Task Session CRM

Save contacts and companies from pages you choose into your Task Session CRM: Task Session Cloud or self-hosted.

Task Session CRM lets you save people and companies to your Task Session CRM without copy-pasting. It works with Task Session Cloud and with self-hosted Task Session. How it works • Click Connect and pick your Task Session Cloud workspace (or enter its address). Using your own server? Choose "Connect with self-hosted". • Open a LinkedIn profile or company page, a Gmail email, or any company website. • Click the Task Session icon (or press Alt+Shift+T). The side panel reads only that page, only after your click. • Review and edit the details, choose Lead, Client, Contact or Company, and press Save. What you can do • Capture name, job title, company, location, LinkedIn URL, and public emails, phones and social links. • See right away if the person or company is already in your CRM (matched by email, phone, LinkedIn URL or website), with their notes and follow-up tasks. • Update an existing record without overwriting what is already there. • Add notes and create follow-up tasks from the panel. • Optional "Enrich": ask Task Session to find a missing work email or phone. In Task Session Cloud this uses your plan's enrichment credits; on a self-hosted server it uses the data providers your administrator connected. Privacy by design • Nothing runs until you click the icon: no background tracking, no browsing history. • Data goes only to the Task Session you connect: your Task Session Cloud workspace or your organization's own self-hosted server. • No analytics, no ads, no third-party services in the extension. • Disconnect your account or delete all extension data at any time. Requires a staff or admin account in a Task Session Cloud workspace on a plan with API access (Professional or Business), or in a self-hosted Task Session (version 5.0 or newer).