
Task Session
Self-Hosted CRM & Project Management for Agencies
My agency paid per seat for four different tools: a CRM, a project management app, an invoicing tool and a client portal. Every new hire made all four bills go up, and our client data was spread across four companies’ servers.
So in 2024 I started building Task Session: one install on your own server that covers the whole client workflow.
What it does
CRM and deal pipeline
Projects, tasks and Kanban boards
Time tracking
Invoicing with Stripe, PayPal and 2Checkout
A white-label client portal, so clients see your brand, not mine
The two decisions that shaped it
One flat licence, unlimited users. No per-seat pricing at all. Starter is $59 for the first year (then $99/year), or $249 once for five years of updates.
Self-hosted. It runs on normal PHP/MySQL hosting, so agencies own their data and nobody can change the price on them mid-contract.
This month I also open-sourced a free edition, TaskSession CRM (AGPL-3.0), with projects, tasks, Kanban and time tracking for unlimited users: github.com/tasksession/tasksession-crm
What I’m still figuring out
The biggest objection I hear is “I don’t want to manage a server”. I’m working on making setup as close to a WordPress install as possible, but I’d love to hear from other founders:
Would you trust a self-hosted tool for client work, or does SaaS win on convenience every time?
If you run an agency, which tool in your stack costs you the most per seat?
Live demo if you want to poke around: demo.tasksession.com
About
My agency paid per seat for a CRM, PM tool, invoicing and a client portal. Task Session puts all of it on your own server with one flat licence for unlimited users, so agencies own their data and pay a predictable price.

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