Taskip
Taskip: All-in-One Agency Management and Client Portal Platform Taskip is a complete all-in-one platform for freelancers, digital agencies, and small teams. By combining CRM, project management, billing, communication, support, and workflow automation in one workspace, Taskip eliminates the need for multiple tools and streamlines agency operations. Agencies can: ● Capture leads and manage sales pipelines ● Track projects and tasks ● Send proposals and invoices ● Automate repetitive workflows ● Communicate with teams and clients in real time Clients benefit from a branded white label portal to: ● View project updates ● Approve work ● Submit tickets ● Make secure payments Key platform features include: ● Kanban project boards ● Role based access controls ● Automated task assignments ● Centralized document management ●Time tracking ● AI powered tools for smarter decision making ● Workflow automation with trigger based actions such as sending follow up emails, routing tickets, and converting quotes into invoices Taskip stands out by offering a fully branded client portal, transparent pricing, and a public roadmap. Unlike competitors relying on add-ons or third-party apps, it provides a purpose built solution for agency workflows. Taskip is more than software, it is an agency operating system. It boosts productivity, simplifies operations, enhances collaboration, and delivers a professional experience for clients. Whether managing a single project or running a multi client agency, Taskip provides all the tools to operate smarter, save time, and grow efficiently.
Average Rating: 4.6/5.0
Total Reviews: 8
How Do G2 Users Rate Taskip?
- Has the product been a good partner in doing business?: 8.6/10 (Category avg: 9.0/10)
- Contact & Account Management: 10.0/10 (Category avg: 8.8/10)
- Opportunity & Pipeline Mgmt.: 10.0/10 (Category avg: 8.7/10)
Who Is the Company Behind Taskip?
- Seller: Taskip
- Year Founded: 2023
- HQ Location: Dhaka, BD
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LinkedIn® Page: www.linkedin.com
1 employees on LinkedIn®
Who Uses This Product?
- Company Size: 100% Small
What Do G2 Reviewers Say About Taskip?
AI-generated summary from verified user reviews
Pros
- Users love the all-in-one solution of Taskip, seamlessly managing contracts, invoices, and business operations in one platform.
- Users value the ease of use of Taskip, appreciating its intuitive platform and quick access to essential features.
- Users commend Taskip for its intuitive design, enabling seamless navigation and quick access to essential business operations.
- Users appreciate the easy invoicing feature of Taskip, allowing seamless management of business operations in one platform.
- Users admire the intuitive task management of Taskip, enhancing workflow and providing seamless navigation across all operations.
Cons
- Users face challenges with billing issues, particularly regarding the lack of guidance for PayPal integration.
- Users find the embed feature of Taskip to be unhelpful, hindering their overall experience with the product.
- Users find the incomplete information regarding payment integration frustrating, often needing to contact support for assistance.
- Users face integration issues with payment systems like PayPal, often requiring support for resolution.
- Users experience lack of integration with PayPal, often needing support due to unavailable setup guides during critical moments.
What Are Recent G2 Reviews of Taskip?
"Hassle-Free Client Portal with Custom Domain Support"
Rating: 5.0/5.0 stars
— Aminul I.
"Flexible Permissions and Built-In Time Tracking That Keep Projects on Track"
Rating: 4.5/5.0 stars
— Verified User in Supermarkets

