What Is Taskip? #
Taskip is an all-in-one agency management and client portal platform designed for freelancers, digital agencies, and teams. Instead of switching between separate tools for CRM, projects, invoicing, communication, support, or automation, Taskip brings everything together into one connected workspace.
It’s the operating system for your agency—simple, powerful, and built specifically for service businesses.
Key Features Overview #
Taskip gives you a complete suite of tools to run your agency end-to-end:
✔ CRM & Sales #
Manage leads, contacts, pipelines, and communication in one place.
✔ Project & Task Management #
Track work with Kanban boards, priorities, collaboration, and timelines.
✔ Invoicing & Payments #
Send invoices, collect payments online, and track your billing history.
✔ Unified Inbox & Chat #
Centralize client emails and conversations with a clean communication hub.
✔ Client Portal #
A branded, white-label portal where clients can view files, approve work, and make payments.
✔ Support Ticketing #
Handle client issues with organized ticket tracking and SLAs.
✔ Workflow Automation #
Automate repetitive tasks—follow-ups, task creation, routing, and more.
✔ Documents & Forms #
Collect information, gather client requirements, and manage documents easily.
✔ Reporting & Insights #
Track sales, payments, activities, and performance from one dashboard.
Who Is Taskip For? #
Taskip is built for service providers of all sizes:
Freelancers #
Manage clients, projects, and billing without juggling multiple apps.
Digital Agencies #
Unify sales, delivery, communication, and client collaboration.
Teams & Small Agencies #
Work together in one workspace with shared tools and permissions.
Consultants & Service Providers #
Provide clients with a seamless portal experience and automate workflows.
If you run a service-based business — Taskip is the simplest way to manage everything.
How Taskip Centralizes Your Agency Operations #
Taskip replaces 8–12 different tools by connecting your entire workflow:
- Leads turn into clients in CRM
- Projects and tasks flow naturally from sales
- Invoices, files, discussions, and tickets stay attached to each client
- Clients get a unified portal for complete visibility
- Automation keeps your operations moving without manual effort
Everything works together in one clean, simple dashboard — removing tool clutter, saving time, and helping teams deliver faster with less chaos.
