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Description

RisePath PlanCentral is an exceptionally efficient tool for managing various types of projects, such as those in technical fields, business, and marketing. It is particularly adept at monitoring tasks through to completion, ensuring that crucial items are never overlooked. Users can develop detailed project plans and share them with their team members seamlessly. This platform provides a straightforward yet powerful workspace for collaboration, enabling teams to track progress and successfully complete projects. With RisePath PlanCentral, team communication is facilitated anytime and anywhere, thanks to its robust messaging and chat features that are integrated with project management. Team members can receive real-time updates on their projects through a comprehensive updates feed that highlights the most recent changes in all project activities. Additionally, RisePath PlanCentral comes with built-in file storage, where all files added to projects are automatically saved and organized for effortless management. This convenient file storage system significantly aids team members in retrieving resources while they work on their assignments. Ultimately, RisePath PlanCentral not only streamlines project management but also enhances team collaboration and efficiency.

Description

Take complete command of your business operations with Task Session, a robust self-hosted CRM and project management solution designed specifically for agencies, freelancers, consultants, law firms, developers, marketing teams, startups, and expanding enterprises. Task Session consolidates your clients, projects, tasks, team members, leads, invoices, files, emails, discussions, and reports into a single, streamlined platform. In contrast to conventional SaaS applications, Task Session is deployed on your own domain and server, allowing you to maintain authority over your business data, branding, users, and overall system. There’s no longer a need to juggle multiple tools for project management, team communication, invoicing, lead tracking, file sharing, and client interaction; Task Session provides a unified workspace for all facets of your business operations. With this comprehensive approach, you can enhance collaboration and efficiency, ensuring that every aspect of your workflow is seamlessly integrated and easily accessible.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Google No 
Google Workspace Yes 
PayPal No 
Slack Yes 
Stripe No 

Integrations

Google Yes 
Google Workspace No 
PayPal Yes 
Slack No 
Stripe Yes 

Pricing Details

$25 one-time payment
Free Trial No 
Free Version Yes 

Pricing Details

$59/year
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

PlanCentral

Founded

2016

Country

United States

Website

www.plancentral.com

Vendor Details

Company Name

Task Session

Founded

2024

Country

United Kingdom

Website

www.tasksession.com

Product Features

Collaboration

Brainstorming Yes 
Calendar Management Yes 
Chat / Messaging Yes 
Contact Management Yes 
Content Management No 
Document Management Yes 
Project Management Yes 
Real Time Editing Yes 
Task Management Yes 
Version Control No 
Video Conferencing Yes 

Product Features

CRM

Calendar/Reminder System Yes 
Call Logging No 
Document Storage Yes 
Email Marketing Yes 
Internal Chat Integration Yes 
Lead Scoring Yes 
Marketing Automation Integration No 
Mobile Access No 
Quotes / Proposals No 
Segmentation No 
Social Media Integration No 
Task Management Yes 
Territory Management No 

Project Management

Agile Methodologies No 
Budget Management No 
Client Portal Yes 
Collaboration Tools Yes 
Cost-to-Completion Tracking No 
Customizable Templates No 
Gantt Charts No 
Idea Management Yes 
Kanban Board Yes 
Milestone Tracking Yes 
Portfolio Management Yes 
Resource Management No 
Time & Expense Tracking Yes 
Traditional Methodologies No 

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