Task Session

About Task Session

Deep Dive with Clara AI

Task Session is an all-in-one business management platform for agencies, freelancers and service businesses. It brings CRM and deal pipelines, projects and task management with Kanban boards, time tracking, estimates and invoicing, email and calendar sync, web forms and a white-label client portal into one place, so teams stop juggling separate tools. Every plan includes unlimited users with no per-seat fees. You can run it on your own domain with your own branding, give clients a portal to follow project progress, share files and view invoices, and control access with advanced roles and permissions. Task Session is an alternative to SuiteDash, HubSpot, Pipedrive and ClickUp for agencies that want CRM, delivery and billing connected. A free edition with unlimited users is available, and paid plans are a low yearly or one-time license.

Screenshots & Videos

Task Session CRM: Kanban task board with drag and drop

Pricing

Free Trial Not Available
Starts at $59.0.
View Detailed Pricing

Platforms Supported

Browser Based (Cloud)

Organization Types Supported

Medium Business
Small Business
Freelancers

API Support

NA

Modes of Support

Online

Task Session Features

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CRM Features

Unique Features

AI Assistant

AI Assistant helps you provide information and perform specific tasks to significantly improve your success rate. It can perform one or many tasks like analyzing your deals, contacts, and emails, generating the perfect email, and more.

Advanced Automation

Allows for building smart automation for repetitive tasks, enhancing efficiency and consistency.

Omnichannel Customer Engagement

Unified management of customer interactions across multiple channels, including web, mobile, and social media.

Predictive Analytics

Advanced analytics for predicting outcomes based on performance and historical data.

IoT Integration

Leveraging Internet of Things devices for enhanced data collection and analysis

Customization

Helps to customize the system for use in industry-specific use cases

Standard Features

Collaboration Tools

Interactive tools meant to make the application highly collaborative and encourage teamwork

Lead Management

A systemized and organized way of managing all your leads and their conversation.

Project Management

Helps in managing the projects necessary for streamlining and enhancing the customer relationship management tasks.

Contact Management

Organizing customer data in a centralized location and handling contact details, demographics, transactions, etc.

Document Management

Ability to store and manage various information and documents in electronic format.

Real-time Data Sync

Allows to synchronize with other systems for up-to-date information across platforms

Dedicated Phone Line Integration

Incorporating dedicated phone lines for customer support and sales, enabling direct communication and call tracking

Customer Segmentation

Helps to segment contacts and customers into groups based on various criteria such as demographics, behavior, purchase history, hottest leads

Opportunity Management

Opportunity or Pipeline Management allows tracking and managing sales opportunities, including stages of the deal, probability of closing, and associated activities throughout their lifecycle.

Sales Force Automation

Streamlined management of the sales cycle from lead to close

Territory Management

Helps to assign, manage sales territories and conveniently track their progress

Reporting (Analytics)

Provides insightful reports and important business metrics to track and measure the outcomes and progress.

Order Management

Helps tracking, monitoring, supervising, and meeting deadlines concerning ordered goods in an automated and systematic way

Quotes (Proposals)

Create effective sales proposals by generating multiple quotes per opportunity

List Management

Enables management of multiple lists and communications with them

Customer Support

Ensures after-sales interactions with your customers and solve queries related to your products and services

Marketing Automation

Develop customer relationships, automate marketing programs and measure your marketing ROI

Referral Tracking

Track and manage your referred customers.

Lead Scoring

Lets you manage your prospective leads by scoring them on the basis of their response.

Product Catalog

Lets your sales representatives, as well as customers, view details and prices of each product.

Call Logging

Call Logging helps to register call details such as call duration, date and time of calls, notes, etc.

Business Management Features

CRM

Handles your contact database, follows up with potential customers and keeps them engaged

Time & Expense Tracking

Time and Expense is the process of recording and tracking hours worked and expenses as they relate to projects

Project Management

Helps in managing the projects necessary for streamlining and enhancing the customer relationship management tasks.

Marketing Management

Documents, tracks and also helps to access all data pertaining to the marketing department

Employee Management

Helps in automating, managing and accessing the data related to the employed staffs, records vital data, etc. in the enterprise

Training Management

Automates the documenting processes involved in training management and records the performance of employees during training sessions

Order Management

Helps tracking, monitoring, supervising, and meeting deadlines concerning ordered goods in an automated and systematic way

Scheduling

Manages and helps to prepare schedules in an appropriate and timely manner

Vendor Management

Helps to manage necessary data concerning vendors and allows easy access

Inventory Management

Helps in recording inventory to optimize and fulfill the requirement.

Performance Metrics

Helps in measuring the performance, activities, and behavior of the employees/students individually or collectively as a team

Financial Management

Handles functions like management of cash and utilisation of funds

Purchasing

Acquiring goods or services required for the business at minimal cost

Billing and Invoicing

This feature helps in issuing and handling the invoice and bills.

Client Onboarding Features

Client Communication Tools

Offers support through chat, email, or in-app messaging throughout the process.

Task Tracking

Helps in tracking the task assigned to different team members or teams

Task Assigning

Helps in assigning the tasks to a team member individually or the team collectively

Customizable Branding

This feature enables the customization of brand marketing to meet specific requirements and preferences.

Dashboard

A digital insight of reports and other workings on a single screen

Document Management

Ability to store and manage various information and documents in electronic format.

Workflow Builder

Empowers teams to design precise, step-by-step workflows with clarity and ease.

CRM Integration

Automatically sends and receives the relevant information to the CRM Software that helps in time management

Reporting (Analytics)

Provides insightful reports and important business metrics to track and measure the outcomes and progress.

e-Signature

Electronic Signatures help users to sign their digital documents remotely

Billing and Invoicing Features

Quotes and Estimates

Helps in providing quotes/estimates that offers an estimation of the overall cost

Project Billing

Simplify client invoicing, improve cash flow, and measure the profitability of contract projects

Online Invoicing

Create invoices online and email them to your clients with just one click

Hourly Billing

This feature allows a business to create bills and invoices on hourly basis

Customer Portal

Provides a client the access to various company information such as ordering history, customer account information, past invoices, etc.

Offline Payments

Helps to record cash and credit payments on retail operations

Tax Calculator

Automatically calculates the detailed tax amount at the latest tax slab rate

Dunning Management

Helps to manage complications of credit card payment decline and inform the customer of failed charges.

Payment Reminders

Helps to chase payments as they come due with automated payment reminders

Payment Processing

Helps to manage automated transactions across various online channels

Contact Database

Helps to maintain contacts and segregate them according to their needs

Recurring (Subscription Billing)

Billing consumers on a time determined basis for products or services received

Online Payments

Accept payments online directly through your account

Mobile Payments

Accept payment directly on your mobile handset

Invoice History

Invoice history feature allows you to verify or check all your past invoices anytime you want

Customizable Invoices

Allows the business to customize their invoices with their company logo as per their needs and requirements

Contingency Billing

Handling of bills related to contingencies

Multi-Currency

Enables payment and collection in multiple currencies.

Project Management Features

Kanban Board

To visualize the workflow of a project typically representing sticky notes on a white board

Time & Expense Tracking

Time and Expense is the process of recording and tracking hours worked and expenses as they relate to projects

Milestone Tracking

They act as signposts through the course of your project, as they help to ensure that you're staying on track.

Document Management

Ability to store and manage various information and documents in electronic format.

AI Assistant

AI Assistant helps you provide information and perform specific tasks to significantly improve your success rate. It can perform one or many tasks like analyzing your deals, contacts, and emails, generating the perfect email, and more.

Timeline View

Allows to plan and prioritize and visualize tasks in a GANTT chart like horizontal time-axis.

Project Templates

It holds a bundle of built-in templates that can be customized and used in different projects

Idea Management

Facility to receive insights from internal and external stakeholders

Custom Workflows

Facility to create workflows with custom stages, process, and status.

Compliance Management

Helps in making an assessment of risks, ensures policy comprehension and that policies/procedures are being followed

Recurring Task Management

Helps in monitoring and tackling the tasks or responsibilities that are needed to be managed on a recurrent basis

Task Management

Task management is the process of managing a task through its life cycle, including planning, testing, tracking, and reporting.

Status Tracking

Status Tracking refers to the management of projects, which includes but is not limited to measuring and reporting the status of milestones, tasks and activities

Resource Management

Resource management is the process by which businesses manage their various resources effectively. Those resources can be intangible – people and time – and tangible – equipment, materials, and finances.

Requirement Management

Requirements management is the process of collecting, analyzing, refining, and prioritizing product requirements and then planning for their delivery.

Project Planning

Project planning is a discipline for stating how to complete a project within a certain timeframe, usually with defined stages, and with designated resources.

Project Portfolio Management

Strategically manages a collection of projects to align with an organization's overall goals.

Percent-Complete Tracking

Percentage of work done on estimated items.

IT Project Management

IT project management is the process of planning, organizing and delineating responsibility for the completion of an organizations' specific information technology (IT) goals.

Issue Management

Issue management is the process of identifying and resolving issues. Problems can be resource constraint, technical failures etc.

Budget Management

Analyzing financial information to ensure all operations are within budget

Professional Services Automation Features

Time & Expense Tracking

Time and Expense is the process of recording and tracking hours worked and expenses as they relate to projects

Client & Contract Management

Revenue & Profitability Tracking

Project Planning & Scheduling

Project & Resource Management

Billing & Invoicing

Reporting & Analytics

Workflow Automation

Automatically execute mundane and repetitive processes or workflow so that employees can focus on productive work

Task Session Pricing

Free Trial

Not available

No Credit Card Required, Get Started for Free

Pricing Options

Freemium ( Limited Features )

Premium Plans ( One-time license / Subscription )

Free Free

Free forever, no credit card required
Unlimited users, no per-seat fees
Task management and Kanban boards
Time tracking
Projects and dashboard
White-label
No support included

Start Free Trial

Starter $59.00 $59.00 per year

Renews at $99/year
Unlimited users, no per-seat fees
1 domain license
1 year support and updates
Full CRM and deal pipeline
Projects and task management
Email sync and tracking, calendar sync
Web forms and custom fields
Team collaboration tools

Start Free Trial

Founder Plan $249.00 $249.00

$249 one-time payment
5 years of updates
Unlimited users, no per-seat fees
1 domain license
Priority premium support
Managed setup and deployment
Full CRM, projects, email and calendar sync
Advanced roles and permissions
White-label client portal

Start Free Trial

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