Client tasks
Run every client, project, task, and invoice from one agency workspace.
Taskingos connects accounts, stakeholders, delivery work, approvals, recurring tasks, and billing without a stitched-together stack.
At-risk clients
Retainer revenue
Workflow
How this works in Taskingos
- Lead
- Proposal
- Closed won
- Onboarding
- Delivery
- Invoice
Client context everywhere
Every task and invoice can trace back to the client, stakeholder, project, and deal that created it.
- Client profiles
- Stakeholders
- Project timeline
- Invoices
Repeatable delivery
Templates turn common retainers and onboarding flows into consistent task and approval systems.
- Retainer tracker
- Approval queue
- Recurring tasks
- Client forms