Made for creative agencies

Client management software for creative and marketing agencies

Run client projects, manage deliverables, and keep your team aligned without struggling with five different tools.

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4.8/5 rating

Agency project management without scattered updates

With Vaiz

Structured intake via Typeform — briefs become structured tasks in your board
Every client project has one place: tasks, docs, and comments together
All revision requests go through your team — tracked as tasks, not lost in email threads
One workspace — everything new hires need is already there
Real-time view across all clients and team members

Without Vaiz

Client briefs arrive by email and get lost
Project updates live in Slack threads no one can find
Feedback comes through 3 channels simultaneously
Onboarding a new client = 12 different links
No one knows who is working on what

Built for how agencies actually work

Vaiz tasks + docs

Manage every client project in one workspace

Create a dedicated space per client. Tasks, briefs, revision notes, and final deliverables — all linked together, no tool switching required. Your team always knows what’s due and for whom.

Vaiz docs

Turn client briefs into executable tasks

Connect briefs, creative specs, and SOWs directly to your task board. When the brief changes, your team sees it in the same place as their tasks — no version confusion, no “which file is final?” messages.

Typeform integration

Structured client intake, every time

Use the Vaiz Typeform integration to collect client briefs, project requests, and feedback through a clean form. Every submission flows into your Vaiz board as a structured task — no copy-pasting, no missed requests.

Guest access

Give clients visibility without exposing everything

Invite clients as Guests. They get view-only access to the boards you share with them — tasks, timelines, and deliverables. You control exactly what they see by managing their board access.

Views + workload

See who is working on what across all clients

Switch between Kanban, List, Timeline, and Gantt to plan and track delivery across every client simultaneously. Spot overloaded team members before deadlines slip. Manage creative agency project work without spreadsheets.

How agencies use Vaiz

Agency Director / Founder

Dashboard across all client projects — see status, workload, and blockers at a glance

Account Manager

Clients log in and see their project status directly — fewer "where are we?" emails for your team

Creative Lead / Designer

Your team logs all feedback and revisions directly on tasks — one place per deliverable, no scattered threads

Project Manager

Duplicate a project template, send one link, start working — same day

Start running client work in minutes

Ready-to-use templates built for agency workflows — no setup required.

For teams

Production team

Run client deliverables from brief to launch with clear phases: Briefing → Pre-production → Production → Post-production → Distribution → Post-launch. Built for Video, Audio, and Design work with linked docs and assets on every task.

Use Production team →

For teams

Sales team

Manage your agency pipeline — new prospects, active proposals, and client renewals — in one lightweight board. Deal value, close dates, and lead source tracking included.

Use Sales team →

Frameworks

RACI matrix

Define who does what across your agency and client team from day one. Assign Responsible, Accountable, Consulted, and Informed roles per deliverable — no more “I thought you were handling that.”

Use RACI matrix →

Browse all templates

Connect Vaiz with your agency tool stack

Vaiz integrates with the tools agencies already use — so you don’t have to change how you work, just where you manage it.

Integrations

Figma · Slack · Google Drive · Typeform · Google Calendar · Mailchimp · +2,000 more

Import from

Asana, Jira, Notion, Trello, YouTrack, Linear — migrate in minutes

API + Python SDK

For agencies that need custom integrations, client reporting, or workflow automation.

Trusted by agencies, marketing teams, and growing startups

Frequently asked questions

Yes. Invite clients as Guests — they get view-only access to the boards you share with them and do not count as paid seats. You only pay for full workspace members.

Vaiz Agent is included in Premium. Pro includes unlimited members, 500 GB storage, unlimited automations and history, and MCP access. See pricing for current plan details.

Vaiz manages project delivery, not sales pipelines. Use it after the deal is signed — for briefs, tasks, timelines, and client visibility. It complements your CRM rather than replacing it.

Yes. Vaiz’s built-in migration tool imports tasks, comments, files, and deadlines from Asana, Jira, Notion, Trello, YouTrack, and Linear.

Asana is a strong task tracker. Vaiz keeps your docs, tasks, and client context in one operational record — briefs live next to the work that executes them, not in a separate tool.

Individual file uploads are limited to 100 MB on all plans. Pro includes 500 GB storage; Premium includes unlimited storage.

Vaiz is also built for

for Marketing teams

Plan campaigns, manage briefs, and track deadlines

for Operations teams

Manage workflows, track tasks, and document processes

Product Teams

Plan roadmaps, write specs, and manage delivery