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About

Manage, and automate your tasks, projects, files, customer communications, and team communications all on one platform. Automatically add tasks to the appropriate users when a sales inquiries come to a specified email address. Automatically add email attachments sent or received to cloud storage. Create tasks when an email is received from a certain user. Automatically change prospective client's statuses from cold to hot when an email is received. Automatically change prospective clients' statuses from hot to cold and add a task to send a follow-up email. Automatically add tasks to the next appropriate sales team member if the first sales team member is unavailable. Turn an email into a task with just one click. Turn any email into a discussion thread and share it with your team in one click. Files shared over real-time chat are automatically added to your cloud file storage system within DynaDo.

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.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Companies searching for a solution to assess and automate their task management operations

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.

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

$19 per month
Free Version
Free Trial

Pricing

$59/year
Free Version
Free Trial

Reviews/Ratings

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

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

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

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

DynaDo
United States
www.dynado.com/en/

Company Information

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

Alternatives

lemlist

lemlist

lempire

Alternatives

AirSend

AirSend

CodeLathe Technologies
Hitask

Hitask

Human Computer

Categories

Categories

Project Management Features

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

Collaboration Features

Brainstorming
Calendar Management
Chat / Messaging
Contact Management
Content Management
Document Management
Project Management
Real Time Editing
Task Management
Version Control
Video Conferencing

Task Management Features

Collaboration
Create Subtasks
Gamification
Gantt Charts
Mobile Access
Percent-Complete Tracking
Progress Tracking
Recurring Tasks
Reporting/Analytics
Spreadsheet View
Task Board View
Task Planning
Task Scheduling
Task Tracking
Time Tracking
To-Do List View

CRM Features

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

Project Management Features

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

Integrations

Google
PayPal
Stripe

Integrations

Google
PayPal
Stripe
Claim DynaDo and update features and information
Claim DynaDo and update features and information
Claim Task Session and update features and information
Claim Task Session and update features and information