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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.

About

Flexible projects. Unlimited users. TaskBranch helps marketing firms manage projects in the cloud. Pay per project, not per user. Kick-Off to Sign-Off. And everything in between. TaskBranch is a cloud-based project management suite that makes it easy for digital teams to manage multi-phase projects in one place. Don’t let overly-simplified project management apps mess up your project’s structure or team’s workflow. The best platform built for digital teams. TaskBranch was originally built to streamline agency life. But from client reporting to project collaboration, our platform makes it easy for any team to keep projects on schedule, on budget, centralized and transparent. TaskBranch is a feature-rich platform that makes it easy for agencies and freelancers to manage projects with clients. From custom project phases to time reporting, keep track of every step in one place. Tailor each of your projects according to the phases required.

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

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

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.

Audience

Digital teams & agencies looking for a cloud-based project management for easy management of multi-phase projects with clients

Support

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

Support

Phone Support 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

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

Pricing

$5 per month
Free Version Not Supported
Free Trial Supported

Reviews/Ratings

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

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

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 Not Supported
Live Online Supported
In Person Not Supported

Training

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

Company Information

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

Company Information

TaskBranch
Founded: 2020
Canada
taskbranch.com

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Categories

CRM Supported
Project Management Supported

Categories

Project Management 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

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 Not Supported
Kanban Board Not Supported
Milestone Tracking Not Supported
Portfolio Management Not Supported
Resource Management Not Supported
Time & Expense Tracking Supported
Traditional Methodologies Not Supported

Integrations

Google Supported
PayPal Supported
Stripe Supported

Integrations

Google Not Supported
PayPal Not Supported
Stripe Not Supported
Claim Task Session and update features and information
Claim Task Session and update features and information
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Claim TaskBranch and update features and information