{"schemaVersion":1,"profileUrl":"https://nowen.ai/agents/taskip-net","markdownUrl":"https://nowen.ai/agents/taskip-net.md","jsonUrl":"https://nowen.ai/agents/taskip-net.json","name":"Taskip","website":"https://taskip.net","industry":"Small Business Software","status":{"trust":"unclaimed","text":"Unclaimed: compiled by Nowen from public sources, not reviewed by the company"},"updatedAt":"2026-09-07T00:08:45.789Z","summary":"Taskip provides an integrated platform to manage clients, projects, billing, and communications for agencies and solopreneurs.","description":"Taskip is an all-in-one platform designed for solopreneurs and digital agencies to manage clients, projects, billing, and support. It centralizes client communications, project work, documents, forms, and workflows within a single branded portal. With built-in capabilities for leads management, service offerings, quotes and invoices, and team collaboration, Taskip helps teams streamline operations, improve client visibility, and scale their service businesses.","mission":"To help solopreneurs and digital agencies deliver better client experiences and more efficient operations through an all-in-one, brandable platform.","directory":{"industryName":"Small Business Software","agentCount":9,"indexable":false,"hubUrl":"https://nowen.ai/industry/small-business-software"},"aiReaderFamilies":["Anthropic","Amazon"],"products":[{"name":"Taskip","type":"Platform","url":"https://taskip.net/","summary":"Streamline agency management and enhance client experiences with Taskip's unified platform.","description":"Taskip is an all-in-one agency management and client portal platform designed for solopreneurs and digital agencies. It centralizes clients, projects, documents, forms, billing, and support within a single branded portal. Taskip offers leads management, a service catalog, quotes and invoices, a client portal, project management, collaboration tools, and workflow automation to streamline operations, improve client visibility, and scale service-based businesses.","pricing":{},"features":[{"name":"Client portal","value":"Enhances Client Interaction","valueDescription":"Clients can access all necessary documents and updates in one secure location, improving communication and satisfaction."},{"name":"Leads","value":"Boosts Sales Opportunities","valueDescription":"Automated lead management allows teams to focus on closing deals rather than chasing leads."},{"name":"Sales pipeline","value":"Maximizes Revenue Potential","valueDescription":"A clear sales pipeline provides insights into future earnings and helps prioritize efforts."},{"name":"Workflow automation","value":"Boosts Operational Efficiency","valueDescription":"Automating repetitive tasks allows teams to focus on more strategic initiatives, improving overall productivity."},{"name":"Documents","value":"Streamlines Document Management","valueDescription":"Easily manage and collaborate on important documents, ensuring everyone has access to the latest versions."},{"name":"Invoices","value":"Enhances Billing Efficiency","valueDescription":"Simplifies the invoicing process, allowing businesses to get paid faster and reduce billing errors."},{"name":"Project management","value":"Improves Project Delivery","valueDescription":"Provides visibility into project timelines and statuses, ensuring timely deliverables."},{"name":"Discussions","value":"Facilitates Team Communication","valueDescription":"Real-time messaging helps team members to coordinate tasks quickly and effectively, enhancing collaboration."},{"name":"Meeting scheduler","value":"Ends Scheduling Conflicts","valueDescription":"Automated scheduling helps prevent overlaps and ensures everyone’s availability is considered."},{"name":"Quotations","value":"Accelerates Price Negotiation","valueDescription":"Easy to generate quotations helps businesses present offers swiftly and professionally."},{"name":"Service catalog","value":"Enhances Service Visibility","valueDescription":"A well-organized service catalog helps potential clients understand offerings and make informed decisions."},{"name":"Emails","value":"Simplifies Communication","valueDescription":"Centralized email management helps reduce confusion and ensures important messages are never missed."},{"name":"Proposals","value":"Speeds Up Deal Closures","valueDescription":"Digital signature capabilities facilitate quicker agreements and enhance professionalism."},{"name":"Forms","value":"Streamlines Data Collection","valueDescription":"Custom forms make it easy to gather information from clients and stakeholders, improving data accessibility."}]}],"audiences":[],"segments":[{"name":"Client collaboration portals","description":"Branded, secure self-service portals that enable client collaboration, approvals, real-time project visibility, and controlled access to project data.","size":2.1,"cagr":7.5,"color":1,"productNames":["Taskip"],"methodology":"Search results show reported 2023–2026 market values clustered around USD ~1.8–2.4 billion and multiple forecasts projecting mid-single-digit to high-single-digit CAGRs (~7–8%) to 2035; one vendor report is an outlier projecting ~18% CAGR to 2032. The estimate above (USD 2.1B, ~7.5% CAGR) represents a consensus of the majority of cited market reports.","citations":[{"url":"https://www.snsinsider.com/reports/client-portal-software-market-6811","text":"valued at USD 1.76 billion in 2023 and is expected to reach USD 7.95 billion by 2032, growing at a CAGR of 18.35% from 2024-2032."},{"url":"https://www.wiseguyreports.com/reports/client-portal-software-market","text":"The Client Portal Software Market was valued at USD 2.35 Billion in 2025 and is projected to grow to USD 5 Billion by 2035, at a CAGR of 7.8%."},{"url":"https://www.globalgrowthinsights.com/market-reports/client-portal-software-market-118185","text":"The Global Client Portal Software Market is valued at USD 1.96 Billion in 2025 ... reaching USD 3.94 Billion by 2035, expanding at a CAGR of 7.23%."},{"url":"https://www.businessresearchinsights.com/market-reports/client-portal-software-market-129093","text":"Global Client Portal Software Market size estimated at USD 2.14 billion in 2026 and is projected to reach USD 4.04 billion by 2035, growing at a CAGR of 7.3% from 2026 to 2035."}]},{"name":"Project management and team collaboration","description":"Features for planning, task and resource management, progress tracking and real-time collaboration to deliver projects and coordinate go-to-market or customer initiatives.","size":27.89,"cagr":10.1,"color":2,"productNames":["Taskip"],"methodology":"Used recent market reports for the global team collaboration software market (which includes project-management and collaboration features). Fortune Business Insights reports a global market size of USD 27.89B in 2025 and a projected CAGR of 10.1% (2026–2034). Spherical Insights provides a corroborating estimate (USD 24.52B in 2024; ~9.33% CAGR). IBISWorld gives a US-specific figure (~$3.2B and 5.2% CAGR), supporting that project-management capabilities sit within the broader collaboration software market. I therefore take Fortune’s 2025 global figure (27.89B) as the market-size estimate and its 10.1% CAGR as the growth-potential estimate, corroborated by the other sources.","citations":[{"url":"https://www.fortunebusinessinsights.com/industry-reports/team-collaboration-software-market-101327","text":"The global team collaboration software market size was USD 27.89 billion in 2025."},{"url":"https://www.sphericalinsights.com/reports/team-collaboration-software-market","text":"The Global Team Collaboration Software Market Size Was Estimated at USD 24.52 Billion in 2024."},{"url":"https://www.ibisworld.com/united-states/industry/collaboration-project-management-software/6191/","text":"Revenue has climbed at a CAGR of 5.2% to reach $3.2 billion (through the end of 2026)."}]},{"name":"Quote-to-cash","description":"Quote, order and contract lifecycle management including configurable quote templates, order tracking, ERP integration, and digital signing to accelerate revenue capture.","size":4,"cagr":14,"color":3,"productNames":["Taskip"],"methodology":"Estimate draws on two market reports in the search results: TrendX projects a 2025 market of USD 4.25B (CAGR 17.4% through 2034) while DataTorch/VerifiedMarketReports lists USD 2.8B for 2024 (CAGR ~9.5% through 2033). I select a 2025-sized estimate near TrendX (≈USD 4.0B) and a mid-point CAGR (~14%) between the cited ranges to reflect consensus growth potential.","citations":[{"url":"https://www.linkedin.com/pulse/quote-to-cash-software-market-size-technology-trends-pbwlf/","text":"Market size (2024): USD 2.8 billion Forecast (2033): USD 5.9 billion CAGR 2026-2033: 9.5%."},{"url":"https://trendxinsights.com/syndicated-market-research-reports/quote-to-cash-market/","text":"Quote to Cash Market is projected to grow from USD 4.25 Bn in 2025 to USD 17.99 Bn by 2034, registering a CAGR of 17.4%."}]},{"name":"Sales force automation and pipeline management","description":"Manage lead routing, visual sales pipelines, task automation, and deal progression to improve sales productivity and conversion rates.","size":12,"cagr":9,"color":4,"productNames":["Taskip"],"methodology":"Synthesis of recent market reports in the search results: reported market sizes range from about USD 9.3B (2024) to USD 13.5B (2026); major forecasts cite CAGRs between ~7.3% and 11.2%. A consensus current market size near USD 12B and a mid-range growth potential of ~9.0% CAGR reflect the central tendency of these reports.","citations":[{"url":"https://www.marketresearchfuture.com/reports/sales-force-automation-market-4091","text":"2024 Market Size $12 Billion; CAGR (2025 - 2035) 9.0%."},{"url":"https://www.businessresearchinsights.com/market-reports/sales-force-automation-software-market-121438","text":"The global Sales Force Automation Software Market is valued at USD 13.5 Billion in 2026 and progressing to USD 25.41 Billion by 2035 with a CAGR of 7.28%."},{"url":"https://www.strategicmarketresearch.com/market-report/sales-force-automation-market","text":"The global sales force automation market was valued at USD 9.3 billion in 2024; expected CAGR of 11.2% from 2024 to 2030."}]},{"name":"Workflow automation","description":"Capabilities to model, automate, and orchestrate business processes and approvals, including workflow rules, automated assignments, integrations, and real-time status tracking.","size":25.1,"cagr":10.5,"color":5,"productNames":["Taskip"],"methodology":"Multiple industry reports in the searchResults place the workflow automation market around USD 22.8–25.1 billion in 2025 and forecast growth in the mid‑single to low‑teens CAGR range. Mordor Intelligence reports USD 23.77B (2025) and a 9.41% CAGR (2026–2031); Fortune Business Insights reports USD 25.10B (2025) and an 11.20% CAGR (2026–2034). Precedence Research presents a much higher 32.18% CAGR; treating that as an outlier, the estimate is a midpoint (≈USD 25.1B, ≈10.5% CAGR) reflecting the consensus of the leading sources.","citations":[{"url":"https://www.mordorintelligence.com/industry-reports/workflow-automation-market","text":"valued at USD 23.77 billion in 2025 and estimated to grow from USD 26.01 billion in 2026 to reach USD 40.77 billion by 2031, at a CAGR of 9.41%."},{"url":"https://www.fortunebusinessinsights.com/workflow-automation-market-111562","text":"market size was valued at USD 25.10 billion in 2025... projected to grow from USD 27.91 billion in 2026 to USD 65.26 billion by 2034, CAGR of 11.20%."},{"url":"https://www.precedenceresearch.com/workflow-management-system-market","text":"calculated at USD 22.84 billion in 2025 and is predicted to increase ... to approximately USD 371.92 billion by 2035, expanding at a CAGR of 32.18%."}]}],"faq":[],"comparisons":[],"sources":[{"url":"https://taskip.net","text":"Taskip"},{"url":"https://taskip.net/","text":"Taskip"},{"url":"https://www.snsinsider.com/reports/client-portal-software-market-6811","text":"valued at USD 1.76 billion in 2023 and is expected to reach USD 7.95 billion by 2032, growing at a CAGR of 18.35% from 2024-2032."},{"url":"https://www.wiseguyreports.com/reports/client-portal-software-market","text":"The Client Portal Software Market was valued at USD 2.35 Billion in 2025 and is projected to grow to USD 5 Billion by 2035, at a CAGR of 7.8%."},{"url":"https://www.globalgrowthinsights.com/market-reports/client-portal-software-market-118185","text":"The Global Client Portal Software Market is valued at USD 1.96 Billion in 2025 ... reaching USD 3.94 Billion by 2035, expanding at a CAGR of 7.23%."},{"url":"https://www.businessresearchinsights.com/market-reports/client-portal-software-market-129093","text":"Global Client Portal Software Market size estimated at USD 2.14 billion in 2026 and is projected to reach USD 4.04 billion by 2035, growing at a CAGR of 7.3% from 2026 to 2035."},{"url":"https://www.fortunebusinessinsights.com/industry-reports/team-collaboration-software-market-101327","text":"The global team collaboration software market size was USD 27.89 billion in 2025."},{"url":"https://www.sphericalinsights.com/reports/team-collaboration-software-market","text":"The Global Team Collaboration Software Market Size Was Estimated at USD 24.52 Billion in 2024."},{"url":"https://www.ibisworld.com/united-states/industry/collaboration-project-management-software/6191/","text":"Revenue has climbed at a CAGR of 5.2% to reach $3.2 billion (through the end of 2026)."},{"url":"https://www.linkedin.com/pulse/quote-to-cash-software-market-size-technology-trends-pbwlf/","text":"Market size (2024): USD 2.8 billion Forecast (2033): USD 5.9 billion CAGR 2026-2033: 9.5%."},{"url":"https://trendxinsights.com/syndicated-market-research-reports/quote-to-cash-market/","text":"Quote to Cash Market is projected to grow from USD 4.25 Bn in 2025 to USD 17.99 Bn by 2034, registering a CAGR of 17.4%."},{"url":"https://www.marketresearchfuture.com/reports/sales-force-automation-market-4091","text":"2024 Market Size $12 Billion; CAGR (2025 - 2035) 9.0%."},{"url":"https://www.businessresearchinsights.com/market-reports/sales-force-automation-software-market-121438","text":"The global Sales Force Automation Software Market is valued at USD 13.5 Billion in 2026 and progressing to USD 25.41 Billion by 2035 with a CAGR of 7.28%."},{"url":"https://www.strategicmarketresearch.com/market-report/sales-force-automation-market","text":"The global sales force automation market was valued at USD 9.3 billion in 2024; expected CAGR of 11.2% from 2024 to 2030."},{"url":"https://www.mordorintelligence.com/industry-reports/workflow-automation-market","text":"valued at USD 23.77 billion in 2025 and estimated to grow from USD 26.01 billion in 2026 to reach USD 40.77 billion by 2031, at a CAGR of 9.41%."},{"url":"https://www.fortunebusinessinsights.com/workflow-automation-market-111562","text":"market size was valued at USD 25.10 billion in 2025... projected to grow from USD 27.91 billion in 2026 to USD 65.26 billion by 2034, CAGR of 11.20%."},{"url":"https://www.precedenceresearch.com/workflow-management-system-market","text":"calculated at USD 22.84 billion in 2025 and is predicted to increase ... to approximately USD 371.92 billion by 2035, expanding at a CAGR of 32.18%."}]}