7.8
SpotScore
Taskeo Review: Is It The Right Project Management Software For Your Team?
Best for SMB teams · Mid-market · Enterprise
Free Plan Available
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Starts from $5 / User / Month, also offers free forever plan
Overview
Pricing
Features
Buyer feedback
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What is Taskeo?
Taskeo is a project management platform for sales-driven teams that need to link CRM activity to project timelines without switching between separate tools. It combines task assignment, Gantt charts, time tracking, and invoicing with lightweight CRM features so sales and delivery work stays visible in one place. It is not a replacement for a dedicated CRM like Salesforce or HubSpot—teams with complex pipeline management typically need both running in parallel.
Pricing
Starts from $5 / User / Month
Best For
Suited for small teams, SMBs, and enterprise
Security & Compliance
Data residency:🇺🇸
Taskeo Software Demo
Taskeo was reviewed internally using user feedback, in-house testing, and market research to assess its performance, reliability, and user experience. Learn how we review products and our evaluation process.
Who should consider Taskeo
- Team types
- Freelancers / Consultants, Large Enterprises
Why teams choose Taskeo
Real-time collaboration boosts team efficiency.
Strong CRM integration streamlines client management.
Advanced Gantt charts provide clear project timelines.
Is Taskeo right for you?
What buyers should know before shortlisting Taskeo
Taskeo is a project management platform built for teams that need CRM integration alongside task tracking. Before shortlisting, verify that its collaboration features—task assignment, comment threads, file attachments—match your team's workflow.
Check whether the CRM integration connects to your existing system (Salesforce, HubSpot, Pipedrive) or if you'll need custom API work. Pricing scales with team size and feature tier, so request a demo with your actual user count to avoid overpaying for unused seats.
Larger teams should test Taskeo's performance with 50+ concurrent users and confirm that reporting exports work with your BI tools. The platform's strength is linking sales activities to project timelines, but it's not a replacement for dedicated CRM software—use it if you need lightweight CRM visibility within project work, not as your primary customer database.
Confirm data retention policies and whether archived projects remain searchable, as some teams find recovery difficult after 90 days.
Taskeo pros and cons
- Taskeo pros
Real-time collaboration boosts team efficiency.
Strong CRM integration streamlines client management.
Advanced Gantt charts provide clear project timelines.
- Taskeo cons
May overwhelm new users with features.
Cost can escalate with additional features.
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What is the pricing of Taskeo?
Taskeo Pricing Plans
Free
Unlimited Workspaces
Unlimited Projects
Unlimited Tasks
1 Gb Storage
PRO
$15
/User/Month
Modules: Project Management, Appointment Scheduling, CRM - upcoming, Email Marketing - upcoming
Unlimited Workspaces
Unlimited Projects
Unlimited Tasks
10 Gb Storage
Show more +
Enterprise
$5
/User/Month
Private Cloud
Enterprise Level Security
Enterprise Level Support
Unlimited Storage
SSO
Weighing your options?
Not sure if Taskeo fits your budget?
Taskeo reviews and ratings
What buyers like
- Real-time collaboration
- Powerful CRM integration
- Advanced Gantt charts
Common complaints
- Can be complex for new users
- Limited offline functionality
- Higher cost for advanced features
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What are the features of Taskeo?
The most effective technique to manage the timeline factor is to track milestones. Effective project planning concentrates on the most criti…
Project planning is a subset of project management, and it refers to the use of schedules such as Gantt charts to plan and track progress wi…
A requirement is a need or expectation from a stakeholder that a product, service, or solution must satisfy to be useful. Requirements are o…
The process of pre-planning, scheduling, and distributing your resources to maximum efficiency is known as resource management. A resource i…
Status tracking is a method of accurately locating an object in transit from point A to point B using a decentralized and digital location l…
The technique of managing a task throughout its life cycle is known as task management. Planning, testing, tracking, and reporting are all p…
The process of recording and tracking hours spent and expenses related to projects is known as time and expense. Multiple timesheet and expe…
Taskeo security and data handling
Key compliance certifications and security features for IT and security teams evaluating Taskeo.
Certifications
Developer & data
Alternatives to Taskeo
Taskeo Support Options
Frequently Asked Questions About Taskeo
Common questions buyers ask before choosing Taskeo.
Taskeo is a Project Management Software. Taskeo offers Time & Expense Tracking, Task Management, Status Tracking, Resource Management, Requirement Management and many more functionalities.
Buyers commonly note the following limitations of Taskeo: May overwhelm new users with features.; Cost can escalate with additional features.; Limited offline access may hinder usability..
Some top alternatives to Taskeo includes Quickbase, Smartsheet, ClickUp, Wrike and Project Insight.
Taskeo offers Freemium, Subscription, Quotation Based pricing models
The starting price of Taskeo is $5/User/Month
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About the reviewer
Rajat Gupta is the founder of Spotsaas. Over the past two years, he has reviewed 2,000+ tools across CRM, HR, AI, and finance — applying hands-on product research and a background in commerce and the CFA program to evaluate software through a business and ROI lens. His goal: help teams make software decisions they won't regret.
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