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Description
Maximize your productivity with our intuitive CRM at 8am, featuring a range of tools like shared contacts, notes, files, event calendars, tasks, reminders, and much more, all readily accessible! Our calendar view includes options for both private and public calendars, with the ability to manage single and recurring events, alongside tasks. The dashboard presents a streamlined overview of recent contacts, newly added notes and files, and a list of upcoming events and tasks. Each calendar in 8am now comes with an iCal link for seamless synchronization with your preferred calendar applications, such as Google Calendar or Outlook. Additionally, 8am has partnered with the smartQ workflow management tool, allowing you to display your smartQ tickets directly within the 8am calendar interface! You can also assign custom icons to events and tasks, starting with eleven options, with plans to broaden this selection. Our improvements to the contacts import feature from CSV and Excel files are noteworthy, as it now accommodates various name components, manages duplicates effectively, and even provides an option to reverse an import if needed! Moreover, you can enrich your projects by attaching SpiderScribe mind maps from brainstorming sessions and Firefly design screens from your graphic design endeavors, enhancing collaboration and creativity.
Description
Take complete command of your business operations with Task Session, a robust self-hosted CRM and project management solution designed specifically for agencies, freelancers, consultants, law firms, developers, marketing teams, startups, and expanding enterprises.
Task Session consolidates your clients, projects, tasks, team members, leads, invoices, files, emails, discussions, and reports into a single, streamlined platform.
In contrast to conventional SaaS applications, Task Session is deployed on your own domain and server, allowing you to maintain authority over your business data, branding, users, and overall system.
There’s no longer a need to juggle multiple tools for project management, team communication, invoicing, lead tracking, file sharing, and client interaction; Task Session provides a unified workspace for all facets of your business operations.
With this comprehensive approach, you can enhance collaboration and efficiency, ensuring that every aspect of your workflow is seamlessly integrated and easily accessible.
API Access
Has API
API Access
Has API
Screenshots View All
No images available
Integrations
5pm
Box
Dropbox
Firefly
Google Calendar
Google Drive
Microsoft Excel
Microsoft OneDrive
Microsoft Outlook
smartQ
Integrations
5pm
Box
Dropbox
Firefly
Google Calendar
Google Drive
Microsoft Excel
Microsoft OneDrive
Microsoft Outlook
smartQ
Pricing Details
$18 per month
Free Trial
Free Version
Pricing Details
$59/year
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
8am Web
Country
United States
Website
www.8amweb.com
Vendor Details
Company Name
Task Session
Founded
2024
Country
United Kingdom
Website
www.tasksession.com
Product Features
Contact Management
Activity Management
Appointment Management
Contact Database
Contact History
Contact Import/Export
Customer Pipeline
Email Marketing
Group Management
Interaction Tracking
Lead Management
Prospecting Tools
Sales Pipeline Management
Search / Filter
Segmentation
Shared Contacts
Social Media Integration
CRM
Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management
Product Features
CRM
Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management
Project Management
Agile Methodologies
Budget Management
Client Portal
Collaboration Tools
Cost-to-Completion Tracking
Customizable Templates
Gantt Charts
Idea Management
Kanban Board
Milestone Tracking
Portfolio Management
Resource Management
Time & Expense Tracking
Traditional Methodologies
Alternatives
Alternatives
No Alternatives