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Average Ratings 0 Ratings

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ease
features
design
support

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Description

Every business is distinct, and we understand that your obstacles are equally specific. In a free 30-minute consultation, we will attentively hear your concerns and pose insightful questions to provide you with actionable guidance and develop a feasible strategy that aligns with your objectives. This self-directed, modular program is designed to teach you the fundamentals of maintaining a financially sound business. We offer a variety of downloadable resources, reference materials, and live group coaching sessions to ensure you maximize your learning experience and apply your new knowledge in real-time. Having collaborated with numerous businesses, I have observed the recurring challenges they face. Our CFO services are tailored to meet your specific requirements, offering various tiers of business analysis, financial management, and ongoing personal support. The Moneymaker’s Mindset program delves into your perceptions and beliefs regarding money, examining how these factors influence your leadership approach and decision-making process. By understanding these dynamics, you can better navigate the financial landscape of your business.

Description

Taskeo aims to be the essential platform for service-based companies that are weary of juggling multiple applications for their operations. This all-in-one solution offers features such as project management, appointment scheduling, customer relationship management, time tracking, and billing. It serves as an invaluable resource for various service-oriented businesses like law firms, agencies, and consulting firms that require effective business and practice management support. By streamlining these essential tasks, Taskeo ultimately allows your organization to prioritize what truly matters: serving your clients and expanding your business. With just one account required to access all functionalities, Taskeo enables users to consolidate their tools and enhance productivity, making it an efficient choice for modern businesses. This integration not only saves time but also promotes a smoother workflow across different areas of service management.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Bitbucket
Dropbox
GitHub
Google Calendar
Slack
Stripe
Zapier
Zoom

Integrations

Bitbucket
Dropbox
GitHub
Google Calendar
Slack
Stripe
Zapier
Zoom

Pricing Details

$27 per month
Free Trial
Free Version

Pricing Details

$5 per user per month
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

GrowthCast

Founded

2013

Country

United States

Website

growth-cast.com

Vendor Details

Company Name

Taskeo

Founded

2018

Country

Estonia

Website

taskeo.co

Product Features

Business Management

Billing & Invoicing
CRM
Employee Management
Financial Management
Inventory Management
Marketing Management
Order Management
Point of Sale (POS)
Project Management
Purchasing
Scheduling
Time & Expense Tracking
Training Management
Vendor Management

Product Features

Advertising Agency

Campaign Management
Collaboration
Document Management
File Sharing
Project Management
Task Management
Time Tracking

Appointment Scheduling

Appointment Reminders
Automated Scheduling
Calendar Sync
Client Database
Group Scheduling
Mobile Access
Multi-Location
Online Booking
Online Payments
Recurring Appointments
Room Booking Management

Business Management

Billing & Invoicing
CRM
Employee Management
Financial Management
Inventory Management
Marketing Management
Order Management
Point of Sale (POS)
Project Management
Purchasing
Scheduling
Time & Expense Tracking
Training Management
Vendor Management

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

Email Marketing

A/B Testing
Artificial Intelligence
Auto-Responders
CAN SPAM Compliance
Customer Surveys
Drip Campaigns
Dynamic Content
Event Triggered Email
Image Library
Landing Pages/Web Forms
Mailing List Management
Mobile Optimized Emails
Reporting/Analytics
Subscriber Management
Template Management
WYSIWYG Email Editor

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

Time Tracking

Automatic Time Capture
Billable & Non-Billable Hours
Billing & Invoicing
Employee Database
Expense Tracking
Mobile Time Tracking
Multiple Billing Rates
Offline Time Tracking
Online Time Tracking
Overtime Calculation
Time per Project Reporting
Timesheet Management
Vacation / Leave Tracking

Alternatives

Alternatives