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Task Session CRMTask Session CRM
CRM to manage clients, projects, tasks, invoices, and team work. Recently UpdatedHome / Scripts & Code / PHP Scripts / CRM
Task Session CRM
CRM to manage clients, projects, tasks, invoices, and team work.Frequently asked questions (FAQ)
What is Task Session?
Task Session is a self-hosted project and task management system designed to help teams, freelancers, and agencies manage tasks, projects, clients, invoicing, and collaboration in one central platform.
It is built for businesses that want full control over their data, better flexibility, and long-term cost savings.
It is built for businesses that want full control over their data, better flexibility, and long-term cost savings.
What does “self-hosted” mean?
Self-hosted means the software is installed on your own server or hosting environment, not on a third-party company’s servers.
This gives you:
Full ownership of your data
More privacy and security
Complete control over how the system works
In short, you own both the software and the data.
This gives you:
Full ownership of your data
More privacy and security
Complete control over how the system works
In short, you own both the software and the data.
What are the benefits of using a self-hosted CRM?
Self-hosted CRMs offer more control over your data, advanced customization, and the ability to integrate with your internal systems.
Why choose Task Session instead of a SaaS tool?
Task Session is ideal if you want:
No per-user or monthly charges
Full data privacy and control
A system tailored to your workflow
Better cost efficiency over time
Internal or client-based usage
It’s especially useful for agencies and businesses managing sensitive client data.
No per-user or monthly charges
Full data privacy and control
A system tailored to your workflow
Better cost efficiency over time
Internal or client-based usage
It’s especially useful for agencies and businesses managing sensitive client data.
What is the difference between Task Session and ClickUp?
ClickUp
Cloud-based SaaS platform
Monthly fees per user
Limited customization
Data stored on ClickUp servers
Task Session
Fully self-hosted
One-time pricing
Built-in project, client, and invoice management
Data stored on your own server
Task Session offers more control and lower long-term cost.
Cloud-based SaaS platform
Monthly fees per user
Limited customization
Data stored on ClickUp servers
Task Session
Fully self-hosted
One-time pricing
Built-in project, client, and invoice management
Data stored on your own server
Task Session offers more control and lower long-term cost.
Can Task Session be customized?
Yes. Because Task Session is self-hosted, you can:
Modify features and workflows
Add custom modules
Integrate payment gateways and third-party tools
Adjust the system to match your business needs
Modify features and workflows
Add custom modules
Integrate payment gateways and third-party tools
Adjust the system to match your business needs
Is Task Session secure?
Yes. Security depends on your hosting setup, and Task Session supports:
Secure authentication
Role-based access control
Protected payment integrations
Controlled user permissions
This makes it suitable for professional and business use.
Secure authentication
Role-based access control
Protected payment integrations
Controlled user permissions
This makes it suitable for professional and business use.
Can I use my own domain with the CRM?
Yes, you can configure a custom domain and email domain for your CRM.
Is the CRM 100% white-labeled?
Yes, the CRM is fully white-labeled, allowing you to add your own branding and make it appear as your own product.
How do I install the self-hosted CRM?
The installation process is simple, with an easy-to-follow setup wizard to guide you through server configuration, database setup, and system installation.
What is the Kanban board used for in the CRM?
The Kanban board allows you to visually manage tasks and projects by organizing them into different stages, such as To-Do, In Progress, and Done.
Can I customize the Kanban board columns?
Yes, you can customize the columns and stages of the Kanban board to fit your specific workflow.
Can I assign tasks directly on the Kanban board?
Yes, tasks can be created and assigned to team members directly from the Kanban board.
Can I customize the Kanban board columns?
Yes, you can customize the columns and stages of the Kanban board to fit your specific workflow.
Can I assign tasks directly on the Kanban board?
Yes, tasks can be created and assigned to team members directly from the Kanban board.
Can I change the theme and logo of the CRM?
Yes, the CRM is fully customizable, allowing you to change the theme, logo, and other branding elements to align with your company’s identity.
Which payment methods do you offer?
We use Stripe as our main payment processor, so we accept all major credit cards supported by Stripe.
Information
| Category | Scripts & Code / PHP Scripts / CRM |
| First release | 8 July 2026 |
| Last update | 8 July 2026 |
| Files included | .php, .html, .sql |
| Tags | chat, crm, email marketing, invoice management, sales management, customer management, customer relationship management, woocomerce, lead management, reporting dashboard, project management |
