Audience

Freelancers, agencies, consultants, startups, and small to medium-sized businesses that need to manage clients, projects, tasks, leads, invoices, files, teams, and client communication from one self-hosted CRM.

About Task Session

TaskSession CRM helps agencies, freelancers and small service businesses run client work from one place. Manage leads and clients, share projects and files in a branded client portal, track time, and send invoices. Choose how you run it. TaskSession Cloud starts free, and even the Free plan supports your own custom domain. Paid Cloud plans start at $12 per month billed yearly. Prefer to own your data? The self hosted edition installs on your own server for $59 for the first year.

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Pricing

Starting Price:
Free
Pricing Details:
Cloud: Free $0 forever (2 members, 25 clients, custom domain included). Starter $14 per month, or $12 per month billed yearly (5 members). Professional $39 per month, or $32 per month billed yearly (15 members). Business $99 per month, or $82 per month billed yearly. Self hosted: $59 for the first year, renews at $99 per year. Founder plan $249 one time.
Free Version:
Free Version available.

Integrations

See Integrations

Ratings/Reviews - 1 User Review

Overall 5.0 / 5
ease 4.0 / 5
features 5.0 / 5
design 5.0 / 5
support 5.0 / 5
More Reviews for Task Session Write a Review

Company Information

Task Session
Founded: 2024
United Kingdom
www.tasksession.com

Videos and Screen Captures

Task & projects

Task & projects

Task & projects Invoice & billing File managment Projects chatting
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Product Details

Platforms Supported
Cloud
On-Premises
Training
Documentation
Live Online
Videos
Support
Online

Task Session Frequently Asked Questions

Q: What kinds of users and organization types does Task Session work with?
Task Session works with these users and organization types: Mid Size Business, Small Business, Enterprise, Freelance, Nonprofit, Government, and Startup.
Q: What languages does Task Session support in their product?
Task Session supports these languages: English, French, and Italian.
Q: What kind of support options does Task Session offer?
Task Session offers support via online.
Q: What other applications or services does Task Session integrate with?
Task Session integrates with: Google, PayPal, and Stripe.
Q: What type of training does Task Session provide?
Task Session provides training in the form of documentation, live online, and videos.
Q: How much does Task Session cost?
Pricing for Task Session starts at Free.

Task Session Product Features

CRM

Calendar/Reminder System Supported
Document Storage Supported
Email Marketing Supported
Internal Chat Integration Supported
Lead Scoring Supported
Task Management Supported
Call Logging Not Supported
Marketing Automation Integration Not Supported
Mobile Access Not Supported
Quotes / Proposals Not Supported
Segmentation Not Supported
Social Media Integration Not Supported
Territory Management Not Supported

Project Management

Client Portal Supported
Collaboration Tools Supported
Idea Management Supported
Kanban Board Supported
Milestone Tracking Supported
Portfolio Management Supported
Time & Expense Tracking Supported
Agile Methodologies Not Supported
Budget Management Not Supported
Cost-to-Completion Tracking Not Supported
Customizable Templates Not Supported
Gantt Charts Not Supported
Resource Management Not Supported
Traditional Methodologies Not Supported

Task Session Verified User Reviews

Write a Review
  • Ryan M.
    Business Owne
    Used the software for: 6-12 Months
    Frequency of Use: Daily
    User Role: Administrator
    Company Size: 1 - 25
    Design 5 out of 5 stars
    Ease 4 out of 5 stars
    Features 5 out of 5 stars
    Pricing 4 out of 5 stars
    Support 5 out of 5 stars
    Probability You Would Recommend? 9 out of 10

    "One of the Best Self-Hosted CRM Options"

    5 out of 5 stars Posted 2026-09-04

    Pros: Task Session CRM is easy to set up and gives me full control over my data, which is the main reason I prefer a self-hosted solution. The interface is clean, daily tasks are easy to manage, and it has been reliable for keeping customer information and work organized without depending on expensive cloud subscriptions.

    Cons: There isn’t much to complain about. The setup can take a little time at first, especially if you’re new to self-hosting, but once it’s running, everything works smoothly. A few more integrations and detailed setup guides would be a nice addition.

    Overall: My overall experience with Task Session CRM has been very positive. It is a practical choice for anyone who wants a self-hosted CRM with more privacy and control over their business data. It does what I need without unnecessary complexity, and after getting everything configured, it has been stable and straightforward to use. For small teams or individuals looking for a good self-hosted CRM, I would definitely recommend giving it a try.

    Read More...
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