Taskip is a modern client portal software built for digital agencies and service based businesses. Instead of using scattered tools, it combines Service Catalog, CRM, Quotations, Invoicing, Project Management, Team Collaboration, Documents, Emails, Forms, Support, Meeting Scheduler, Automation and more. It also provides a fully white labeled branded portal where clients can track project updates, access files, approve proposals, submit tickets, schedule meetings, and make payments.
We built Taskip because agencies were stitching together 5 8 different tools just to run daily operations. CRM in one app, projects in another, invoices somewhere else, and client communication scattered everywhere.