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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

Cloud-hosted Software for Health and Well-being Practitioners Simple scheduling with calendar integration via iCloud, Outlook Google, Exchange, and session customization Complete Client Management, including client records and notes, file management and task administration, appointment management with automatic reminders, and file management. Unlimited and integrated video with waiting rooms, screensharing and more. Available for 1-1 or group. Automated booking system with integrated invoicing and customizable session types. Practitioners can find each other by using the internal Peer-to–Peer directory.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Google Yes 
Microsoft Outlook No 
PayPal Yes 
Stripe Yes 
iCloud No 

Integrations

Google Yes 
Microsoft Outlook Yes 
PayPal No 
Stripe No 
iCloud Yes 

Pricing Details

$59/year
Free Trial No 
Free Version No 

Pricing Details

£15.99
Free Trial No 
Free Version Yes 

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) Yes 
In Person Yes 

Vendor Details

Company Name

Task Session

Founded

2024

Country

United Kingdom

Website

www.tasksession.com

Vendor Details

Company Name

isosconnect

Founded

2016

Country

United Kingdom

Website

www.isosconnect.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

Medical Practice Management

Claims Management No 
E-Prescribing No 
EMR / EHR Yes 
HIPAA Compliant Yes 
Insurance Eligibility Verification No 
Inventory Management No 
Multi-Office No 
Multi-Physician No 
Patient Billing No 
Patient Portal No 
Patient Records Yes 
Patient Registration No 
Patient Scheduling Yes 
Physician Scheduling Yes 

Patient Scheduling

Analytics/Reporting No 
Approval Process Control No 
HIPAA Compliant Yes 
Mobile Access Yes 
Notifications/Alerts Yes 
Online Scheduling Yes 
Patient Communications Yes 
Patient Intake Yes 
Patient Portal No 
Patient Records Management Yes 
Payment Processing No 
Reminders Yes 
SMS Messaging No 

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