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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
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