Taskopi is an all-in-one AI business assistant platform that helps digital agencies, freelancers, and small teams automate their business operations. It combines task management, lead tracking, client communication, proposal generation, document creation, invoicing, and automation into a unified workspace. With a focus on productivity and efficiency, Taskopi is designed to streamline daily operations and reduce time spent on repetitive tasks.
The platform is ideal for service-based professionals and creative teams who manage client work, internal tasks, and business documentation in one place. By using AI, Taskopi assists with project planning, follow-ups, form creation, and more—empowering users to scale without hiring additional staff.
Features
Taskopi delivers a powerful set of tools designed to replace multiple apps with one AI-powered platform.
AI Business Assistant
The built-in AI assistant can generate proposals, summarize tasks, create documents, respond to client messages, and suggest follow-ups. It learns from ongoing projects and client interactions to improve over time.
Client Portal
Taskopi provides a dedicated client portal where clients can view project updates, invoices, and shared files. This enhances transparency and client satisfaction.
CRM and Lead Management
Capture, track, and manage leads with an integrated CRM. You can assign leads, follow up using AI-generated messages, and monitor conversions within the same dashboard.
Task and Project Management
Manage internal and client projects with Kanban boards, task lists, due dates, and progress tracking. Assign tasks to team members and monitor workload in real time.
Proposal and Document Builder
Create branded proposals, contracts, and business documents using AI templates. The platform also supports e-signatures and sharing via secure links.
Forms and Intake Automation
Design custom client intake forms that automatically populate CRM fields or trigger workflows. This feature is useful for onboarding, discovery calls, and feedback collection.
File Sharing and Collaboration
Upload, organize, and share files securely within projects or client spaces. Team members and clients can leave comments and access documents anytime.
Time Tracking and Invoicing
Track time spent on tasks, generate automated invoices, and manage payments. Taskopi helps simplify billing and improves cash flow visibility.
Calendar and Scheduling
Integrate calendars to manage deadlines, schedule client meetings, and sync task timelines. The system helps users stay organized with reminders and auto-scheduling.
Workflow Automation
Set up triggers to automate common actions like sending emails, assigning tasks, updating statuses, or creating follow-ups. This reduces manual effort and human error.
How It Works
Taskopi works by centralizing key business operations into a single AI-enhanced platform. After signing up, users set up their workspace by importing clients, creating projects, and defining workflows.
The AI assistant can then be used to generate proposals, write emails, create project plans, or follow up with leads. Users can create tasks, track time, send invoices, and manage all client communications within the platform.
Clients are invited to their own portals where they can view relevant updates, submit requests, and access shared files. Team members can collaborate on tasks using comments, file uploads, and notifications.
Forms can be embedded or shared with clients to collect project details, which the AI assistant can then use to generate tailored documents or action plans. All actions are logged, and the dashboard provides visibility across projects, revenue, and team productivity.
Use Cases
Taskopi serves a wide range of use cases, especially for professionals and businesses in service-based industries.
Creative and Digital Agencies
Agencies use Taskopi to manage multiple clients, automate proposals, deliver work, and track billing—all from a centralized dashboard.
Freelancers
Independent contractors benefit from Taskopi’s all-in-one toolkit for project management, client communications, and invoice generation.
Consultants and Coaches
Consultants can use the AI to generate session notes, create follow-ups, and manage client deliverables in one place.
Web Developers and Designers
Service providers handling website projects can use Taskopi to collect briefs, manage tasks, and track time while keeping clients updated.
Marketing Teams
Marketing professionals automate campaign planning, client reporting, and feedback loops with Taskopi’s workflow automation and document generation tools.
Startups and SMBs
Small businesses use Taskopi to unify client relations, internal operations, and administrative processes without switching between multiple tools.
Legal and Financial Professionals
Lawyers and accountants use Taskopi to generate contracts, proposals, and manage client files securely, with built-in task and time tracking.
Pricing
Taskopi offers a transparent pricing model that caters to different team sizes and needs. As listed on the official website, here are the available plans:
Free Plan
Includes basic features for individuals
Client portal access
Task and document management
Basic AI usage
Limited form and proposal creation
Starter Plan ($29/month)
Access for solo professionals or freelancers
More AI assistant usage
Branded proposals and forms
Unlimited tasks and file sharing
Basic CRM and invoicing features
Pro Plan ($79/month)
Designed for small teams and agencies
Advanced automation workflows
Client CRM with lead tracking
Time tracking and billing features
Priority support and white-labeling options
Team Plan ($149/month)
Supports larger teams with advanced needs
Multiple user accounts and role management
Team collaboration tools and advanced reporting
Premium document templates and calendar integrations
Enterprise Plan (Custom pricing)
Tailored for agencies or businesses needing custom integrations, security, and onboarding
Dedicated account manager
API access and full white-labeling
Custom limits and enterprise-grade support
For the most accurate and updated pricing, visit the Taskopi Pricing Page.
Strengths
All-in-One Platform
Taskopi combines CRM, task management, invoicing, AI content generation, and client communication in one unified system.
User-Friendly Interface
The platform is intuitive and easy to navigate, making it accessible for non-technical users, freelancers, and small teams.
Powerful AI Assistant
The AI assistant streamlines routine tasks like writing emails, creating proposals, and suggesting next actions, which boosts productivity.
Client Transparency
The dedicated client portal helps improve communication and builds trust through real-time project visibility.
Automation Capabilities
Custom workflows reduce manual work and improve process consistency, particularly for recurring tasks and follow-ups.
Affordable Pricing
Compared to using multiple separate tools, Taskopi provides high value for its pricing, especially for small businesses and solo operators.
Drawbacks
Limited Integrations
Currently, Taskopi does not offer a wide library of third-party app integrations, which may limit use for teams relying on specific tools.
Still Growing
As a newer platform, some features like mobile apps, advanced analytics, or deeper API customizations may still be under development.
AI Contextual Limitations
While helpful, the AI assistant may require manual review for critical tasks like contracts or high-stakes client messages.
Best for Service-Based Businesses
Product-based businesses or e-commerce companies may find fewer relevant features, as Taskopi is focused on service workflows.
Comparison with Other Tools
Taskopi stands out among productivity platforms like ClickUp, HoneyBook, and Dubsado by offering a native AI assistant and truly unified workspace.
Compared to ClickUp, Taskopi offers a simpler interface and integrated client communication features, though ClickUp has broader app integrations.
Against HoneyBook and Dubsado, which are popular for client-based freelancers, Taskopi’s advantage lies in real-time task management and AI-generated documentation. While those tools focus more on the sales pipeline, Taskopi covers post-sale project delivery more thoroughly.
In comparison to Notion or Trello, Taskopi delivers structured project workflows with built-in billing, CRM, and AI automation—making it a more complete solution for client-based operations.
Customer Reviews and Testimonials
Early adopters of Taskopi have praised its ability to replace multiple apps with a single dashboard. Freelancers report significant time savings through AI-generated documents and automated follow-ups.
A digital agency founder mentioned using Taskopi to onboard 10 clients with a single template, reducing manual setup time by 80%. Another consultant highlighted the AI assistant’s effectiveness in creating summaries, emails, and proposals within seconds.
Users also appreciate the client portal for improving communication transparency, with one user saying it “completely eliminated back-and-forth emails with clients about project status.”
While still a growing platform, Taskopi is quickly building a user base among professionals looking to simplify operations and scale efficiently.
Conclusion
Taskopi is an innovative AI-powered business assistant that centralizes operations for service-based professionals and teams. By combining task management, CRM, client communication, AI automation, and invoicing into one tool, Taskopi reduces operational friction and improves productivity.
Its accessible pricing, easy-to-use interface, and smart automation features make it an excellent choice for freelancers, agencies, and consultants who need to streamline their workflow without juggling multiple platforms.
Whether you’re looking to scale your business, improve client experience, or automate repetitive tasks, Taskopi offers a modern, AI-driven solution tailored for the way today’s teams work.
