Task Session
Task Session: A practical self-hosted hub for small teams managing client projects and billing. Ranked #22 of 23 in Marketing Project Management Software by our editors (6.9/10); pricing: Paid; best for small teams needing self-hosted client work.
At a glance
- Editor score6.9 / 10
- PricingPaid
- Best forSmall teams needing self-hosted client work
- Free planNo
- Paid from$249/user/yr
- Facts checked19 Sep 2026
Where it wins
- Combines projects, tasks, time tracking, invoicing, files, and discussions
- White-label client portal supports status, payments, communication, and files
- Self-hosted deployment with role-based permissions and unlimited users
Where it doesn't
- No free plan; Starter begins at $249 per license annually
- Self-hosted deployment requires the customer’s own server
- Its focus is broader client operations than marketing-specific planning
Our verdict on Task Session
Task Session combines project and task management with CRM, time tracking, invoicing, file management, discussions, and a client portal. It is designed for small and medium-sized businesses, agencies, consultants, and accounting practices that need to organize client work in one self-hosted system. Kanban boards, subtasks, assignments, due dates, recurring tasks, workflow columns, role-based permissions, and deadline tracking support day-to-day delivery. The client portal adds project status, invoices, payments, communication, and file sharing, while white-label branding supports a client-facing experience.
Pricing is license-based and billed annually or as a one-time purchase, depending on the plan. Starter costs $249 per license per year and includes one domain license, one year of support and updates, projects and task management, advanced roles and permissions, and a white-label client portal. Founder Plan costs $1,245 one time and adds priority premium support, five years of updates, managed setup and deployment, and the same white-label client portal. Enterprise uses custom pricing and includes flexible deployment options, custom setup and priority support, and multiple client management. There is no free plan.
The product’s strongest fit is operational client work: recurring tasks, billable time, invoices, payments, documents, discussions, and permissions are gathered in one system. Google Drive, Stripe, PayPal, and 2Checkout are supported integrations, and the software runs on the web or through self-hosted deployment. Teams wanting control over hosting and branding should consider Task Session, especially when client portals and billing matter. Teams primarily seeking marketing-specific planning, proofing, or capacity management should choose a product centered on those workflows instead.
Your product? Our editors can test Task Session in depth and publish a review, labelled as paid · from $149/mo →
From the maker
Written by Task Session · approved by our editors 25 Sep 2026. It does not change our score or ranking.
Task Session is a self-hosted CRM and project management platform for agencies, freelancers and small businesses. It brings clients, leads and deal pipelines, projects and Kanban tasks, time tracking, invoicing, email, team chat, files and a white-label client portal into one app. Pricing is a flat fee with unlimited users and no per-seat charges, so it can replace separate tools like a CRM, Asana and Slack.
What it does, in their words
- CRM with deal pipeline
- Lead management
- Project management
- Task management with Kanban boards
- Time tracking
- Invoicing and milestones
- White-label client portal
- Email sync and tracking
- Calendar sync and events
- Team chat
- File manager and media vault
- Documents and notes
- Web forms and custom fields
- Attendance management
- Dashboards and reports
- AI assistant
- Advanced roles and permissions
- Unlimited users, no per-seat fees
- Self-hosted on your own domain
Plans as the maker lists them
| Starter | $59 / year | Unlimited users, 1 domain, 1 year support & updates (renews at $99/year) |
|---|---|---|
| Founder Plan | $249 once | Unlimited users, 1 domain, 5 years updates, priority support, managed setup |
| Free | $0 / custom | Free forever: unlimited users, projects, tasks & Kanban, time tracking, dashboard, white-l |
Offer for our readers: welcome
- Platforms
- Web
- Integrations
- Gmail, Outlook (Microsoft Graph), SMTP/IMAP, Google Drive, Google login, Zapier (webhooks), Contact Form 7 (webhooks), PayPal, 2Checkout
- Company
- Task Session
- Founded
- 2024
- Links
- Documentation ↗ · Support ↗ · Pricing page ↗
Task Session pricing
All 3 Task Session plans and prices →
Task Session fact sheet
| Free plan | No |
|---|---|
| Paid from | $249/user/yr |
| Campaign planning | Not verified |
| Content calendar | Not verified |
| Approval workflows | Not verified |
| Creative proofing | Not verified |
| Resource planning | Not verified |
| Guest access | Not verified |
| Deployment | Cloud, Self-hosted |
| Platforms | Web |
| Integrations | 4 integrations: Google Drive, Stripe, PayPal, 2Checkout |
| Pricing | Paid (source) |
| Website | tasksession.com |
| Facts checked | 19 Sep 2026 |
Task Session integrations
Task Session lists 4 integrations on its own site.
- Google Drive
- Stripe
- PayPal
- 2Checkout
Alternatives to Task Session
- Adobe WorkfrontA broad enterprise work hub for marketing planning, approvals, capacity, and reporting.9.4
- LythoA strong fit for creative-heavy marketing teams that need structured approvals and asset control.9.2
- ScreendragonA broad work-management system for complex creative and marketing operations.9.1
See all Task Session alternatives →
Also Ranked In
Task Session is ranked in 2 of our directories.
Used Task Session? Be the first to review it
The editor score above is our own research. What this page doesn't have yet is a reader's view — what you used Task Session for, what worked and what didn't. No stars are seeded and no review is paid for; an editor reads every one before it appears.
Write a reviewTwo minutes · verified accounts only · read by an editor before it appears
Featured on iTechGuides
Task Session is listed in our Marketing Project Management Software directory. Add the badge to your site — it links back to this page.
<a href="https://www.itechguides.com/products/task-session/"><img src="https://www.itechguides.com/best/badge/task-session.svg" alt="Featured on iTechGuides" width="230" height="46"></a>
Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
Advertiser disclosure: iTechGuides is reader-supported. Vendors can pay for top positions in our rankings and for a place on other products' pages, and we may earn a commission when you click some links. Bought places stand at the number bought; this page and our disclosure say so. Paying vendors may get a fuller, more detailed review from our editors, and that review can change their score. How we rank.
Last updated · How we research and update