Grow your business with your all-in-one management platform
Organize and prioritize using one centralized, cloud-based solution that streamlines productivity and takes the struggle out of running your business.
Turn leads into customers, automatically.
Building Strategic Alliances
Our Offerings
Our Offerings
Maximize your efficiency and productivity with business process management and workflow management tools.
CRM
Track every lead and client relationship in one place, from first contact to renewal.
- Lead Tracking
- Appointments
- Calendar
- Call Logs
- Zoom Meetings
- Client Subscriptions
Our features will help your business move to the top
Interactive Customer Portal
With TaskTak, your customers have an interactive portal with your company. Send and sign contracts, discuss projects, view and set up appointments, and more.
Activity Logs
Get a quick overview of your team's interactions with your leads and customers. Achieve operational efficiencies and improvements to optimize project hours and costs.
Call Logs
Keep a record of the calls that go in and out with the ability to start support tickets to efficiently solve all client questions and problems.
Agentic AI, built into TaskTak
We're building AI directly into the platform you already run your business on — including agentic AI that can act on your behalf, not just answer questions.
- AI that drafts replies and follow-ups for your leads and customers
- Agentic workflows that can complete multi-step tasks across CRM, projects, and operations for you
- Smart prioritization so your team always knows what matters most today
Pricing
Plans that grow with you
Every plan includes the full platform — pick the size that fits your team today.
Core
For solo operators and small teams getting organized.
- Up to 2 team members
- 1,000 leads
- 50 customers
- CRM & core business tools
Core+
For growing businesses that need the full toolkit.
- Up to 5 team members
- 2,100 leads
- 100 customers
- Everything in Core
- Priority support
Corporate
For larger teams that need more room to grow.
- Up to 10 team members
- 4,500 leads
- 150 customers
- Everything in Core+
- Dedicated onboarding
Our Story
Why we built TaskTak
“We understand our customers because we've been in their shoes — as developers, entrepreneurs, and business owners ourselves.”
We lived the struggle
We know how dedicated our customers are to their work and the challenges they face. So we created a solution that streamlined our own operations first — and we're passionate about sharing it with others.
We made it approachable
We believe in making technology accessible and approachable. Our team communicates with clarity and empathy, making the onboarding process less daunting for our customers.
We made it yours
Our all-in-one platform simplifies every aspect of running a business in one place — for businesses of any size — so you can focus on your core business instead of day-to-day operations.
What Clients Say
Trusted by teams who switched
“TaskTak is comprehensive and Brent is a great guy to talk to. He understands struggles of small companies.”
“I had the pleasure of speaking with Brent and Samantha and they are very personable. Their product that they offer is a great all-in-one solution for businesses. I have already recommended them to someone that is looking for just that!”
“TaskTak's All-In-One Solution is the first ever of its kind I have seen in Bangladesh. We at Shield can now do a lot of more work across different departments in less time, while all the data and confidential information is being stored in cloud! Happy with the awesome value TaskTak has empowered us with.”
“If you use NetSuite or other ERP software...switch to TaskTak today!”
“Brent has the perfect solution to your business needs, with innovative technology that will but you ahead of your competitors!”
“The number of tools involved in this software will blow your mind. After the demonstration of this product, I realize that you will only need one software for your whole business.”
Ready to grow your business?
Join TaskTak and bring your leads, customers, and team into one place.
Get Started Free