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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

We help entrepreneurs improve their sales through great client management. We offer a powerful tool with a unique pricing structure "Pay as you wish". All client data can be collected. You can add custom fields, groups, tags, and import and export documents. Easy and efficient account management. You can increase the number of appointments you have and improve their quality. Reminders can be used to help you keep track your clients and appointments. You can share the calendar with your colleagues. Adding contracts, offers, files and tasks to your account management system will help you improve it. If your clients have any issues, feel free to contact the customer support team.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Bitbucket Yes 
Dropbox Yes 
GitHub Yes 
Google Calendar Yes 
Slack Yes 
Stripe Yes 
Zapier Yes 
Zoom Yes 

Integrations

Bitbucket No 
Dropbox No 
GitHub No 
Google Calendar No 
Slack No 
Stripe No 
Zapier No 
Zoom No 

Pricing Details

$5 per user per month
Free Trial Yes 
Free Version No 

Pricing Details

$1
We don't have a price! You name the price starting from $1 a month
Free Trial Yes 
Free Version 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 

Deployment

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

Customer Support

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

Customer Support

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

Types of Training

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

Types of Training

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

Vendor Details

Company Name

Taskeo

Founded

2018

Country

Estonia

Website

taskeo.co

Vendor Details

Company Name

GETREVE

Founded

2018

Country

United Kingdom

Website

oclient.me/

Product Features

Advertising Agency

Campaign Management No 
Collaboration No 
Document Management No 
File Sharing No 
Project Management No 
Task Management No 
Time Tracking No 

Appointment Scheduling

Appointment Reminders No 
Automated Scheduling No 
Calendar Sync No 
Client Database No 
Group Scheduling No 
Mobile Access No 
Multi-Location No 
Online Booking No 
Online Payments No 
Recurring Appointments No 
Room Booking Management No 

Business Management

Billing & Invoicing No 
CRM No 
Employee Management No 
Financial Management No 
Inventory Management No 
Marketing Management No 
Order Management No 
Point of Sale (POS) No 
Project Management No 
Purchasing No 
Scheduling No 
Time & Expense Tracking No 
Training Management No 
Vendor Management No 

CRM

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

Email Marketing

A/B Testing No 
Artificial Intelligence No 
Auto-Responders No 
CAN SPAM Compliance No 
Customer Surveys No 
Drip Campaigns No 
Dynamic Content No 
Event Triggered Email No 
Image Library No 
Landing Pages/Web Forms No 
Mailing List Management No 
Mobile Optimized Emails No 
Reporting/Analytics No 
Subscriber Management No 
Template Management No 
WYSIWYG Email Editor No 

Project Management

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

Time Tracking

Automatic Time Capture No 
Billable & Non-Billable Hours No 
Billing & Invoicing No 
Employee Database No 
Expense Tracking No 
Mobile Time Tracking No 
Multiple Billing Rates No 
Offline Time Tracking No 
Online Time Tracking No 
Overtime Calculation No 
Time per Project Reporting No 
Timesheet Management No 
Vacation / Leave Tracking No 

Product Features

Appointment Scheduling

Appointment Reminders Yes 
Automated Scheduling Yes 
Calendar Sync Yes 
Client Database Yes 
Group Scheduling Yes 
Mobile Access Yes 
Multi-Location Yes 
Online Booking Yes 
Online Payments Yes 
Recurring Appointments Yes 
Room Booking Management Yes 

CRM

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

Database

Backup and Recovery Yes 
Creation / Development Yes 
Data Migration No 
Data Replication No 
Data Search No 
Data Security No 
Database Conversion No 
Mobile Access No 
Monitoring No 
NOSQL No 
Performance Analysis No 
Queries No 
Relational Interface No 
Virtualization No 

Sales Enablement

Collaboration Yes 
Contact Management Yes 
Content Management No 
Document Management Yes 
Goals / Quota Management Yes 
Lead Management Yes 
Meeting Management Yes 
Performance Management Yes 
Presentation Management No 
Proposal Management Yes 
Territory Management Yes 
Training Management No 

Task Management

Collaboration Yes 
Create Subtasks Yes 
Gamification Yes 
Gantt Charts Yes 
Mobile Access Yes 
Percent-Complete Tracking Yes 
Progress Tracking Yes 
Recurring Tasks Yes 
Reporting/Analytics No 
Spreadsheet View No 
Task Board View Yes 
Task Planning No 
Task Scheduling Yes 
Task Tracking Yes 
Time Tracking No 
To-Do List View No 

Alternatives

Alternatives