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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 Project Board?

Optimize your workflow by reducing the number of email interactions and improving overall team productivity through the use of a project and task management platform. This innovative tool enhances team evaluations by streamlining communication, assessing work quality, and tracking individual performance on different projects and tasks. By cutting down email exchanges between your team and clients by approximately 35 to 40%, you can achieve a significant increase in team efficiency by the same margin. Everyone involved in the projects can stay synchronized, which fosters prompt decision-making and effective teamwork. Starting a project is straightforward; simply enter the project name, include a description, choose a category, indicate the budget, set a deadline, attach necessary files, and assign roles to both team members and clients. Once this project invitation is dispatched, it triggers communication related to the project with clients and users. Furthermore, the platform allows for multitasking and handling milestones, allowing diverse teams to collaborate effortlessly across multiple assignments. This organized strategy positions your team to operate more harmoniously and productively, ultimately ensuring that timelines are adhered to and goals are realized. Enhanced collaboration not only leads to better outcomes but also cultivates a positive work environment, which can further motivate team members.

Media

Media

Integrations Supported

Google
PayPal
Stripe

Integrations Supported

Google
PayPal
Stripe

API Availability

Has API

API Availability

Has API

Pricing Information

$59/year
Free Version
Free Trial Offered?

Pricing Information

Pricing not provided
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

Flowpot

Date Founded

2017

Company Location

India

Company Website

www.flowpot.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

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

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