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ease
features
design
support

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Description

Viewing every transaction through the lens of your customer enhances the overall experience, fostering greater loyalty towards your brand. By utilizing user-friendly CRM software, you can consolidate information from various departments, providing a comprehensive, real-time perspective of each customer. You can efficiently manage and bill projects with robust project management capabilities. Additionally, it allows for precise tracking of time allocated to tasks, enabling accurate billing for your clients. The software also supports collaborative efforts by allowing multiple staff members to be assigned to tasks while monitoring individual timers for accountability. Create professional and visually appealing invoices, attach relevant files, and send them directly to your clients for convenience. This platform streamlines subscription and audience management, automating crucial functions such as accounting and fulfillment. Moreover, it initiates the sales process by identifying potential leads and swiftly preparing sales forecasts, allowing you to close deals in a matter of minutes. Ultimately, this innovative approach helps you secure more business while ensuring faster payments, eliminating the frustration of protracted sales cycles. By prioritizing customer insights, your business sets itself up for long-term success and sustainability.

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

Screenshots View All

No images available

Integrations

No details available.

Integrations

No details available.

Pricing Details

$5 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

Shoppias

Founded

2016

Country

Argentina

Website

www.easycrmsystem.com

Vendor Details

Company Name

Task Session

Founded

2024

Country

United Kingdom

Website

www.tasksession.com

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

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
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