Software Alternatives & Startups

Ultimate CRM VS Task Session

Compare Ultimate CRM VS Task Session and see what are their differences

Ultimate CRM

Manage your Clients and Projects in one place.

Rating
0 reviews
Task Session

Tagline: Self-hosted CRM and project management for agencies, with unlimited users on one flat licence.

Rating
0 reviews
Pricing
$59 / Annually (Self-Hosted, Unlimited Users, 1 Website)

Which is more popular?

CRM popularity
100% vs 0%
alternatives listed
61 vs 13

Base details

Website, pricing, platforms and company facts side by side.

UCR
Ultimate CRM
Task Session
Website wahbnotion75.gumroad.com tasksession.com
Pricing —
$59 / Annually (Self-Hosted, Unlimited Users, 1 Website) Official pricing
Platforms —
Web
Company — Startup from the United States · 10 - 19 employees · 2024
Listed in

About Ultimate CRM and Task Session

In their own words, as submitted to SaaSHub.

UCR
Ultimate CRM
Task Session

No description of Ultimate CRM yet.

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...

Read more about Task Session

Features and specs

What each product offers, as listed by its team.

UCR
Ultimate CRM 5 features
Task Session 12 features
  • User-Friendly Interface
    Ultimate CRM offers a clean and intuitive interface that is easy to navigate, making it accessible for users with varying levels of technical expertise.
  • Customization Options
    The CRM provides various customization options, allowing businesses to tailor the platform to better fit their specific needs and workflows.
  • Integration Capabilities
    Ultimate CRM can integrate with other popular business tools and platforms, providing seamless data sharing and improving workflow efficiency.
  • Comprehensive Features
    The CRM includes a variety of features such as lead management, contact tracking, and sales analytics, providing a comprehensive solution for managing customer relationships.
  • Affordable Pricing
    It is priced competitively, offering value for money especially beneficial for small to medium-sized businesses looking for cost-effective solutions.

Possible disadvantages

  • Limited Scalability
    While it suits small to medium-sized businesses well, Ultimate CRM may not scale effectively with very large enterprises that have complex CRM needs.
  • Occasional Performance Issues
    Some users have reported performance issues during peak times, which could affect productivity if not addressed.
  • Steep Learning Curve for Advanced Features
    While basic functions are user-friendly, mastering more advanced features might require additional training or support, especially for first-time CRM users.
  • Customer Support Limitations
    Users have noted that customer support might not be as responsive or helpful during off-peak hours, leading to potential delays in issue resolution.
  • Limited Mobile App Functionality
    The mobile app version offers fewer features than the desktop version, which might be inconvenient for users who need full functionality on the go.
  • CRM
    Track contacts, leads and clients in one place with visual sales pipelines
  • Project Management
    Create projects, assign work to your team and follow progress in real time
  • Task Management
    Tasks with due dates, sub-tasks, attachments, assignees and calendar view
  • Time Tracking
    Track work hours, billable time and team productivity in real time
  • Invoicing & Payments
    Create and send invoices, track payments and automate overdue reminders
  • Client Portal
    A dedicated portal where clients see project status, files, invoices and deadlines
  • Team Chat
    Real-time chat and discussions inside tasks and projects
  • File Management
    Store, share and organise project and client documents in one place
  • Email Integration
    Connect Gmail, Outlook or SMTP to send, receive and track emails
  • Attendance Management
    Log employee attendance and working hours in real time
  • Reports & Dashboard
    Dashboards for payments, receivables, projects, staff and clients
  • Self-Hosted
    Install on your own server with full control over your data

Analysis

An editorial look at what each product does well and who it suits.

UCR
Ultimate CRM
Task Session

Overall verdict

  • I don't have verified information about this specific product (Ultimate CRM at wahbnotion75.gumroad.com), so I cannot confirm whether it is good. Based on the URL, it appears to be a Notion-based CRM template sold on Gumroad, which can be useful but should be evaluated carefully before purchase.

Why this product is good

  • Notion-based CRM templates are typically affordable compared to dedicated CRM software subscriptions
  • They offer customizable, all-in-one workspace integration if you already use Notion
  • Gumroad allows one-time purchases rather than recurring fees
  • However, I cannot verify the actual quality, reviews, or seller reputation for this specific listing

Recommended for

  • Freelancers and solopreneurs who already use Notion as their primary workspace
  • Small businesses or startups looking for a low-cost, lightweight CRM alternative
  • Users who prefer customizable templates over rigid, dedicated CRM platforms
  • People comfortable managing contacts and deals manually within Notion rather than needing automation-heavy tools

No analysis of Task Session yet.

Videos

Walkthroughs and reviews on video.

UCR
Ultimate CRM 0 videos + Add
Task Session 1 video + Add

No Ultimate CRM videos yet. You could help us improve this page by suggesting one.

Task Session CRM Full Demo | All in One Business Suite

Category popularity

How often each product is chosen within a category, 0–100% relative to the other.

Score bands 0–20 21–40 41–50 51–60 61–100
UCR
Ultimate CRM
Task Session
100% 100%
CRM
0% 0%
47% 47%
53% 53%
0% 0%
100% 100%
100% 100%
0% 0%

Questions & Answers

As answered by people managing Ultimate CRM and Task Session.

What makes your product unique?

Task 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.

How would you describe the primary audience of your product?

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.

What's the story behind your product?

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.

Why should a person choose your product over its competitors?

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.

Which are the primary technologies used for building your product?

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.

User comments

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Alternatives to Ultimate CRM and Task Session

When comparing Ultimate CRM and Task Session, you can also consider the following products.