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Taskip
For Creative Agencies

Built for Creative Agencies That Deliver Big Ideas

Struggling to keep creative projects, clients, and deadlines on track? Taskip helps creative agencies streamline workflows, improve collaboration, and deliver stunning results that clients love.

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4.8/5★★★★★rating on G2
For Creative Agencies

Manage Projects and Clients Without the Stress

From first brief to final delivery, Taskip keeps every creative project, client, and deadline in one organized workspace.

What is Taskip for Creative Agencies?

Taskip is an all-in-one client portal for creative agencies. It manages projects, client relationships, billing, and team collaboration in one platform, built to help creative teams deliver work faster, keep clients aligned, and grow recurring revenue without adding operational overhead.

How Taskip Works for Creative Agencies

01

Custom Project Setup Built for Creative Work

  • Custom Project Setup
  • Visual Project Boards
  • Smart Task Management
  • Centralized Project Context
Project Board
Website Redesign — Brightwave
🚩 MediumWorking···
34%
D
Y
ListKanbanGanttCalendarInboxFilesActivity
Search tasks
All Priorities
All Statuses
All Assignees
Design (4)···
In Progress🚩 High
···
UX wireframes — homepage
01 Jul07 Jul
D
Draft🚩 Medium
···
Brand style guide update
03 Jul09 Jul
Y
+Add Task
Development (5)···
Draft🚩 High
···
Homepage frontend build
07 Jul14 Jul
D
Draft🚩 Medium
···
Mobile responsive layout
08 Jul15 Jul
D
+Add Task
Review (3)···
Draft🚩 High
···
Client review — v1 prototype
15 Jul17 Jul
D
Draft🚩 Medium
···
Final QA & launch checklist
17 Jul21 Jul
Y
+Add Task
02

Collaborate Seamlessly Across Teams

  • Team Task Assignment
  • Real-Time Updates
  • Integrated Communication
Discussion
Threads
Later
Project Inboxes
Campaign Concept, NovaBrand
Video Series, SportsCo
Illustration Suite, MagazineCo
Direct Messages
D
Daniel Carter
P
Priya Sharma
#Campaign Concept, NovaBrand
MessagesFilesPins
K
Kate BurnsToday 10:15 am
Uploaded the revised hero concept, copy team, can you sync the tagline with the new visual direction?
Y
You10:22 am
On it! I'll have the updated copy in the shared folder by 2pm.
🎨2
O
Olivia Fox10:40 am
Loving the new direction, much stronger than v1.
3 replies
Send
PH1H2H3
Message #campaign...
Enter to send · Shift+Enter for new line
03

Deliver Projects Faster and Smarter

  • Workflow Automation
  • Deadline Tracking
  • Customizable Dashboards
Workflow Automation
STEP 1
💡
Creative Brief Received
Client submits brief, project triggered
STEP 2
👥
Assign Creative Team
Team notified, roles and deadlines set
STEP 3
🎬
Production Begins
Project board live, client gets portal access
STEP 4
👁️
Client Review Round
Deliverables shared via portal for feedback
STEP 5
📦
Deliver Finals + Invoice
Assets delivered, final invoice auto-sent

7h

saved per week by cutting down on admin work

85%

of agencies see smoother teamwork and faster execution

25%

increase in on-time client deliverables

12%

more projects handled without adding workload

Real results

Panze Studio: project capacity, 5 → 15 concurrent projects

Read case study

Everything Creative Agencies Need in One Platform

Effortless Meeting Scheduling

  • No more endless back-and-forth, set your availability and let clients book directly
  • Automated confirmations ensure your team and clients stay aligned
  • Free up your schedule for strategy and creative work, not coordination

A Centralized Hub for All Client Documents

  • Store proposals, campaign briefs, and contracts in one organized location
  • Instantly share docs with clients to keep projects moving forward
  • Never lose files in long email threads again

Invoicing That Keeps You Paid and Professional

  • Create and send branded invoices in just a few clicks
  • Track payments, due dates, and client billing history from one place
  • Save time with recurring invoices and automatic reminders

Client Forms That Collect What Matters

  • Collect project briefs, feedback, or client info with zero back-and-forth
  • Customize fields and styling to match your agency's brand
  • Get everything you need before the work starts, no delays, no confusion

Creative Agencies Love Taskip

Unlike many apps that "ship and forget," this team possesses a relentless improvement mindset. Responses are fast, and they turn user suggestions into reality.

Karlo R.

Karlo R.

WordPress Developer & Marketing Consultant

The interface is clean and intuitive, task management feels smooth and straightforward, and the collaboration features work flawlessly.

Aminul I.

Aminul I.

CEO · Small 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.

Abdur Rahman

Abdur Rahman

Founder, QuomodoSoft

FAQs: Taskip for Creative Agencies

What is Taskip, and how does it help creative agencies?

Taskip is an all-in-one CRM tool designed to tackle the common challenges creative agencies face, including managing projects, enhancing client communication, and tracking results. Instead of juggling five disconnected tools, your pipeline, projects, invoicing, and a branded client portal live in one workspace, the same setup 1,600+ agencies in 40+ countries already run on.

Can Taskip handle multiple projects at once?

Yes. Track multiple projects across various clients seamlessly with Taskip's task and progress management tools. Kanban boards, custom stages, and automated reminders keep every project stage visible, so nothing slips through the cracks even when you're running a dozen projects in parallel.

Can my team use Taskip for collaboration?

Absolutely. Taskip fosters team collaboration by centralizing communication, assigning tasks, and sharing updates in real-time. Team members see the same boards, deadlines, and client threads, so everyone works from a single source of truth instead of scattered chats and email forwards.

Is Taskip suitable for small agencies?

Taskip is designed for agencies of all sizes. Whether you're managing 5 or 50 clients, Taskip scales to meet your needs, start solo on the $12/month plan, add team members as you grow, and never migrate platforms again. Real customers have tripled project capacity on the same setup.

Does Taskip include AI features?

Yes. Taskip includes Taspi, a built-in AI agent that automates repetitive tasks, summarizes project status, drafts responses, and surfaces insights across your client work. It's the reason 1,600+ agencies describe Taskip as their AI-first client portal, the intelligence is built in, not bolted on.