Task Session

Task Session is a self-hosted workspace that unifies customer records, sales leads, project delivery, and routine business administration. It suits freelancers, agencies, and growing teams that can provide hosting and want one web-based system instead of several specialist tools. The free edition is unusually generous on users, while paid tiers add licensing, updates, and support for organizations that need a supported deployment.

Overview

Task Session covers the full path from prospect to completed client work. CRM and lead-pipeline functions sit beside projects, tasks, Kanban boards, deadlines, time logs, and reports. Invoicing, attendance, email, files, and team chat extend it into general operations, with a client portal and workflow automation for external collaboration and repeatable processes. This wide remit is valuable for a small firm seeking a central system; a buyer wanting only project tracking or only CRM may be taking on more software than necessary.

Deployment is the defining trade-off. The web application runs on a server chosen by the customer: shared hosting, a VPS, or a dedicated machine are all supported. Self-hosting keeps data under the customer's control, and the company describes the product as encrypted, but the customer remains responsible for arranging and maintaining that hosting. It is therefore a better fit for technically capable owners or organizations with an administrator than for anyone expecting a vendor-managed SaaS service.

Key features

Client delivery and sales

CRM, client records, and lead pipelines connect sales activity with project execution. Project and task management, Kanban views, deadline tracking, and time tracking give teams several ways to organize work and monitor effort. Reporting turns those activity records into management oversight, which is useful when agencies need to review delivery or billable time across clients.

Business administration

Billing and invoicing, attendance management, email management, file management, and team chat address everyday operations around client work. A client portal provides an outward-facing place for collaboration, while document management and workflow automation support structured handoffs. These functions can reduce the number of separate systems a small business must coordinate, although they do not make the hosting obligation disappear.

Connections and extensibility

Listed integrations include Google Calendar, Google Drive, Stripe, PayPal, 2Checkout, Gmail, and Outlook. REST API access and webhook automation are included in the plan comparison, giving teams a route to connect Task Session with other services or trigger processes when events occur.

Pricing

The free, open-source edition costs nothing and supports unlimited users. It is the clearest starting point for freelancers or teams able to manage their own server and willing to operate without the paid plans' stated support and update terms. There is no free trial, so prospective buyers cannot use a time-limited hosted evaluation period.

Starter has the lowest entry price but its renewal rises to $99 annually, and its support and updates last one year. Founder costs more upfront yet avoids recurring license payments and provides five years of updates, making it more suitable for an owner committed to a single-domain installation. Enterprise is aimed at organizations needing tailored licensing, deployment, or priority assistance rather than a standard package. Paid plans include a 7-day money-back guarantee.

Platforms

Task Session is self-hosted and web-based. Customers may use shared hosting, a VPS, or a dedicated server, so platform choice comes with direct responsibility for server provision and upkeep.

Who it's for

Freelancers and agencies can use the combined CRM, client portal, projects, time tracking, and invoicing to keep sales and delivery together. Teams of different sizes may benefit from unlimited users in the free edition and unlimited projects and tasks in the paid plans. It is less appropriate for buyers who want a fully managed service, a mobile-native experience, or a product that requires no server administration.

Pros and cons

Pros

• Unlimited users in the free edition: removes per-seat expansion pressure for self-hosting teams.
• Broad operational coverage: CRM, delivery, billing, documents, communication, and attendance share one system.
• Self-hosted control: organizations choose their server environment and retain control of data location.
• Flexible automation: REST API, webhooks, and named integrations support connected workflows.
• Longer update option: Founder provides five years of updates after a one-time payment.

Cons

• Server required: customers must supply and maintain shared hosting, a VPS, or a dedicated server.
• No free trial: evaluation must use the free edition or another route rather than a time-limited trial.
• Starter renewal increase: the $59 first year renews at $99 per year.
• Web-only access: the published platform is web and self-hosted, not a native mobile offering.

Alternatives

For accounting-firm workflows, browse Accounting Practice Management Software or Marketing Project Management Software for category-focused options.

• Xero Practice Manager is a web-based freemium choice, with a free partner-level plan and a 65.00 NZD monthly one-user plan, for practices already aligned with that model.
• Canopy offers freemium access across Android, iOS, and web, with client portals, secure messaging, eSign, recurring workflows, and invoicing in its Standard plan.
• CCH Axcess Practice is a paid Android, iOS, and web product sold by quote.
• IRIS Practice Engine is a paid web and API option.
• Practice CS is a paid web and Windows system with configurable implementation and sales-led pricing.
• TaxDome is a paid multi-platform product without a free plan; its Essentials tier starts at $800 a year per seat with commitment-based rates.
• FYI is a paid product for iOS, macOS, web, and Windows, with a free trial and an Intermediate plan at A$30 per user per month, minimum five users.
• Nomi is a paid Android, iOS, and web option with a free trial and specialist practice-workflow plans.

Verdict

Choose Task Session if you want CRM, project control, time, billing, and business administration in one self-hosted web system, especially when unlimited users and data-location control matter. Look elsewhere if supplying and maintaining a server is unacceptable, or if you need a managed service or native mobile platforms. The free edition makes experimentation accessible, while Founder is the strongest fit for a long-lived single-domain installation that values five years of updates.