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features
design
support

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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

API Access

Has API

Screenshots View All

No images available

Screenshots View All

Integrations

Google
Microsoft Outlook
iCloud

Integrations

Google
Microsoft Outlook
iCloud

Pricing Details

$59/year
Free Trial
Free Version

Pricing Details

£15.99
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

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
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

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

Product Features

Medical Practice Management

Claims Management
E-Prescribing
EMR / EHR
HIPAA Compliant
Insurance Eligibility Verification
Inventory Management
Multi-Office
Multi-Physician
Patient Billing
Patient Portal
Patient Records
Patient Registration
Patient Scheduling
Physician Scheduling

Patient Scheduling

Analytics/Reporting
Approval Process Control
HIPAA Compliant
Mobile Access
Notifications/Alerts
Online Scheduling
Patient Communications
Patient Intake
Patient Portal
Patient Records Management
Payment Processing
Reminders
SMS Messaging

Alternatives

No Alternatives

Alternatives

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