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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 Clientary?

Discover an all-inclusive platform designed to manage clients, invoices, projects, proposals, estimates, hours, payments, contractors, and staff in a single location. This solution not only attracts clients but also enhances your efficiency and time management. Clientary functions as a comprehensive professional services automation tool that meets the diverse needs of your business. Thanks to our support, numerous freelancers, agencies, and organizations have effectively streamlined their client management systems. Eliminate the stress of using multiple documents, templates, and applications. We support the entire client lifecycle, from crafting initial proposals and estimates to tracking hours, creating invoices, and handling payments, ensuring that all essential resources are kept in one place. Start your client relationships on the right foot with customized proposals and contracts, and easily obtain signatures directly through Clientary. Invoices can be generated automatically based on billable hours or estimates, making your billing process far more straightforward. Collect payments effortlessly through a variety of methods, such as credit cards, ACH transfers, or offline options. Keep track of time and assign tasks to staff effectively, while also planning for upcoming workloads. With functionalities that handle projects, budgets, deadlines, and various rates, your organization is poised to excel like never before. This cohesive approach will transform your management of business relationships and operations, enabling you to achieve new levels of success and productivity. Your workflow will not only become more efficient but also more enjoyable as you harness the power of Clientary.

Media

Media

Integrations Supported

Stripe
Google
Google Cloud Platform
Integry
PayPal
QuickBooks Online
Zapier

Integrations Supported

Stripe
Google
Google Cloud Platform
Integry
PayPal
QuickBooks Online
Zapier

API Availability

Has API

API Availability

Has API

Pricing Information

$59/year
Free Version
Free Trial Offered?

Pricing Information

$19 per month
Free Version
Free Trial Offered?

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

Clientary

Company Location

United States

Company Website

www.clientary.com

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

Billing and Invoicing

Billing Portal
Contact Database
Contingency Billing
Customer Portal
Customizable Invoices
Dunning Management
Hourly Billing
Invoice History
Mobile Payments
Multi-Currency
Online Invoicing
Online Payments
Payment Processing
Project Billing
Recurring/Subscription Billing
Service Ticket Billing
Tax Calculator

Professional Services Automation

Billing & Invoicing
CRM
Client Portal
Collaboration Tools
Document Management
Portfolio Management
Project Management
Proposal Generation
Quote Management
Resource Management
Time & Expense Tracking

Time Tracking

Automatic Time Capture
Billable & Non-Billable Hours
Billing & Invoicing
Employee Database
Expense Tracking
Mobile Time Tracking
Multiple Billing Rates
Offline Time Tracking
Online Time Tracking
Overtime Calculation
Time per Project Reporting
Timesheet Management
Vacation / Leave Tracking

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