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Average Ratings 0 Ratings

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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.

Description

TaskBranch offers flexible project management solutions with unlimited user access, specifically designed for marketing agencies to efficiently handle their projects online. You pay based on the project rather than the number of users, covering everything from the initial Kick-Off to the final Sign-Off and all tasks in between. This robust cloud-based platform allows digital teams to manage complex, multi-phase projects seamlessly in a single location. Unlike overly simplistic project management tools that can disrupt your project’s framework or your team's workflow, TaskBranch was developed with digital teams in mind. Initially created to enhance agency operations, it now supports various functions—from client reporting to project collaboration—ensuring projects remain on track, within budget, and easily accessible. TaskBranch is packed with features that simplify project management for agencies and freelancers alike, allowing for custom project phases and meticulous time tracking, ensuring every aspect of your project is monitored in one centralized location. You can customize each project according to the specific phases needed, which enhances overall efficiency and clarity in project execution.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Google Yes 
PayPal Yes 
Stripe Yes 

Integrations

Google No 
PayPal No 
Stripe No 

Pricing Details

$59/year
Free Trial No 
Free Version No 

Pricing Details

$5 per month
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

Task Session

Founded

2024

Country

United Kingdom

Website

www.tasksession.com

Vendor Details

Company Name

TaskBranch

Founded

2020

Country

Canada

Website

taskbranch.com

Product Features

CRM

Calendar/Reminder System Yes 
Call Logging No 
Document Storage Yes 
Email Marketing Yes 
Internal Chat Integration Yes 
Lead Scoring Yes 
Marketing Automation Integration No 
Mobile Access No 
Quotes / Proposals No 
Segmentation No 
Social Media Integration No 
Task Management Yes 
Territory Management No 

Project Management

Agile Methodologies No 
Budget Management No 
Client Portal Yes 
Collaboration Tools Yes 
Cost-to-Completion Tracking No 
Customizable Templates No 
Gantt Charts No 
Idea Management Yes 
Kanban Board Yes 
Milestone Tracking Yes 
Portfolio Management Yes 
Resource Management No 
Time & Expense Tracking Yes 
Traditional Methodologies No 

Product Features

Project Management

Agile Methodologies No 
Budget Management No 
Client Portal Yes 
Collaboration Tools Yes 
Cost-to-Completion Tracking No 
Customizable Templates No 
Gantt Charts No 
Idea Management No 
Kanban Board No 
Milestone Tracking No 
Portfolio Management No 
Resource Management No 
Time & Expense Tracking Yes 
Traditional Methodologies No 

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