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Task Session
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Task Session

Self-hosted CRM & project management for agencies

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Task Session is a self-hosted CRM and project management suite for agencies, freelancers and small teams. Install it on your own domain and run clients, projects, tasks, invoices and team chat from one place.

It comes with one flat licence and unlimited users, so you do not pay more as your team grows. Your data stays on your own server, with no SaaS lock-in. You can also white-label it with your own logo and colors.

Try the live demo at demo.tasksession.com. A free open-source edition (AGPL-3.0) is on GitHub: github.com/tasksession/tasksession-crm

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Features

  • Projects, tasks and Kanban boards with time tracking
  • Client portal where clients see their own projects and tasks
  • Leads CRM and client companies
  • Invoices, payments and subscriptions (Stripe)
  • Team chat, task chat and project discussions
  • Files and media, with Google Drive
  • Built-in email (Gmail, Outlook, IMAP/SMTP)
  • Attendance, shifts and payroll export
  • Reports, custom fields, roles and permissions
  • White-label branding, Google Login and 2FA

Use Cases

  • Digital, marketing and web development agencies managing many client projects
  • Freelancers who want a branded client portal instead of email threads
  • Teams that want to replace separate CRM, project and invoicing tools
  • Companies that need their data on their own server, without per-user pricing

Comments

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Solo founder of Dualog: everything that ...

I like that there's a live demo and an AGPL edition on GitHub, so people can see how it works before paying. How do updates work for the self-hosted version: a one-click update from the admin panel, or do people pull new releases by hand?

Hi Fazier! We built Task Session because agencies we worked with were paying for a CRM, a project tool, an invoicing app and a chat app, and still copying data between them. Most of them also paid per user, so every new hire made the bill bigger. Task Session puts clients, projects, tasks, invoices and team chat in one app that you host on your own domain. It has one flat licence and unlimited users. There is also a free open-source edition on GitHub if you want to try it on your own server. You can try the live demo at demo.tasksession.com. We would love your feedback, especially on what your team still needs from a self-hosted CRM.

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Comments

custom-img
Solo founder of Dualog: everything that ...

I like that there's a live demo and an AGPL edition on GitHub, so people can see how it works before paying. How do updates work for the self-hosted version: a one-click update from the admin panel, or do people pull new releases by hand?

Hi Fazier! We built Task Session because agencies we worked with were paying for a CRM, a project tool, an invoicing app and a chat app, and still copying data between them. Most of them also paid per user, so every new hire made the bill bigger. Task Session puts clients, projects, tasks, invoices and team chat in one app that you host on your own domain. It has one flat licence and unlimited users. There is also a free open-source edition on GitHub if you want to try it on your own server. You can try the live demo at demo.tasksession.com. We would love your feedback, especially on what your team still needs from a self-hosted CRM.

Premium Products