Asana Alternative for Consulting Agencies
Asana tracks tasks well, but consulting agencies need engagement management, deliverable workflows, retainer tracking, and client-facing portals that Asana doesn't provide. You end up patching Asana with billing tools, CRM, and client communication—AgencyPro handles the full consulting workflow in one platform.
Why Consulting Agencies Struggle with Asana
Asana has no concept of client engagements or retainer agreements — consulting firms track these in spreadsheets
Consulting deliverables (reports, recommendations, workshops) require custom workflows Asana's task structure doesn't match
Client visibility and deliverable sharing happen outside Asana through email and shared drives
Billing for retainer engagements is entirely disconnected from the work tracked in Asana
Why Consulting Agencies Switch to AgencyPro
Engagement-Centric Structure
AgencyPro organizes work by client engagement rather than generic projects. Each engagement has its retainer terms, deliverables, and timeline. This mirrors how consulting firms actually operate.
Client Deliverable Portals
Clients access branded portals to view engagement progress, receive deliverables, and communicate with your team. No more emailing reports or managing shared folder access.
Native Retainer Management
Track retainer hours, manage deliverable-based retainers, and generate invoices automatically. Consulting firms bill retainers—AgencyPro understands this model natively.
Consulting Workflow Templates
Templates for strategy engagements, assessments, workshops, and ongoing advisory work. Pre-built structures for the deliverables consulting firms produce.
Key Features for Consulting Agencies
Engagement Management
Organize work by client engagement with phases, deliverables, and milestone tracking.
Retainer Billing
Define retainer terms, track utilization, and generate monthly invoices automatically.
Client Portal
Branded client dashboards with deliverable access, engagement status, and communication.
Deliverable Workflows
Structured workflows for reports, recommendations, and workshop deliverables.
Time Tracking
Track billable hours per engagement with integration to invoicing.
CRM & Pipeline
Manage prospects, proposals, and conversions alongside engagement delivery.
“What has made my experience with AgencyPro great is how thoughtfully the whole platform is put together. It replaces the patchwork of tools we used to rely on with one cohesive system.”
— Mrake Angelo Miguel, verified on Trustpilot
Frequently Asked Questions
Does AgencyPro support consulting retainer structures?
Yes. Define monthly retainers by hours or deliverables, track time and deliverables against allocations, and generate invoices automatically. Both hourly and deliverable-based retainers are supported.
Can consulting clients access their deliverables through AgencyPro?
Absolutely. Clients log into a branded portal to view engagement progress, download deliverables (reports, decks, etc.), and communicate with your team. No more email attachments or shared drive links.
How does AgencyPro handle multiple concurrent engagements?
Each client can have multiple engagements, each with its own scope, deliverables, and billing. The engagement-centric structure matches how consulting firms organize their work.
Asana Alternatives for Other Industries
Other Alternatives for Consulting Agencies
Learn more about AgencyPro for Consulting Agencies
View the Consulting Agencies use case page →Consulting Agencies Need More Than Task Management
Replace Asana with AgencyPro's engagement management, retainer billing, and client portals built for consulting firms.