Task Session

Task Session

5.0 out of 5 stars
Task Session Workplate

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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.
Workplate:

About

Workplate is cloud-based business software for Indian professional services firms, including CA and CS practices, law firms, IT services companies, agencies, and consultancies. Its modules cover project delivery, CRM, e-signing, invoicing, and AI-assisted team chat on a shared account. Projects supports engagement plans, tasks, milestones, time tracking, approvals, and work reports. CRM manages leads, client records, deal stages, owners, and follow-ups. eSign handles engagement letters, NDAs, and statements of work, including Aadhaar-based signing in India, with signed PDFs and audit trails. Invoice supports GST-compliant retainer and milestone billing, payment links, receivables tracking, and exports to Tally and Zoho Books. Modules can be bought separately; deeper data links and automated time-to-invoice workflows are still developing.
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
Workplate:

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:

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.
Workplate:

Audience

Professional services firms in India: CA and CS practices, law firms, IT services companies, agencies and consultancies
Task Session:

Support

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

Support

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

API

Offers API Not Supported
Workplate:

API

Offers API Not Supported
Task Session:

Screenshots and Videos

Workplate:

Screenshots and Videos

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
Workplate:

Pricing

₹249/user/month
Starter: ₹249/user/month or ₹2,490/user/year; includes Projects and Invoice. Growth: ₹399/user/month or ₹3,990/user/year; includes CRM and eSign. Three-seat minimum; GST extra. Annual billing includes two months free. Aadhaar eSign is ₹15 per completed sign; OTP signing is included with Growth. Other module mixes, including AI Chat, are quoted separately.
Free Version Not Supported
Free Trial Not Supported
Task Session:

Reviews/Ratings

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

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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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.
Task Session:

Training

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

Training

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

Company Information

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

Company Information

Workplate
Founded: 2020
India
workplate.io
Task Session:

Alternatives

Workplate:

Alternatives

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Task Session:
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Task Session:
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Task Session:
Clientish

Clientish

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Workplate:
Task Session:

Categories

CRM Supported
Project Management Supported
Workplate:

Categories

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
Task Session:

Integrations

ChatGPT Not Supported
Claude Not Supported
Claude Duet Not Supported
Claude for Legal Not Supported
Google Supported
Model Context Protocol (MCP) Not Supported
PayPal Supported
Stripe Supported
Zoho Books Not Supported
Workplate:

Integrations

ChatGPT Supported
Claude Supported
Claude Duet Supported
Claude for Legal Supported
Google Not Supported
Model Context Protocol (MCP) Supported
PayPal Not Supported
Stripe Not Supported
Zoho Books Supported
Task Session:
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Workplate:
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