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About

RisePath PlanCentral is highly effective in helping manage projects of all types, including technical, business, marketing and more. It excels in tracking tasks until they are completed, so teams can rest assured that important items are not lost. You can create project plans and share it with members of your team. They will have a simple and powerful workspace to collaborate, track and finish projects. RisePath PlanCentral enables you to communicate anytime and anywhere with your team. With robust message board & chat capability integrated with projects, team members can get updates about their projects. Updates feed shows you latest changes on all project activities that you can check anytime. RisePath PlanCentral includes an integrated files storage. Files added to projects are automatically saved and organized for easy maintenance. Convenient storage of files for future reference will greatly help your team members while working on their tasks.

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

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

Audience

Companies searching for a complex project management solution

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 Supported
24/7 Live Support Not Supported
Online Supported

Support

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

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

$25 one-time payment
Free Version Supported
Free Trial Not Supported

Pricing

$59/year
Free Version Not Supported
Free Trial Not Supported

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:

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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

  • 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 Supported
Webinars Supported
Live Online Not Supported
In Person Not Supported

Training

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

Company Information

PlanCentral
Founded: 2016
United States
www.plancentral.com

Company Information

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

Alternatives

Alternatives

Donor Action

Donor Action

MassTechnical
OneSuite

OneSuite

Technext
GO hourly

GO hourly

GO software
ezyPMS

ezyPMS

White Digital

Categories

Collaboration Supported

Categories

CRM Supported
Project Management Supported

Collaboration Features

Brainstorming Supported
Calendar Management Supported
Chat / Messaging Supported
Contact Management Supported
Content Management Not Supported
Document Management Supported
Project Management Supported
Real Time Editing Supported
Task Management Supported
Version Control Not Supported
Video Conferencing 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

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

Integrations

Google Not Supported
Google Workspace Supported
PayPal Not Supported
Slack Supported
Stripe Not Supported

Integrations

Google Supported
Google Workspace Not Supported
PayPal Supported
Slack Not Supported
Stripe Supported
Claim PlanCentral and update features and information
Claim PlanCentral and update features and information
Claim Task Session and update features and information
Claim Task Session and update features and information