global and third party spend.

For Structured Workflows, Transparent Budgets, and Clear Collaboration

Marketing and communication projects often involve multiple contributors, changing priorities, and parallel work across campaigns, content, media, and events. Troi brings all processes together in one system, enabling teams to maintain clarity in planning, execution, and controlling.

From briefing to delivery, Troi ensures that everyone works with the same information, responsibilities are clear, and budgets remain under control.

AI driven task effort prediction and project scheduling in Troi PSA showing calculated hours per service item and automatic allocation of project tasks across the timeline for accurate planning, workload control, and profitable project execution

From complexity to clarity

Let’s Talk About Your Goals

Every business works differently and that’s exactly why Troi adapts to you. Tell us about your needs and we’ll show how PSA can support your projects, resources and finances.

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Why Troi is Ideal for Marketing, Communications & Creative Work

Troi combines task organization, time tracking, capacity planning, and cost transparency. This enables teams to work efficiently while staying flexible and aligned.

  • Visual project planning with phases, tasks, and timelines
  • Clear roles and responsibilities across teams and disciplines
  • Time tracking integrated into daily workflows
  • Budgets linked to actual effort and external costs
  • Real-time reporting on performance and profitability
Asana task list showing high priority tasks due today connected to a Troi project timeline with a concept work task and a workshop scheduled for the current calendar week.

Which Firms Troi was Developed for in Consulting & Professional Services

Troi supports diverse marketing and communications organizations by adapting seamlessly to various campaign structures, fluctuating project formats, and different in house or external team setups.

  • Marketing departments in companies
  • Corporate communications teams
  • Brand and campaign units
  • PR and communications agencies
  • Social media and content agencies
  • Creative studios, design, and media production teams
  • Event and live communication agencies
  • Sales enablement and field marketing organizations
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Stay Ahead with Troi Updates

Be the first to hear about new features, product improvements and upcoming webinars. Our newsletter keeps you informed about everything that helps you work smarter with your PSA platform.

Typical Use Cases in the Communications and Marketing Environment

Marketing and communication projects often require the coordination of many contributors, changing priorities, and parallel work across campaigns, channels, and formats. Troi brings planning, responsibilities, effort, and cost transparency together in one system. This ensures that everyone works with the same information and that progress and results remain clear at every stage.

Project Management for Marketing and Communications Teams

Plan campaigns, content production, and events in one place with tasks, timelines, and shared calendars. Everyone sees what needs to happen and when.

Controlling for Communications and Sales Projects

Keep budgets, expenses, and margins visible. Troi provides real time reporting on progress and performance for project and department leads.

Document and Asset Management in Context

Store briefings, drafts, approvals, and final assets directly within the project. Information stays structured, traceable, and easy to retrieve.

Resource Planning Across Teams and Clients

Understand team capacity, workloads, and upcoming demand. Assign work realistically to keep delivery balanced and timelines achievable.

Automated Workflows and Integrations

Connect planning, controlling, and billing in one system. Existing tools like Microsoft 365, HubSpot, Personio, Asana, and Jira integrate seamlessly.

Approvals and Team Transparency

Manage responsibilities and approvals centrally. Maintain clarity on who decides, what is approved, and how work progresses.

How Troi Supports Scalable and Reliable Creative Workflows

Organize

  • One shared system for projects, tasks, and campaign phases
  • Clear role and rights management across internal and external contributors
  • Structured data basis for department-wide coordination
  • Transparent planning and progress tracking

Optimize

  • Less administration through integrated processes
  • Faster decisions with real-time reporting
  • Fewer tool changes and duplicate data
  • Measurably shorter production and coordination cycles

Scale

  • Scalable setup for multiple teams and brand units
  • Stable project infrastructures for growth
  • Better capacity utilization and scheduling
  • Reliable foundation for strategic planning and budget allocation

Troi PSA for Marketing, Communications & Creative Teams – FAQs

Yes. Campaigns, content series, and multi-phase projects can be mapped flexibly with phases, tasks, and milestones.

Yes. Roles and access rights can be configured, so internal teams, freelancers, and partners collaborate transparently.

Budgets are linked to planned and recorded hours, external costs, and project phases, providing real-time financial transparency.

Yes. Dashboards and reports can be configured for different target groups.

Yes. Troi integrates with tools such as Microsoft 365, HubSpot, Personio, Asana, Jira, and others.

Our Features for Complete Project Control

The Troi PSA platform connects all key functions you need for smooth project management, from time tracking and task planning to controlling and reporting. Each module builds on the same data foundation, ensuring that every figure, approval, and report reflects your real project performance.

Resource Planning

Troi team resource view showing available time of 85 hours and workload percentages for digital team members

Time Tracking

Time tracking widget showing working time on April 6 with 5.50 hours logged and 2.50 hours assigned to project work

Task Management

Project timeline showing task bars for concept work, landing page design and user testing with allocated hours across calendar weeks

Reporting & Controlling

Weekly time tracking chart showing daily working hours and project time with a tooltip displaying 8 hours working time and 4 hours project time

Digital Document Capture

Invoice approval panel showing invoice numbers, totals, and a Send for Approval action with selected approver.

Budgeting & Estimation

Service list with quantities and an AI estimate tooltip adding two point five hours to planned effort

Trusted by Leading Consultancies, Agencies and Creative Businesses

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Logo of Yoove, Troi customer
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Logo of Vogelsänger Studios, Troi customer
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Logo of Dojo, Troi customer
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Logo of Bernstein, Troi customer
Portrait of Stefan Mauerer, Troi customer

“What’s great is that we were able to fully tailor Troi to our specific needs. With Troi, we’ve developed and established standards that support us in our daily work — allowing us to focus entirely on what really matters: our core business.”

Stefan Mauerer, Martin et Karczinski
Portrait of Ralf Vockel, Troi customer

“In our business, smooth coordination is key. Troi has helped us digitalize and optimize our workflows, ensuring seamless project management — from the initial project brief to the final delivery of our productions.”

Ralf Vockel, Vogelsänger Studios
Portrait of Rainer Chabrie, Troi customer

“With Troi, we were not only able to redefine our project controlling to capture key metrics more efficiently — we also significantly increased the speed at which projects are processed through a standardized project and approval workflow.”

Rainer Chabrie, BBDO