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.