The Taskploy platform
Taskploy connects the operational, financial, customer, employee and marketing activities that keep your business moving. Use one platform to manage daily work, improve customer experiences, control finances and automate repetitive processes.
Start where you are
Every business works differently. Taskploy allows your organization to begin with the capabilities that matter most and expand as your processes, team and customer base grow.
Explore the capabilities that power Taskploy — each suite links to detailed feature pages.
Keep everyday business activity organized
Coordinate work, control expenses, manage invoices and keep teams accountable from one operational workspace.
Support your employees from one system
Maintain employee information and manage the processes that affect attendance, payroll, leave, overtime and internal requests.
Turn customer relationships into measurable growth
Capture leads, manage opportunities, coordinate appointments and deliver consistent customer communication across the sales journey.
Automate work and understand performance
Use workflows, AI assistance and connected reports to reduce manual effort and improve visibility.
A shared source of truth
A customer should not exist separately in sales, invoicing, projects and support. Taskploy links related information so authorized employees can understand the full context of each customer, transaction, project or request.
Built around your processes
Set up roles, permissions, approval levels, business units, workflow stages, notification rules and reporting views based on your operating model.
Control module, record and action access by role.
Route expenses, leave and other requests to the right reviewers.
Organize people and work around how your business is structured.
Reflect the stages your team actually uses to close deals.
Capture the information that matters to your processes.
Keep the right people informed without overwhelming everyone.
Focus dashboards and reports on the views each role needs.
Where enabled, manage multiple companies or business units from a central account.
Simple enough to adopt
Taskploy is designed to help employees find what they need, complete actions and understand what requires attention. Dashboards, shortcuts, notifications and role-based menus help each person focus on their work.
No. Your organization can begin with the modules relevant to your needs and introduce additional capabilities as your business grows.
Yes. Roles and permissions can be used to control which modules, records and actions each employee can access. Exact options may depend on your plan.
Not at the moment, however, it is planned for a future release.
Taskploy is designed for access across supported web and mobile experiences.
Taskploy supports selected integrations and may provide API or webhook access depending on the product area and subscription plan.
See how Taskploy can connect your operations, customers, people and growth activities.