# Asana Client Management for Agencies > The agency project management platform with a built-in client portal, AI agents, and tools to scale without the overhead. Source: https://asana.com/campaign/asana-client-management Asana Client Management #### Every client, every project, and every conversation in one place Build lasting client relationships on an AI-native platform for agency work. Sign up for free. - [Get started](/create-account?registered_with_offering=client-management) #### Keep clients in the loop without the overhead A two-way portal shows each client everything they need to see and nothing they don’t: updates, actions, and deliverables. #### Leave every meeting with a clear path forward Be present in every client conversation. AI handles the note-taking and turns what was said into action items, updates, and first drafts automatically. #### Free your team to focus on clients AI Teammates designed for agencies reduce operational overhead, draft creative assets, and monitor client accounts. #### Increase profitability and manage risk Make smarter resourcing decisions and plan for risk with live views of project and client health. #### Build lasting client relationships #### Account Advisor Healthier client relationships and fewer budget or sentiment surprises Spin up the onboarding project now that the contract is signed Tell me which clients are at risk of churning Flag accounts close to burning through contracted hours #### Creative Producer Faster brief-to-delivery with cleaner client communication throughout Turn the client brief into tasks, owners, and deadlines Draft the client update for where we are on the project Let me know if we've gone over contracted revision rounds #### Executive Advisor One view of profitability, capacity, and risk across the portfolio Show me which accounts are being over-serviced vs. margin Tier our clients by revenue, growth, and relationship health Put together the monthly agency health report for leadership #### Operations Coordinator Smoother services delivery through better resource and billing visibility Compile everything we need for this month's client invoice Show where we have capacity for the new retainer next quarter Flag any client where sentiment has shifted in the last 30 days #### Expand capacity with AI Teammates #### Built to support every agency role #### Account Manager #### Live views of client health Spend less time as a go-between and more time relationship building. - Client onboarding and kickoff - Brief-to-project in minutes - Meeting recap and action items - [Get started](/create-account?registered_with_offering=client-management) #### Project Manager #### Easily manage project delivery Stay on top of work with less bandwidth spent on coordination. - Publish automated updates for clients - Client budget and scope monitoring - Workload rebalancing as priorities shift - [Get started](/create-account?registered_with_offering=client-management) #### Creative #### Create from complete client context Client requests, feedback, and goals always at your fingertips. - Creative Producer AI Teammate accelerates work - Feedback-to-revision loop captured in one place - Meeting transcripts record decisions - [Get started](/create-account?registered_with_offering=client-management) #### Agency Leadership #### Boost capacity, not overhead Protect margins and increase your team’s output. - Book-of-business overview - Team resourcing across all client work - Margin health on every project - [Get started](/create-account?registered_with_offering=client-management) Clients are more discerning than ever before, and as a small agency, we need to deliver a polished, organized experience that builds trust at every step. Asana Client Management will help us create a seamless, personalized experience that keeps clients informed and gives them the level of visibility and involvement they want throughout the entire engagement. The biggest shift will be bringing the work and the client relationship into one place. That means less time hunting for information, easier visibility into team capacity, and a client portal where updates, feedback, and approvals can happen in one place. I’m most excited about keeping each client’s goals at the top of their record. Today, keeping clients and internal teams aligned means juggling scattered updates that don’t always reflect the latest progress. Asana Client Management is a natural fit because it will let us keep one system of record, extending the way our cross-functional teams already work in Asana to the client relationship itself. - [Enterprise Work Graph](-) Every client communication, engagement, and dependency stays connected in one place. AI Teammates work with full context of how work flows across your org. - [Multiplayer by design](-) Multiple team members interact with and improve the same AI Teammates over time, building institutional knowledge that compounds across every team you run. - [Shared memory](-) Every request, decision, and piece of client feedback gets remembered and applied, so your whole team gets measurably sharper the longer it works in Asana. - [Enterprise governance](-) Every AI Teammate carries its own identity, scoped permissions, and a complete audit trail, so IT keeps full control and leadership keeps total visibility. #### Intake, delivery, and the work behind it—all connected #### Asana Client Management pricing AI-powered client management with a built-in client portal, prebuilt agents, and tools to scale your business without the overhead. Use your company email address to sign up. Manage and coordinate with your clients, all in one space. AI Teammates to monitor, flag and take action for your team. A directory of every client relationship for monitoring account health, plus linked projects in one place. - [Get started](/create-account?registered_with_offering=client-management) - [Learn more](/pricing/client-management) #### See hours, costs, and budget on every project, all in Asana. Log time against tasks, set rates by person, and watch budget consumption update as work progresses. Separate billable from non-billable hours, compare estimates to actuals, and export clean data when it's time to invoice. No separate time-tracking tool. No reconciling numbers across systems. #### Timesheets and Budgets ADD-ON Improve client outcomes with real-time visibility into budgets, time, and costs - all in one place. Track progress with accurate timesheet data Monitor project health with budget tracking Manage resources with flexible rate cards Track billable and non-billable hours - [Contact sales](/sales) - [Learn more](/features/resource-management/timesheets-budgets) #### Frequently asked questions about task management tools #### What is Asana Client Management? Asana Client Management is Asana's product for [agencies](/agencies) and professional services firms. It gives account managers, project managers, practitioners, and agency leaders a connected set of tools for running client work — from project kickoff through renewal — without stitching together status from scattered tools or spending hours on work that can be automated. #### How is this different from Asana's core product? Asana's core product is built for cross-functional project and work management. Asana Client Management is purpose-built for the specific workflows of client-facing organizations: branded client portals, account health dashboards, budget and capacity visibility, and AI Teammates trained on client and project context. These are not features available in standard Asana plans — they are purpose-built for agencies and professional services teams. #### What is the Client Portal? The Client Portal gives every client a dedicated, branded space for project status, deliverable reviews, feedback, and approvals. All communication lives in one place rather than scattered across email threads and Slack. Account managers control what clients see, and new client messages surface at the top of the queue. Clients get visibility on demand without having to chase anyone for it. #### What is the Client Directory? The Client Directory gives agency leaders a single view of financial health, budget burn, renewal dates, and key contacts across every active account. Rather than learning about a relationship going cold after the renewal conversation, leaders can see risk as it develops and act before it compounds. #### What are AI Teammates? AI Teammates are purpose-built agents designed for specific agency roles — content development, research, client communication, and others. Because they connect to Asana's Work Graph, they carry context from past projects and client history into every task. Output is specific to the account and the brief, not a generic starting point that requires rebuilding. They surface where the work is happening rather than requiring practitioners to find them in a separate tool. #### Does Asana Client Management replace our project management tool? It depends on your current setup. For teams already using Asana for project management, Asana Client Management extends what's there with client-facing features and agency-specific workflows. For teams using a separate PM tool, the answer is worth a conversation with our team — the right path depends on how deeply embedded your current tools are and where the biggest gaps are. #### Do we need to already use Asana? An existing Asana footprint simplifies adoption, but it is not required. Asana Client Management is available to agencies and professional services firms regardless of whether other teams in the organization use Asana. #### What does pricing look like? Asana Client Management is available as Starter and Advanced plans. #### How quickly can we get up and running? Most teams can be operational immediately. If using Asana already, you simply create a client and add existing project information with a one-click migration. #### Where can I see it in action? Start a trial to get access to Asana Client Management immediately. #### Will I lose my data when I add Client Management? No. You’ll maintain access to all your existing work and features. Nothing is lost. Asana Client Management capabilities and features will be additive. PLACEHOLDER #### Get your team and your agents working together - [Get started](/create-account?registered_with_offering=client-management)