Run Your Entire Agency in OneAI-First Client Portal
Replace 8+ disconnected tools with one AI-first, white-label workspace. Taskip keeps your clients, projects, proposals, invoices, and support connected in one place.
No credit card required
4.8/5rating on G2Meet Taspi, the AI Agent Inside Your Client Portal
Create invoices, add leads, and manage projects by just asking.
Quick Access
Overview
Total Revenue
$0
+5%Total Customers
0
+5%Total Invoice Send
0
+5%Total Project
78 / 219
-10%Total Deals
0
+5%Total Sales
Leads
Xgenious, great to see you!
Let's get things done!
I can handle invoices, tasks, leads, tickets & more
One Platform. Replace ClickUp, PandaDoc, Slack & More
ClickUp
Project management tool.
PandaDoc
Document & e-signature platform.
Slack
Communication & Collaboration tool.
Calendly
Scheduling & booking tool.
QuickBooks
Accounting & invoicing software.
Google Forms
Online form & survey tool.
Zendesk
Customer support platform.
ManageClientsServiceProjectsAll from Our All-In-One Platform
Publish Services
List your services with clear details so leads know exactly what you offer.
Client Onboarding
Onboard clients seamlessly: collect info, process payment, and invite them to your portal.
Close Projects
Track every step of your pipeline and convert leads into clients faster.
Quick Access
Create Services
Add Service
Turn your ideas into ready-to-use services
Service Name
Service Description
Service Type
Currency
Service Price
Bring Your Leads into Taskip and Move Them to Pipeline and Turn Them into Clients
Capture Your Leads
Add and organize all your business leads in one place. Keep every contact and detail easy to find.
Manage Your Pipeline
Track leads through each stage with clarity. Always know what's next and what needs attention.
Close More Clients
Turn leads into paying clients faster. Stay on top of deals and grow your business.
Quick Access
Leads
Manage and track your leads efficiently.
Emma Wilson
N/A
emma.wilson@gmail.com
7/4/2026
James Okafor
N/A
james.okafor@gmail.com
7/4/2026
Sofia Martinez
N/A
sofia.mtz@gmail.com
7/3/2026
Liam Chen
N/A
liam.chen88@gmail.com
7/3/2026
Ava Thompson
N/A
ava.thompson@gmail.com
7/3/2026
Create Lead
Add a new lead to your workspace.
Basic Information
First Name *
Last Name
Contact & Organization
Phone No
Company Name
Website
Lead Details
Interaction & Ownership
Location
Additional
Doc & Sign for Agreement, Send Invoice to Client Get Instant Payment
Agreements with Doc & Sign
Create and send agreements for quick approvals.
Send Invoices to Clients
Generate and send invoices in just a few clicks.
Get Paid Instantly
Receive payments quickly without delays.
Quick Access
Brightwave-Service-Agreement
Service Agreement: Website Redesign
Scope of Work
Payment Terms
Alex Johnson
Signature
Alex Johnson
Owner, Taskip Agency
Signature
Daniel Carter
Brightwave Studio
Focus on Growth, Let Taskip Handle the Rest
Real results from published customer case studies.
0+
Agencies growing with Taskip in 40+ countries
“Taskip stands out through execution and integrity. I’ve watched them refine the UI/UX in real-time based on friction points, proving they prioritize the actual user experience over just stacking features.”
Karlo R.
WordPress Developer & Marketing Consultant
Replace 8+ Tools with One Platform
Stop paying for a dozen subscriptions. Taskip gives you everything in one unified workspace.
| Tool | Category | Price |
|---|---|---|
 | CRM Tool | $9 user/month |
 | Project Management | $10 user/month |
 | Communication | $18 /month |
 | Document Signing | $15 user/month |
 | Invoicing | $14 user/month |
 | Meeting Scheduling | $12 /month |
 | Form Builder | $39 /month |
 | Support | $25 user/month |
 | Storage | $15 /month |
 | Documentation | $12 user/month |
Total Cost | $150+ /month | |
EmailInbox
TaspiAI Feature
NewServiceCatalog
TaskipCRM
ProjectManagement
Most UsedProposal
WorkflowAutomation
ClientPortal
Quotation
Invoicing
Document
MeetingScheduler
Teams
Discussion
Forms
SupportTicket
All for $12/m only
Starting for 1 user
Built for Everyone Who Works with Clients
No matter your industry, Taskip adapts to how your team works, from solo freelancers to 200-person agencies.
Trusted by 1,600+ agencies & freelancers in 40+ countries · ★ 4.8/5 on G2
For Design Studios
Deliver Design Projects Without the Back-and-Forth
Try Taskip for freeFrom brief to final handover: organize revisions, share previews, and get paid without chasing emails or juggling five different tools.
Main Menu
Sales & CRM
Home page ideation
Brand style guide
Wireframe design
Logo revisions v2
Panze Studio
3×
project capacity, from 5 to 15 concurrent projects
Mahmudul Hasan · Founder
Connects with 20+ Tools You Already Use
Native integrations for payments, meetings, email, marketing, and accounting, plus Zapier and Activepieces for everything else.
Integrations
Connecting people, technology and the workplace.
Zapier Automation Tool
Create automated workflows between Taskip and your favorite apps.
What's App
Connect your WhatsApp Business account
Google Meet Integration
Automatically generate Google Meet links for meetings
Zoom Integration
Connect Taskip with Zoom to schedule, manage, and join meetings seamlessly.
Google Drive
Easily connect your Google Drive account to allow importing files into Taskip.
IMAP / Webmail
Connect any email provider using IMAP credentials. Supports Gmail, Outlook, and more.
Twilio SMS
Send SMS notifications to clients via Twilio. Connect your Twilio account.
Xero
Sync clients, invoices, and payments between Taskip and Xero.
QuickBooks
Sync clients, invoices, and payments between Taskip and QuickBooks Online.
Case Study
How Rivera Marketing Improved Client Delivery and Team Efficiency by 40%
“Before Taskip, I was a good web designer with a messy backend. Now my process matches the quality of my work.”
Karlo Rivera Velasquez
Founder, RIVERA Marketing
We Support 15+ Languages
All Taskip features work seamlessly across 15+ languages, ensuring smooth collaboration no matter where you are. Enjoy a consistent experience with support for diverse languages, making teamwork effortless and inclusive.
English
Español
中文
العربية
Français
Português
Русский
বাংলা
हिंदी
Deutsch
日本語
Italiano
Nederlands
Polski
한국어Download the app
Your Workspace, Now on Mobile
Taskip is officially available on iOS and Android. Stay connected wherever you are. Download now and never miss a beat.
App Store
Google Play
Agencies Love Taskip
Taskip fits your team's style perfectly, whether you're a solo freelancer or a 200-person agency.
The interface is clean and intuitive, task management feels smooth and straightforward, and the collaboration features work flawlessly. Everything feels well thought out, dependable, and genuinely reliable.
All in 1 business management CRM tool. I love using a client management system that lets me handle everything from contracts to invoices.
Taskip offers great features at a low cost, streamlining workflows, boosting team collaboration, and ensuring smooth client communication.
Unlike many apps that "ship and forget," this team possesses a relentless improvement mindset. It is easily one of the most reactive teams I've encountered. Responses are fast, and they turn user suggestions into reality.
My day used to be a constant juggle between deep coding sessions and urgent client updates. Taskip has been a game-changer, streamlining my entire workflow.
This serves as an all-in-one agency management solution for me. I enjoy communicating with clients and team members directly within this app.
The team is very personable and genuinely want you to have the best experience with the system. I look forward to streamlining all my client data, contracts, invoicing and reminders for business.
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 manage business and clients.
Taskip has transformed how we manage projects. Its intuitive tools streamline workflows, save hours weekly, and make client handovers seamless.
Frequently Asked Questions
Find answers to common questions about Taskip and how it can support your team's workflow.
Taskip is an all-in-one client portal and business management platform built for agencies, freelancers, and service businesses. It brings CRM, projects, invoicing, contracts, and client communication together in one place, so you can run your entire operation without juggling multiple tools.
Yes. You can run your client portal under your own custom domain with your logo and brand colors, so clients see your agency front and center, not Taskip. White-labeling covers the portal, documents, and invoices, which is why 1,600+ agencies in 40+ countries use Taskip as their client-facing workspace.
The free trial gives you full access to all features: client portal, projects, invoicing, CRM, automation, and more. No credit card required to start. We also offer a 30-day money-back guarantee on all paid plans so you can try risk-free.
No. Clients join your portal for free through an invitation link. They never need a paid seat. Inside the portal they can view project progress, approve and e-sign documents, share files, open support tickets, and pay invoices through 6+ payment gateways including Stripe and PayPal. You control exactly what each client can see.
Yes. Your data is encrypted in transit and at rest, protected with role-based access controls, and backed up regularly. Taskip is GDPR compliant and offers EU data hosting, and you stay in control of exactly which team members and clients can see each project, document, or invoice.
Yes. Taspi is Taskip's built-in AI agent and part of what makes Taskip an AI-first client portal. It works inside your workspace to create invoices, add leads, draft responses, summarize client conversations, and automate routine work, so your team spends less time on admin and more time on client work.
Taskip ships an MCP (Model Context Protocol) server, so AI assistants like Claude can connect directly to your workspace. Your AI tools can look up clients, create tasks, draft invoices, and manage projects in Taskip on your behalf, making Taskip an AI-first client portal.
Taskip starts at $12 per month, replacing 8+ separate tools like a CRM, project manager, invoicing app, and e-signature service that typically cost $150+ per month combined. You can start with a free trial, no credit card required, and every paid plan is covered by a 30-day money-back guarantee.
