Cassidy Munro
Client Services Manager
1 review written · 4.0 average
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Reviews by Cassidy Munro
★★★★★
Client services at a digital agency, managing concurrent engagements across 12 active clients. Asana is where every project plan, deliverable timeline, and approval workflow lives. The portfolio view across client engagements gives me the bandwidth picture I need to broker resourcing conversations. Forms for client intake have professionalised our request management. Status updates that aggregate per portfolio save me hours of weekly reporting. Where I want improvements: client guest access is functional but limited - clients can't do everything I'd want them to do without a paid seat. Time tracking is via integration rather than native, which is fine but adds complexity. Customer support has been responsive. Worth the Business tier for agencies running multiple client engagements.
