Easy Session Scheduling and Program Tracking
Centralized Client Communication
Automated Reminders and Follow-Ups
Tools Coaches and Consultants Need to Keep Clients Engaged
Simplify scheduling, program delivery, and communication. Taskip helps coaches and consultants streamline workflows, ensure accountability, and deliver exceptional experiences that keep clients coming back.
Turn Prospects into Long-Term Clients Without the Stress
Manage your sales process with clarity. Taskip keeps all client interactions, sessions, and follow-ups organized so you can focus on building strong, lasting relationships.
Streamline Payments and Program Deliverables
Keep your revenue flowing and programs on track. Taskip simplifies invoicing, payment tracking, and program management so you never miss a milestone.
Seamless Invoicing and Payment Tracking
Package and Program Management
Automated Recurring Billing
Collaborate and Scale Your Coaching Business
Work smarter with your team. Taskip helps coaches and consultants coordinate tasks, share client insights, and automate routine processes to grow efficiently.
Team Collaboration
Workflow Automation
Customizable Dashboards
How Taskip Empowers Marketing Agencies to Build Client Trust and Drive Results
7hrs
Save 7 hours a week by cutting down on admin work.
85%
Agencies see smoother teamwork and faster execution.
25%
Increase in on-time client deliverables.
12%
Handle more projects without adding workload.
Features to Streamline Your Agency Work and Impress Your Clients
Effortless Meeting Scheduling for Busy Agencies
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 — everything is just a click away
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
Make Taskip Yours
Complete white-label customization to build your own branded business management platform.
Coming Soon.... Taskip Mobile App
Will be available on
Marketing Agencies Love Taskip
Our team used to waste hours chasing deadlines. Now, everything is centralized and streamlined in Taskip, and our clients have noticed the difference!
Jake - Creative Director
The Sales Pipeline feature keeps us on top of leads and opportunities, ensuring we seize every chance to grow. Clients are impressed with how quickly we respond and deliver customized solutions.
Emily - Business Manager
With Taskip’s Workflow automation, repetitive tasks no longer slow us down. This has freed up time for our team to focus on innovative client strategies. It’s been a game-changer for boosting morale and results.
Travis - Marketing Strategist
Stop Paying for Multiple Tools
Taskip
Sales Pipeline
Projects
Client Portal
Meeting
Invoice
Forms
Unified Inbox
Support
Document
Proposal
$12/month
for 3 team members
VS
Multiple Individual Tools
Trello (Project Management)
$10/user/month
Zoho CRM
$20/user/month
Front (Unified Inbox)
$59/user/month
HelpCrunch (Support)
$15/user/month
Calendly (Meeting Scheduling)
$12/month
Typeform (Form Builder)
$29/month
DocuSign (Document Signing)
$45/user/month
Invoice Ninja (Invoicing)
$10/month
$200+/month
Total cost
Plan Comparison
Starter (Free) |
Professional |
Growing Team |
Agency Unlimited |
|
|---|---|---|---|---|
|
Users & Limits
|
||||
|
Workspaces |
01
|
01
|
03
|
05
|
|
Team Members |
01
|
03
|
Upto 20
|
Unlimited
|
|
Client Companies |
05
|
Upto 25
|
Unlimited
|
Unlimited
|
|
Client |
05
|
Upto 50
|
Unlimited
|
Unlimited
|
|
Max File Upload |
100 MB
|
1 GB
|
2 GB
|
10 GB
|
|
Secure Cloud Storage |
5 GB
|
10 GB
|
20 GB
|
30 GB
|
|
Service Catalog & Selling
|
||||
|
Service Catalog |
01
|
01
|
01
|
01
|
| Service Packages & Grouping Coming Soon |
01
|
01
|
01
|
01
|
| Catalog Page Coming Soon |
01
|
01
|
01
|
01
|
| Service Requests Coming Soon |
01
|
01
|
01
|
01
|
|
Checkout |
01
|
01
|
01
|
01
|
|
Add-Ons & Quantity |
01
|
01
|
01
|
01
|
|
Billing & Payments
|
||||
| Payment Integrations (Stripe, PayPal, Bank) Coming Soon |
01
|
01
|
01
|
01
|
| No Transaction Fees Coming Soon |
01
|
01
|
01
|
01
|
| Proposals Coming Soon |
01
|
01
|
01
|
01
|
| Quotations Coming Soon |
01
|
01
|
01
|
01
|
|
Invoices |
01
|
01
|
01
|
01
|
| Invoices (One-time & Recurring) Coming Soon |
01
|
01
|
01
|
01
|
| Automated Invoicing & Reminders Coming Soon |
01
|
01
|
01
|
01
|
| VAT & Tax Management Coming Soon |
01
|
01
|
01
|
01
|
|
Multiple Currencies |
01
|
01
|
01
|
01
|
|
CRM & Sales Pipeline
|
||||
|
Sales Pipeline |
01
|
01
|
01
|
01
|
|
Lead Management |
01
|
01
|
01
|
01
|
|
Lead Import/Export |
01
|
01
|
01
|
01
|
|
Client Categories & Grouping |
01
|
01
|
01
|
01
|
|
Project & Task Management
|
||||
| Project Management Coming Soon |
01
|
01
|
01
|
01
|
|
Task Management |
01
|
01
|
01
|
01
|
|
Views (Kanban, List, Board) |
01
|
01
|
01
|
01
|
|
Client Requested Tasks |
01
|
01
|
01
|
01
|
|
Time Tracking |
01
|
01
|
01
|
01
|
|
Team Performance Analytics |
01
|
01
|
01
|
01
|
|
Custom Statuses |
01
|
01
|
01
|
01
|
|
Custom Fields |
01
|
01
|
01
|
01
|
|
Communication & Collaboration
|
||||
|
Inbox |
01
|
01
|
01
|
01
|
|
Discussion |
01
|
01
|
01
|
01
|
|
Support Ticketing System |
01
|
01
|
01
|
01
|
|
Meeting Scheduler |
01
|
01
|
01
|
01
|
|
Documents & Forms
|
||||
|
Document Creation |
01
|
01
|
01
|
01
|
|
E-Signature |
01
|
01
|
01
|
01
|
|
Templates (Proposals, Contracts) |
01
|
01
|
01
|
01
|
|
Forms (Order, Public) |
01
|
01
|
01
|
01
|
|
Embedded Forms |
01
|
01
|
01
|
01
|
|
File Management |
01
|
01
|
01
|
01
|
|
Automation & Workflow
|
||||
| Workflow Automation Coming Soon |
01
|
01
|
01
|
01
|
|
Custom Workflows |
01
|
01
|
01
|
01
|
|
Integrations & APIs
|
||||
|
100+ Business tool apps and integrations |
01
|
01
|
01
|
01
|
|
External App Embeds |
01
|
01
|
01
|
01
|
| Zapier integration Coming Soon |
01
|
01
|
01
|
01
|
| Public API Coming Soon |
01
|
01
|
01
|
01
|
|
Webhooks |
01
|
01
|
01
|
01
|
|
Branding & White-Label
|
||||
| White-Label Branding Coming Soon |
01
|
01
|
01
|
01
|
|
Custom Domain |
01
|
01
|
01
|
01
|
|
Custom Email |
01
|
01
|
01
|
01
|
|
Remove "Powered by Taskip" |
01
|
01
|
01
|
01
|
|
Client Portal Customization |
01
|
01
|
01
|
01
|
|
Portal SEO & Custom Sign-in |
01
|
01
|
01
|
01
|
|
Taskip AI
|
||||
|
AI Task Recommendations |
01
|
01
|
01
|
01
|
|
AI Email Assistant |
01
|
01
|
01
|
01
|
|
AI Document Summarization |
01
|
01
|
01
|
01
|
|
Localization
|
||||
|
Languages |
10+ Languages
|
10+ Languages
|
10+ Languages
|
10+ Languages
|
|
Currencies |
100+ Currencies
|
100+ Currencies
|
100+ Currencies
|
100+ Currencies
|
|
Support
|
||||
|
Support Ticketing |
01
|
01
|
01
|
01
|
|
Client & Internal Chat |
01
|
01
|
01
|
01
|
| Priority Support Coming Soon |
01
|
01
|
01
|
01
|
|
Early Feature Access |
01
|
01
|
01
|
01
|
Plan Comparison
Starter (Free) |
Professional |
Growing Team |
Agency Unlimited |
|
|---|---|---|---|---|
|
Users & Limits
|
||||
|
Workspaces |
01
|
01
|
03
|
05
|
|
Team Members |
01
|
03
|
Upto 20
|
Unlimited
|
|
Client Companies |
05
|
Upto 25
|
Unlimited
|
Unlimited
|
|
Client |
05
|
Upto 50
|
Unlimited
|
Unlimited
|
|
Max File Upload |
100 MB
|
1 GB
|
2 GB
|
10 GB
|
|
Secure Cloud Storage |
5 GB
|
10 GB
|
20 GB
|
30 GB
|
|
Service Catalog & Selling
|
||||
|
Service Catalog |
01
|
01
|
01
|
01
|
| Service Packages & Grouping Coming Soon |
01
|
01
|
01
|
01
|
| Catalog Page Coming Soon |
01
|
01
|
01
|
01
|
| Service Requests Coming Soon |
01
|
01
|
01
|
01
|
|
Checkout |
01
|
01
|
01
|
01
|
|
Add-Ons & Quantity |
01
|
01
|
01
|
01
|
|
Billing & Payments
|
||||
| Payment Integrations (Stripe, PayPal, Bank) Coming Soon |
01
|
01
|
01
|
01
|
| No Transaction Fees Coming Soon |
01
|
01
|
01
|
01
|
| Proposals Coming Soon |
01
|
01
|
01
|
01
|
| Quotations Coming Soon |
01
|
01
|
01
|
01
|
|
Invoices |
01
|
01
|
01
|
01
|
| Invoices (One-time & Recurring) Coming Soon |
01
|
01
|
01
|
01
|
| Automated Invoicing & Reminders Coming Soon |
01
|
01
|
01
|
01
|
| VAT & Tax Management Coming Soon |
01
|
01
|
01
|
01
|
|
Multiple Currencies |
01
|
01
|
01
|
01
|
|
CRM & Sales Pipeline
|
||||
|
Sales Pipeline |
01
|
01
|
01
|
01
|
|
Lead Management |
01
|
01
|
01
|
01
|
|
Lead Import/Export |
01
|
01
|
01
|
01
|
|
Client Categories & Grouping |
01
|
01
|
01
|
01
|
|
Project & Task Management
|
||||
| Project Management Coming Soon |
01
|
01
|
01
|
01
|
|
Task Management |
01
|
01
|
01
|
01
|
|
Views (Kanban, List, Board) |
01
|
01
|
01
|
01
|
|
Client Requested Tasks |
01
|
01
|
01
|
01
|
|
Time Tracking |
01
|
01
|
01
|
01
|
|
Team Performance Analytics |
01
|
01
|
01
|
01
|
|
Custom Statuses |
01
|
01
|
01
|
01
|
|
Custom Fields |
01
|
01
|
01
|
01
|
|
Communication & Collaboration
|
||||
|
Inbox |
01
|
01
|
01
|
01
|
|
Discussion |
01
|
01
|
01
|
01
|
|
Support Ticketing System |
01
|
01
|
01
|
01
|
|
Meeting Scheduler |
01
|
01
|
01
|
01
|
|
Documents & Forms
|
||||
|
Document Creation |
01
|
01
|
01
|
01
|
|
E-Signature |
01
|
01
|
01
|
01
|
|
Templates (Proposals, Contracts) |
01
|
01
|
01
|
01
|
|
Forms (Order, Public) |
01
|
01
|
01
|
01
|
|
Embedded Forms |
01
|
01
|
01
|
01
|
|
File Management |
01
|
01
|
01
|
01
|
|
Automation & Workflow
|
||||
| Workflow Automation Coming Soon |
01
|
01
|
01
|
01
|
|
Custom Workflows |
01
|
01
|
01
|
01
|
|
Integrations & APIs
|
||||
|
100+ Business tool apps and integrations |
01
|
01
|
01
|
01
|
|
External App Embeds |
01
|
01
|
01
|
01
|
| Zapier integration Coming Soon |
01
|
01
|
01
|
01
|
| Public API Coming Soon |
01
|
01
|
01
|
01
|
|
Webhooks |
01
|
01
|
01
|
01
|
|
Branding & White-Label
|
||||
| White-Label Branding Coming Soon |
01
|
01
|
01
|
01
|
|
Custom Domain |
01
|
01
|
01
|
01
|
|
Custom Email |
01
|
01
|
01
|
01
|
|
Remove "Powered by Taskip" |
01
|
01
|
01
|
01
|
|
Client Portal Customization |
01
|
01
|
01
|
01
|
|
Portal SEO & Custom Sign-in |
01
|
01
|
01
|
01
|
|
Taskip AI
|
||||
|
AI Task Recommendations |
01
|
01
|
01
|
01
|
|
AI Email Assistant |
01
|
01
|
01
|
01
|
|
AI Document Summarization |
01
|
01
|
01
|
01
|
|
Localization
|
||||
|
Languages |
10+ Languages
|
10+ Languages
|
10+ Languages
|
10+ Languages
|
|
Currencies |
100+ Currencies
|
100+ Currencies
|
100+ Currencies
|
100+ Currencies
|
|
Support
|
||||
|
Support Ticketing |
01
|
01
|
01
|
01
|
|
Client & Internal Chat |
01
|
01
|
01
|
01
|
| Priority Support Coming Soon |
01
|
01
|
01
|
01
|
|
Early Feature Access |
01
|
01
|
01
|
01
|
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