Taskip Features
Everything you need to run an agency, in one platform: 21 features across sales, client delivery, communication, and AI automation.
Pipeline
Track every opportunity from first contact to closed deal with drag-and-drop stages, automated follow-ups, and AI-powered deal summaries.
Learn moreInvoices
Create branded invoices with customizable templates, online payments, recurring billing, and real-time payment tracking.
Learn moreLeads
Capture, organize, and nurture leads with custom pipelines, activity tracking, and automated follow-ups from one CRM.
Learn moreQuotations
Create professional quotations with reusable templates, flexible pricing, and one-click conversion to invoices after approval.
Learn moreService Catalog
Publish branded service pages with customizable packages, intake forms, and online ordering to simplify client onboarding.
Learn moreClient Portal
Give clients a secure workspace to access projects, files, invoices, messages, and shared resources under your brand.
Learn moreTeams
Create teams, assign members, manage responsibilities, and track progress from one centralized workspace.
Learn moreProject Management
Plan, manage, and deliver projects with task management, real-time collaboration, milestones, and deadline tracking.
Learn moreDocuments
Send documents for legally binding e-signatures, track signing progress, and manage approvals without external tools.
Learn moreForms
Build custom forms with drag-and-drop fields, conditional logic, and automated submissions to collect client information and feedback.
Learn moreConnect your WhatsApp account to manage conversations, contacts, leads, and shared inboxes from one workspace.
Learn moreEmails
Connect your business email to manage conversations with AI-powered summaries, reply suggestions, and a centralized inbox.
Learn moreDiscussion
Bring Slack-style communication and Notion-style editing together in one collaborative workspace.
Learn moreMeeting Scheduler
Create booking pages, set your availability, sync calendars, and let clients schedule meetings with Google Meet, Zoom, phone, or in person.
Learn moreSupport Tickets
Resolve customer issues with organized support tickets, priority levels, status tracking, internal collaboration, and AI-powered assistance.
Learn moreWorkflow Automation
Automate repetitive work with a drag-and-drop workflow builder featuring triggers, conditions, delays, and custom actions.
Learn moreTaspi (AI Agent)
Ask Taspi to create invoices, manage projects, update CRM records, and complete routine work using natural language.
Learn moreMCP Server
Connect AI assistants like Claude to your Taskip workspace through a secure MCP server with controlled access to business data.
Learn moreTime Tracking
Log time on the task, submit the week, get it approved, and bill it, all in one connected flow.
Learn moreEmbeds
Embed websites, dashboards, documents, videos, and external tools directly into your Taskip workspace.
Learn moreReporting
Monitor revenue, project performance, team workload, and service delivery with real-time dashboards and reporting.
Learn moreFrequently Asked Questions
What features does Taskip include?
Taskip includes 21 core features across four areas: Sales & CRM, Client Delivery, Communication, and Automation & AI. From CRM and project management to client portals, time tracking, workflow automation, AI, and reporting, everything works together in one platform.
Is every feature included on the free plan?
The free plan includes essential features like CRM, project management, invoicing, client portals, and team collaboration. Advanced features, including workflow automation, AI capabilities, premium integrations, and higher usage limits, are available on paid plans.
What is Taspi?
Taspi is Taskip’s built-in AI agent that helps automate everyday work. Use natural language to create invoices, manage projects, update CRM records, summarize activity, and complete routine tasks directly within your workspace.
Does Taskip support MCP?
Yes, Taskip includes a secure Model Context Protocol (MCP) server that allows compatible AI assistants, including Claude, to securely access and interact with your Taskip workspace.
Can I try Taskip before upgrading?
Yes, you can start with the free plan and explore Taskip’s core features without a credit card. Upgrade anytime to unlock advanced automation, AI capabilities, premium integrations, and higher usage limits.
More questions? Ask in our Discord community or contact support.