Build lasting client relationships
![[Product - CM] Keep clients in the loop without the overhead (Value prop)](https://assets.asana.biz/transform/9a7c31a2-e44c-48a6-96f8-675818521f4a/acm-Keep-clients-in-the-loop?io=transform:fill,width:2560&format=webp)
![[Product - CM] Leave every client meeting with a clear path forward (Value prop)](https://assets.asana.biz/transform/34000e61-abb4-40a2-9821-d571577c7601/acm-Leave-every-meeting-with-a-clear-path?io=transform:fill,width:2560&format=webp)
![[Product - CM] Free your team to focus on clients (image)](https://assets.asana.biz/transform/8279a66f-a6ff-4388-a5b1-b5a82213ec33/acm-Free-your-team?io=transform:fill,width:2560&format=webp)
![[Product - CM] Increase profitability and manage risk (image)](https://assets.asana.biz/transform/02984801-b1f1-459e-bf7b-615ed3e4df3a/acm-3-Increase-profitability-and-manage-risk?io=transform:fill,width:2560&format=webp)
A two-way portal shows each client everything they need to see and nothing they don’t: updates, actions, and deliverables.
Be present in every client conversation. AI handles the note-taking and turns what was said into action items, updates, and first drafts automatically.
AI Teammates designed for agencies reduce operational overhead, draft creative assets, and monitor client accounts.
Make smarter resourcing decisions and plan for risk with live views of project and client health.
Expand capacity with AI Teammates
Purpose-built AI agents monitor, flag, and take action so your team stays focused on clients.
Built to support every agency role
Streamline work for the whole team.
![[Product - CM] Account Manager (image)](https://assets.asana.biz/transform/7d7eb2dc-d47e-4706-bf9c-2a8a3d42be82/Account-Manager?io=transform:fill,width:2560&format=webp)
![[Product - CM] Project Manager (image)](https://assets.asana.biz/transform/8f3f9978-c1e0-4399-8276-49ea5e8acfcd/acm-Project-Manager?io=transform:fill,width:2560&format=webp)
![[Product - CM] Creative (image)](https://assets.asana.biz/transform/ff053c4d-ec51-4f7d-b35a-5601c9782c46/acm-Creative?io=transform:fill,width:2560&format=webp)
![[Product - CM] Agency Leadership (Role tab)](https://assets.asana.biz/transform/e53361f1-a6ba-460e-b65a-4c4460bc3aae/acm-Agency-Leadership?io=transform:fill,width:2560&format=webp)
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
![[Logo] irene + co events](https://assets.asana.biz/transform/e9440da5-7675-43f2-b514-d992fe82fa36/irene-co-events-logo?io=transform:fill,width:480&format=webp)
Company Size
Boutique Agency
Industry
Events
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.
Irene Katzias
Creative Director
Intake, delivery, and the work behind it—all connected
With Asana Client Management, all projects, clients, and deliverables are in context.
![[Icon] Enterprise Work Graph](https://assets.asana.biz/transform/770fc1f1-8162-4aad-846a-c253fc9b8f1d/Enterprise-Work-Graph-icon?io=transform:fill,width:2560&format=webp)
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.
![[Icon] Multiplayer](https://assets.asana.biz/transform/66f34d46-dfe5-4413-9002-18d50381d3d1/Icon-Multiplayer?io=transform:fill,width:2560&format=webp){kind=icon}
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.
![[Icon] Shared memory](https://assets.asana.biz/transform/92e79a5a-1b7c-4a23-b3cb-75387edbfb6a/Shared-memory-icon?io=transform:fill,width:2560&format=webp)
Shared memory
![[Icon] Enterprise governance](https://assets.asana.biz/transform/864952e2-b73f-495e-9f53-44cd690408b7/Enterprise-governance-icon?io=transform:fill,width:2560&format=webp)
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.
Available as Starter and Advanced Plans.
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.
Frequently asked questions
Asana Client Management is Asana's product for 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.
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.
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.
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.
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.
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.
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.
Asana Client Management is available as Starter and Advanced plans.
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.
Start a trial to get access to Asana Client Management immediately.
No. You’ll maintain access to all your existing work and features. Nothing is lost. Asana Client Management capabilities and features will be additive.