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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 ConsultancyOS?

ConsultancyOS is a cloud-based solution designed to enhance professional services automation, particularly for firms in IT, technology consulting, and business management. It integrates vital project management features, including phases, milestones, tasks, sprints, and time tracking, with billing and invoicing, while offering tools for forecasting, utilization and capacity planning, resource management, client health analytics, financial dashboards, and a customizable client portal. The platform's distinctive IP Encoding System captures a company's methodologies through playbooks and processes, utilizing AI agents to ensure work aligns with these established methods and specific firm guidelines, all supported by review and version control workflows. Moreover, it includes functionalities for Profit First allocation, partner and supplier workflows, recruitment features, and numerous automation capabilities. ConsultancyOS also facilitates smooth integration with software like Xero, Microsoft 365, Microsoft Teams, and DocuSign, thereby enhancing its overall functionality. Specifically designed for businesses with a workforce of 5 to 100 employees, it equips them with the necessary tools to thrive amid competition. This comprehensive suite of features positions ConsultancyOS as an ideal solution for professional service firms aiming for greater efficiency and flexibility in their operations. By adopting ConsultancyOS, firms can significantly improve their project management processes and optimize resource allocation to achieve better results.

Media

Media

Integrations Supported

Google
PayPal
Stripe

Integrations Supported

Docusign
Microsoft 365
Microsoft Teams
Xero

API Availability

API Availability

Has API

Pricing Information

$59/year

Pricing Information

Pricing is based on firm size and modules used. Founding-cohort firms lock in their quoted price for life.

Supported Platforms

SaaS

Supported Platforms

SaaS
iPhone

Customer Service / Support

Web-Based Support

Customer Service / Support

Web-Based Support

Training Options

Documentation Hub
Online Training

Training Options

Documentation Hub

Company Facts

Organization Name

Task Session

Date Founded

2024

Company Location

United Kingdom

Company Website

www.tasksession.com

Company Facts

Organization Name

ConsultancyOS

Date Founded

2025

Company Location

Australia

Company Website

consultancyos.ai

Categories and Features

CRM

Calendar/Reminder System
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Task Management

Project Management

Client Portal
Collaboration Tools
Idea Management
Kanban Board
Milestone Tracking
Portfolio Management
Time & Expense Tracking

Categories and Features

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