Task Session5.0 out of 5 stars |
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Related Products
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Optivation:
About
Optivation is one workspace for the five jobs agencies run every week: forms, databases, pages, time tracking and invoicing. The whole client lifecycle runs in one system on shared data, not across five separate tools.
A client intake form writes straight into your database as a record. Every record opens into a full page with notes, files, sub-tasks and a built-in timer. The hours you log there become the line items on an invoice, generated from that same record.
It's built for solo consultants and small studios billing hourly or on retainer. You can start on the free plan. Solo is $19 a month. Studio is $49 a month for up to 3 seats, then $19 for each extra seat. Paid plans come with a 30-day free trial.
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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.
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Optivation:
Platforms Supported
Windows
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Supported
iPad
Not Supported
Android
Supported
Chromebook
Not Supported
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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
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Optivation:
Audience
Solo consultants, freelancers, and small agency studios in design, marketing, and consulting that bill hourly or on retainer, have outgrown single-purpose freelancer tools, and find enterprise PSA platforms overkill.
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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.
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Optivation:
Support
Phone Support
Not Supported
24/7 Live Support
Not Supported
Online
Supported
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Task Session:
Support
Phone Support
Not Supported
24/7 Live Support
Not Supported
Online
Supported
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Optivation:
API
Offers API
Not Supported
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Task Session:
API
Offers API
Not Supported
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Optivation:
Screenshots and Videos |
Task Session:
Screenshots and Videos |
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Optivation:
Pricing
$19/month
Optivation uses flat pricing — no per-seat cost for solo operators.
Forms Free — $0 Client intake and lead-capture forms. Up to 3 active forms and 50 submissions per month, viewed in-app and exported to CSV. Docs and community support. Solo — $19/month ($190/year, two months free) Everything needed to run client work from first task to paid invoice: Inbox, Pages, Databases, Contacts, time tracking, branded invoicing, Forms and Dashboards, AI Advisor and Assistant, full API and MCP access, and Gmail/Outlook integration. One seat, 1M AI tokens per month. Email support. Studio — $49/month ($490/year, two months free) Everything in Solo, plus team roles and permissions, real-time co-editing, team chat, access groups, a 7-year compliance-grade audit log, and 5M AI tokens shared across seats. Up to 3 seats included; additional seats are $19/seat per month. Priority email support. Free trial: 30 days, no credit card required, with all Solo features unlocked. If you do not upgrade, the account moves to the Forms Free plan and your data is retained. Annual billing saves two months on Solo and Studio.
Free Version
Supported
Free Trial
Supported
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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
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Optivation:
Reviews/
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Task Session:
Reviews/
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Task Session:
Pros & Cons from Real UsersPros
Cons
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Optivation:
Training
Documentation
Supported
Webinars
Not Supported
Live Online
Not Supported
In Person
Not Supported
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Task Session:
Training
Documentation
Supported
Webinars
Not Supported
Live Online
Supported
In Person
Not Supported
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Optivation:
Company InformationOptivation
New Zealand
www.optivation.io
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Task Session:
Company InformationTask Session
Founded: 2024
United Kingdom
www.tasksession.com
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Optivation:
Alternatives |
Task Session:
Alternatives |
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Optivation:
Categories |
Task Session:
Categories |
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Optivation:
Project Management Features
Agile Methodologies
Supported
Budget Management
Not Supported
Client Portal
Supported
Collaboration Tools
Not Supported
Cost-to-Completion Tracking
Not Supported
Customizable Templates
Supported
Gantt Charts
Not Supported
Idea Management
Not Supported
Kanban Board
Supported
Milestone Tracking
Supported
Portfolio Management
Not Supported
Resource Management
Not Supported
Time & Expense Tracking
Supported
Traditional Methodologies
Not Supported
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Task Session:
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
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
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Optivation:
Integrations
Gmail
Supported
Google
Not Supported
Microsoft SMTP Service
Supported
Notion
Supported
PayPal
Not Supported
Stripe
Not Supported
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Task Session:
Integrations
Gmail
Not Supported
Google
Supported
Microsoft SMTP Service
Not Supported
Notion
Not Supported
PayPal
Supported
Stripe
Supported
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Optivation:
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Task Session:
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