TaskSuite Reviews & Product Details

TaskSuite is a revolutionary cloud-based solution designed to transform the loan management landscape. Our platform streamlines every phase of the loan lifecycle, from origination through servicing to credit management, with unparalleled efficiency. By leveraging TaskSuite, financial institutions can enjoy a seamless, automated process that reduces manual work, accelerates decision-making, and enhances customer satisfaction. Our innovative system offers robust customization options, allowing for a tailored approach that meets the unique needs of brokers and lenders alike. TaskSuite stands out by providing comprehensive analytics, real-time tracking, and a user-friendly interface, ensuring that our clients stay ahead in the competitive financial market.

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Overview by

Chris Winters

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HO

Harry O.

Small-Business (50 or fewer emp.)

3/4/2026

"Streamlines Loan Management, But Setup Can Be Tricky"

4/5

What do you like best about TaskSuite?

I like that the collections feature in TaskSuite is really good and sort of 'set and forget.' Once I got to know the system, I found it helpful that I can complete deals with just a handful of clicks. It's great that we can automatically debit every merchant in our portfolio weekly, which saves us from doing it manually. This automation is very helpful. Review collected by and hosted on G2.com.

What do you dislike about TaskSuite?

It took a lot longer to get the system implemented than I would have liked. And, yeah, can just be a bit clunky in that way. We've been working on integrations, and I think that's been a bit of a challenge, like, what they integrate with. The initial setup was pretty challenging and not particularly easy; it took a bit longer than expected. Review collected by and hosted on G2.com.

AP

archana p.

Director Of Operations

Mid-Market (51-1000 emp.)

2/25/2026

"TaskSuite: A Flexible and Responsive Loan Management Partner"

5/5

What do you like best about TaskSuite?

What I like most about TaskSuite is its flexibility. It allows us to easily add new features and make adjustments based on our evolving business needs. Review collected by and hosted on G2.com.

What do you dislike about TaskSuite?

There isn’t anything major we dislike; however, as with any system, there are occasional delays when implementing new enhancements. Review collected by and hosted on G2.com.

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

TaskSuite is solving the challenge of managing and tracking loans efficiently within one centralized system. It helps streamline our processes, improve data accuracy, and reduce manual work. The flexibility to customize features allows us to adapt the system to our specific business needs, which improves overall productivity. Additionally, their quick response to issues minimizes downtime and ensures smooth operations. Review collected by and hosted on G2.com.

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George B.

Mid-Market (51-1000 emp.)

2/14/2023

"Great software, great people"

5/5

What do you like best about TaskSuite?

Out of the box the software will get your sales, support, marketing, and social media team up and running in no time at all.

Tasksuite can help groups avoid common pitfalls or problems.

The team is extremely responsive and receptive to ideas and suggestions.

Only software company that I've interacted with that truly lets you customize your solution. Review collected by and hosted on G2.com.

What do you dislike about TaskSuite?

In depth reports can be a bit overwhelming to initially setup on your own. But Tasksuite's account managers and engineers are able and more than willing to assist.

If you have experience with Gooddata, treasuredata, Looker, or Tableau, you'll likely be able to build your own reports without much/any assistance from Tasksuite's team. Review collected by and hosted on G2.com.

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

We're an outsourcing center and needed a solution that allows employees to work on multiple clients/projects at once. Sometimes taking a call for client A and than immediately getting a call for client B after the first call ends.

The system keeps all information and data stored in a way that allows me to measure success across all clients/projects without having to manually combine data sets.

The screen pops also give our reps significantly more information before even accept the next call. Previous and existing tickets, marketing materials, sales calls, etc. the entire customer journey is centrally located. Review collected by and hosted on G2.com.

AN

Anna 'AJ' N.

Chief People Officer

Mid-Market (51-1000 emp.)

2/17/2023

"Great team to work with!"

5/5

What do you like best about TaskSuite?

Personalized service when it comes to rectifying issues. Being able to customize fields needed to be streamlined with our business. Review collected by and hosted on G2.com.

What do you dislike about TaskSuite?

With any CRM there are functional issues at times and we are still working with some ease of use in the functionality, but the team has been great as we navigate our future and how to make our experience with TaskSuite CRM most efficient. Review collected by and hosted on G2.com.

BH

Brandon H.

Small-Business (50 or fewer emp.)

2/10/2023

"I have had the pleasure of working with Tasksuite over the past 2 years."

5/5

What do you like best about TaskSuite?

The customizability of the platform is the best part of the TaskSuite CRM. It's an incredible CRM using the standard configuration however it shows its power when configuring it to match your business processes. Review collected by and hosted on G2.com.

What do you dislike about TaskSuite?

My only complaint would be around the reporting and it's not even that bad. Review collected by and hosted on G2.com.

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

We are using Tasksuite as both our CRM and Loan Management platform. The Loan Management module has helped us to customize our Loan Product offering depending on client, vertical or customer promotional pricing. It's allows us to target our offerings to ensure we are exceeding our clients and their customers expectations. Review collected by and hosted on G2.com.