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.
Seller
TaskipProduct Description
Taskip is an all-in-one business management platform designed to streamline operations, enhance collaboration, and drive growth for agencies, freelancers, and service-based businesses. By centralizing tasks, client communications, invoicing, and workflows, Taskip eliminates the need for multiple tools, allowing teams to focus on delivering exceptional results.
Key Features:
Unified Inbox: Centralize client communications for seamless collaboration.
Task & Project Management: Organize, assign, and track tasks with intuitive tools.
CRM & Sales Pipeline: Manage contacts and monitor deal progress efficiently.
Invoicing & Quotations: Create, send, and manage invoices and quotes effortlessly.
Client Portals: Provide clients with secure access to projects and communications.
Form Builder: Customize forms for data collection and client onboarding.
Support Ticketing: Handle customer queries with an integrated ticketing system.
Ideal for digital agencies, marketing teams, and freelancers, Taskip offers a scalable solution to manage clients, projects, and meetings all in one place.
Overview by
Sharifur Rahman (Founder & CEO @Xgenious | Full Stack Web Developer l PHP | Laravel | Vuejs | Reactjs | WordPress)
