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Description
STEPS is a versatile management information system crafted to oversee, monitor, and report on a wide range of governance-related items within a single cohesive solution. It encompasses everything from members, assets, and personnel to contracts, deliveries, vehicles, management processes, appointments, documents, risks, incidents, suppliers, and support inquiries, covering nearly every conceivable aspect. This system can be tailored to meet the distinct needs of each organization, ensuring that it evolves alongside their growth. New features can be integrated without the need to redevelop existing core modules, allowing for a streamlined expansion. The various modules and functionalities are interconnected, all linked to a centralized database, eliminating the necessity for costly custom integrations. Each component is designed to fit together seamlessly, facilitating a quick implementation process and user-friendly experience. Users are guided through tasks with a structured, step-by-step method, which not only promotes productivity but also reduces the reliance on extensive support. Furthermore, the intuitive design ensures that even those with minimal technical skills can navigate the system effectively.
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
Integrations
Bitbucket
Dropbox
GitHub
Google Calendar
Slack
Stripe
Zapier
Zoom
Integrations
Bitbucket
Dropbox
GitHub
Google Calendar
Slack
Stripe
Zapier
Zoom
Pricing Details
No price information available.
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
Qualitone Software Solutions
Country
South Africa
Website
www.stepsdatabase.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
