Related Products
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About
A full-suite platform to manage clients, invoices, projects, proposals, estimates, hours, payments, contractors, and staff. The perfect solution to win clients and save time. Clientary is a professional services automation solution that covers your entire business. We've helped tens of thousands of freelancers, agencies and businesses manage client workflows. Stop wrestling with one-off doc files, templates, and disconnected apps. We help you streamline client lifecycles from proposals and estimates to time tracking, invoices, and payments so you and your team have everything you need in one place. Start your client relationship right with proposals and contracts. Gather signatures directly through clientary. Generate invoices automatically from billable work or estimates. Collect payments directly via credit card, ACH, or offline methods. Track time and staff tasks. Plan future hours. Manage projects with budgets, deadlines, and varying rates.
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About
Take full control of your business workflow with Task Session, a powerful self-hosted CRM and project management system created for agencies, freelancers, consultants, law firms, developers, marketing teams, startups, and growing businesses.
Task Session brings your clients, projects, tasks, team members, leads, invoices, files, emails, discussions, and reports into one organized platform.
Unlike traditional SaaS tools, Task Session is installed on your own domain and server. You remain in control of your business data, branding, users, and system.
There is no need to manage separate tools for project management, team chat, invoicing, lead tracking, file sharing, and client communication. Task Session gives you one centralized workspace for your complete business operation.
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Platforms Supported
Windows
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Not Supported
iPad
Not Supported
Android
Not Supported
Chromebook
Not Supported
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Platforms Supported
Windows
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Not Supported
iPad
Not Supported
Android
Not Supported
Chromebook
Not Supported
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Audience
Organizations searching for a solution to manage clients, invoices, projects, proposals, estimates, hours, and payments
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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.
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Support
Phone Support
Not Supported
24/7 Live Support
Supported
Online
Supported
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Support
Phone Support
Not Supported
24/7 Live Support
Not Supported
Online
Supported
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API
Offers API
Supported
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API
Offers API
Not Supported
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
$19 per month
Free Version
Supported
Free Trial
Supported
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Pricing
$59/year
Free Version
Not Supported
Free Trial
Not Supported
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Reviews/
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Reviews/
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Pros & Cons from Real UsersPros
Cons
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Training
Documentation
Supported
Webinars
Not Supported
Live Online
Not Supported
In Person
Not Supported
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Training
Documentation
Supported
Webinars
Not Supported
Live Online
Supported
In Person
Not Supported
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Company InformationClientary
United States
www.clientary.com
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Company InformationTask Session
Founded: 2024
United Kingdom
www.tasksession.com
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Alternatives |
Alternatives |
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Categories |
Categories |
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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
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Integrations
Stripe
Supported
Google
Not Supported
Google Cloud Platform
Supported
Integry
Supported
PayPal
Not Supported
QuickBooks Online
Supported
Zapier
Supported
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Integrations
Stripe
Supported
Google
Supported
Google Cloud Platform
Not Supported
Integry
Not Supported
PayPal
Supported
QuickBooks Online
Not Supported
Zapier
Not Supported
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