
Task Session
ClickUp
Bitrix24
Perfex CRM
Basecamp
Just One Task
monday.com
TaskChat
Asana
Trello
Basecamp
Wrike
monday.com
ClickUp
Jira
Smartsheet
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.
Task Session
AsanaTask 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.
Asana helps me keep my projects organized and ensures I don’t miss deadlines. It’s straightforward to use and works well for team coordination.
Convenient. It helps to stay organized and track task progress.
While Asana is a robust task management and project planning tool, in my experience, it falls slightly short when compared to Trello, particularly in terms of user-friendliness and simplicity. Asana offers a variety of features such as multiple project views (list, board, timeline, calendar), custom fields, and reporting tools, which can be highly beneficial for complex project management. However, I found that the learning curve can be steep, especially for team members not familiar with this type of software. The interface, while feature-rich, can feel a bit cluttered and overwhelming for new users. On the other hand, Trello shines in its simplicity and straightforward design. The visual card and board system is intuitive and easy to grasp, making it a more accessible tool for team members of varying tech proficiency levels. Additionally, Trello's user interface is cleaner and more streamlined, which contributes to an overall more enjoyable user experience.
In terms of collaboration, both tools provide good collaborative features like commenting, tagging, and task assignment. However, I appreciate Trello's flexibility with its Power-Ups, allowing integration with a wide array of apps which enhances its functionality. In conclusion, while Asana is a powerful tool with extensive features, I prefer Trello for its ease of use, simplicity, and intuitive design. However, I do see the value of Asana for larger teams or more complex projects.
Based on our record, Asana seems to be more popular. It has been mentiond 99 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.
Product teams shift from designing navigation flows to designing API surfaces and tool definitions. If the primary interaction is a text field, the quality of experience depends on the quality of tool schemas exposed via MCP, not the arrangement of buttons on a screen. Shopify, Figma, and Asana have already deployed remote MCP servers as HTTP endpoints, letting AI agents interact with their platforms... - Source: dev.to / 4 months ago
Popular Tools: Asana, ClickUp, Motion (for AI scheduling and task automation). - Source: dev.to / about 1 year ago
Asana transforms team collaboration into a seamless experience with AI-generated insights and workload balancing. - Source: dev.to / about 1 year ago
As trust and organization improve, gradually scale back the frequency of updates. For example, transition from daily to thrice-weekly check-ins, then to twice-weekly, and eventually to a single weekly update if the team proves reliable. This approach respects the team’s ability to self-manage while ensuring nothing slips through the cracks. Pay attention to the team’s culture - some may thrive with informal Slack... - Source: dev.to / about 1 year ago
Asana. Asana Tasks will need to be configured with a Custom ID field, as ticket IDs via the API are all long UUIDs. - Source: dev.to / about 1 year ago
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