What Makes Taskae Different?

We focus on helping you streamline your business operations with smart automation, collaboration, and seamless integrations—allowing you to scale efficiently.

01.

Share tools quickly and confidently in minutes

Taskae eliminates the need to switch between platforms. Create custom proposals with dynamic pricing tables, automate approvals, and customize templates effortlessly.

02.

Streamline operations and reduce manual effort.

Keep your data synchronized across platforms with Taskae’s native CRM and business integrations, ensuring a smooth and efficient workflow.

See all integrations

03.

Seamless communication and file sharing in one space.

Enhance security and compliance with built-in legally binding e-Signatures, pre-approved templates, and content controls to prevent costly errors.

04.

Control data access with role-based permissions.

Access approvals, comments, and version tracking in real time. Taskae’s smart variables and conditional logic eliminate manual errors and improve efficiency.

Transform how you work and achieve more with Taskae.

Proposals

Send professional proposals in minutes with pre-built, fully customizable templates.

Appointment

Streamline scheduling, and provide a seamless experience for clients and team members.

Contracts

Use Taskae’s CRM integrations to auto-fill customer details and close deals faster.

Team Management

Assign work, track progress, and ensure team collaboration—all in one intuitive dashboard.

Task Automation

Create workflows that trigger actions automatically, saving time and reducing human error.

Payments

Collect payments instantly within your contracts, increasing your close rate by 36%.

Frequently asked questions:

What is Taskae?
Taskae is an all-in-one ERP solution that helps businesses streamline operations, automate tasks, and improve team collaboration.
Who can use Taskae?
Taskae is designed for businesses of all sizes, from startups to large enterprises, across various industries.
Does Taskae offer customization?
Yes! Taskae is fully customizable, allowing businesses to tailor features to their unique needs.
How secure is my data with Taskae?
We prioritize security with advanced encryption, regular updates, and compliance with industry standards to protect your data.
What kind of support does Taskae offer?
We provide 24/7 customer support via chat, email, and phone to ensure uninterrupted business operations.
What is your refund policy?
We understand the importance of customer satisfaction and we strive to provide the best products and services. However, please note that due to the nature of our products and services, we do not offer refunds after a purchase has been made.

What clients said:

“Managing invoices and client contracts used to take hours, but with Taskae, I can send professional proposals and track payments in minutes. It’s a game-changer for our finance team!”

Mark Zellers

Director of Human Resources.

“We wanted an intuitive platform that could streamline our projects and automate our workflows. Taskae delivered beyond expectations, giving us the tools to scale with confidence”

André Garcia

Client Success Manager

“With Taskae, I can track my team’s tasks, set deadlines, and generate reports effortlessly. It has completely transformed our productivity, making work smoother and more efficient.”