Managing Client is hard? Not with Taskip!

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Sales Pipeline

Documents

Meetings

Proposal

Inbox

Support

Discusssion

Invoice

Task

Contact

Quotation

Form

Workflow

Project

Trusted by 100+ Agency owners

Powerful Features

Features That Makes
Managing Clients Easier

Invoice

Create Invoice

Create, Send, Track & Get Paid Your Invoices Right from Your Taskip Portal

Quick Quote Creation

Create Quotations

Create, Send, Track & Automatically Generate Invoice from Quotations/Estimates

Create, Manage, and Sign Proposals

Easily manage your proposals

Send proposals for digital signatures to individual clients or entire teams with ease.

Effortless Client Collaboration.

Contact Management

Easily add and manage client contacts to streamline collaboration. Share invoices, tasks, and support tickets.

Your All-in-One Inbox

Unified Inbox Simple, Automated

Organize all your emails in one powerful inbox schedule replies, automate tasks, tag key messages, and boost efficiency.

faster support

Ticket Management

Manage support tickets effortlessly clients can raise issues, and your team can respond in real time for seamless communication.

Drive Revenue Growth

Leverage Sales Pipeline

Maximize your deals with our Integrated Sales Pipeline. Create and track tasks, events, and calls effortlessly for streamlined business growth.

User Categories

A platform built for everyone on the team

Get started

Owners

Gain full control of your business with streamlined team and project management.

Project Managers

Organize tasks, track progress, and collaborate effortlessly with your team.

Team Members

Stay focused and productive with clear assignments and real-time updates.

Business Managers

Simplify operations, manage communication, and ensure smooth workflows.

PROJECTS

Organize, Collaborate, and Track Projects with Ease

KEY FEATURES

Customize Your Projects: Assign team members, set statuses, priorities, and due dates.

Adjust Project Priorities with Ease: Easily change project priority settings to keep your team aligned.

Visualize and Track Your Progress: Easily monitor project progress using a visual Kanban board.

Learn more about Projects

TASK

Efficient Task Management for Seamless Collaboration

KEY FEATURES

Manage task Effortlessly: Switch between task list or Kanban view, adjust status, priorities

Focus on What Matters Most: Assign priorities to your tasks to ensure important work gets done first.

Tailor Your Task: Easily update or create custom task statuses to match your project’s unique workflow.

Learn more about Task

DISCUSSION

Real-Time Discussions for Seamless Collaboration

KEY FEATURES

Effortless Group Collaboration. Effective team and client collaboration with our discussion feature.

Personalized 1:1s Discussion: Engage in focused, one-on-one discussions with team members

Capture Key Discussion Points: Easily take notes during discussions to keep track of key points and ideas

Learn more about Discussion

Powerful Features

Enable your entire stack through powerful integrations

Explore Integrations

Focus on Growth While Taskip Handles the Rest.

40%

Faster Client Onboarding & Handover

10hr

Save Hours Per Week

30%

More Team Collaboration Efficiency

25%

Faster Project Delivery

Powerful Features

Features That Makes
Managing Clients Easier

Effortless Meeting Scheduling.

Simplify Meeting Scheduling

Effortlessly manage meetings with customizable time slots. Clients can book available times, both receive email confirmations.

DOCUMeNTS

Collaborate on Documents

Keep all your documents organized and easily accessible to clients or team members.

GET MAXIMUM PRODUCTIVITY

Automate Your Workflow

Simplify your business processes by automating tasks like turning emails into contacts, managing support tickets, or automating project..

Effortless Form Creation.

Create Custom Forms

Design personalized forms with conditional fields, customizable styles, and public sharing options.

OUR PACKAGES

Pricing That’s
Affordable for Everyone

Billed Monthly Billed Yearly

Save up to 40% by paying yearly

Starter

$0/Mo

Invoice
Quotation
Teams (01)
Team Member (01)
Contacts (1000)
Forms Unlimited
Documents Unlimited
Task
01 Workspace
05 GB Storage
Client Portal

Professional

$19/Mo ~~$39~~

Invoice
Quotation
Teams (05)
Team Member (05)
Contacts (5000)
Forms Unlimited
Documents Unlimited
Task
01 Workspace
10 GB Storage
Client Portal

Team

$39/Mo ~~$59~~

Invoice
Quotation
Teams (20)
Team Member (25)
Contacts (5000)
Forms Unlimited
Documents Unlimited
Task
03 Workspace
20 GB Storage
Client Portal

Agency

$59/Mo ~~$99~~

Invoice
Quotation
Teams Unlimited
Team Member Unlimited
Contacts Unlimited
Forms Unlimited
Documents Unlimited
Task
05 Workspace
30 GB Storage
Client Portal

See Details pricing

TESTIMONIAL

See what our Clients said about us

I was a beta tester of this project and now using it regularly to manage my agency. Moving under one roof from managing multiple tools is life-saving for me. I am using this for my agency and my team can also contribute and help me to mange business and clients.

Abdur Rahman

Founder - Quomodosoft

Taskip offers great features at a low cost, streamlining workflows, boosting team collaboration, and ensuring smooth client communication. With task tracking and automated reminders, it’s ideal for businesses focused on productivity and client satisfaction.

Kurban Ali

Founder - NexaBD

This serves as an all-in-one agency management solution for me. I enjoy communicating with clients and team members directly within this app. From handling leads to client onboarding, invoicing, billing, and team assignments it covers everything.

Bulbul Ahmed

Founder - BinaryFusion

Taskip has transformed how we manage projects at BitByte Technology. Its intuitive tools streamline workflows, save hours weekly, and make client handovers seamless. A must-have for any growing agency!