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Description
Enhancing customer experience is essential. Implementing a sales automation system can significantly streamline both marketing and sales efforts. You can create, track, and analyze your marketing and sales activities efficiently. With marketing tools, you can design and oversee your campaigns while effectively managing inquiries. Sales automation allows you to generate and handle leads through a fully automated CRM platform. Additionally, invoicing and inventory management can be accomplished with just a single click, enabling you to generate invoices and monitor stock levels effortlessly. You can create, print, and send quotations and invoices via WhatsApp, complete with customized reports. Furthermore, managing sales and purchase orders on an employee basis becomes easier with detailed tracking reports. For inventory management, monitor your material stock through an intelligent CRM system that offers real-time insights. The project management feature helps oversee projects while tracking progress live. Task management enables you to assign and monitor project tasks on an employee-by-employee basis, complete with tracking reports. You can also manage and track project milestones using a variety of reporting formats. Finally, a ticket generation system with a customer panel enhances service delivery, ensuring that clients receive exceptional support through automation. Overall, these tools provide a comprehensive solution for optimizing your business processes and improving customer satisfaction.
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
No details available.
Integrations
No details available.
Pricing Details
$40 per user, per year
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
Salestack
Founded
2010
Country
India
Website
www.salestack.in
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