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Description
Taskeo aims to be the essential platform for service-based companies that are weary of juggling multiple applications for their operations. This all-in-one solution offers features such as project management, appointment scheduling, customer relationship management, time tracking, and billing. It serves as an invaluable resource for various service-oriented businesses like law firms, agencies, and consulting firms that require effective business and practice management support. By streamlining these essential tasks, Taskeo ultimately allows your organization to prioritize what truly matters: serving your clients and expanding your business. With just one account required to access all functionalities, Taskeo enables users to consolidate their tools and enhance productivity, making it an efficient choice for modern businesses. This integration not only saves time but also promotes a smoother workflow across different areas of service management.
Description
Optimize your efficiency with the ultimate software designed specifically for agencies. Our cohesive workflows enable you to save valuable time on project management while consolidating all relevant project details into a single accessible location. Instantly assess your agency's order status and identify the clients that require your attention. The integrated workflows facilitate a seamless transition from initial contact to project completion. Additionally, you can track all communication related to contacts and projects within the CRM history. You can also access sales forecasts, resource allocation, project performance metrics, and comprehensive analyses. deals & projects transcend the typical software offerings for agencies, viewing agencies as collaborative partners rather than mere clients. As trailblazers in a transforming work landscape, we are the ideal ally for agencies striving for sustainability. Our organizational culture is free from rigid hierarchies and fixed schedules, allowing us to work in a self-motivated and autonomous manner from various locations around the globe. This flexibility empowers us to adapt and thrive in a rapidly changing environment.
API Access
Has API
API Access
Has API
Integrations
Google Calendar
Zapier
DATEV
Dropbox
Facebook
Funnelforms
GitHub
Google Sheets
Groove
Mailchimp
Integrations
Google Calendar
Zapier
DATEV
Dropbox
Facebook
Funnelforms
GitHub
Google Sheets
Groove
Mailchimp
Pricing Details
$5 per user per month
Free Trial
Free Version
Pricing Details
€29 per user per month
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Taskeo
Founded
2018
Country
Estonia
Website
taskeo.co
Vendor Details
Company Name
deals&projects
Founded
2003
Country
Germany
Website
www.dealsandprojects.com
Product Features
Advertising Agency
Campaign Management
Collaboration
Document Management
File Sharing
Project Management
Task Management
Time Tracking
Appointment Scheduling
Appointment Reminders
Automated Scheduling
Calendar Sync
Client Database
Group Scheduling
Mobile Access
Multi-Location
Online Booking
Online Payments
Recurring Appointments
Room Booking Management
Business Management
Billing & Invoicing
CRM
Employee Management
Financial Management
Inventory Management
Marketing Management
Order Management
Point of Sale (POS)
Project Management
Purchasing
Scheduling
Time & Expense Tracking
Training Management
Vendor Management
CRM
Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management
Email Marketing
A/B Testing
Artificial Intelligence
Auto-Responders
CAN SPAM Compliance
Customer Surveys
Drip Campaigns
Dynamic Content
Event Triggered Email
Image Library
Landing Pages/Web Forms
Mailing List Management
Mobile Optimized Emails
Reporting/Analytics
Subscriber Management
Template Management
WYSIWYG Email Editor
Project Management
Agile Methodologies
Budget Management
Client Portal
Collaboration Tools
Cost-to-Completion Tracking
Customizable Templates
Gantt Charts
Idea Management
Kanban Board
Milestone Tracking
Portfolio Management
Resource Management
Time & Expense Tracking
Traditional Methodologies
Time Tracking
Automatic Time Capture
Billable & Non-Billable Hours
Billing & Invoicing
Employee Database
Expense Tracking
Mobile Time Tracking
Multiple Billing Rates
Offline Time Tracking
Online Time Tracking
Overtime Calculation
Time per Project Reporting
Timesheet Management
Vacation / Leave Tracking
Product Features
Advertising Agency
Campaign Management
Collaboration
Document Management
File Sharing
Project Management
Task Management
Time Tracking
