CRM software
CRM software connected to delivery, not another silo
Manage pipeline and client relationships in the same workspace as projects and time. Taskonomy CRM is for agencies and small businesses that want sales context beside the work they ship — without buying a separate CRM stack.
Why teams choose Taskonomy for crm
Companies, contacts, and deals
Keep relationship and pipeline data where delivery already lives — less copy-paste between a CRM tab and a project board.
Client meetings in context
Schedule and run client meetings with workspace context instead of losing notes across calendar and chat tools.
Same login as PM and time
Won deals turn into delivery work without exporting CSV into another system of record.
Who it's for
- Agencies closing and delivering client work in one place
- SMB sales + delivery teams tired of tool sprawl
- Teams that need a practical CRM, not an enterprise suite
Frequently asked
Does Taskonomy include CRM software?
Yes. Sales CRM is part of the live product surface (plan availability may apply — confirm on Pricing). It sits alongside projects, time, and messaging.
Is Taskonomy a full enterprise CRM?
No. It is a practical agency/SMB CRM connected to delivery. If you need deep enterprise CRM automation only, a dedicated CRM may still be better — Taskonomy’s strength is one workspace.
Explore related solutions
Project management
Run projects and tasks without juggling a separate board tool, chat thread, and spreadsheet. Taskonomy is built for agencies, startups, and SMB teams that need clear ownership and status — not enterprise ceremony.
Time tracking
Track hours where delivery already happens. Taskonomy is time tracking software for agencies and SMB teams that bill clients, review capacity, or simply want honest utilization — without a separate timer app.
Task management
Assign work, track status, and close the loop without a floating to-do app. Taskonomy is task management software for teams that also need time, light HR ops, and client context in one place.
Start running your agency from one workspace
Stop switching between PM tools, timers, leave chat, and finance sheets. Create a free Taskonomy workspace in minutes.