Taskeo is an integrated business management software that conveniently offers five core tools within a single application to help businesses automate processes, distribute assignments, and efficiently manage client interactions. The platform is designed to help teams focus on delivering results by consolidating essential functions into an all-in-one workspace.
The application’s components include Project Management, which assists with organizing work, optimizing workflows, and visualizing progress so teams can assign tasks and monitor work remotely. To support this, Taskeo includes a Personal Dashboard that lists all user tasks and a Workload view for smart distribution across team members. It also features an Activity Feed to keep teams updated and a Smart Search function for quickly finding tasks or attachments.
For client interactions, Taskeo provides an Appointment Scheduling module that simplifies meeting planning, eliminating endless back-and-forth emails. Users can create branded, customized meeting forms and calendars, which integrate with the CRM (Customer Relationship Management) component to maximize lead nurturing and ensure no follow-ups are missed. The CRM helps users prioritize revenue sources and focus on the clients that drive business growth. The platform further supports client outreach with Email Marketing, allowing users to easily create, send, and analyze campaigns directly from Taskeo.
Finally, the Time Tracking & Billing feature simplifies financial management by allowing users to easily clock hours, edit logs, and create invoices with multiple rates and currencies, along with monitoring project budgeting. Taskeo also offers its own API for integrating internal company systems and is noted for having a highly responsive support team.
