Average Ratings 1 Rating
Average Ratings 0 Ratings
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
Workspace369 is an online platform designed for agencies, freelancers, consultants, studios, and service-oriented businesses to streamline their client work processes. This comprehensive tool consolidates various client-related elements such as records, requests, proposals, contracts, projects, files, invoices, and conversations into a singular workspace. Teams can easily send proposals for e-signatures, transform accepted proposals into invoices, and facilitate card payments via client links. Additionally, it allows for task organization on boards, scheduling of work on a shared calendar, and the inclusion of tracked time in invoices. A dedicated client portal provides seamless access to proposals, invoices, and appointments, while a shared inbox ensures all client communications are centralized; the Voyager plan includes calls and texts, whereas the Specialist plan introduces a complete business phone system alongside accounting features. Automated workflows enhance follow-up processes, and Workspace AI assists in drafting messages for users to review before sending out. The platform operates in a web browser and offers applications for iPhone, iPad, and Mac devices, with a 14-day free trial available for prospective users to explore its capabilities. Overall, Workspace369 aims to simplify client management and enhance productivity for various service-based industries.
API Access
Has API
No
API Access
Has API
Yes
Integrations
Stripe
Yes
Gmail
No
Google
Yes
Google Calendar
No
Microsoft 365
No
Model Context Protocol (MCP)
No
PayPal
Yes
Integrations
Stripe
Yes
Gmail
Yes
Google
No
Google Calendar
Yes
Microsoft 365
Yes
Model Context Protocol (MCP)
Yes
PayPal
No
Pricing Details
$59/year
Free Trial
No
Free Version
No
Pricing Details
$29/month
Plans start at $29 per month. A 14-day free trial is available. Voyager adds calls and texts; Specialist adds a business phone system and accounting tools.
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
Yes
iPad App
Yes
Android App
No
Windows
No
Mac
Yes
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)
Yes
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)
Yes
In Person
No
Vendor Details
Company Name
Task Session
Founded
2024
Country
United Kingdom
Website
www.tasksession.com
Vendor Details
Company Name
Workspace369 LLC
Founded
2025
Country
United States
Website
workspace369.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
Professional Services Automation
Billing & Invoicing
No
CRM
No
Client Portal
No
Collaboration Tools
No
Document Management
No
Portfolio Management
No
Project Management
No
Proposal Generation
No
Quote Management
No
Resource Management
No
Time & Expense Tracking
No