Asana Client Management gives agencies and professional services firms one place to run client work: a branded client portal, delivery and approvals, client health and budget visibility, and AI Teammates that take on routine account work. Vistar helps you set it up around the way your teams deliver.
Asana Client Management is Asana's product for agencies and professional services firms. It brings client relationships and client delivery into one platform, so account managers, project managers, practitioners and leadership work from the same picture of every client, from project kickoff through renewal.
Clients get a two-way portal for updates, reviews and approvals. Your teams get delivery tracking, budget and resourcing visibility, and AI Teammates that draft updates and flag risks. Because it runs on Asana, client work and internal work stay connected.
Clients see progress and actions in their portal instead of waiting for emails.
Client health, budget and scope signals surface before they become escalations.
AI Teammates take on routine account work so your people focus on clients.
Asana currently lists Client Management on its Starter and Advanced plans, with Timesheets & Budgets as an add-on. Vistar can confirm current availability and licensing for your organisation.
The capabilities Vistar configures when we set up Asana Client Management for your firm.
Give every client a branded, two-way space for project status, deliverable reviews, feedback and approvals. Account managers decide exactly what each client sees, and new client messages rise to the top of the team's queue.
Account, project and creative teams share one view of each client, with meeting notes turned into action items and updates.
Turn a brief into a project with owners and deadlines, then track delivery and scope as work moves.
Clients review and approve deliverables in the portal, and their feedback becomes revision tasks in one place.
Live views of client health, budget burn, margins and renewal dates across every account.
Purpose-built AI Teammates draft client updates, parse briefs into tasks, monitor sentiment and profitability, and help plan resourcing, each with its own permissions and audit trail.
Select a stage to see how Asana Client Management supports your team and your client along the way.
When a contract is signed, an onboarding project can be spun up automatically, and the client gets their own portal from day one.
Briefs become structured projects in minutes, with tasks, owners and deadlines, and kickoff decisions are captured as action items.
See who is working on which client, plan around capacity, and rebalance workload when priorities shift.
Teams deliver in Asana while clients follow progress in their portal. Automated updates go out, and budget and scope are monitored as work moves.
Clients review deliverables and approve or request changes in the portal. Feedback turns into revision tasks, and extra revision rounds are flagged.
Leadership sees client health, profitability and retention risk across the book of business, and account teams go into renewals with the full picture.
Asana's AI Teammates are purpose-built agents that work alongside your people, with their own identity, scoped permissions and an audit trail. Choose one to see the kind of work it takes on.
Illustrative example based on the AI Teammate skills Asana describes.
One place to follow project progress, client health, budgets, resources and delivery across your book of business.
Follow every project's progress against plan, and share the client-facing view in their portal.
Health, sentiment and renewal signals across accounts, so you can act early.
Budget burn and scope tracked as work happens, with Timesheets & Budgets.
See workload across client work and rebalance before people are overloaded.
Milestones and approvals in one view, for your team and your client.
Illustrative dashboard. Views and fields are configured for your organisation.
How different client-facing teams use Asana Client Management.
Run many clients at once without losing track of briefs, revisions or budgets.
Keep engagements on scope and clients informed, from discovery workshops to final recommendations.
Bring client matters, billable work and approvals into one governed workspace.
Deliver implementations and client projects predictably, with the client involved at every milestone.
Client management only works when the setup mirrors how your firm sells, delivers and reports. Vistar's Asana team works with you from the first workshop through go-live and beyond, so portals, workflows and dashboards fit your clients and your teams.
We support firms across the UAE, Saudi Arabia and the wider GCC. Explore our Asana services or Asana Service Management.
We map your clients, services and delivery process, then design and build your Asana Client Management setup.
We configure onboarding, brief-to-project, approvals and status updates, and decide where AI Teammates should help.
We connect the tools your teams already use, such as your CRM, Slack, Google or Microsoft, and plan the handoffs.
Role-based training for account managers, project managers and leadership, in English and Arabic.
After launch we review portals, reports and workload, and refine the setup as your client base grows.
Book a consultation with Vistar's Asana team. We'll look at how your firm delivers today, show Asana Client Management in action and outline a rollout plan that fits.