Taskip
AI-first client portal for agencies.
Taskip is an all-in-one client portal and business management platform for agencies, freelancers, and service businesses. It brings CRM, project management, invoicing, proposals, contracts, e-signatures, client communication, support tickets, and workflow automation into a single workspace, reducing the need to switch between separate tools.
Its feature set spans Sales & CRM (leads, pipeline, invoices, quotations, time tracking), Client Delivery (service catalog, client portal, teams, project management, documents, forms), Communication (WhatsApp, email, discussion, meeting scheduler, support tickets), and Automation & AI (workflow automation, the Taspi AI agent, an MCP server for connecting external AI tools like Claude and ChatGPT, embeds, and reporting). Integrations cover payments (Stripe, PayPal, Mollie, Razorpay, Xendit, FastSpring), accounting (QuickBooks, Xero), automation (Zapier, Activepieces, ActiveCampaign), messaging, email, analytics, file sharing, and video conferencing. Taskip runs on web, iOS, and Android.
Taskip is aimed at solo freelancers through larger agencies and adapts across industries such as design, digital marketing, advertising, creative, and development. It offers a free plan covering core features like CRM, project management, invoicing, client portals, and team collaboration, with advanced automation, AI capabilities, premium integrations, and higher usage limits available on paid plans. Integrations are available on paid plans only.
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