Taskip

Taskip is an all-in-one agency management platform targeting digital agencies and freelancers who want to consolidate project management, billing, and client communication into a single tool. Founded in 2023, it's a relatively young product but covers a broad functional footprint — the pitch is replacing eight or more separate tools with one subscription.

What's included

The feature set is genuinely comprehensive for the price point. Core capabilities include:

• Client portals — each client gets a branded hub showing project progress, shared files, invoices, and messages
• Project and task management — Kanban boards, custom task statuses, priorities, and deadline tracking
• Invoicing and proposals — create quotes, convert them to invoices automatically, collect e-signatures on proposals, and accept payments
• Support tickets — clients raise issues directly in the portal; your team responds in the same thread
• Meeting scheduler — clients book from your available time slots; both parties get email confirmations
• CRM and sales pipeline — contact management, deal tracking, and activity logging for leads
• Workflow automation — rule-based automations like converting emails into contacts or triggering project creation
• Forms — conditional-logic forms with public sharing
• Service catalog — present your offerings in a structured format clients can browse

The client portal itself is well thought out: clients see a unified dashboard with active projects, pending invoices, recent activity, and unread messages at a glance. Real-time task completion updates mean clients can self-serve status checks rather than emailing your team.

White-labeling

White-label is available on paid plans. You can set a custom domain (e.g., portal.youragency.com), upload your logo, apply brand colors, and remove all Taskip branding — including from outgoing emails. The result is a portal that appears fully custom-built.

Pricing

Taskip offers a free tier and paid plans starting at $12/month. Paying annually saves up to 50% compared to monthly billing. The platform also offers lifetime pricing — a one-time payment rather than a recurring subscription — which distinguishes it from most competitors and makes the math attractive for teams planning long-term use. White-label features require a higher-tier plan.

The free plan is genuinely usable for solo freelancers getting started, with a limited number of clients and storage.

Limitations

Taskip is a young product (launched 2023), so it has a smaller community and less third-party integration depth than established alternatives. The source material doesn't surface native integrations with tools like Slack, Google Workspace, or accounting software — teams with existing toolchains may find connectivity limited. The breadth of features also means individual modules (CRM, campaign management, sprint planning) are less polished than dedicated tools.

Mobile

Native iOS and Android apps are available, keeping teams and clients connected outside the browser.

Bottom line

Taskip makes the most sense for small digital agencies and freelancers who want to consolidate client-facing operations — portals, billing, tickets, scheduling — without paying per-seat SaaS fees indefinitely. The lifetime pricing option is a genuine differentiator. Teams that need deep integrations with existing software stacks, or who require a mature feature set in any one area, should evaluate whether the broad-but-shallow approach fits their workflow.