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Taskip is client management software that streamlines agency workflows. This web-based software organizes projects using a folder system to structure collaboration and maintain workflow. It creates and manages invoices, shares documents with teams and clients, assigns and tracks tasks, enables team and client discussions, and builds forms. Key features include folder-based organization, document sharing, recurring invoices, sales pipeline tracking, advanced form building, and team management.
Provider
Xgenious
Located In
Bangladesh
Open API
No
Deployment
Cloud, SaaS, Web-Based
Training
Live Online, Webinars, Documentation, Videos
Support
Email/Help Desk, FAQs/Forum, Knowledge Base, 24/7 (Live rep), Chat
Content Source: Taskip
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Taskip Reviews
"great features at low cost"
Overall: Taskip offers great features at a low cost, streamlining workflows, boosting team collaboration, and ensuring smooth client communication. With task tracking and automated reminders, it’s ideal for businesses focused on productivity and client satisfaction.
Pros: Robust features and functionality at an affordable cost
Cons: Need to work on Integration. Number of integration is poor.
"Client Management Solution"
Overall: I have been using this app since its beta version and have been impressed by its features and client management solutions. With each update, they continue to release new features, making it increasingly comprehensive. At this point, I don't feel the need to use any other app to manage my clients. I’m excited to see what additional features they’ll introduce in the future, as it already covers everything I need. Thank you to the team for simplifying my day-to-day tasks!
Pros: This serves as an all-in-one agency management solution for me. I enjoy communicating with clients and team members directly within this app. From handling leads to client onboarding, invoicing, billing, and team assignments—it covers everything.
Cons: I don't have a lot to say about cons, because I am happy with their features and performance.
"Complete Agency Management Solutions"
Overall: I was a beta tester of this project and now using it regularly to manage my agency. Moving under one roof from managing multiple tools is life-saving for me. I am using this for my agency and my team can also contribute and help me to mange business and clients.
Pros: This is a complete agency management tool for me. Lead management to client onboarding, invoice, billing, and assigned team. Manage email inbox is my favorite.
Cons: Reducing effort, managing clients and everything under one roof. This is a game-changer for me.
