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What is Task Session?

Take full control of your business processes with Task Session, a powerful self-hosted CRM and project management tool tailored for agencies, freelancers, consultants, law firms, developers, marketing teams, startups, and growing businesses. Task Session brings together all your clients, projects, tasks, team members, leads, invoices, files, emails, discussions, and reports into a cohesive platform. Unlike typical SaaS offerings, Task Session is installed on your own domain and server, giving you complete control over your business data, branding, users, and overall system functionality. You no longer have to manage a variety of tools for different tasks such as project oversight, team collaboration, invoicing, lead management, file sharing, and client communications; Task Session offers a single workspace that encompasses all your business operations. This holistic solution not only simplifies your workflow but also boosts collaboration and productivity, making it easier to access and manage every element of your operations. By integrating various functions into one platform, Task Session empowers you to focus on what truly matters—growing your business effectively and efficiently.

What is ClientFol.io?

ClientFol.io stands out as a premier SaaS solution tailored for coaching organizations, offering the capacity to manage an unlimited number of clients. This innovative platform, crafted by Mitch Russo, a veteran coach with three decades of experience, is dedicated to minimizing administrative burdens while maximizing coaching outcomes. Prioritizing accountability and effective goal tracking, ClientFol.io encompasses essential features that significantly enhance the coaching process. It seamlessly manages various organizational tasks, ensuring a smooth and efficient operation for coaching providers. Easily oversee individual or group sessions, establish automatic payment schedules, and create personalized invoices that reflect your brand's identity. The advantage is clear: spend less time on administrative duties and devote more meaningful moments to your clients. The system actively encourages client accountability, resulting in positive feedback, enhanced commitment, and noticeable outcomes on a weekly basis. With the built-in Client Portal, all coaching activities are readily available for clients and team members alike. Additionally, integrated reminders for assignments keep clients informed and engaged, reinforcing the value of your services. With ClientFol.io, elevate your coaching organization as you concentrate on what truly matters: fostering strong relationships with your clients while achieving remarkable success.

Media

Media

Integrations Supported

PayPal
Authorize.Net
Google
Stripe
Stripe Billing

Integrations Supported

PayPal
Authorize.Net
Google
Stripe
Stripe Billing

API Availability

Has API

API Availability

Has API

Pricing Information

$59/year
Free Trial Offered?
Free Version

Pricing Information

$29.97 per month
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Task Session

Date Founded

2024

Company Location

United Kingdom

Company Website

www.tasksession.com

Company Facts

Organization Name

Mindful Guidance

Date Founded

2005

Company Location

United States

Company Website

www.ClientFol.io

Categories and Features

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Project Management

Agile Methodologies
Budget Management
Client Portal
Collaboration Tools
Cost-to-Completion Tracking
Customizable Templates
Gantt Charts
Idea Management
Kanban Board
Milestone Tracking
Portfolio Management
Resource Management
Time & Expense Tracking
Traditional Methodologies

Categories and Features

Coaching

Appointment Scheduling
Billing & Invoicing
Business Coaching
Client Management
Goal Setting / Tracking
Life Coaching
Mentor/Coach Matching
Program Management
Progress Tracking
Sport Coaching

Sales Coaching

Assessments
Audio / Video Conferencing
Built-In Course Authoring
Call Recording
Gamification
Goal Setting / Tracking
Learning Plans
Onboarding
Performance Metrics

Tutoring

Appointment Scheduling
Attendance Tracking
Automatic Grading
Billing & Invoicing
Client Management
Electronic Assignments & Tests
Employee Management
Learning Plans
Lesson Notes
Online Classes
Online Payments
Parent / Student Portal
Progress Reports

Popular Alternatives

Popular Alternatives