Task Session

Task Session

5.0 out of 5 stars
Workspace369

Workspace369

Workspace369 LLC
Task Session Workspace369

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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.
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.
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
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
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.
Workspace369:

Audience

Agencies, freelancers, consultants, studios and service businesses that deliver work to clients.
Task Session:

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Supported
Workspace369:

Support

Phone Support Supported
24/7 Live Support Supported
Online Supported
Task Session:

API

Offers API Not Supported
Workspace369:

API

Offers API Supported
Task Session:

Screenshots and Videos

Workspace369:

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
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
Task Session:

Reviews/Ratings

Overall 5.0 / 5
ease 4.0 / 5
features 5.0 / 5
design 5.0 / 5
support 5.0 / 5
Workspace369:

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:

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
Workspace369:

Training

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

Company Information

Task Session
Founded: 2024
United Kingdom
www.tasksession.com
Workspace369:

Company Information

Workspace369 LLC
Founded: 2025
United States
workspace369.com
Task Session:

Alternatives

Workspace369:

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Clientish

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Workspace369:
Task Session:

Categories

CRM Supported
Project Management Supported
Workspace369:

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

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
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
Task Session:
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Workspace369:
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