Taskip

Taskip is your all-in-one client and project management platform designed to simplify workflows for agencies and businesses. From task tracking and invoicing to client collaboration and sales pipeline management, Taskip centralizes your operations, boosting productivity and efficiency.

TL;DR

At-A-Glance

Best For

• Digital agencies
• Small to medium-sized businesses (SMBs)
• Freelancers managing multiple clients
• Teams looking for streamlined task and client management

Alternative to

• Moxie
• Plutio
• Kitchen
• Many Requests
• AgencyHandy

Features

• CRM
• Invoices
• Quotation
• Meetings
• Centralized Inbox
• Documents
• Form Builder
• Support Tickets

Integrations

• Google Calendar
• Google Meet
• PayPal
• Stripe
• WhatsApp

Overview

Seamlessly manage client schedules, meetings, and projects while staying on top of your business inbox. Simplify collaboration, send invoices, and get paid faster all in one place.

Stay Organized with a Powerful Visual Kanban Board

Taskip’s intuitive Kanban board transforms the way you manage tasks and projects. With a sleek drag-and-drop interface, you can easily create, assign, and prioritize tasks while tracking progress at a glance. Customizable columns and statuses allow you to tailor workflows to fit your team’s specific needs.

Whether you’re managing client deliverables or internal projects, the Kanban board ensures nothing falls through the cracks. Plus, real-time updates keep everyone on the same page, making collaboration seamless and efficient.

Automate Your Finances with Smart Invoicing Tools

Tired of chasing payments or manually creating invoices? Taskip’s automated invoicing system takes the hassle out of financial management. Generate professional invoices in seconds, set up recurring payments for long-term clients, and track payment statuses with ease—all from one platform.

You can even convert quotes into invoices with a single click! Integrated with PayPal and Stripe, Taskip ensures your clients have flexible payment options while you get paid faster.

Centralize Communication with an All-in-One Inbox

Say goodbye to scattered emails across multiple platforms! Taskip’s centralized inbox consolidates all client communications into one place for easier management. Organize messages by tagging or categorizing them, schedule replies for later, and even automate follow-ups to save time.

With everything in one dashboard, you’ll never miss an important email again—keeping both your team and clients happy.

Collaborate Seamlessly with Clients through Shared Tools

Taskip takes client collaboration to the next level by allowing you to share tasks, invoices, and even project updates directly with clients via the platform. Clients can log in to view progress or provide feedback in real-time without needing additional tools or apps.

This transparency builds trust while reducing back-and-forth communication—so you can focus on delivering results instead of managing expectations.

Simplify Scheduling with a Built-In Meeting Scheduler

No more endless email threads trying to find the perfect meeting time! Taskip’s meeting scheduler lets you create customizable time slots that clients or team members can book instantly. Both parties receive automatic email confirmations, ensuring clarity without extra effort on your part.

Whether it’s a quick check-in or a detailed project discussion, scheduling meetings has never been this simple—or this professional.

Your Workflow Revolution Starts Here!

Taskip isn’t just another project management tool; it’s your all-in-one solution for managing clients, tasks, finances, and communication effortlessly!

Ready to revolutionize your workflow?

Don’t miss this opportunity to streamline your business operations

Plan & Features

Deal Terms and Conditions

Lifetime access to Taskip

All future updates

If Plan name changes, deal will be mapped to the new Plan name with all accompanying updates

You must activate your license within 60 days of purchase

30 day money-back guarantee. 

Try it out for 30 days to make sure it’s right for you!

Features Included In All Plans

Custom Domain

Tasks

Invoice

Proposal

Payments

Quotation

Discussion

Client Portal

Unlimited Forms

Unlimited Documents