CRM + project management + helpdesk + forms + automation + AI, all charging separately.
No per-seat operations app platform
Build every operations app your business needs.
CRM, projects, healthcare admin, creator operations, field service, finance, AI assistants, and custom internal apps in one workspace.
Taskingos gives you the framework to build connected apps around records, relationships, tasks, workflows, permissions, reporting, and AI. Invite your whole operation without turning every teammate into another bill.
Invite the whole operation.
Most SaaS stacks charge for CRM seats, project seats, support seats, automation seats, and AI seats. Taskingos is priced by workspace, so growth does not turn every collaborator into a new subscription line.
Add employees, clients, vendors, providers, volunteers, contractors, and finance collaborators.
One framework. Many operating apps.
Taskingos starts with reusable modules, then lets every team turn them into the apps their business actually needs.
Relationship apps for leads, accounts, pipelines, sponsors, partners, and deals.
- CRM Workspace
- Sales Pipeline
- Lead Intake Portal
- Sponsor Management
Command centers for internal work, client delivery, requests, approvals, and projects.
- Ops Core
- Project Delivery
- Agency Production Board
- Procurement Requests
Admin workflows for intake, care coordination, follow-up work, documents, and compliance.
- Patient Intake Tracker
- Care Coordination Board
- Appointment Follow-up
- Compliance Evidence Tracker
Run sponsorships, content calendars, approvals, asset libraries, and creator invoices.
- Sponsorship Pipeline
- Editorial Calendar
- Brand Asset Library
- Content Operations CMS
One place for customers, jobs, invoices, vendors, contracts, inventory, and service requests.
- Customer CRM
- Work Order Management
- Invoice Tracker
- Vendor Onboarding
Ticketing, issue tracking, onboarding, warranty claims, returns, and public request portals.
- Helpdesk Tickets
- Service Request Portal
- Warranty Claims
- QA Defect Tracker
Track invoices, expenses, contracts, renewals, evidence, risks, audits, and grants.
- Invoice Tracker
- Expense Intake
- Contract Renewals
- Risk Register
Coordinate technicians, site visits, inspections, properties, deliveries, and territories.
- Field Service App
- Site Visit Tracker
- Property Inspection
- Delivery Coordination
Use assistants, workflow runs, notifications, data cleanup, triage, and reporting together.
- AI Sales Copilot
- Form Triage Assistant
- Workflow Automation Studio
- Data Quality Assistant
Reusable building blocks for every workflow.
Every app in Taskingos is built from the same foundation: records, relationships, tasks, intake, pipelines, automation, AI, reporting, permissions, and audit-ready activity.
Records & relationships
Model customers, patients, creators, vendors, assets, cases, properties, jobs, and custom records.
Tasks & assignments
Create structured work with owners, priorities, dependencies, due dates, and team assignment.
Forms & intake
Turn public or internal submissions into records, tasks, assignments, and workflow events.
Pipelines & stages
Track deals, claims, grants, sponsors, hiring candidates, renewals, and service stages.
Workflows & notifications
Route work, escalate overdue items, update records, and notify the right people.
Ask/AI assistants
Summarize records, classify intake, draft replies, recommend next steps, and create saved outputs.
Reports & dashboards
Build saved views, widgets, operational dashboards, and performance summaries.
Permissions & audit
Give staff, clients, vendors, contractors, and admins the right access without seat anxiety.
Start with a real app, then make it yours.
Pick a starting app
Start from CRM Lite, Ops Core, Project Delivery, AI Assistant, Workflow Automation, Field Service, or your own template.
Shape the operating model
Customize records, fields, relationships, forms, pages, actions, dashboards, permissions, and navigation.
Run it with the whole team
Bring staff, clients, vendors, contractors, volunteers, providers, and finance into the same workspace.
Built for niche operations, not just software teams.
Taskingos works when your process is specific: care coordination, sponsorships, site visits, donor operations, property closings, local services, or back-office admin.
Coordinate intake, documents, care tasks, and follow-ups.
Build lightweight admin apps for clinics, care teams, wellness providers, and back-office coordinators.
- Patient Intake Tracker
- Care Coordination Board
- Document Approval
- Compliance Evidence
Run content, sponsorships, assets, approvals, and creator finance.
Keep managers, editors, producers, sponsors, and finance collaborators inside one operations workspace.
- Sponsorship Pipeline
- Editorial Calendar
- Brand Asset Library
- Invoice Tracker
Replace the patchwork of customer, job, invoice, and vendor tools.
Build the practical back-office apps a growing business needs before it can afford a large software stack.
- Customer CRM
- Work Orders
- Inventory Lite
- Vendor Onboarding
Track jobs, routes, inspections, photos, and service requests.
Field teams can run schedules, location records, site evidence, repair tasks, and customer updates together.
- Field Service App
- Maintenance Tracker
- Site Visit Tracker
- Delivery Coordination
Connect sales, onboarding, delivery, approvals, and billing.
Turn each client relationship into a system with campaigns, tasks, assets, invoices, comments, and reports.
- CRM Workspace
- Agency Production Board
- Client Onboarding
- Brand Asset Library
Manage donors, programs, volunteers, memberships, and grants.
Create connected apps for fundraising, service delivery, program operations, and recurring community work.
- Donation Operations
- Volunteer Management
- Grant Management
- Program Management
Track students, interventions, forms, schedules, and progress.
Support teams can connect student records, check-ins, tasks, forms, training, and outcome dashboards.
- Student Success Tracker
- Training Tracker
- Case Management Lite
- Program Management
Run properties, showings, offers, closings, inspections, and files.
Keep buyers, sellers, properties, documents, tasks, calendars, and pipeline stages attached.
- Real Estate Deal Tracker
- Property Inspection
- Loan Pipeline
- Contract Renewals
Use AI without automation, automation without AI, or combine both.
The framework keeps AI and workflow separate, then lets teams compose them where they make sense: triage intake, summarize records, create tasks, route approvals, and report on the work.
AI Sales Copilot
Summarizes deals, drafts follow-ups, and recommends next steps.
Form Triage Assistant
Classifies healthcare, support, service, or sales intake and creates tasks.
Workflow Automation Studio
Routes work, sends notifications, updates records, and tracks run history.
Data Quality Assistant
Finds incomplete records and starts cleanup tasks for owners.
Stop buying a new tool for every process and every person.
Build CRM, healthcare admin, creator operations, field service, finance, HR, support, and custom internal apps from one connected Taskingos workspace.