TaskSession CRM — Free Edition

Self-hosted CRM & project management for agencies, freelancers and teams. Manage clients, projects and tasks on your own domain, with your own data.

Live Demo · Website · Changelog · Get Pro

Live Demo

Try TaskSession CRM before you install it: demo.tasksession.com

Features (Free Edition)

• Projects — create, edit, archive and track projects with deadlines, budgets and progress
• Tasks — list view, Kanban board, bulk task creation, task permissions and archive
• Client portal — clients log in to see their projects and tasks
• Team & roles — admins, staff and clients with role-based permissions
• Calendar — deadlines and events in one view
• Notes — project notes and private notes
• Activity log & notifications — see who did what and when
• Branding — your own logo, theme colors and menu labels
• Email notifications — via your own SMTP server
• Web installer — install in a few minutes, no command line needed

Free vs Pro

Feature	Free	Pro
Projects, tasks & Kanban board	✅	✅
Client portal & staff accounts	✅	✅
Roles & permissions	✅	✅
Calendar & notes	✅	✅
Invoices, payments & subscriptions (Stripe)	—	✅
Team chat, task chat & project discussions	—	✅
Files & Media, Media Vault, Google Drive	—	✅
Leads CRM & client companies	—	✅
Built-in email (Gmail, Outlook, IMAP/SMTP)	—	✅
Attendance, shifts & payroll export	—	✅
Task, project & financial reports	—	✅
Custom fields	—	✅
Google Login, Google Calendar & 2FA	—	✅
Add-ons (AI Assistant, Email Marketing, WooCommerce)	—	✅

👉 Compare plans at tasksession.com/pricing

Screenshots

Screenshots show TaskSession CRM. Some modules shown (chat, invoices, files & media) are part of the Pro edition.

Projects	Invoices & billing
Team chat	Files & media

Requirements

• PHP 8.0 or higher
• MySQL or MariaDB
• PHP extensions: mysqli, curl, gd, mbstring, openssl, zip
• Apache with mod_rewrite (an .htaccess file is included)

Installation

1. Download the latest release, or clone the repository:

   git clone https://github.com/tasksession/tasksession-crm.git

2. Upload the files to your web server (e.g. public_html or a subfolder).
3. Create an empty MySQL database and user.
4. Open https://your-domain.com/install/ in your browser and follow the installer.
5. After installation, delete or protect the install/ folder.
6. (Optional) Set up the scripts in cron/ as cron jobs for reminders and recurring tasks.

Changelog

See CHANGELOG.md or the full history at tasksession.com/changelog.

Support

• Bugs and feature requests: open an Issue
• Security issues: see SECURITY.md (please don't open a public issue)
• Website: tasksession.com

License

TaskSession CRM Free Edition is licensed under the GNU Affero General Public License v3.0 (AGPL-3.0). If you modify it and distribute it or run it as a network service, you must make your modified source code available under the same license.

"TaskSession" name and logo are not covered by this license.