Run your agency.
Impress your clients.
Taskly brings client relationships, projects, invoicing, and messaging into one workspace — so you stop juggling spreadsheets and email threads, and your clients get a real place to see what's going on.
Built for the way agencies
actually work.
Clients, projects, invoices, and the conversations around them, kept in one place instead of spread across email and spreadsheets.
Client Workspace
Every client gets their own space — projects, invoices, files, and an activity timeline, so nothing lives in a scattered email thread.
Real-Time Messaging
Threaded conversations attached directly to each client, with file attachments, instead of a separate inbox to keep checking.
Project Tracking
See every project's status at a glance, assign your team, and keep a running comment thread on the work as it moves.
Invoicing
Create an invoice, generate a clean PDF, and send it straight through the client's chat — no separate tool to switch to.
Dashboard at a Glance
Clients, active projects, revenue, and pending invoices, with trend sparklines so you can spot what's changing week to week.
Shared Files
Files shared in a project or a conversation show up in one place per client, so you're not hunting through old messages for them.
Every client, project, and invoice.
One dashboard.
Track client status, project progress, and invoices in one place — with messaging and file sharing built in, so conversations stay attached to the work they're about.
Good morning, Denzel!
Here's what's happening with your business today.
Recent Clients
| Client | Company | Status | Joined | Action |
|---|---|---|---|---|
so Sophia sophia@gmail.com | The Meridian | Active | Jul 3, 2026 | |
MC Marcus Chen marcus@novalabs.io | Nova Labs | Active | Jul 1, 2026 | |
EV Elena Vasquez elena@stellarworks.com | Stellarworks | Pending | Jun 28, 2026 | |
JW James Whitfield james@acme.corp | Acme Corporation | Active | Jun 25, 2026 | |
AP Aisha Patel aisha@meridianco.com | Meridian Co. | Active | Jun 20, 2026 |
July 2026
Built to replace the tool pile.
Not add to it.
Taskly is a working product, built end to end — here's the reasoning behind the parts that matter most.
One workspace, not five tools
Small agencies end up running client work across Notion, Slack, spreadsheets, and email. Taskly puts clients, projects, invoices, and the conversation around them in one place instead.
Invoicing that's actually finished
Not a mockup screen — invoices generate a real PDF and send straight through the client's chat thread, so there's no separate tool to open just to get paid.
Messaging tied to the work
Conversations live on the client and project they're about, with file attachments, instead of a generic inbox that's disconnected from what's actually going on.
Free during the beta.
Paid plans will come later, once there's more to charge for. For now, everything's on the house.
- Client & project management$0.00
- Invoicing$0.00
- Real-time messaging$0.00
- File sharing$0.00
No credit card required.
Questions? Get in touch.
Your clients expect
more than spreadsheets.
Stop juggling spreadsheets, email threads, and a handful of disconnected tools just to keep clients in the loop. Taskly puts clients, projects, invoicing, and messaging in one place.
No credit card required · Free during the public beta