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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 Saleoid?

Saleoid is a holistic platform designed to foster business development, particularly aimed at startups, small businesses, and growing teams that desire better results without the hassle of using multiple tools. In contrast to traditional CRMs that simply archive contact details, Saleoid enables organizations to effectively capture leads, automate follow-ups, close deals, and manage day-to-day operations all within one integrated system. By unifying features that are often scattered across various software such as CRM, email marketing, scheduling, billing, and communication, Saleoid brings everything together into one platform. This unification reduces manual work, avoids data silos, and maintains a seamless connection in all customer interactions. With a visual Sales CRM, built-in marketing automation, and diverse communication channels such as Email, SMS, and WhatsApp, teams can adeptly manage sales pipelines, launch targeted campaigns, and respond more rapidly to inquiries. Moreover, Saleoid covers the entire customer journey, simplifying tasks from generating estimates and sending invoices to managing subscriptions, appointments, creating landing pages, and securely storing documents, making it an essential resource for any business on the rise. In addition, its intuitive interface not only boosts team collaboration but also optimizes workflows, empowering businesses to excel in an increasingly competitive environment. This comprehensive approach ensures that every aspect of business operations is enhanced and aligned for maximum efficiency and growth.

Media

Media

Integrations Supported

Facebook
Gmail
Google
Instagram
LinkedIn
Microsoft 365
PayPal
Stripe
WhatsApp
X (Twitter)

Integrations Supported

Facebook
Gmail
Google
Instagram
LinkedIn
Microsoft 365
PayPal
Stripe
WhatsApp
X (Twitter)

API Availability

Has API

API Availability

Has API

Pricing Information

$59/year
Free Version
Free Trial Offered?

Pricing Information

$5/month
Saleoid Pricing Plans Overview

Saleoid offers 3 flexible plans designed for growing businesses that want an all-in-one CRM without paying for unnecessary tools.

Starter – $19/month
Ideal for small teams getting started. Includes core CRM, marketing automation, billing automation, appointments, social media management, online bookings, engagement tracking, and services/products management. Perfect for businesses that want to manage leads, customers, and payments in one place. Includes a 15-day risk-free trial.

Growth – $25/month
Best for scaling teams that need more automation and client management tools. Includes everything in Starter, plus WhatsApp marketing, e-sign agreements, project management, advanced page and form builders, subscription management, and an affiliate/client portal. Also includes a 15-day risk-free trial.

Unlimited – $39/month
Built for advanced and high-volume teams. Includes everything in Growth, plus AI-enabled features, branding removal, 200 free credits, 1:1 onboarding, in-app calling, SMS marketing, and API access for deeper integrations.

Each plan is designed to grow with your business, so you can upgrade as your needs expand.
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

Saleoid

Date Founded

2025

Company Location

United States

Company Website

saleoid.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

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

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