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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 PlanCentral?

RisePath PlanCentral is an incredibly effective solution for overseeing a wide range of projects, including those in technology, business, and marketing sectors. It excels in tracking tasks until their completion, ensuring that no important aspects are missed. Users can create comprehensive project plans and easily distribute them among their team members. The platform offers a user-friendly yet powerful environment for collaboration, allowing teams to monitor their progress and achieve project goals successfully. With RisePath PlanCentral, team communication is improved, as it provides strong messaging and chat features that integrate smoothly with project management. Team members benefit from timely updates on their projects through an inclusive updates feed, which showcases the latest modifications in all project undertakings. Furthermore, RisePath PlanCentral includes a built-in file storage system that automatically organizes and saves all files related to projects, making it simpler for team members to access necessary resources while working on their tasks. This efficient file management system greatly enhances resource retrieval during project execution. Ultimately, RisePath PlanCentral goes beyond merely facilitating project management; it significantly boosts team collaboration and operational efficiency, creating a more cohesive work environment. Moreover, its comprehensive features empower teams to respond swiftly to changes and maintain alignment throughout the project lifecycle.

Media

Media

Integrations Supported

Google
Google Workspace
PayPal
Slack
Stripe

Integrations Supported

Google
Google Workspace
PayPal
Slack
Stripe

API Availability

Has API

API Availability

Has API

Pricing Information

$59/year
Free Version
Free Trial Offered?

Pricing Information

$25 one-time payment
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

PlanCentral

Date Founded

2016

Company Location

United States

Company Website

www.plancentral.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

Collaboration

Brainstorming
Calendar Management
Chat / Messaging
Contact Management
Content Management
Document Management
Project Management
Real Time Editing
Task Management
Version Control
Video Conferencing

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