
Airtable
Trello
Asana
monday.com
Smartsheet
Creativity 365
Microsoft Teams
RingCentral Video
Task Session
Asana
ClickUp
Bitrix24
Perfex CRM
Basecamp
Just One Task
monday.com
Task Session | Self-Hosted CRM & Project Management Platform
Task Session is an all-in-one CRM and project management platform built for agencies, freelancers, consultants, and growing teams that want more control over their tools, data, and costs.
Instead of paying for separate CRM, project management, team communication, time tracking, and invoicing tools, Task Session brings everything together in one platform.
The software is self-hosted, so it runs on your own server and gives you full control over your business data. It can also be fully white-labeled with your own company name and branding.
Key Features
CRM & Sales Pipelines: Manage contacts, leads, deals, companies, and sales pipelines.
Projects & Tasks: Create projects, assign tasks, set deadlines, and track progress.
Client Portal: Give clients their own portal to communicate, review work, access files, and stay updated.
Time Tracking & Attendance: Track working hours, attendance, and team activity.
Invoices & Billing: Create, send, and manage invoices directly from the platform.
Team Chat & Discussions: Keep internal communication connected to your projects and tasks.
Email Integration: Connect Gmail, Outlook, or SMTP and track email opens and clicks.
Files, Notes & Documents: Keep important files, notes, and business information organized in one place.
Dashboards & Reporting: Get a clear overview of projects, sales activity, invoices, and team performance.
Task Session is suitable for marketing and SEO agencies, law firms, consultants, software teams, designers, accountants, real estate businesses, and other service-based companies.
There are no per-user charges, so teams can add users without increasing their monthly software costs.
Your server. Your data. Your branding. One platform for managing your business.
Airtable
Task SessionTask Session's answer:
Task Session puts both halves of client work in one place: the CRM where leads and clients live, and the workspace where the work actually gets delivered.
Most small teams pay for a CRM and a project tool separately, then spend the week copying data between them. Here a lead becomes a client, the client becomes a project, the project produces timesheets, and those timesheets turn into an invoice - without re-entering anything.
It is also self-hosted, so the whole system runs on your own server and your client data, contracts and invoices never leave it.
Task Session's answer:
Small agencies, studios and freelancers who work directly with clients - digital and marketing agencies, design and development shops, consultants and service businesses, typically between 2 and 50 people.
The usual profile is a team that has outgrown spreadsheets, WhatsApp groups and a shared inbox, but does not want an enterprise suite or five separate subscriptions. They need client records, project delivery, billable hours and invoicing in one place, and they care about hosting it themselves so the client data stays on their own server.
Task Session's answer:
Task Session came out of the mess of running agency work across too many tools.
Leads sat in one CRM, projects in a second app, hours in a third, invoices in a spreadsheet, and client files were scattered across email. Every status update meant checking four places, and every invoice meant reconstructing the month from memory. The tools were fine on their own - the gaps between them were the problem.
So we built the workflow we actually wanted: contact to project to timesheet to invoice, in one system, running on our own server. We used it day to day for our own clients first, and it worked well enough that we packaged it up for other agencies and freelancers dealing with the same pile of disconnected apps.
Task Session's answer:
Three reasons: scope, ownership and cost.
Scope: CRM, projects, tasks, time tracking, attendance, invoicing, a client portal, chat and file management ship together. A small agency does not have to stitch four or five subscriptions into one workflow and then keep them in sync.
Ownership: Task Session is self-hosted, so your client list, project history and invoices sit on infrastructure you control. That matters when you are holding other people's data.
Cost: it is not a per-seat monthly bill that grows every time you hire, so adding a designer or an assistant does not add another recurring line item across three tools.
The trade-off is honest. If you want a hosted enterprise suite with a large app marketplace, a bigger platform will suit you better. Task Session is for teams that want the whole client workflow in one place, on their own server.
Task Session's answer:
Task Session is a self-hosted web application built with PHP on the Laravel framework, with MySQL for data storage. The interface is standard HTML, CSS and JavaScript, responsive across desktop and mobile browsers.
The stack is deliberate: it runs on ordinary LAMP-style shared or VPS hosting, with no containers, managed services or special infrastructure required. Most agencies already have hosting that runs PHP and MySQL, so installing Task Session on their own server is straightforward.
Airtable is a powerful cloud-based software that combines spreadsheets and databases, offering real-time collaboration and customizable features for efficient task management1.
Based on our record, Airtable seems to be more popular. It has been mentiond 132 times since March 2021. We are tracking product recommendations and mentions on various public social media platforms and blogs. They can help you identify which product is more popular and what people think of it.
Aren't Typeform, Google Forms, Microsoft Forms all basically similar in that they are good for surveys etc. But not for much else? Airtable ( https://airtable.com ) has more typical forms and so does Visual DB ( https://visualdb.com ). - Source: Hacker News / about 1 year ago
PurifyPDF is a privacy-first PDF sanitization workflow built using n8n, Postmark, PDF.co, and Airtable. - Source: dev.to / about 1 year ago
It is possible to speed up the development and delivery process for many internal applications by using no-code or low code tools. These vary in offerings from open source to SaaS, including popular ones like AirTable, BudiBase, Retool, NocoDB and others. These can all greatly help speed up delivery times. - Source: dev.to / over 1 year ago
For the backend, I opted for Airtable as a database. It's a simple, no-code solution that I've used before. It's not the most powerful database, but it's perfect for a project like this. I could easily add, edit, and delete records, and it has an embeddable form functionality that I used for user submissions. - Source: dev.to / over 2 years ago
Airtable.com — Looks like a spreadsheet, but it's a relational database unlimited bases, 1,200 rows/base, and 1,000 API requests/month. - Source: dev.to / over 2 years ago
Trello - Infinitely flexible. Incredibly easy to use. Great mobile apps. It's free. Trello keeps track of everything, from the big picture to the minute details.
Asana - Asana project management is an effort to re-imagine how we work together, through modern productivity software. Fast and versatile, Asana helps individuals and groups get more done.
ClickUp - ClickUp's #1 rated productivity software is making more productive projects with a beautifully designed and intuitive platform.
monday.com - The most intuitive platform to manage projects and teamwork
Bitrix24 - Boost your team's success with Bitrix24! Seamlessly collaborate, automate tasks, and manage projects in one powerful platform. Unleash productivity, streamline workflows, and achieve your goals with ease. Your all-in-one solution for business growth.
Smartsheet - Smartsheet is an intuitive online project management tool enabling teams to increase productivity using cloud, collaboration, & mobile technologies.