Taskip – Integrated Client Portal Software for Agencies and Service Businesses

Summary: Taskip consolidates client management tools into a single platform, combining CRM, project management, invoicing, support, and collaboration features. It offers a white-labeled client portal for tracking projects, approving proposals, submitting tickets, scheduling meetings, and processing payments, streamlining agency workflows.

What it does

Taskip integrates service catalog, CRM, quotations, invoicing, project management, team collaboration, documents, emails, forms, support, meeting scheduling, and automation into one workspace. It provides a branded client portal where clients can interact with projects and services directly.

Who it's for

It is designed for digital agencies and service-based businesses seeking to manage client relationships and project workflows within a unified platform.

Why it matters

Taskip addresses the challenge of using multiple disconnected tools by centralizing client and project management, reducing workflow fragmentation and potential communication gaps.