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Claim OfferCapture, organize, and nurture leads with custom pipelines, activity tracking, and automated follow-ups from one CRM.
No credit card required · Cancel anytime · Free migration help
4.8/5★★★★★rating on G2
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Reach out by email or WhatsApp straight from the lead profile, move qualified leads into your pipeline, and convert to a client in one click, no more scattered spreadsheets.
What is Taskip Leads?
Taskip Leads is a CRM built for agencies and freelancers to capture, track, and nurture prospects from first contact to signed client. Every lead gets a complete profile, contact info, activity timeline, files, and scheduled meetings, with one-click conversion to a client when they’re ready, no re-entering data.
Learn about lead generation on Wikipedia| Without Taskip | With Taskip Leads | |
|---|---|---|
| Capturing leads | Contact info scattered across emails and sticky notes | Every lead in one CRM profile with custom fields |
| Follow-ups | Hot leads go cold, no reminders | Visual timeline with scheduled meetings and calls |
| Converting | Re-entering all info when a lead becomes a client | One-click conversion, all history carries over |
Add leads manually or import from spreadsheets. Store all contact information, company details, and custom fields in one organized profile.
“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.”
Ramie C., Owner, Kinetic Timing
See the complete history of every lead, including calls, meetings, notes, and file uploads, plus every email, SMS, and WhatsApp message, logged automatically. Never forget what was discussed or promised.
Book calls and meetings, set reminders, invite participants, and assign priorities, all without leaving the lead profile.
When a lead is ready, convert them to a client with one click. All history, notes, and files transfer automatically, no re-entry needed.
Ready to bring Leads into your workflow?
No credit card required · Free migration help
42%
higher conversion rate
60%
faster follow-up time
0
leads lost to scattered spreadsheets
12hrs
saved per week on lead admin
Read verified Taskip reviews on G2
“All in 1 business management CRM tool. I love using a client management system that lets me handle everything from contracts to invoices.”
Verified User
Information Technology & Services
“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.”
Subrata S.
Chief Executive Officer
“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.”
Abdur Rahman
Founder, QuomodoSoft
Taskip Lead Management is a CRM that helps you capture, track, nurture, and convert leads into clients, all in one intuitive dashboard.
Yes. Taskip logs calls, meetings, notes, and file uploads in a visual timeline for easy tracking and team collaboration.
Yes. Built-in scheduling lets you book calls and meetings, set reminders, invite participants, and assign priorities in one place.
Upload proposals, contracts, and other files directly to a lead. Connect Google Drive or add links, everything stays centralized and secure.
Qualified leads are converted into clients in one click. All history and notes transfer automatically with no re-entry needed.
Yes. You can reach leads over email, SMS, and WhatsApp directly from their profile, and every message is logged automatically to the lead’s activity timeline alongside calls and meetings, so your whole team sees the full conversation history in one place.
Yes. Add leads manually or bulk-import them from a CSV or spreadsheet. Each lead gets a complete profile with contact details, company info, custom fields, and lead-source tracking, so nothing is lost when you move your pipeline into Taskip.
Taskip Leads, no credit card required
Start with Leads
