Task Session5.0 out of 5 stars |
Workspace369Workspace369 LLC
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Related Products
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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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Workspace369:
About
Workspace369 is a browser-based client-work platform for agencies, freelancers, consultants, studios and service businesses. It brings client records, requests, proposals, contracts, projects, files, invoices and conversations into one workspace. Teams can send proposals for electronic signature, convert accepted proposals into invoices, accept card payments through client links, organize tasks on boards, schedule work on a shared calendar and add tracked time to invoices. A client portal provides access to proposals, invoices and appointments. The shared inbox keeps client communications together; calls and texts are available on the Voyager plan, while the Specialist plan adds a business phone system and accounting tools. Automated workflows support follow-ups, and Workspace AI drafts messages for human review before sending. It runs in a browser and has iPhone, iPad and Mac apps. Plans include a 14-day free trial.
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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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Workspace369:
Platforms Supported
Windows
Not Supported
Mac
Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Supported
iPad
Supported
Android
Not Supported
Chromebook
Not Supported
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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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Workspace369:
Audience
Agencies, freelancers, consultants, studios and service businesses that deliver work to clients.
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Task Session:
Support
Phone Support
Not Supported
24/7 Live Support
Not Supported
Online
Supported
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Workspace369:
Support
Phone Support
Supported
24/7 Live Support
Supported
Online
Supported
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Task Session:
API
Offers API
Not Supported
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Workspace369:
API
Offers API
Supported
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Task Session:
Screenshots and Videos |
Workspace369:
Screenshots and Videos |
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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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Workspace369:
Pricing
$29/month
Plans start at $29 per month. A 14-day free trial is available. Voyager adds calls and texts; Specialist adds a business phone system and accounting tools.
Free Version
Not Supported
Free Trial
Supported
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Task Session:
Reviews/
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Workspace369:
Reviews/
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Task Session:
Pros & Cons from Real UsersPros
Cons
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Task Session:
Training
Documentation
Supported
Webinars
Not Supported
Live Online
Supported
In Person
Not Supported
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Workspace369:
Training
Documentation
Supported
Webinars
Not Supported
Live Online
Supported
In Person
Not Supported
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Task Session:
Company InformationTask Session
Founded: 2024
United Kingdom
www.tasksession.com
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Workspace369:
Company InformationWorkspace369 LLC
Founded: 2025
United States
workspace369.com
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Task Session:
Alternatives |
Workspace369:
Alternatives |
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Task Session:
Categories |
Workspace369:
Categories |
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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
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Task Session:
Integrations
Stripe
Supported
Gmail
Not Supported
Google
Supported
Google Calendar
Not Supported
Microsoft 365
Not Supported
Model Context Protocol (MCP)
Not Supported
PayPal
Supported
Scarlet
Not Supported
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Workspace369:
Integrations
Stripe
Supported
Gmail
Supported
Google
Not Supported
Google Calendar
Supported
Microsoft 365
Supported
Model Context Protocol (MCP)
Supported
PayPal
Not Supported
Scarlet
Supported
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Task Session:
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Workspace369:
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