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.
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.
| Plan | Price | What it gives you |
|---|---|---|
| Free | Free | Unlimited users · task management and Kanban boards · time tracking · projects and dashboard · white-label · no support · Forever |
| Task Session AI addon | $49 | Unlimited 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 year | Unlimited 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 once | Unlimited 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 |
| Enterprise | Priced on request | Custom 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 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
Alternatives to Task Session
- 1
Xero Practice Manager
Free planAndroidiOSWebAPI7.9From 65 NZD a month - 2

KashFlow
AndroidiOSWebAPI7.7From £97 a year - 3

Astra Engage
AndroidiOSWebAPI7.6From $449 a year - 4

Financial Cents
AndroidiOSWebAPI7.6From $19 a month - 5
Saasu
AndroidiOSWebAPI7.6From $20 a month - 6

Athena Workflow
AndroidiOSWeb7.2From $300 a month
