Taskip is unclaimed —

Taskip

Run Your Agency and Client Workflows in One Place·taskip.net

Taskip is an all-in-one agency management and client portal platform that combines CRM, project management, invoicing, and communication tools into one system. It is built for digital agencies, freelancers, and small to medium businesses to manage clients, projects, invoices, and team collaboration from a single branded workspace. The platform includes a white-label client portal, sales pipeline/CRM, service catalog, quotations, document e-signing, forms, meeting scheduling, support ticketing, and workflow automation.

What it's for

Streamlining campaign management for digital marketing agenciesOrganizing projects and client collaboration for advertising agenciesCoordinating design projects and client approvals for design agenciesPlanning campaigns and creative tasks for creative agenciesManaging development workflows and tracking bugs for software companiesEnd-to-end professional services deliveryTracking cases, deadlines, and client tasks for law firmsScheduling sessions and tracking client progress for consulting firms/coachesManaging multiple clients and projects for freelancers

Features 20

CRM with sales pipeline and lead management
Custom forms with conditional logic
Document creation and collaboration
Email module for centralized communication
Invoicing with automated reminders and payment tracking
Meeting scheduler with customizable time slots
Multi-currency and multi-language support
Project management with Kanban, list, Gantt and calendar views
Proposal creation with e-signatures
Public API and webhooks
Quotations with automatic invoice generation
Service catalog for selling one-time and subscription services
Smart branded client portal
Support ticket management
Task management with subtasks, custom statuses, and time tracking
Taspi AI Assistant with monthly AI credits
Team collaboration and internal discussions
WhatsApp chat integration
White-label branding and custom domain (Pro plans)
Workflow automation

At a glance

free tierfree trialAPI

TypeWeb app

DeploymentCloud

PlatformsWeb, iOS, Android

Fordigital agencies, freelancers, small to medium businesses, service-based businesses

CompanyTaskip · 2023

Integrations

StripePayPalZapierGoogle DriveWhatsApp

Complianceself-reported

GDPR

Resources

Pricing

A 'lifetime deal' purchase option is referenced in the FAQ but no lifetime price is shown. The homepage FAQ states a 30-day free trial for the 'Team' plan, while the pricing page FAQ states a 7-day free trial — the two figures conflict.

Starter FreeFree

Replace spreadsheets & manual tracking; free forever.

1 Workspace, 1 User; does not include Custom Branding & White Labeling, Service Catalog, Project Management, Email & Discussions, or Support Ticketing

Freelancer$12/mo

Annual price was listed at $149 before a $54 discount.

1 Workspace, 1 Team Member, 100 GB Storage, 200/monthly AI Credit

Startup Team$29/mo

Annual price was listed at $349 before a $120 discount.

1 Workspace, 10 Team Members, 250 GB Storage, 1000/monthly AI Credit

Growing Agency$59/mo

Most popular plan. Annual price was listed at $699 before a $210 discount.

3 Workspaces, 25 Team Members, 500 GB Storage, 4000/monthly AI Credit

Agency Pro$89/mo

Annual price was listed at $1,069 before a $374 discount.

5 Workspaces, Unlimited Team Members, 1TB Storage, 10,000/monthly AI Credit

Save 35% by choosing yearly billing instead of monthly.