Task Session

Task Session

5.0 out of 5 stars
Apptivo Task Session

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Apptivo:

About

Discover how Apptivo CRM Software can help attract, engage, retain and delight more customers. No more juggling between various apps. Increase your productivity and boost your client relationship by managing your Customers, Finances, and Support right from your pocket. Get all the following apps in one CRM, Invoices, Projects, Work Orders, Timesheets, Orders, Estimates, Help Desk, Expenses Reports. A simple online CRM system to store contacts, reminders, files, and communication history. If your business grows and you need more apps, feel free to add them from the App Store at anytime. Manage your sales pipeline, stay on top of employee activities, and close more deals. Track your sales and easily convert them into invoices to get paid quickly! Our mission is to reserve no effort to help our clients and their businesses to thrive and be successful. Everything you need in one cloud solution: CRM, Project Management, Invoicing & more.
Task Session:

About

TaskSession CRM helps agencies, freelancers and small service businesses run client work from one place. Manage leads and clients, share projects and files in a branded client portal, track time, and send invoices. Choose how you run it. TaskSession Cloud starts free, and even the Free plan supports your own custom domain. Paid Cloud plans start at $12 per month billed yearly. Prefer to own your data? The self hosted edition installs on your own server for $59 for the first year.
Apptivo:

Platforms Supported

Windows Supported
Mac Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Supported
iPad Supported
Android Supported
Chromebook Not Supported
Task Session:

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported
Apptivo:

Audience

Businesses searching for a solution to improve their services and increase sales
Task Session:

Audience

Freelancers, agencies, consultants, startups, and small to medium-sized businesses that need to manage clients, projects, tasks, leads, invoices, files, teams, and client communication from one self-hosted CRM.
Apptivo:

Support

Phone Support Supported
24/7 Live Support Supported
Online Supported
Task Session:

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Supported
Apptivo:

API

Offers API Supported
Task Session:

API

Offers API Not Supported
Apptivo:

Screenshots and Videos

Task Session:

Screenshots and Videos

Apptivo:

Pricing

$10.00 per user per month
Get all Apptivo apps included
Free Version Supported
Free Trial Supported
Task Session:

Pricing

Free
Cloud: Free $0 forever (2 members, 25 clients, custom domain included). Starter $14 per month, or $12 per month billed yearly (5 members). Professional $39 per month, or $32 per month billed yearly (15 members). Business $99 per month, or $82 per month billed yearly. Self hosted: $59 for the first year, renews at $99 per year. Founder plan $249 one time.
Free Version Supported
Free Trial Not Supported
Apptivo:

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

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Task Session:

Reviews/Ratings

Overall 5.0 / 5
ease 4.0 / 5
features 5.0 / 5
design 5.0 / 5
support 5.0 / 5
Task Session:

Pros & Cons from Real Users

Pros

  • Task Session CRM is easy to set up and gives me full control over my data, which is the main reason I prefer a self-hosted solution. The interface is clean, daily tasks are easy to manage, and it has been reliable for keeping customer information and work organized without depending on expensive cloud subscriptions.

Cons

  • There isn’t much to complain about. The setup can take a little time at first, especially if you’re new to self-hosting, but once it’s running, everything works smoothly. A few more integrations and detailed setup guides would be a nice addition.
Apptivo:

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported
Task Session:

Training

Documentation Supported
Webinars Not Supported
Live Online Supported
In Person Not Supported
Apptivo:

Company Information

Apptivo
Founded: 2009
United States
www.apptivo.com
Task Session:

Company Information

Task Session
Founded: 2024
United Kingdom
www.tasksession.com
Apptivo:

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Task Session:

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Apptivo:
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Task Session:
Clientish

Clientish

Clientish Technologies LLC
Apptivo:

Categories

CRM Supported
Digital Signature Supported
eCommerce Supported
Email Marketing Supported
Expense Report Supported
Help Desk Supported
Procurement Supported
Project Management Supported
Work Order Supported
Task Session:

Categories

CRM Supported
Project Management Supported
Apptivo:

CRM Features

Calendar/Reminder System Supported
Call Logging Not Supported
Document Storage Supported
Email Marketing Supported
Internal Chat Integration Supported
Lead Scoring Not Supported
Marketing Automation Integration Supported
Mobile Access Supported
Quotes / Proposals Supported
Segmentation Supported
Social Media Integration Supported
Task Management Supported
Territory Management Supported
Task Session:

CRM Features

Calendar/Reminder System Supported
Call Logging Not Supported
Document Storage Supported
Email Marketing Supported
Internal Chat Integration Supported
Lead Scoring Supported
Marketing Automation Integration Not Supported
Mobile Access Not Supported
Quotes / Proposals Not Supported
Segmentation Not Supported
Social Media Integration Not Supported
Task Management Supported
Territory Management Not Supported

Project Management Features

Agile Methodologies Not Supported
Budget Management Not Supported
Client Portal Supported
Collaboration Tools Supported
Cost-to-Completion Tracking Not Supported
Customizable Templates Not Supported
Gantt Charts Not Supported
Idea Management Supported
Kanban Board Supported
Milestone Tracking Supported
Portfolio Management Supported
Resource Management Not Supported
Time & Expense Tracking Supported
Traditional Methodologies Not Supported
Apptivo:

Integrations

PayPal Supported
Stripe Supported
Authorize.Net Supported
Constant Contact Supported
Fuze Supported
Gmail Supported
Google Calendar Supported
Google Contacts Supported
Google Drive Supported
Google Maps Supported
Google Workspace Supported
HubSpot Customer Platform Supported
HubSpot Marketing Hub Supported
Microsoft 365 Supported
QuickBooks Online Supported
Quickwork Supported
Refold Supported
Vonage Communications APIs (Nexmo) Supported
WordPress Supported
Xero Supported
Task Session:

Integrations

PayPal Supported
Stripe Supported
Authorize.Net Not Supported
Constant Contact Not Supported
Fuze Not Supported
Gmail Not Supported
Google Calendar Not Supported
Google Contacts Not Supported
Google Drive Not Supported
Google Maps Not Supported
Google Workspace Not Supported
HubSpot Customer Platform Not Supported
HubSpot Marketing Hub Not Supported
Microsoft 365 Not Supported
QuickBooks Online Not Supported
Quickwork Not Supported
Refold Not Supported
Vonage Communications APIs (Nexmo) Not Supported
WordPress Not Supported
Xero Not Supported
Apptivo:
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Task Session:
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