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Task Session

What it is

Task Session is a self-hosted CRM and work management platform for projects, clients, and business operations. It provides project and task management, Kanban boards, time tracking, reporting, and deadline tracking. CRM tools cover lead pipelines and client management, with a client portal for customer-facing work. Additional tools include invoicing, attendance, email and file management, team chat, workflow automation, and document management. Listed 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, using shared hosting, a VPS, or a dedicated server. The company says its free, open-source edition supports unlimited users at no cost. Paid options include Starter at $59 a year, billed $59 yearly and renewing at $99/year, and Founder Plan at $249, paid once. Enterprise uses custom pricing. Paid plans include support and updates, and the pricing page lists a 7-day money-back guarantee. The company describes the product as encrypted and says self-hosting keeps data under customer control.

For and against

For

  • Free open-source edition supports unlimited users
  • Combines CRM and project management
  • Includes client portal and workflow automation
  • Offers REST API and webhook automation
  • Supports listed payment and productivity integrations

Against

  • Self-hosting requires a customer-provided server
  • Paid Starter renews at $99/year
  • No free trial is listed
  • Enterprise pricing is custom

The verdict

Task Session brings CRM, work management, client access, and business administration into a self-hosted platform. Its free edition and broad toolset may appeal to teams that can manage their own hosting.

Who it suits

Task Session suits freelancers, agencies, and teams needing CRM, project, client, and billing tools. It fits organizations prepared to operate software on their own server.

Plans and prices

Free

Free

Unlimited users · task management and Kanban boards · time tracking · projects and dashboard

Task Session AI addon

See the maker's page

Unlimited users · requires an active Task Session licence · bring-your-own provider API key

Starter

See the maker's page

Unlimited users · 1 domain · 1 year support and updates · full CRM

Founder Plan

$249one-time

Unlimited users · 1 domain · priority support · managed setup and deployment

Enterprise

Priced on request

Custom licenses · custom deployment options · priority support

Every plan, in full

On the record

AI extensibility
The optional AI module supports provider keys for OpenAI, Claude, Gemini and other providers, plus assistants, scheduled agents and file analysis.tasksession.com · read 21 Oct 2026
API
The plan comparison lists REST API access and webhook automation.tasksession.com · read 8 Oct 2026
API and webhooks
The changelog documents JSON APIs, REST bearer tokens for workspace tools and webhook integration for external automation.tasksession.com · read 21 Oct 2026
Audience
The company says Task Session is built for freelancers, agencies, and teams of all sizes.tasksession.com · read 8 Oct 2026
Business tools
Listed tools include invoicing, attendance management, email management, file management, and team chat.tasksession.com · read 8 Oct 2026
Calendar
The product includes calendar views, events and Google Calendar synchronization with two-way sync options.tasksession.com · read 21 Oct 2026
Client portal
A white-label portal lets clients view shared projects, tasks, files, invoices, payments and communications.tasksession.com · read 21 Oct 2026
Collaboration
The platform offers project, task, group and one-to-one chat, mentions, replies, voice notes and searchable message history.tasksession.com · read 21 Oct 2026
Company and headquarters
SaaSHub identifies Task Session as a Houston, United States startup founded by Alex Miller.saashub.com · read 21 Oct 2026
Company founding
Task Session says it was founded in 2024.tasksession.com · read 21 Oct 2026
Company history
The company says Task Session was founded in 2024.tasksession.com · read 8 Oct 2026
Company size
SaaSHub lists the company at 10–19 employees.saashub.com · read 21 Oct 2026
CRM and pipeline
Task Session provides contacts, leads, visual deal pipelines, custom stages, lead assignment, tagging and lead status tracking.tasksession.com · read 21 Oct 2026
CRM and sales
The product includes CRM, lead pipeline management, and client management features.tasksession.com · read 8 Oct 2026
Email
Email management supports Gmail, Outlook and custom SMTP, with tracking, signatures, shared threads and lead-linked email.tasksession.com · read 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.tasksession.com · read 21 Oct 2026
Free edition
The company says its free, open-source edition supports unlimited users at no cost.tasksession.com · read 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.tasksession.com · read 21 Oct 2026

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