Gold Certified Asana Solutions PartnerClient management software for agencies and professional services firms: client records, onboarding, a branded client portal, approvals and AI Teammates.
Briefs arrive by email, feedback lands in chat, budgets sit in spreadsheets and the account manager becomes the human router. As client numbers grow, the gaps between systems become the gaps your clients notice.
Contacts, renewal dates and context live across spreadsheets, inboxes and personal notes.
Time lost hunting for contextEvery new client starts from a different checklist, so the first 30 days feel different each time.
Uneven first impressionsMultiple clients, projects and retainers run in parallel without a single view of commitments.
Missed deadlinesStatus lives in status meetings, and is outdated the moment they end.
Status chasingWhat the client was promised and what the team is building slowly diverge.
Scope creepSign-offs hide in email threads, chats and calls, with no record of who approved which version.
Rework & delaysClients can't see progress, so every question becomes an email to the account manager.
Eroding trustNobody sees who is overloaded across clients until a deadline slips.
Burnout & margin leakQuality depends on which account manager or project lead a client happens to get.
Lower satisfactionHandovers from sales, between projects and at renewal lose the history of the relationship.
Retention riskLabels show what is native to Asana Client Management, core Asana, an add-on, or configured by Vistar.
One record per client: health, renewal dates, contacts, budgets and every linked project.
Not a sales CRM: pipelines and invoicing stay in your existing tools; Vistar connects them.
A branded, two-way portal for status, deliverable reviews and approvals: you choose what each client sees.
Part of Asana Client Management, branded per client, not a standalone custom website.
Design phase complete
Client · Layla M.Love v3, one tweak on the hero image?
Captured as task → Creative teamSwap hero image
Internal · marginScope within plan
Repeatable onboarding templates and intake forms, kicked off when a deal closes.
Templates and forms are native Asana; automatic triggers from your CRM are set up by Vistar.
Briefs become projects with owners, deadlines, dependencies and client milestones.
AI Meetings turns client calls into action items; deliverables move through review and sign-off.
Live client health, renewal and budget views across your whole book of business.
Not an accounting system: budgets and time export cleanly for invoicing in your finance tools.
See planned vs actual workload across all client work and rebalance before deadlines slip.
Four purpose-built AI Teammates draft updates, parse briefs and flag risks, with scoped permissions and an audit trail.
AI usage is metered by plan; Vistar confirms what your licences include.
Healthier client relationships, with fewer budget or sentiment surprises.
Draft this week's portal update for Nadira.LM
AADraft ready for your review. One account is close to its contracted hours. Want me to flag it to the delivery lead?
Illustrative exchange based on skills Asana describesAsana Client Management keeps structure and visibility at every stage of the client journey, so context gathered on day one is still there at renewal. Select a stage to explore it.
Organise what sales learned and hand it to delivery with clear ownership from day one.
Start every client from the same repeatable template, so the first 30 days feel consistent.
Turn briefs into projects with owners, deadlines, dependencies and client milestones.
Share status, reviews and approvals through the client portal, so feedback lands where the work happens.
Track deliverables, budgets and team capacity across the whole engagement.
Review the whole relationship before renewal, with the context from day one still in place.
Each team works in its own projects and views, but every task, update and approval connects back to the same client record. Select a team to see its part of the engagement.
Hand clients over cleanly and stay the trusted point of contact, without being the relay for every question.
Turn briefs into deliverables and keep revisions and client feedback in one place.
Plan and deliver client work with clear owners, deadlines and dependencies.
Watch the health of every account and protect the relationship through to renewal.
Keep delivery balanced across clients and get time and budgets ready for billing.
See every client, budget and risk across the whole book of business.
The numbers below come from published customer stories: client-facing firms that moved onboarding, delivery and client collaboration into Asana. Every figure is attributed to its source.
increase in client NPS for social media agency Hello Social after structuring client onboarding in Asana.
Hello Social · Asana customer storyless onboarding prep time, and a team 20% more efficient during onboarding.
Hello Social · Asanaless time spent in weekly sprint planning meetings.
Social Driver · Asanaof monthly meetings saved at Stride, alongside increased client renewal revenue from proactively tracking account issues.
Stride · Asana customer storyshorter turnaround times reported by ICON after upgrading to Asana Advanced with Vistar, now running 90+ active projects across four countries.
ICON · Vistar client testimonialResults reflect each organisation's own reporting and were achieved with Asana's work management platform; most predate the general availability of Asana Client Management in September 2026. Outcomes vary by organisation, process and adoption.
How a growing GCC advertising agency brought its client projects, resourcing and reporting into Asana, implemented and adopted with Vistar.
Why it matters: a regional agency, implemented and adopted with Vistar's on-ground support.
Source: Vistar client testimonial (Firas Al Zubaidi, Operations Director, ICON)Client management only works when the setup mirrors how your firm sells, delivers and reports. Vistar doesn't just deploy software: we align Asana with your actual client processes, then stay through adoption.
“The Vistar team worked closely with us to ensure smooth adoption.”
Firas Al Zubaidi, Operations Director, ICON
We map your clients, services and delivery process, and assess requirements and workflow gaps before anything is built.
We design and configure Asana for client-facing operations: the Client Directory, project structures, portals and reporting.
Onboarding, handovers, brief-to-project, approvals and status updates, plus where AI Teammates should help.
We connect the tools your teams already use and plan the handoffs between them, including migration from other tools.
Role-based training for account managers, project managers and leadership, in English and Arabic, with change management built in.
After go-live we review portals, reports and workload, and refine the setup as your client base grows.
Vistar · Gold Certified Asana Solutions Partner · UAE · KSA · GCC
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