A simple Asana alternative for small agencies
Asana is excellent general project management, especially for product and internal teams running many projects at once. But agencies organize around clients, and in project-first tools the client context lives in your head. ClientPlot is client-first: every project, task, note, and file hangs off the client it belongs to. This page covers the difference and when each tool fits.
Client-first, not project-first
In a project-first tool, one client's work is scattered across projects and the relationship history lives nowhere. In ClientPlot, opening a client shows their whole timeline: projects, tasks, notes, files, and the last time anyone talked to them.
Follow-ups are a feature, not a task you create
Agencies win repeat work by checking back in. ClientPlot has follow-up dates on every client: set a date and see it on today's dashboard. In generic PM tools that becomes another task you have to remember to create.
A Today view the whole team can use
Overdue work, due-today tasks, and follow-ups sit on one dashboard. On the Team plan, invite teammates so they work from that same list instead of a methodology they have to learn.
Fast to adopt because the shape is familiar
Clients, projects, and tasks match how service work already happens. Import a CSV, then run the week from Today and the calendar.
What you get
- ✓Every task and file under the client it belongs to
- ✓Follow-up dates on the Today view
- ✓A shared workspace on the Team plan
- ✓Clients, projects, tasks, and a calendar
- ✓CSV import from Asana exports or spreadsheets
Start with the spreadsheet you already have
Turn existing rows into connected client work
Upload an Excel or CSV file, review the suggested mapping, and turn its rows into connected clients, projects, tasks, follow-ups, and due dates where those columns exist. Nothing is saved until you confirm the preview.
- 1
Upload
Bring the tracker your business already uses.
- 2
Review
Confirm the columns and edit rows before import.
- 3
Work
Open connected client records instead of filtering tabs.
Frequently asked questions
When is Asana the better choice?
For internal product or operations teams running many cross-functional projects, Asana's project views and workflow features shine. ClientPlot is focused on agencies and service teams whose work is organized around clients.
Can we bring our Asana tasks over?
Yes. Export from Asana to CSV and import clients, projects, and tasks into ClientPlot. You review and edit rows before anything is added.
Can our clients see progress?
No. ClientPlot is a workspace for you, and for teammates on a Team plan. It is not a client-facing portal or status-page product.
Is ClientPlot a full Asana replacement?
No. It does not try to be a general project-management platform. It keeps clients, projects, tasks, deadlines and follow-ups together, with a Today view instead of another methodology.
Does ClientPlot send email reminders?
No. ClientPlot does not email you when a follow-up comes due. Set a follow-up date and it appears on the Today view when it is due. You still send the email or make the call.
Organize your agency around clients again
Projects, tasks and follow-ups in one client-first workspace. Free to start.