Taskip Reviews & Product Details

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.

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Taskip Demo - Taskip Inbox: Centralize, Automate, and Streamline Your Email Communications

Taskip's Inbox is a powerful tool designed to unify all your business communications in one place. By connecting multiple email accounts, you can manage conversations seamlessly without switching between platforms. Features like email aliases allow you to handle various identities effortlessly, e...

Taskip Demo - Taskip Sales Pipeline: Streamline Your Sales Journey from Prospect to Close

Taskip's Sales Pipeline offers a comprehensive solution to manage your sales process efficiently. With intuitive drag-and-drop functionality, you can effortlessly move deals through customizable stages like Prospect, Qualified, Quotation/Proposal, and Won/Closed . Create and assign tasks, schedul...

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KR

Karlo R.

Wordpress Website Developper And Digital Marketing Consultant

Small-Business (50 or fewer emp.)

2/18/2026

"Taskip’s Relentless Improvements, Responsive Support, and Roadmap Reliability"

5/5

What do you like best about Taskip?

Taskip stands out through execution and integrity. Unlike many apps that "ship and forget," this team possesses a relentless improvement mindset. I’ve watched them refine the UI/UX in real-time based on friction points, proving they prioritize the actual user experience over just stacking features.

Their roadmap reliability is matched only by their support. It is easily one of the most reactive teams I’ve encountered—responses are fast, and more importantly, they turn user suggestions into reality. Review collected by and hosted on G2.com.

What do you dislike about Taskip?

If I were being really picky, I’d say that sometimes it takes too many clicks to access certain features. That said, as I mentioned, the Taskip team listens to feedback and improves the tool each week. Review collected by and hosted on G2.com.

What problems is Taskip solving and how is that benefiting you?

An all-in-one tool for managing a business. As a freelance WordPress website developer and digital marketing consultant, it helps me keep everything in one place: CRM, task management, a client portal (very important for me) to collaborate with clients, forms for content collection, and document management for contracts, invoicing, and more.

Love it. Review collected by and hosted on G2.com.

AI

Verified User in Information Technology and Services

Small-Business (50 or fewer emp.)

1/29/2026

"All in 1 Business Management CRM tool 🙌"

5/5

What do you like best about Taskip?

I love using a client management system that lets me handle everything from contracts to invoices. Review collected by and hosted on G2.com.

What do you dislike about Taskip?

For me, the "Embed" feature isn’t very helpful. Review collected by and hosted on G2.com.

UM

Verified User in Marketing and Advertising

Small-Business (50 or fewer emp.)

8/7/2025

"The Seamless Solution for Smarter Project and Client Management"

3.5/5

What do you like best about Taskip?

It brings all your business operations together in one intuitive platform. The dashboard instantly gives you clarity over your revenue, clients, discussions, meetings, projects, and invoices—making it so much easier to see where everything stands. I love how quick actions are always one click away, allowing you to seamlessly hop between tasks, meetings, or ongoing discussions without ever getting lost in a sea of tabs. Review collected by and hosted on G2.com.

What do you dislike about Taskip?

The payment integration, specifically with PayPal, tripped me up a bit—the guide for connecting it wasn't available at the time I needed, which meant I had to reach out to support for help. Review collected by and hosted on G2.com.

SS

SUBRATA S.

Chief Executive Officer

Small-Business (50 or fewer emp.)

5/31/2025

"Taskip has been a game-changer, streamlining my entire workflow."

5/5

What do you like best about Taskip?

As a freelance web developer, my day used to be a constant juggle between deep coding sessions and urgent client updates. Taskip has been a game-changer, streamlining my entire workflow. Now, monitoring project progress is effortless, allowing me to focus on what I do best without missing a beat. It truly feels like I've gained an extra set of hands to manage the administrative side of my business! Review collected by and hosted on G2.com.

What do you dislike about Taskip?

There are no document signing option yet. through they have promised to delivery it in future updates. Review collected by and hosted on G2.com.