Pipeline management
Turn scattered leads into a structured pipeline. Track progress, assign tasks, automate follow-ups, and close deals faster — all inside one powerful dashboard.
Organize, track, and close deals with a pipeline built for growth.
Task Session makes lead collection effortless. Connect your website, landing pages, or apps using webhooks and instantly import leads into your pipeline.
Create custom forms and embed them on any website — WordPress, Shopify, or custom platforms — and start capturing leads without manual work.
Every business has a unique sales flow — and Task Session adapts to yours. Create custom fields, define your own stages, and structure your pipeline exactly how you want.
Use tags, filters, and segmentation to organize leads and focus on what matters most.
Stay in control of your entire sales process with real-time notifications, activity logs, and team collaboration tools.
Assign leads, track progress, and ensure every opportunity is followed up — without losing visibility or control.
Task Session makes it incredibly easy to integrate your existing email systems—no complex setup, no technical hassle.
Key Features:
Install TaskSession on your own hosting and keep 100% ownership of your data and system.
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Check out what these customers have to say about us.
Task Session has completely streamlined how we manage projects and clients. The Kanban board and reporting features keep my team on track, and the invoicing system saves us hours every week.
I’ve tried a few CRMs before, but none were as simple and effective as Task Session. The installation was smooth, and the white-label option is a big plus for my business branding.
Our team loves the flexibility of Task Session. From workload management to milestone tracking, everything is in one place. It has made collaboration much easier and stress-free.
The best thing about Task Session is its self-hosted nature. I have full control over my data and can customize branding to match my business. Highly recommended for professionals.
As a growing startup, Task Session helped us stay organized without the heavy costs of bigger CRMs. The system is lightweight, fast, and perfect for managing multiple clients.
We switched to Task Session recently, and it has already boosted our productivity. The dashboard is clean, the reports are insightful and support has been excellent so far.
Task Session finally brought order to our workflow. Our team moves faster, clients stay updated automatically and managing tasks and files has never been this effortless.
Task Session has completely improved how we manage our cases and client communication. Everything is organized, and our team always knows what needs attention next.
The ability to track cases, assign attorneys, and manage billing without confusion has made our firm more efficient and professional.
From hearing schedules to case notes, everything stays structured. It has helped our team stay focused and avoid missed deadlines.
Task Session has brought clarity to our case handling and improved how we communicate with clients. Everything feels structured and easy to manage.
Managing multiple cases used to be overwhelming, but now everything is organized in one place. It has made our daily workflow much smoother.
All your leads, deals, and follow-ups perfectly organized and ready to convert.
Leads • Deals • Tracking • Automation • Collaboration
Yes, you can use webhooks or forms to automatically capture leads from your website or apps.
Yes, Task Session supports Gmail, Outlook, SMTP, and custom email integrations.
Absolutely. You can create custom stages, fields, and workflows based on your business needs.
Yes, you can assign leads, add comments, and collaborate with your team in real-time.
Yes, every action — emails, updates, assignments — is fully tracked.
Yes, you can create custom forms and embed them on WordPress, Shopify, or any website.
TaskSession is built with enterprise-level security, including:
Your data stays private, protected, and fully under your control.
Yes. All users including lifetime license holders — receive:
We actively develop and expand the platform based on real user feedback.
The entire system is just 5 MB, built with line-by-line optimized code. It runs incredibly fast—even on shared hosting—without needing heavy servers or expensive infrastructure.
