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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
Unlimited users · task management and Kanban boards · time tracking · projects and dashboard
Read 21 Oct 2026 · tasksession.com
Task Session AI addon
Unlimited users · requires an active Task Session licence · bring-your-own provider API key
Read 21 Oct 2026 · tasksession.com
Starter
Unlimited users · 1 domain · 1 year support and updates · full CRM
Read 21 Oct 2026 · tasksession.com
Founder Plan
Unlimited users · 1 domain · priority support · managed setup and deployment
Read 21 Oct 2026 · tasksession.com
Enterprise
Custom licenses · custom deployment options · priority support
Read 8 Oct 2026 · tasksession.com
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 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