Asana Client Management
Client-work platform for agencies and professional-services firms: a branded two-way client portal, a client directory with account health and budget burn, AI note-taking that turns client meetings into action items, and role-specific AI Teammates.
Find alternatives to Asana Client Management
What it does
- Workflow automation
- Meeting notes
Sources
- Pricing
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Section "Asana Client Management pricing" names Starter and Advanced plans and a time-and-budget tracking add-on ("Available as an add-on to Starter or Advanced plans") and states no price.
- Description
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Official documentation · 18 Oct 2026
"A two-way portal shows each client everything they need to see"; "AI handles the note-taking and turns what was said into action items, updates, and first drafts automatically."
- What it does
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Official documentation · 18 Oct 2026
"Account Advisor ... Client Sentiment Monitoring"; "Creative Producer ... Creative Brief Parsing" AI Teammates; "Meeting recap and action items".
- Sold within
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Official documentation · 18 Oct 2026
FAQ: "These are not features available in standard Asana plans — they are purpose-built for agencies and professional services teams"; self-serve "Get started" with a company email.
- Name
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Official documentation · 18 Oct 2026
"Asana Client Management: Every client, every project, and every conversation in one place".
- URL
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Official documentation · 18 Oct 2026
The product's own page, linked third in the Products menu as "Asana Client Management".
- Deployment
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Official documentation · 18 Oct 2026
Branded client portal and hosted Work Graph; "Use your company email address to sign up."
- Interfaces
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Official documentation · 18 Oct 2026
"The Client Portal gives every client a dedicated, branded space for project status, deliverable reviews, feedback, and approvals."
- Intended for
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Official documentation · 18 Oct 2026
"Asana's product for agencies and professional services firms".
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