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.

About Task Session

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.

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Pricing

Starting Price:
$59/year

Integrations

See Integrations

Ratings/Reviews - 1 User Review

Overall 5.0 / 5
ease 4.0 / 5
features 5.0 / 5
design 5.0 / 5
support 5.0 / 5
More Reviews Write a Review

Company Information

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

Videos and Screen Captures

Task & projects

Task & projects

Task & projects Invoice & billing File managment Projects chatting
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Product Details

Platforms Supported
Cloud
Training
Documentation
Live Online
Videos
Support
Online

Task Session Frequently Asked Questions

Q: What kinds of users and organization types does Task Session work with?
Q: What languages does Task Session support in their product?
Q: What kind of support options does Task Session offer?
Q: What other applications or services does Task Session integrate with?
Q: What type of training does Task Session provide?
Q: How much does Task Session cost?

Task Session Product Features

CRM

Calendar/Reminder System Supported
Document Storage Supported
Email Marketing Supported
Internal Chat Integration Supported
Lead Scoring Supported
Task Management Supported
Call Logging Not Supported
Marketing Automation Integration Not Supported
Mobile Access Not Supported
Quotes / Proposals Not Supported
Segmentation Not Supported
Social Media Integration Not Supported
Territory Management Not Supported

Project Management

Client Portal Supported
Collaboration Tools Supported
Idea Management Supported
Kanban Board Supported
Milestone Tracking Supported
Portfolio Management Supported
Time & Expense Tracking Supported
Agile Methodologies Not Supported
Budget Management Not Supported
Cost-to-Completion Tracking Not Supported
Customizable Templates Not Supported
Gantt Charts Not Supported
Resource Management Not Supported
Traditional Methodologies Not Supported

Task Session Verified User Reviews

Write a Review
  • Ryan M.
    Business Owne
    Used the software for: 6-12 Months
    Frequency of Use: Daily
    User Role: Administrator
    Company Size: 1 - 25
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "One of the Best Self-Hosted CRM Options"

    Posted 2026-09-04

    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.

    Overall: My overall experience with Task Session CRM has been very positive. It is a practical choice for anyone who wants a self-hosted CRM with more privacy and control over their business data. It does what I need without unnecessary complexity, and after getting everything configured, it has been stable and straightforward to use. For small teams or individuals looking for a good self-hosted CRM, I would definitely recommend giving it a try.

    Read More...
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