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
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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.

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.

Mermaid
GitLab
Zapier
Figma
Google Calendar
Miro
Slack
Opsgenie
Zoom
Gmail
Vimeo
Mailchimp
Twilio
Teams
Dropbox
GitHub
Shopify
Sentry
Excalidraw
Zendesk
Stripe
GraphQL
Discord
Telegram
HubSpot
Google Drive
YouTube

Integrations

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

Asana
Jira
Notion
Trello
YouTrack
Linear

Import from

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

Python

API + Python SDK

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

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Frequently asked questions

Can clients access my Vaiz workspace?

Yes. Invite clients as Guests — they get view-only access to the boards you share with them. On the Free plan, guests share the 10-user workspace limit. Upgrade to Pro to scale without constraints.

Is the AI assistant available on all plans?

The AI assistant is included in the Premium plan ($13/user/month, or $108/user/year). The Pro plan ($7/user/month) includes unlimited automations, storage, and users.

What is the difference between Vaiz and a CRM?

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.

Can we migrate from Asana or Jira?

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

How does Vaiz compare to tools like Asana for agencies?

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.

What is the file upload limit?

Individual file uploads are limited to 100 MB on all plans. Storage limits: 2 GB (Free), 500 GB (Pro), unlimited (Premium).

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