Turn Every Lead Into A Loyal Client
Capture, track, and nurture your leads with Taskip’s powerful CRM. From first contact to signed contract, manage every interaction in one place.
Trusted by 1000+ Agency Owners And Professionals Worldwide
Tired of Losing Leads And Missing Opportunities?
Without proper lead management, potential clients slip away before you even get a chance to connect.
Leads Scattered Everywhere
Contact info is scattered across emails, spreadsheets, and sticky notes, with no central place to track it.
Forgotten Follow-ups
Hot leads go cold because you forgot to reach out at the right time.
No Visibility Into Pipeline
Can’t see which leads are hot, which need attention, or where they are in your funnel.
Team Collaboration Issues
No one knows who’s handling which lead or what’s been communicated.
Lost Interaction History
Can’t remember what was discussed or promised in previous.
Manual Conversion Process
Converting a lead to a client means re-entering all information from scratch.
Your Path To Success
From Lead to Client in 4 Simple Steps
Taskip streamlines your entire sales workflow so you can Focus on building relationships, not managing spreadsheets.
Capture
And leads From any source with complete information name, email, company & custom fields.
Track
Monitor a very interaction and activity automatically in a visual timeline
Nurture
Engage with meetings, cans, and personalised follow-ups 10 build relationships
Convert
Turn qualified loads Into paying clients with one click – alI History transfers automatically
What you can do with Taskip
Capture more leads, convert More customers
Capture Leads With Complete Information
Add leads manually or import from spreadsheets. Store all contact information, company details, and custom fields in one organized profile.
- Complete contact & company information
Name. email, phone with International format support
- Custom fields for your workflow
Add any fields you need with our flexible form builder
- Lead source tracking
Know where the leads came from and their current stage
- Bulk import from CSV
Add any fields you need with our flexible form builder
Track Every Interaction in a Visual Timeline
See the complete history of every lead including calls, meetings, notes, and file uploads. Never forget what was discussed or promised.
- Complete activity timeline
- Visual Status Indicators
- Team collaboration history
- Filter by activity type
Schedule Meetings & Calls Right from the Lead
Book calls and meetings, set reminders, invite participants, and assign priorities, all without leaving the lead profile.
- Built-in meeting scheduler
- Call scheduling with reminders
- Invite team members & participants
- Priority levels for activities
Keep All Files & Documents Centralized
Upload proposals, contracts, and other files directly to a lead. Connect Google Drive or add links so everything stays organized and secure.
- Direct file uploads
- Google Drive integration
- External link attachments
- Secure file storage
Convert Leads to Clients Instantly
When a lead is ready, convert them to a client with one click. All history, notes, and files transfer automatically with no re entry needed.
- One-click conversion
- All history transfers automatically
- Notes & files preserved
- No data re-entry needed
More Features
Powerful Features for Growing Businesses
Everything you need to capture, nurture, and convert leads professionally.
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Lead Profiles
Contact & company info in one place
Activity Timeline
Visual history of all interactions
Meeting Scheduling
Book calls & meetings with reminders
Call Scheduling
Schedule calls with priority levels
File Management
Upload files or connect Google Drive
Notes & Comments
Rich notes with attachments
Lead Scoring
Prioritise leads by potential
Quick Convert
One-click lead to client conversion
Who It’s For
Perfect for Every Type of Business
From freelancers to agencies, our lead management adapts to your workflow.
Digital Marketing Agencies
Strategic guidance and expert advice for your business growth
Advertising Agencies
Full-service marketing solutions to grow your brand
Creative Agencies
Improve your search rankings and organic visibility
Design Agencies
Creative design services for digital and print media
Software & Development Companies
Professional video production and editing services
Professional Services
Engaging content creation for all your marketing needs
Consulting Firms
Custom websites and web applications built to scale
Freelancers
Professional photography for events, products, and portraits
The impact of organized leads
Results From Lead Management
Taskip completely changed how we deliver services. Clear packages, instant bookings, and zero back-and-forth emails—our clients love the simplicity.
Since using Taskip, clients understand exactly what they’re getting before they book. It’s cut proposal time to almost zero and boosted our close rate.
The tiered service packages in Taskip make upselling effortless. Clients naturally choose higher-value options without us having to push.
Taskip helped us look more professional overnight. Clear pricing, defined deliverables, and automated booking—everything just works.
Frequently Asked Questions (FAQs)
Taskip Lead Management is a CRM platform that helps you capture, track, nurture and convert leads into clients all in one intuitive dashboard.