Modern CRM Platform To Run Your Entire Business & Manage Teams
TASKLY CRM by RightPay brings together CRM, finance, project management, marketing automation, and team collaboration into a single, intelligent workspace, helping you grow faster, work smarter, and deliver exceptional customer experiences. Built for startup, freelancer, agency, solopreneur, emerging business, nonprofit, and enterprise,
Simple automation of work
Improve efficiency
Build to win
Everything you need
for your businesse and team
From managing leads and closing deals to delivering projects and getting paid, TASKLY CRM simplifies your daily operations and team workflows.
Manage Clients
Handle clients effortlessly from one place. Create and send invoices, collect payments, automate subscriptions, manage contracts, files, and support tickets, and collaborate via a secure client portal. With smart tools, modern design, and seamless notifications, Taskly helps you deliver a smooth, professional client experience.
Grow Your Business Faster
Taskly provides useful tools and features to help you turn opportunities into revenue and grow your business. Taskly growth tools allow you to send professional proposals and estimates, showcase products and services, manage leads with a visual pipeline, track orders seamlessly, and monitor expenses with clear profit and loss insights all from one powerful platform.
Work Smarter, Get More Done
Taskly gives your team the essential tools and workflow needed to work efficiently. Track progress, plan better, prioritise what matters most, and execute quickly. Empower your team with smart workflows that boost efficiency. Create and assign tasks, visualize progress with Kanban boards, plan with milestones, collaborate in real time, and track project completion automatically so you can stay focused, on time, and in control.
Communicate Faster
Great results come from fast and clear communication. With the built-in tools in Taskly, you can stay connected and collaborate efficiently without switching between different apps.. Keep everyone aligned with built-in communication tools. Chat with teams and clients in real time, control access and permissions, share announcements and updates instantly, send and receive email messages, and collaborate seamlessly in one platform.
See all the features to build faster
How to get started
Getting started with Taskly is as simple as ABC.
Getting Onboarded
With simple account creation and registration, you are launch into a world of endless possibilities and seamlessness.
Connect your tools and teams
Add your team members, ulpoad your clients, integrate your favorite apps, and customise workflows.
Get into actions
Start to create invoice, manage sales, projects, and accept payments from one dashboard.
The TASKLY advantage for you and your team.
Taskly gets you into a seamless, collaborative, efficiency, and clients engagement world in minutes.
Built for Efficiency
All-in-One Platform
Faster Decision-Making
Enhanced Customer Experience
Scalable & Flexible
Secure & Reliable
Built for Every Stage of Business
For Emerging Businesses
Start strong with the tools you need to organise your operations and win your first customers.
- Simple CRM and lead tracking
- Easy invoicing and payments
- Task and project management
- Get Paid booking for all your services
- Affordable and easy to set up
For Growing Businesses
Scale confidently with automation and deeper insights.
- Advanced sales and pipeline management
- Marketing automation and lead nurturing
- Team collaboration and performance tracking
- Custom workflows and reporting
For Enterprise Organisations
Operate at scale with full control, flexibility, and integration capabilities.
- Role-based access and advanced permissions
- API integrations and automation at scale
- Multi-team collaboration and reporting
- Enterprise-grade security and customisation
Payment Gateways integrated
Accept payments from anywhere in the world. Taskly CRM integrates seamlessly with the industry’s leading providers to receive payment and/or monthly or yearly subscriptions from your customers and clients
Seamless Integrations
Connect TASKLY with the tools you already use and love.
Get started with Taskly CRM today!
TASKLY CRM isn’t just another software, it’s your complete business operating system. Simplify your processes, empower your team, and scale your business with confidence. Join businesses using TASKLY to streamline operations, boost productivity, and accelerate growth.
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Latest Articles and News
Stay informed with the latest updates, insights, and expert articles from Taskly. Explore product news, tips, and industry trends designed to help you work smarter, grow faster, and run your business more efficiently.