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What is Taskeo?

Taskeo aspires to be the go-to platform for service-oriented companies that are tired of managing multiple applications for their operations. This comprehensive solution includes project management, appointment scheduling, customer relationship management, time tracking, and billing features. It proves to be an essential asset for various service-based industries such as legal practices, agencies, and consulting firms that need effective support in managing their business and practices. By simplifying these crucial tasks, Taskeo empowers organizations to focus on what is most important: delivering exceptional client service and fostering business growth. Users can access all functionalities with a single account, allowing for the consolidation of tools and improved productivity, which makes it an excellent option for contemporary businesses. This integration not only saves valuable time but also facilitates a more streamlined workflow across various service management sectors, enhancing overall operational efficiency. Ultimately, Taskeo’s all-in-one approach is designed to adapt to the evolving needs of businesses in a dynamic environment.

What is CAS genesisWorld?

Revolutionize your company's approach to customer relationship management with CAS genesisWorld, the premier CRM software available today. This comprehensive solution comes with a range of customizable modules designed to meet your unique business requirements. Featuring smart integrations, it harmoniously connects with your existing systems, ensuring that customer data is captured, updated, and utilized efficiently across every department. This integration fosters a cohesive organizational environment, enabling your team to provide outstanding service that makes a lasting impression on clients. By utilizing a centralized CRM platform, you can streamline corporate processes and access real-time customer information effortlessly. Manage all aspects of customer sales and service data with ease while making instant updates from any mobile device, empowering your team to stay productive while on the move. Utilize valuable insights to offer exceptional consulting and services tailored to your customers’ needs. Furthermore, customize your CRM solution to fit the specific demands of your industry and the scale of your business, all while developing personalized offers that resonate with your audience. Ultimately, this strategic approach will not only enhance customer engagement but also catalyze sustainable growth for your organization. As you implement these tailored solutions, you position your company for long-term success in an increasingly competitive marketplace.

Media

Media

Integrations Supported

Bitbucket
Dropbox
GitHub
Google Calendar
Inxmail
Slack
Stripe
Zapier
Zoom

Integrations Supported

Bitbucket
Dropbox
GitHub
Google Calendar
Inxmail
Slack
Stripe
Zapier
Zoom

API Availability

Has API

API Availability

Has API

Pricing Information

$5 per user per month
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

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

Taskeo

Date Founded

2018

Company Location

Estonia

Company Website

taskeo.co

Company Facts

Organization Name

CAS Software AG

Date Founded

1986

Company Location

Germany

Company Website

www.cas.de/en/products/relationship-management/cas-genesisworld.html

Categories and Features

Advertising Agency

Campaign Management
Collaboration
Document Management
File Sharing
Project Management
Task Management
Time Tracking

Appointment Scheduling

Appointment Reminders
Automated Scheduling
Calendar Sync
Client Database
Group Scheduling
Mobile Access
Multi-Location
Online Booking
Online Payments
Recurring Appointments
Room Booking Management

Business Management

Billing & Invoicing
CRM
Employee Management
Financial Management
Inventory Management
Marketing Management
Order Management
Point of Sale (POS)
Project Management
Purchasing
Scheduling
Time & Expense Tracking
Training Management
Vendor Management

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

Email Marketing

A/B Testing
Artificial Intelligence
Auto-Responders
CAN SPAM Compliance
Customer Surveys
Drip Campaigns
Dynamic Content
Event Triggered Email
Image Library
Landing Pages/Web Forms
Mailing List Management
Mobile Optimized Emails
Reporting/Analytics
Subscriber Management
Template Management
WYSIWYG Email Editor

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

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

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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