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Task Session

Task Session is a self-hosted CRM and work management platform that brings project and task management together with client and business operations.

Place
#6 of 29
Score
7.4
Task Session's website

What Task Session is

Task Session is a self-hosted CRM and work management platform that brings project and task management together with client and business operations. Its work tools include Kanban boards, time tracking, reporting, and deadline tracking; CRM functions cover lead pipelines and client management. Other listed tools include invoicing, attendance, email and file management, team chat, and a client portal. Integrations include Google Calendar, Google Drive, Stripe, PayPal, 2Checkout, Gmail, and Outlook. The plan comparison lists REST API access and webhook automation. Customers run the software on their own server, which the company says can be shared hosting, a VPS, or a dedicated server. The company describes a free, open-source edition with unlimited users and says paid plans include support and updates. Starter is listed at $59 a year, renewing at $99/year; the Founder Plan is $249, paid once. Enterprise pricing is custom. A server is required, and the company describes the software as encrypted.

Good

  • Combines CRM, projects, and task management
  • Includes Kanban boards and time tracking
  • Integrates with Google Calendar, Drive, Gmail, and Outlook
  • Free open-source edition supports unlimited users
  • Supports REST API access and webhook automation

Watch out

  • Requires a customer-provided server
  • Starter renews at $99/year after the listed first year
  • Enterprise pricing is custom

Who it suits

Task Session may suit freelancers, agencies, and teams seeking CRM and work-management tools on their own server. It is also relevant to customers who can provide hosting and want a free, open-source edition.

Verdict

Task Session combines client, project, and business tools with self-hosted deployment. Consider the server requirement and plan terms alongside its free edition and paid support options.

Plans and prices

From Task Session's own pricing page, checked 21 Oct 2026.

All about pricing
PlanPriceWhat it gives you
FreeFreeUnlimited users · task management and Kanban boards · time tracking · projects and dashboard · white-label · no support · Forever
Task Session AI addon$49Unlimited users · requires an active Task Session licence · bring-your-own provider API key · Per installation; also $9/month or $99 every two years
Starter$59 a yearUnlimited users · 1 domain · 1 year support and updates · full CRM · projects and tasks · email sync · calendar sync · web forms · roles and permissions · white-label client portal · Renews at $99/year
Founder Plan$249, paid onceUnlimited users · 1 domain · priority support · managed setup and deployment · full CRM · projects and tasks · email sync · calendar sync · web forms · roles and permissions · white-label client portal · One-time payment; 5 years updates
EnterprisePriced on requestCustom licenses · custom deployment options · priority support · Custom Pricing

The facts

Each one read from Task Session's own pages, with the date it was checked.

What it does

AI extensibility
The optional AI module supports provider keys for OpenAI, Claude, Gemini and other providers, plus assistants, scheduled agents and file analysis.checked 21 Oct 2026
API
The plan comparison lists REST API access and webhook automation.checked 8 Oct 2026
API and webhooks
The changelog documents JSON APIs, REST bearer tokens for workspace tools and webhook integration for external automation.checked 21 Oct 2026
Audience
The company says Task Session is built for freelancers, agencies, and teams of all sizes.checked 8 Oct 2026
Business tools
Listed tools include invoicing, attendance management, email management, file management, and team chat.checked 8 Oct 2026
Calendar
The product includes calendar views, events and Google Calendar synchronization with two-way sync options.checked 21 Oct 2026
Client portal
A white-label portal lets clients view shared projects, tasks, files, invoices, payments and communications.checked 21 Oct 2026
Collaboration
The platform offers project, task, group and one-to-one chat, mentions, replies, voice notes and searchable message history.checked 21 Oct 2026
CRM and pipeline
Task Session provides contacts, leads, visual deal pipelines, custom stages, lead assignment, tagging and lead status tracking.checked 21 Oct 2026
CRM and sales
The product includes CRM, lead pipeline management, and client management features.checked 8 Oct 2026
Email
Email management supports Gmail, Outlook and custom SMTP, with tracking, signatures, shared threads and lead-linked email.checked 21 Oct 2026
Files and media
Media Vault provides folders, table or grid views, public share links, bulk downloads, Google Drive synchronization and permission controls.checked 21 Oct 2026
Independent directory description
Capterra describes Task Session as self-hosted software combining project management, CRM, invoicing, Kanban, time tracking, chat, email and client portals.checked 21 Oct 2026
Independent security measurement
Legit.Show measured HTTPS and several security headers but reported no HSTS, no Content-Security-Policy and a 55/100 privacy score.checked 21 Oct 2026
Independent support listing
Capterra lists live online sessions, documentation, videos, email/help desk, knowledge base, chat and phone support options.checked 21 Oct 2026
Integrations
The pricing comparison lists Google Calendar, Google Drive, Stripe, PayPal and 2Checkout integrations.checked 21 Oct 2026
Invoicing
Users can create recurring or one-time invoices, payment links, reminders, online payments and payment-status tracking.checked 21 Oct 2026
Licence
The licence is proprietary, non-transferable and non-sublicensable; redistribution is prohibited and regular licences cover one domain or server.checked 21 Oct 2026

The company

Company and headquarters
SaaSHub identifies Task Session as a Houston, United States startup founded by Alex Miller.checked 21 Oct 2026
Company founding
Task Session says it was founded in 2024.checked 21 Oct 2026
Company history
The company says Task Session was founded in 2024.checked 8 Oct 2026
Company size
SaaSHub lists the company at 10–19 employees.checked 21 Oct 2026

Money

Free edition
The company says its free, open-source edition supports unlimited users at no cost.checked 8 Oct 2026
Free-edition claim
The about page calls its free edition open-source, while the licence page retains all intellectual-property ownership and prohibits redistribution.checked 21 Oct 2026

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