Taskeo

Move your business into the cloud

4.8 5 Reviews
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Taskeo strives to become a go-to tool for all those companies that grew tired of using several apps to manage their activities. Businesses of all kinds can easily adopt it, making Taskeo fully usable outside the mainly targeted industry which is law firms and agencies. Taskeo aims to provide comprehensive software for businesses, law firms, and agencies that need assistance in their business and practice management. The platform’s ultimate goal is to simplify business management so your company can focus on what’s really important: taking care of your customers and growing your business.
Taskeo
2017
Estonia
4 Industries
1 Language

Screenshot & Video

1/2

LICENSING & DEPLOYMENT

  • Proprietary
  • Cloud Hosted
  • Web-based

SUPPORT

  • Email
  • Chat
  • 24x7 Support

Knowledge Base

  • Help Guides
  • Video
  • Blog

Taskeo Core Features

CRM

  • Calendar & Task
  • Contact Management
  • Collaboration Tools
  • Custom Dashboard
  • Email Integration
  • Forecasting & Analytics
  • Pipeline Management
  • Reporting
  • Workflow Automation

Project Management

  • Alerts/Notifications
  • Collaboration
  • Dashboard
  • Portfolio Management
  • Project Tracking
  • Project Planning
  • Reporting and Forecasting
  • Task Management
  • Timesheets
  • Workflow Management

Scheduling

  • Appointment Scheduling
  • Calendar Management
  • Employee Scheduling
  • Real-time Scheduling
  • Reminders
  • Reports & Analytics
  • Resource Scheduling

Email Marketing

  • Automation
  • Customer Surveys
  • Drip Campaigns
  • Image Library
  • Mailing List Management
  • Templates
  • Subscriber Management

Time Tracking

  • Alerts/Notifications
  • Billable Hours
  • Multiple Billing Rates
  • Overtime Calculation
  • Reports & Analysis
  • Timesheet Management

Business Management

  • Accounting
  • Billing & Invoicing
  • Financial Management
  • Marketing Management
  • Project Management
  • Reporting & Analytics
  • Resource Management
  • Sales Management
  • Scheduling
  • Time Tracking
  • Workforce Management

Appointment Scheduling

  • Appointment Reminders
  • Automated Scheduling
  • Calendar Sync
  • Group Scheduling
  • Mobile Compatibility
  • Online Booking
  • Recurring Appointments

Taskeo Pricing

Pricing Type

  • Flat Rate

Preferred Currency

  • USD ($)

Free Version

  • Yes

Payment Frequency

  • Monthly Payment
  • One-Time Payment

Plans & Packages

Standard
$5 Per Month

Taskeo Reviews

4.8 5 Reviews
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Serves as a reliable tool to keep everything in check.

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Review Summary

Taskeo's Appointment Scheduling feature has been a game-changer for our team, particularly in ensuring our clients are well-informed about upcoming meetings. With busy schedules, the risk of forgetting these crucial tasks is high, but Taskeo has effectively addressed this issue by automating reminders. Integration with the CRM has allowed us to maximize sales opportunities, providing a seamless experience for both our team and clients. It's important to note that each module comes with a separate charge. This could pose a consideration for those on a budget, as subscribing to all modules may not be feasible. Taskeo has incorporated essential features, and the convenience of Zoom, Stripe, CRM integration, and time tracking adds to its overall appeal. I must say I'm overall satisfied with the solution, and I haven't encountered any major issues. For those considering Taskeo Appointment Scheduling, I highly recommend this tool.

Which features have you used in Taskeo?

CRM Software , Project Management Software , Appointment Scheduling Software , Scheduling Software , Email Marketing Software , Business Management Software

How long have you used Taskeo?

4 Months

How frequently you use Taskeo?

Daily

How do you find pricing of Taskeo?

mid-tier

What do you like the most about Taskeo?

One of the notable pros of Taskeo's Appointment Scheduling is its customized meeting forms, proving highly effective in boosting sign-ups. The ease of setting up and customizing the well-made appointment scheduling app stands out as a significant advantage The reliable support team is an additional assurance

What do you like the least about Taskeo?

Pricing model

Taskeo solidifies our workflow, it\'s our go-to tool for project management.

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Review Summary

Taskeo has significantly enhanced our project management experience with its intuitive organization of workloads. The seamless project management functionality has become a cornerstone for our team, boosting productivity and maintaining high levels of motivation. its user-friendly interface, making project visualization a breeze through the Kanban board. This feature has been instrumental in helping us track and understand the various stages of our projects with ease. Additionally, the integrated CRM feature has proven to be a game-changer, enabling us to efficiently manage clients and prospects. However, it's worth noting that each module comes with a separate charge, which might be a consideration for budget-conscious users.

Which features have you used in Taskeo?

CRM Software , Project Management Software , Appointment Scheduling Software , Scheduling Software , Email Marketing Software

How long have you used Taskeo?

4 Months

How frequently you use Taskeo?

Daily

How do you find pricing of Taskeo?

mid-tier

What do you like the most about Taskeo?

I appreciate Taskeo's robust automation and smart search functionalities, which have been invaluable in managing projects effectively. The inclusion of an appointment scheduler and time tracking with reporting is a plus.

What do you like the least about Taskeo?

Recurring Tasks lacks support for rolling due dates The platform could benefit from additional integrations, such as with Microsoft Teams.

Taskeo is just Brillant, polished and feature-rich, scheduling software.

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I have used this software for the last few years, and I just love the attention to detail on the UX. I have found it to be super easy to use and set up, with so many features. if there is ever a problem or a bug, the support team is really quick to rectify it, and if I can’t find something on the software, I send a quick email, and within the day, I have the answer. This makes booking very easy, keeps track of my clients, and allows reminders. Overall this software has helped me tremendously.

Which features have you used in Taskeo?

CRM Software , Project Management Software , Appointment Scheduling Software , Business Management Software

How long have you used Taskeo?

3 Years

How frequently you use Taskeo?

Daily

How do you find pricing of Taskeo?

mid-tier

What do you like the most about Taskeo?

It has everything I need and it’s working beautifully for my small business I absolutely love it, and all the features it has, and it always saves time, money and hassle. Keeping track of appointments and customers, automated messages, etc

What do you like the least about Taskeo?

Till now I haven’t run into any issues thus so far. This one is excellent and totally uncomplicated software to use.

Taskeo they have an excellent customer service team and they resolved my issue quickly and efficiently.

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This tool is great as I am able to do exactly what I had hoped to do. I have been using this system for years and I love it. It works great for my clients to book or for me to schedule their appointments myself. It allows me to move my appointments around and send clients. It has transformed service at my workplace. It is wonderful and does everything you need, just perfect for working professionals.

Which features have you used in Taskeo?

CRM Software , Project Management Software , Appointment Scheduling Software , Scheduling Software , Business Management Software

How long have you used Taskeo?

4 Months

How frequently you use Taskeo?

Daily

How do you find pricing of Taskeo?

mid-tier

What do you like the most about Taskeo?

Easy to use and the automatic reminder feature is very useful. it has all the tools to run successfully and it has helped me tremendously this far. It serves its purpose for all my booking needs.

What do you like the least about Taskeo?

Initially, I find it hard to navigate but the tutorial helped me a lot.

One of the best cloud-based scheduling software!

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Review Summary

Currently, we at Crupto Head are utilizing the Taskeo for scheduling appointments with clients. Since it's best designed for cloud-based companies, it perfectly fits us in a sense that it's able to provide a simple and appalling software that can easily be integrated with CRM, or can also work stand-alone. It can also be used as an information-gathering app for marketing needs in the future.