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Task Session

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United Kingdom HQFounded 2024

Deployment

Web-based

Best for

1–10 employees11–50 employees51–100 employees

Overview

About Task Session

Task Session helps agencies, freelancers and service businesses run clients, projects and billing from one place. Manage leads and clients, plan work with tasks and Kanban boards, track time, sync email and calendars, share files and chat with your team.

Each client gets a white-label client portal on its own subdomain or custom domain, where they can log in to follow progress, see tracked hours and pay invoices through Stripe, PayPal or 2Checkout.

Two ways to run it:
Cloud: we run the servers, updates and backups. Start on the free forever plan and upgrade as your team grows. Pay monthly or yearly and cancel anytime.
Self-hosted: install it on your own server and domain for full control of your data, with unlimited users on one licence, no per-seat fees and one-click updates from the admin panel.

Both options include projects, tasks, invoices and leads, and both have a free plan.

At a glance

Software information

Industries served, licensing and the support Task Session provides.

Industries

  • Accounting
  • Marketing-advertising
  • Information-technology-services
  • Management-consulting
  • Legal-services

Licensing

  • Proprietary
  • Monthly Payment
  • Annual Subscription
  • One-Time Payment
  • Free version

Support

  • Email
  • Support daysMondayTuesdayWednesdayThursdayFridaySupport time09:00 to 18:00 (GMT)

Training

  • Documentation

Knowledge Base

Languages (3)
EnglishSpanishFrench
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Capabilities

Task Session features

The full feature set, grouped by module.

CRM

  • Calendar & Task
  • Contact Management
  • Collaboration Tools
  • Custom Dashboard
  • File Management
  • Lead Management
  • Reporting
  • Security
  • Email Integration
  • Pipeline Management
  • AI Features

Project Management

  • Alerts/Notifications
  • Collaboration
  • Document Management
  • Dashboard
  • Project Tracking
  • Project Planning
  • Task Management
  • Timesheets

Plans

Task Session pricing

Pricing Type
Flat Rate
Free Version
Yes
Payment Frequency
Monthly Payment, Annual Subscription, One-Time Payment
Preferred Currency
USD ($)
Cloud: Free plan ($0, 2 team members, 25 clients), Starter $14/month, Professional $39/month and Business $99/month, with up to 18% off on yearly billing and a 14-day money back guarantee. Self-hosted: Starter $59 for the first year (renews at $99/year) or Founder Plan $249 one-time with 5 years of updates. Self-hosted plans include unlimited users with no per-seat fees.
Get Free TrialVendor pricing page
Cloud Free
  • 2 team members and 25 clients
  • Unlimited projects and tasks
  • CRM invoices and lead pipeline
  • Custom domain and white label
Cloud Starter$14 / month
  • 5 team members and 100 clients
  • 5 GB storage
  • 3 connected mailboxes
  • Email marketing and API access
Cloud Professional$39 / month
  • 15 team members and 500 clients
  • 30 GB storage
  • 10 connected mailboxes
  • High priority support
Self-hosted Starter$59 / year
  • Unlimited users with no per seat fees
  • 1 domain license
  • 1 year support and updates
  • Full CRM projects and white label client portal
Self-hosted Founder$249 / one-time
  • 5 years of updates
  • Priority premium support
  • Managed setup and deployment

Works with

Integrations

Task Session connects with the tools your team already uses.

WooCommerce2CheckoutZapierStripe BillingGoogle DrivePayPalGmailOutlookContact Form 7

Media

Screenshots & video