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About

Manage all your company's processes with an all-in-one project management platform. Recruit candidates faster, create an effective team, organize contacts and tasks, achieve project goals, and take control of your finances. Take advantage of key features: ATS and HRMS system, CRM tool, Kanban boards, to-do lists, time tracking, free invoicing app, calendar and much more. Work your way with customization options.

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

For large and small companies from various industries, e.g. IT, HR, Marketing, Sales and more

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

No images available

Screenshots and Videos

Pricing

$0/month
Free Version
Free Trial

Pricing

$59/year
Free Version
Free Trial

Reviews/Ratings

Overall 5.0 / 5
ease 5.0 / 5
features 5.0 / 5
design 5.0 / 5
support 5.0 / 5

Reviews/Ratings

Overall 5.0 / 5
ease 4.0 / 5
features 5.0 / 5
design 5.0 / 5
support 5.0 / 5

Pros & Cons from Real Users

Pros

  • I like the fact that I have many functions in one place. I can easily manage my and my team's work, control budgets, and offers, and even recruit candidates. And all this with an easy-to-use tool.

Cons

  • I don't see any cons. Firmbee is still developing, so if I need help or have an idea for a new feature, I just email support. They always write me back.

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.

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Firmbee
Poland
firmbee.com

Company Information

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

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Categories

Categories

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 Firmbee and update features and information
Claim Firmbee and update features and information
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Claim Task Session and update features and information