Features Marketing Agencies Need to Keep Clients Happy

Simplify Processes, Strengthen Trust, And Deliver Results That Stand Out. Taskip is designed to help marketing agencies cut through the chaos and deliver exceptional results. By simplifying workflows, keeping communication clear, and ensuring deadlines are met, Taskip makes managing client relationships easier and more effective.

Turn Leads into Loyal Clients — Without the Chaos

Taskip’s Sales Pipeline helps you stay in control of your entire sales process. From first contact to signed deal, everything is organized in one place so your team can focus on what really matters , building strong client relationships.

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Easy Deal Creation & Custom Stages

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Drag‑and‑Drop Pipeline Management

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Smart Tasks & Reminders

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Automated Meetings & Email Sequences

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All-in-One Deal Context & Visibility

Sales Pipeline

Never Lose Track of a Client Again

Say goodbye to scattered spreadsheets and disconnected notes. Taskip’s Contacts feature gives your agency a centralized hub for managing every client relationship — from first hello to project wrap-up. Keep your team aligned, your communication consistent, and your clients happy.

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Instant Contact Import & Creation

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All Communication in One Place

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Dynamic Contact Editing & Location Details

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Seamless Billing & Financial Overview

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Unified Project, Document & Ticket History

Stay connected, respond fast, and show clients you truly care.

Centralize emails and messages using Taskip’s Unified Inbox. Keep conversations organized, automate responses, and build trust at every touchpoint.

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Centralize All Streams

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Automate Replies & Follow‑Ups

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Smart Tagging & Task Conversion

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Seamless Email Integration

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Show Clients You’re On It

Inbox

Plan, execute, and exceed client expectations, effortlessly.

Taskip’s Project feature empowers marketing agencies to orchestrate campaigns, manage teams, and deliver top-tier results on time. Keep everything smoothly running, from kickoff to completion and leave clients genuinely impressed.

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Custom Projects with Team & Privacy Controls

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Visual Kanban Boards for Clear Progress Tracking

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Multiple Labels & Priority Tags

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Built-In Collaboration & Real-Time Discussions

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Centralized File Sharing & Project Overview

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Simplify operations and focus on what matters

Automate repetitive tasks and improve efficiency with Workflow automation. Taskip takes the hassle out of managing processes, so your team can concentrate on creativity and strategy. It’s the ultimate tool for scaling operations while keeping quality intact.

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Automate Repetitive Tasks & Processes

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Redirect Your Team to Creativity & Strategy

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Scale Confidently Without Missing a Step

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Trigger Actions Based on Events

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Boost Reliability & Client Trust

How Taskip Empowers Marketing Agencies to Build Client Trust and Drive Results

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7hrs
Save 7 hours a week by cutting down on admin work.

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85%
Agencies see smoother teamwork and faster execution.

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25%
Increase in on-time client deliverables.

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12%
Handle more projects without adding workload.

Features to Streamline Your Agency Work and Impress Your Clients

Make Taskip Yours

Complete white-label customization to build your own branded business management platform.

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Coming Soon.... Taskip Mobile App

Will be available on

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Marketing Agencies Love Taskip

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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

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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

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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

$19/month

for 5 users

VS

Multiple Individual Tools

Trello (Project Management)

Trello (Project Management)

$10/user/month

Zoho CRM

Zoho CRM

$20/user/month

Front (Unified Inbox)

Front (Unified Inbox)

$59/user/month

HelpCrunch (Support)

HelpCrunch (Support)

$15/user/month

Calendly (Meeting Scheduling)

Calendly (Meeting Scheduling)

$12/month

Typeform (Form Builder)

Typeform (Form Builder)

$29/month

DocuSign (Document Signing)

DocuSign (Document Signing)

$45/user/month

Invoice Ninja (Invoicing)

Invoice Ninja (Invoicing)

$10/month

$200+/month

Total cost

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Frequently Asked Questions

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

Can Taskip handle multiple campaigns at once?

Can my team use Taskip for collaboration?

Is Taskip suitable for small agencies?

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