Launched this week
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.
Congratulations, Team!
I’ve been using Taskip since the beta version, and it has already proven so effective that I’ve removed a couple of other tools from my subscription list.
Wishing the entire Taskip team continued success!
@nurfuadasad Thanks for your kind words.
𝐇𝐞𝐲 𝐏𝐫𝐨𝐝𝐮𝐜𝐭 𝐇𝐮𝐧𝐭! 👋
I'm 𝐒𝐡𝐚𝐫𝐢𝐟𝐮𝐫 𝐑𝐚𝐡𝐦𝐚𝐧, Founder and CEO of 𝐓𝐚𝐬𝐤𝐢𝐩, and I'm very excited to share our product with you today.
The idea for Taskip came from a frustration we faced while running our own software company. We were using many different tools just to manage daily work. Clients, projects, communication, billing, and meetings were all in separate places.
We used HubSpot for CRM, Calendly for meetings, Trello for projects, Notion for documents, and another tool for support tickets. Even with all these tools, things still slipped through the cracks and we were losing clients in the chaos.
So we built Taskip. A single platform that helps agencies and service businesses manage everything with their clients in one place.
Here is what you can do with Taskip:
📋 𝐒𝐞𝐫𝐯𝐢𝐜𝐞 𝐂𝐚𝐭𝐚𝐥𝐨𝐠 + 𝐂𝐑𝐌 + 𝐐𝐮𝐨𝐭𝐚𝐭𝐢𝐨𝐧𝐬 + 𝐈𝐧𝐯𝐨𝐢𝐜𝐢𝐧𝐠 — Manage everything from the first lead to the final payment in one place.
🗂️ 𝐏𝐫𝐨𝐣𝐞𝐜𝐭 𝐌𝐚𝐧𝐚𝐠𝐞𝐦𝐞𝐧𝐭 + 𝐓𝐞𝐚𝐦 𝐂𝐨𝐥𝐥𝐚𝐛𝐨𝐫𝐚𝐭𝐢𝐨𝐧 + 𝐃𝐨𝐜𝐮𝐦𝐞𝐧𝐭𝐬 + 𝐄𝐦𝐚𝐢𝐥𝐬 — Keep your entire workflow organized inside one workspace.
🤝 𝐒𝐦𝐚𝐫𝐭 𝐂𝐥𝐢𝐞𝐧𝐭 𝐏𝐨𝐫𝐭𝐚𝐥 — A fully white labeled portal where clients can track projects, approve proposals, submit support requests, schedule meetings, and make payments under your brand.
⚡ 𝐀𝐮𝐭𝐨𝐦𝐚𝐭𝐢𝐨𝐧 + 𝐅𝐨𝐫𝐦𝐬 + 𝐒𝐮𝐩𝐩𝐨𝐫𝐭 + 𝐌𝐞𝐞𝐭𝐢𝐧𝐠 𝐒𝐜𝐡𝐞𝐝𝐮𝐥𝐞𝐫 — Give your team the tools they need without switching between many apps.
We believe agencies deserve software that is as professional as the work they deliver to their clients.
We would love to hear your feedback, questions, and honest thoughts. We read every comment.
Product Roadmap - https://app.loopedin.io/taskip
FB Community - https://www.facebook.com/groups/taskipcommunity
Discord Community - https://discord.gg/T5d4PVTm9R
𝐆𝐨 𝐞𝐚𝐬𝐲 𝐨𝐧 𝐮𝐬. 𝐈𝐭 𝐢𝐬 𝐥𝐚𝐮𝐧𝐜𝐡 𝐝𝐚𝐲! 🚀
Just discovered Taskip and it immediately caught my attention.
From a project and operations perspective, having projects, clients, communication, and invoicing in one system could simplify a lot of daily work. First impression feels very well thought out.
Looking forward to exploring it further.
Question:
How easy is it to migrate from tools like ClickUp, Monday, or Notion into Taskip?
Congrats on the launch!
@charles_westfield Thank you for the kind words and for checking out Taskip! We’re glad it caught your attention. 😊
Migrating from tools like ClickUp, Monday, or Notion is quite straightforward. Taskip supports easy data import via CSV, so you can move projects, tasks, and client data with minimal effort. Our team is also happy to assist if you need help during the migration.
Feel free to explore, and let us know if you have any questions. We appreciate your support!
looks like a very promising all‑in‑one client portal for agencies, especially with CRM, invoicing, projects, and a branded client space under one roof.
do you already support granular client permissions (e.g., per-project or per-document visibility) so agencies can tailor what each stakeholder sees inside the portal?
@mykola_kukhtiei Thanks for the thoughtful question!
Granular client permissions (like per-project or per-document visibility) are not available yet in Taskip. However, it’s definitely something we’re considering as the platform evolves, since we know agencies often need to tailor what different stakeholders can see inside the client portal.
Right now, clients can access their projects, files, approvals, and communication through the branded portal, and we’re continuing to expand permission controls over time.
Really appreciate the question and the interest in Taskip - feedback like this helps us shape the roadmap
Taskip and the team behind it are one of the great ones! They have been iterating and improving constantly since launch and they really listen to their community. One of the best tools I have invested in. Honestly, it took me awhile to come around (I am far to nitpicky) but once I started to set it up properly, Taskip has become invaluable in my business workflow!! Brilliant app! I hope that the PH community can see the value and share the love.
@just_s Thank you for your support! It means a lot to hear that Taskip has become such a valuable part of your workflow. We’ll keep iterating and listening to our community to make it even better.
Aww!
It seems amazing. Is there any demo?
I would love to give it a try.
Best wishes to you guys!
@mustakim Yes, you can definitely try it. Taskip is free to start, and you also get a 7-day trial to explore the paid features
Slashit App
Congratulations, Team.
I'm using from the beta version and have already removed a couple of tools from my subscription list.
Best wishes, Taskip.
@mhmanik02 Thank you for your support! We’re thrilled Taskip is helping streamline your workflow and replace other tools. Your feedback motivates us to keep improving.