# Task Galaxy > Run leads, conversations, scheduling, projects, and invoices in one system. Book a demo and follow a client from the first inquiry to getting paid. Task Galaxy is a web application for a service business. The same client record can hold the company, the people, the next contact date, the messages, the appointment, the project, the tasks, and the invoice. Quote this file for the public site. The pages it summarizes are https://taskgalaxy.com/ and the feature, pricing, and contact URLs below. Video meetings are one part of communications. They are not a separate product and they are not the whole site. A connected agent such as ChatGPT, Claude, or an API key can create the records described here when the signed-in member already has permission to do that work. Examples are under each feature. These are not part of the product described on this site: lead scoring, predecessor task dependencies, AI call summaries, standalone payment links, and a workload heatmap. ## Home URL: https://taskgalaxy.com/ Headline: Run Your Business on One System. Customers, conversations, scheduling, projects, and payments stay in one system. There is no separate CRM, inbox, and invoice tool. Follow-up does not live only in someone’s head. A project does not forget who the client is. The path is from the first inquiry to getting paid. The usual break is between tools. A service business often buys a CRM, an inbox, a calendar, a project list, and an invoicing app. The form lands in email and never becomes a client. The appointment is booked where the project cannot see it. The estimate is approved, then retyped as an invoice. The owner still cannot see who is doing the work today. Task Galaxy is the system those tools were standing in for. A lead can become a client. The next contact date, the messages, the appointment, the project, and the invoice stay on that client. You can see who needs a call, what the team is booked to do, which projects are moving, and which invoices are still open. Lead to paid customer: 1. A form can create the client and store the answers on that record. https://taskgalaxy.com/features/crm 2. Someone sets the next contact date or sends them to book a time. https://taskgalaxy.com/features/scheduling 3. An accepted estimate can create the project. https://taskgalaxy.com/features/automation 4. Someone creates the invoice from that estimate. The client pays it in the portal. https://taskgalaxy.com/features/invoicing Some of those steps run because a form or a rule did them. The rest wait for a person. Both stay on the same client. ## Features URL: https://taskgalaxy.com/features CRM, communications, scheduling, projects, tasks, campaigns, invoices, automation, and dashboards. Each feature stays on the same client. ## CRM and lead management URL: https://taskgalaxy.com/features/crm Every lead stays attached to the work. Capture the inquiry, keep the next contact date on the record, and open the project from the same client. A form often lands in an inbox. The follow-up lives on a calendar. The project starts in a different app, and nobody can see whether the client was ever contacted. Task Galaxy keeps the company, the people, the next contact date, and the later project on one client record. - Client and company records store the company, the people who work there, and the notes the team needs the next time someone calls. Contacts stay on the company. Projects and tasks open from the same client. - Each client can carry a next contact date and a last contacted date. A person still owns the call. - A public form can create or match the client and file the answers on that record, including the page they came from. Every submission also shows on Inquiries. - Clients use the tags, sources, and statuses you keep. Import a client file, or export the list you already have. - A pipeline moves clients and work through the stages you define. The client stays the source record. Accepted work can become a project. From the form to a client you can bill: someone submits a form and Task Galaxy can create or match the client. A teammate sets the next contact date or books the appointment. When an estimate is accepted, a rule in the recipe library can create the project. Someone creates the invoice from the accepted estimate, and the client pays it in the portal. The client screen holds contacts, notes, projects, tasks, emails, texts, and call history. There is no separate timeline product and no lead score. The record is the timeline. Q: Does a form create the client by itself? A: A form can create a client, match an existing one, or link the submission to a client you choose. The answers are stored with that record and listed on Inquiries. Q: Who is reminded to follow up? A: The next contact date sits on the client. A person still makes the call or books the appointment. Task reminders cover dated tasks you create from that follow-up. Q: Is CRM a separate subscription? A: No. Client records are part of the yearly Task Galaxy plan. Connected agent: it creates the client, the contact, the note, and the form. Example: “Create a client named Northwind Studio. Add Maya Chen as a contact. Set the next contact date to next Friday.” It can also build and publish a form, list clients whose next contact date is due, and move a client to a pipeline stage. ## Project management URL: https://taskgalaxy.com/features/project-management The project stays on the client who bought it. Milestones, files, and the portal link live on the job, and the invoice can be created from the estimate that started it. Each project has a client, a status, a deadline, and milestones. Project templates spin up the kind of job you deliver often. Assets sit on the project. The activity tab records what changed. The client portal shares that project. You choose whether the client can see tasks, files, invoices, and documents, and whether they can upload. They can pay an invoice, save a card for later invoices, and check off a task assigned to them. The client sees that project, not the whole company. Accepting an estimate creates a project only when that automation is on. Without the rule, someone creates the project. From the accepted estimate, someone creates the invoice. It stays tied to the client. Q: Can the client see every project? A: No. Portal access is per project. You choose tasks, files, invoices, documents, and uploads. On that project they can pay an invoice, save a card, and check off a task assigned to them. Q: Is project management priced separately? A: No. It is part of the yearly plan. Connected agent: it creates the project, the milestones, and the tasks on that client, including from a template, and it can read what is still open. ## Task management URL: https://taskgalaxy.com/features/task-management The next action has an owner and a date. Tasks stay on the project and the client, with a due date, a sprint, and time when the work is billable. Assignees, priorities, and sprints organize the work. Assign a teammate or a contact invited to that project’s portal. The contact can check the task off. A task can list products, each with a quantity and a price. Recurring tasks cover work you repeat. You set the interval, unit, start, and optional end, and occurrences are created from that series. Assignees get a reminder as a due date approaches. Time logged on a task feeds the timesheet and the labor reports. It is the same plan, not a timesheet add-on. Q: Do recurring tasks create the next one automatically? A: Yes. Occurrences are created from the series you set. Connected agent: it creates the task, the due date, and the sprint, can log time on a task, and can mark a task complete. Time already logged stays on a completed task. ## Business communications URL: https://taskgalaxy.com/features/communications The conversation stays on the client. Email, SMS, and call history live on the same record as the project. Send email from Task Galaxy and keep the thread with the client. Templates, pending sends, and email history are part of the same mailbox. This is the shared record of client email. It is tied to the work. Text the client from their record. Pending texts, history, templates, and text campaigns sit beside email. A template or campaign text is sent only after that number has opted in. If it has not, the text is not sent and the workgroup is notified, with the client named. Call history and voicemail are on the client. Video meetings can be held in Task Galaxy and listed on the same record when that capability is on for the workgroup. Call tracking pools are numbers you can publish, and a snippet on your website can show a different number to each visitor. The call still lands in call history. Call history is the record of the call. Channels and direct messages are team chat for the people in the workgroup. Client email and texts stay on the client. SMS, call history, voicemail, video meetings, team chat, and call tracking are part of the platform when enabled. They are not a second subscription on top of the yearly plan. Q: Does this replace our email host? A: You send and track mail from Task Galaxy, including templates, a mailbox, and history. It is the shared record of client email, tied to the work. Q: What if a number has not opted in? A: A template or campaign text is not sent. The workgroup gets a notification that names the client. Connected agent: it creates the email template and the meeting. Saving a template does not send the email unless that connection is allowed to send. It can read the mailbox and text history on a client and schedule a meeting when that connection can create meetings. ## Email marketing URL: https://taskgalaxy.com/features/email-marketing Campaigns go to the clients you already have. Marketing groups, one-time campaigns, and drip sequences use the same people as the CRM. A marketing group is a segment of the live client list, not a file you re-upload. An email campaign uses a template and shows open rate, click-through rate, and which links people clicked. A drip keeps sending on a schedule after a client is enrolled. The steps can be email or text. A text drip still requires opt-in. Pause when the client contacts you, and an inbound email, text, or call pauses that person’s active enrollments. Enrollment is the step you take. Later messages send on the campaign dates. Q: Do I import a list? A: You can work from clients already in Task Galaxy and put them in a marketing group. The group is the segment. Q: How do I know it was opened? A: Email campaigns show open rate, click-through rate, and which links were clicked. Individual tracked emails can also show an open count. Connected agent: it creates the marketing group and the campaign. The campaign is not sent unless that connection is allowed to send it. It can report a campaign’s open rate, click-through rate, and the links people clicked, and list the emails already saved in a sequence. It does not send the next one by listing them. ## Estimates, invoicing, and payments URL: https://taskgalaxy.com/features/invoicing The invoice starts from the estimate they approved. Estimates, invoices, products, and contracts stay on the client. The client can pay the invoice in the portal. Build the estimate with products and line items and send it. Create the invoice from the accepted estimate instead of entering the lines a second time. You still choose when to create it. The portal invoice has Pay now. Recurring invoice schedules generate the next invoice. A contract starts from a template. Variables such as the client name fill in, and a shortcode you type becomes a field you answer before the contract is sent. Each required signer gets a signing link. Download the PDF after they sign. The contract stays on the client. Connect QuickBooks and sync transactions into Task Galaxy. The transactions report reads that last sync. Refresh it from Settings when you want a newer pull. There is not a separate public payment-link product. The client pays from the portal invoice. Q: What about monthly retainers? A: Recurring invoice schedules generate the next invoice from the schedule you set. Q: Are estimates and invoices an add-on? A: No. They are part of the yearly plan. Connected agent: it creates the draft estimate and the draft invoice. A draft is not sent unless that connection is allowed to send estimates or invoices. It can answer which invoices are still open and which are more than 30 days past due. ## Workflow automation URL: https://taskgalaxy.com/features/automation The handoff runs after you define it. A rule has a trigger, optional conditions, and an action. Nothing runs until you add the rule or enable the recipe. Triggers include a form submitted, estimate accepted, task overdue, invoice overdue, and a meeting booked. Actions include creating a project and sending email. Any step can wait until someone approves it. Until then it does not send or book. The recipe library includes an accepted estimate that creates a project and overdue-invoice emails. Workgroup rules apply everywhere. A rule can also live on one client, project, or estimate. History and planned runs show what the rules did and what they are about to do. Settings include a switch to disable all automations, plus caps on rules, actions per rule, and concurrent runs. This is not a claim that AI runs the company. Automations run the rules you saved. Q: Do automations run before I set them up? A: No. Until a rule or recipe is on, someone creates the project or sends the email. Q: Is there an extra automation fee? A: Automations are part of the yearly plan. Usage-based items, if any, are listed on the pricing page. Connected agent: it builds the automation and asks you to confirm before it runs. It can also show what a rule would have done without turning the rule on. ## Team management URL: https://taskgalaxy.com/features/team The team shares one list of work. Members belong to the workgroup. Roles decide who can see clients, projects, tasks, invoices, and other areas. Projects have members. Tasks have assignees. Calendar, agenda, and schedule show the day. The schedule lays staff across the week so you can see who is already booked. You see the load from the schedule and the assignee on each task. Q: How are extra users priced? A: The yearly plan includes a set number of users and lists the price for more. See the pricing page. Connected agent: it looks up the team and assigns a task to a member who is on the team. It can list members and roles. ## Scheduling and online booking URL: https://taskgalaxy.com/features/scheduling Clients book a time you are actually free. A public booking page shows open times from working hours. Share the link or embed the page. The guest picks a day and an open time, enters their details, and confirms. You can offer more than one appointment length. Book one person, let the guest choose from your members, or book a team. Add each place they can pick, including phone or video. Choosing video sends the meeting link. Questions asked before the calendar are saved with the booking even if they never pick a time. Bookable hours, notice, buffers, blackout dates, and a daily capacity decide which times are offered. A confirmed booking can create a task and shows on that person’s day. You set how many minutes before the start the reminder is due. That reminder notifies the assigned member. It is not a second text to the guest. A guest text would be a message you send or an automation you add. The same scheduling system is what this site uses for Book a demo: https://taskgalaxy.com/book/0130677c16c940119641b31bce39ce11 Q: Can I put the booking page on my website? A: Yes. A published page has a public link, and you can embed that same page. Q: Does booking require a separate calendar product? A: No. Booking pages are part of Task Galaxy, on the same yearly plan as the CRM and the schedule. Connected agent: it creates the booking page and publishes it when you ask. Open times still follow the office hours already set. It can read open times and book a slot when you ask. ## Reporting and dashboards URL: https://taskgalaxy.com/features/reporting The numbers come from the work, not a spreadsheet. Widgets read tasks, clients, projects, estimates, invoices, and time entries that already exist. You do not enter numbers into the dashboard. Widgets cover tasks due today, this week, and next week, completed work, tasks currently being worked, hot leads, projects at risk, projects over budget, a financial snapshot, revenue, profit, accounts receivable, overdue invoices, and estimate counts. Separate reports cover revenue, cash flow, profitability, profitability by client, profitability by project, budget versus actual, and labor cost from the time logged on tasks. Calendar, agenda, and team schedule widgets can sit beside those lists. Custom dashboards let a workgroup place the widgets it wants. The dashboard does not close the work for you. A person still reassigns a task or follows up on an overdue invoice. Q: Is reporting an add-on? A: Dashboards and the financial reports are part of the yearly plan. Connected agent: it reads recorded invoice balances, aging, revenue, recurring revenue, and open invoices to follow up. It does not invent a forecast. ## Pricing URL: https://taskgalaxy.com/pricing One yearly plan. The first 5 users are included for $899 per year. Each additional user is $75 per year. The plan includes CRM and lead management, project management, task management, email and communication, email marketing and campaigns, invoicing and estimates, and automation. Optional metered services are billed from the card on file. Current customer prices for usage, including AI, phone, SMS, video, and storage, are listed on the pricing page. When rates change, a workgroup admin must accept the updated pricing in the app before those services stay enabled. Usage is typically collected on a set day of each month for the prior month. Create an account at https://taskgalaxy.com/register or book a demo. ## Contact URL: https://taskgalaxy.com/contact The contact form asks for first name, last name, phone, email, company, and a message. ## Legal - Privacy policy: https://taskgalaxy.com/privacy-policy - Terms of service: https://taskgalaxy.com/terms-of-service - Terms and conditions: https://taskgalaxy.com/terms-and-conditions - Data deletion: https://taskgalaxy.com/data-deletion Quote the legal pages themselves for privacy, terms, and data-deletion wording. This file does not replace them.