What is Taskip?
Taskip is an all-in-one agency management and client portal platform that combines many business tools into one simple platform. It’s made for digital agencies, freelancers, and small to medium businesses.
Is Taskip white label? Can I really brand it as my own?
Totally! This is a big one for agencies, and we get it. Our professional plans offer white-label client portals, which means you can brand them with your own logo, colors, and even use your custom domain. It’s perfect for giving your clients a super professional, seamless experience that feels like your brand, every step of the way
Why go Pro with Taskip? What's the big deal with the professional plans?
Going Pro with Taskip is like supercharging your whole business. You unlock everything – from managing clients and projects like a boss to automating the boring stuff and getting paid faster. It’s all about helping you grow, stress-free, with tools designed for serious impact.
How will Taskip help me handle my clients better on a professional plan?
You got it! Think of it as your ultimate client hub. You can keep all their details neat and tidy, whip up snazzy proposals in a flash, automatically send follow-ups, and even turn quotes directly into invoices. It's all about making your client relationships smooth sailing and more profitable.
Will my projects finally be organized, and can I actually get my tasks done with Taskip Pro?
Yep, that's the dream! Our professional plans give you all the bells and whistles for projects and tasks. Think customizable workflows, awesome Kanban boards to see everything at a glance, easy team assignments, and tracking progress so you never miss a beat. Say goodbye to project chaos!
Is it safe to share files and documents within Taskip on a professional plan?
Absolutely! We take your data seriously. Our professional plans include robust document management, so you can safely store, share, and collaborate on all your files and documents with your team and clients right inside Taskip. No more email attachments getting lost in space!
Can Taskip make my invoicing less of a headache, and how do payments work?
100%! Professional plans make invoicing a breeze. You can create beautiful invoices, send automatic reminders (so you don't have to chase payments!), and even accept payments directly through integrations like PayPal. Getting paid just got a whole lot easier.
Does Taskip help me close more deals? Is there a CRM or sales pipeline built-in?
Yep, we’ve got your sales game covered! Our professional plans integrate a powerful sales pipeline and light CRM functionalities. You can manage leads, track opportunities, log calls, and keep an eye on all your sales activities. It’s designed to help you turn those prospects into happy clients.
Can Taskip do some of the boring, repetitive stuff for me? Is there automation?
Totally! That's one of the coolest parts of our professional plans. You can set up automated workflows think turning a new email into a contact automatically, or routing support tickets. It's like having a little robot assistant, saving you tons of time.
What kind of customer support can I expect with a professional plan?
No worries at all! Our professional plan subscribers get priority customer support. That means faster responses and dedicated help whenever you need it. We're here to make sure you're always getting the most out of Taskip.
Can I handle customer questions and support tickets directly in Taskip?
You bet! Professional plans include a dedicated ticket management system. So, when your clients have questions, you can receive, organize, and respond to them all in one place. It keeps your customer service super organized and makes sure no request falls through the cracks.
Do you offer a free trial for these professional plans?
Absolutely! We want you to see the magic for yourself. We offer a generous 30-day free trial for our "Team" plan, so you can dive in and explore all the powerful features without any commitment.
Can I upgrade or downgrade my plan later if my needs change?
Totally! We get that businesses evolve. You can easily upgrade to a higher plan or downgrade to a lower one directly from your account settings anytime. We’ll even prorate the changes for you, so it’s super flexible.
What if I decide Taskip isn't for me? Can I cancel my subscription?
Of course! We’d be sad to see you go, but you can cancel your subscription at any time, no questions asked. Your data will be kept safe for a little while (to make it easy if you change your mind!), and then securely removed.
Do you offer any discounts for annual subscriptions?
You got it! We love rewarding commitment. We do offer special discounts if you choose to pay annually instead of monthly. Check out our pricing table above, or feel free to chat with our sales team for all the details!
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