Stacks

Stacks

Vantage Technologies, LLC
Task Session

Task Session

5.0 out of 5 stars
Stacks Task Session

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Stacks:

About

Stacks is a hosted CRM and business workspace that brings customer records, sales pipelines, follow-up tasks, email campaigns, review requests, invoicing, appointment booking, support tickets and time tracking into one service. Shared customer records and activity history help solo operators, freelancers and small teams manage leads, sales, billing, bookings and customer support together. Users can maintain contacts and deals, create marketing emails, request feedback, issue estimates and invoices, publish availability, manage tickets, and track tasks and billable time. The core plan includes all seven modules for $0 per month with unlimited users and contacts. Free includes 50 one-time AI credits; an optional paid plan extends AI access. Businesses can connect their own Stripe account for payments and supported email providers for delivery. A REST API and MCP endpoint allow scoped access for software integrations.
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.
Stacks:

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
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
Stacks:

Audience

Solo operators and small teams who want customers, sales, billing and bookings in one place, with room for their team and AI agents.
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.
Stacks:

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Supported
Task Session:

Support

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

API

Offers API Supported
Task Session:

API

Offers API Not Supported
Stacks:

Screenshots and Videos

Task Session:

Screenshots and Videos

Stacks:

Pricing

$0/month
The Free plan costs $0 per month and includes all seven modules, unlimited users and contacts, and 50 one-time AI credits.
Free Version Supported
Free Trial Not Supported
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
Stacks:

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
Task Session:

Reviews/Ratings

Overall 5.0 / 5
ease 4.0 / 5
features 5.0 / 5
design 5.0 / 5
support 5.0 / 5
Task Session:

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.
Stacks:

Training

Documentation Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported
Task Session:

Training

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

Company Information

Vantage Technologies, LLC
Founded: 2026
stackscrm.com
Task Session:

Company Information

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

Alternatives

Task Session:

Alternatives

Stacks:
Task Session:
Stacks:
Inklura

Inklura

Webdesign29
Task Session:
Stacks:
VODOO CRM

VODOO CRM

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Task Session:
todo.vu

todo.vu

Kitovu Pty Ltd
Stacks:
RentThisApp

RentThisApp

Rent This Ventures
Task Session:
Clientish

Clientish

Clientish Technologies LLC
Stacks:

Categories

CRM Supported
Task Session:

Categories

CRM Supported
Project Management Supported
Task Session:

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
Stacks:

Integrations

Stripe Supported
Brevo Supported
Google Not Supported
Model Context Protocol (MCP) Supported
PayPal Not Supported
Resend Supported
SendGrid Supported
Task Session:

Integrations

Stripe Supported
Brevo Not Supported
Google Supported
Model Context Protocol (MCP) Not Supported
PayPal Supported
Resend Not Supported
SendGrid Not Supported
Stacks:
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Task Session:
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