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.











Using this from the very beginning as a beta tester. Now I use it on a regular basis, and it saves a lot of time and effort. The foundation is solid, and the team behind it is great.
@abdur_rohman Thank you so much for your support and kind words! 🙏 We’re happy to hear Taskip is saving you time and effort.
Taskip is a fast developing platform for those of you who want a cohesive echosystem to run your business. I've found it to be easy to use, the team are responsive and the regular updates are adding constant improvements.
@markjdraper Thank you so much for the thoughtful feedback! We’re really glad to hear that Taskip has been helpful for you. Our team is constantly working to improve the platform, and your support truly means a lot to us.
Congrats on the launch! 🚀
I worked as the designer on Taskip in its early days, shaping the initial product and design foundation. It’s really interesting to see how the product has evolved since then.
Early-stage products take a lot of effort behind the scenes, so it’s great to see the idea grow and reach a launch like this. Wishing the team the best with Taskip.
@muhammad_shahin4 Thank you so much for the kind words and for being part of Taskip’s early journey!
Hey Everyone,
Khairul here, Product Manager of Taskip.
When we started building Taskip, we kept hearing the same frustrations from agencies, freelancers, and service businesses everywhere:
• Too many disconnected tools with high monthly costs
• Endless manual follow-ups with clients
• Scattered proposals, invoices, and approvals
• Messy project communication
• No single source of truth for teams and clients
So we decided to build one platform that brings everything together.
Instead of juggling multiple tools for CRM, project management, billing, client communication, and collaboration, Taskip gives you a single workspace to manage your entire client lifecycle.
With Taskip, you get:
✅ Service Catalog to showcase and organize all your services in one place
✅ CRM to manage leads and clients
✅ Sales pipeline to track deals and close clients faster
✅ Professional quotations to send clear proposals
✅ Simple invoicing to bill and get paid easily
✅ Client portal for project updates, files, and approvals
✅ Team collaboration to manage work and communication
✅ Project management to plan, track, and deliver projects
✅ Documents to organize and share important files
✅ Forms to collect information and client requests
✅ Email management to keep all communication in one place
✅ Team discussions for real time collaboration
✅ Meeting scheduler to book and manage meetings easily
✅ Support tickets to handle customer requests smoothly
✅ Workflow automation to reduce manual work and save time
Our goal is simple: help agencies and service businesses run smoother operations without tool chaos.
If you have a moment, we would love your feedback and thoughts. Your support means a lot to our team.
Rectify
Congrats on the launch @dvrobin4 , Taskip is a great tool and the updates are always very helpful. Wishing you and the team every success on this launch
@umar_lateef Thank you so much for the kind words and support! We truly appreciate it. The team is working hard to keep improving Taskip, and your encouragement means a lot to us.
EazyDocs
Congrats on the launch, @dvrobin4! 🚀
As someone who has been jumping between Trello for tasks, Calendly for meetings, and Stripe for invoices, Taskip looks like a total lifesaver. Having everything in one branded client portal is a game-changer for professional-looking communication. Can’t wait to dive deeper into the workflow automation features!
@dvrobin4 Thank you so much for the support
That is exactly the problem we are trying to solve. Many agencies switch between tools like Trello, Calendly, and Stripe just to manage daily work. With Taskip, everything comes together in one workspace with a branded client portal.
We are excited for you to explore the workflow automation features too. We would love to hear your thoughts once you try it
Congratulations Taskip team, I have used the beta version of this, it is a very useful product for me.
@nuralamsiddikashik Thank you so much for your support! We're thrilled to hear that Taskip has been useful for you.