# TaskSuite Software Reviews, Demo & Pricing - 2026 > Review of TaskSuite Software: system overview, features, price and cost information. Get free demos and compare to similar programs. Source: https://www.softwareadvice.com/loan-servicing/tasksuite-profile --- [Home](https://www.softwareadvice.com/) / [CRM Software](https://www.softwareadvice.com/crm/) / TaskSuite Software Advice offers objective insights based on verified user reviews and independent product and market research. When our advisors match you to a software provider, we may earn a referral fee. Overview # TaskSuite 2026: Benefits, Features & Pricing Wondering if TaskSuite is right for your organization? Our CRM Software selection experts can help you in 15 minutes or less. On this page - Overview - User Interface - Popular Alternatives - Pricing and Plans - Features - Integrations - User Reviews - Popular Comparisons ## Overview TaskSuite 4.8 [(6)](https://www.softwareadvice.com/loan-servicing/tasksuite-profile/#reviews) Pricing Pricing available upon request ### About TaskSuite TaskSuite is an advanced technology solution designed to simplify complex loan management processes for professionals in the lending industry. The user-friendly platform is accessible to users with varying degrees of technical expertise, from small business owners to financial institutions. TaskSuite's comprehensive suite of tools, including loan origination, servicing, and management, is designed to enhance efficiency and streamline operations. With the platform, users can automate repetitive tasks, reduce errors, and save time to focus on customers and their needs. TaskSuite offers customizable solutions to meet specific operational requirements, prioritizes the protection of user and customer data with state-of-the-art security features, and provides exceptional support with comprehensive assistance options – all to empower users with the knowledge and tools necessary for success in the ever-evolving lending landscape. TaskSuite's commitment extends beyond software to creating opportunities for growth, improving customer satisfaction, and driving businesses forward. Discover how TaskSuite can transform operations and help achieve business objectives with confidence and ease. Wondering if TaskSuite is right for your organization? Our CRM Software selection experts can help you in 15 minutes or less. ## TaskSuite User Interface ## Popular TaskSuite Alternatives Main Product TaskSuite 4.8 [(6)](https://www.softwareadvice.com/loan-servicing/tasksuite-profile/#reviews) Ratings Breakdown - 4.50Ease of use - 4.50Value for money - 4.33Customer support - 4.83Functionality Pricing Available upon request Get Price Alternative Product [Salesforce Sales Cloud](https://www.softwareadvice.com/product/2764-Salesforce/) 4.4 [(18785)](https://www.softwareadvice.com/product/2764-Salesforce/reviews/) Ratings Breakdown - 3.99Ease of use - 4.05Value for money - 4.13Customer support - 4.38Functionality Pricing Starting at $25.00 per month Get Price Alternative Product [HubSpot CRM](https://www.softwareadvice.com/product/1854-HubSpot-CRM/) 4.5 [(4465)](https://www.softwareadvice.com/product/1854-HubSpot-CRM/reviews/) Ratings Breakdown - 4.38Ease of use - 4.29Value for money - 4.39Customer support - 4.36Functionality Pricing Starting at $20.00 per month Get Price Alternative Product [Zoho CRM](https://www.softwareadvice.com/crm/zoho-crm-profile/) 4.3 [(6978)](https://www.softwareadvice.com/crm/zoho-crm-profile/reviews/) Ratings Breakdown - 4.15Ease of use - 4.29Value for money - 4.08Customer support - 4.27Functionality Pricing Starting at $14.00 per month Get Price Alternative Product [Kylas Sales CRM](https://www.softwareadvice.com/marketing/kylas-profile/) 4.8 [(601)](https://www.softwareadvice.com/marketing/kylas-profile/reviews/) Ratings Breakdown - 4.79Ease of use - 4.79Value for money - 4.80Customer support - 4.70Functionality Pricing Starting at $250.00 per month Get Price Alternative Product [Ploomes CRM](https://www.softwareadvice.com/product/449937-Ploomes/) 4.9 [(441)](https://www.softwareadvice.com/product/449937-Ploomes/reviews/) Ratings Breakdown - 4.78Ease of use - 4.66Value for money - 4.69Customer support - 4.79Functionality Pricing Starting at $22.00 per month Get Price ## TaskSuite Pricing and Plans Starting price: Connect with an advisor for pricing Free Trial Free Version Confused about pricing? 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Get a personalized pricing breakdown tailored to your specific needs—no guesswork, no generic estimates. ## TaskSuite Features - Popular features found in CRM Calendar Management Customer Journey Mapping Email Management Quotes/Estimates Reporting/Analytics Sales Pipeline Management Segmentation Task Management Territory Management Workflow Management - More features of TaskSuite ACH Payment Processing Activity Dashboard Activity Tracking Alerts/Notifications Amortization Schedule API Approval Process Control Audit Trail Automated Decisioning/Underwriting Automatic Funds Distribution Borrower Management Business Loans Campaign Management Cash Flow Management Client Management Client Portal Communication Management Compliance Management Configurable Workflow Construction Loans Contact Management Credit Check Credit Reporting CRM Customer Database Customer Management Customizable Branding Customizable Fields Customizable Reports Customizable Templates Dashboard Data Import/Export Data Security Digital Signature Document Management Document Storage Document Templates Drag & Drop Electronic Payments Electronic Signature Email Marketing Email Templates Financial Analysis Financial Management For Commercial Business Forecasting Interaction Tracking Lead Capture Lead Generation Lead Management Lead Qualification Lead Scoring Loan Management Loan Origination Loan Portfolio Management Loan Processing Marketing Automation Multi-Channel Communication Multi-Company Multi-Currency Online Applications Payment Collection Payment Reminders PCI Compliance Pipeline Management Real-Time Reporting Referral Tracking Reminders Reporting & Statistics Risk Assessment Role-Based Permissions Rules-Based Workflow Sales Reports Scheduling Secure Data Storage Self Service Portal Status Tracking Student Loans Task Scheduling Template Management Third-Party Integrations Transaction History ## TaskSuite Integrations Equifax Integration rated undefined from -1 review Twilio Integration rated undefined from -1 review Xodo Integration rated undefined from -1 review Plaid Integration rated undefined from -1 review Prove ID Integration rated undefined from -1 review Xodo Sign Integration rated undefined from -1 review ## TaskSuite User Reviews Overall Rating 4.8 Ratings Breakdown 5 83% 4 17% 3 0% 2 0% 1 0% Secondary Ratings Ease of Use 4.5 Value for money 4.5 Customer support 4.3 Functionality 4.8 Have you used TaskSuite and would like to share your experience with others? KG Keshan G. Verified reviewer Insurance 201-500 employees Used daily for more than 2 years Reviewed April 2026 TaskSuite review 4 Overall, we are happy with the after-service service we are receiving and the application itself definitely meets our needs. Ratings Breakdown 4 Ease of use 4 Value for money 4 Customer support 4 Functionality Pros: Simplicity of the system and design of the application definitely meets our needs as a business and the after service is on point. Cons: Responses to tickets and the catchall system. When you guys reply via your ticketing system it doesnt not show who you'll have replied to if there were multiple parties in the mail. You also cant reply back on the same email because catchall does not allow our responses so you have to find the initial mail or manually input the support email address again. Read More JS Jim S. Verified reviewer Financial Services 11-50 employees Used daily for less than 2 years Reviewed April 2025 Highly Recommend TaskSuite 5 The team at TaskSuite has been accommodating to work with. As a startup, our journey has taken some unexpected twists and turns. TaskSuite's dev team and account management team have worked with us as needed along the way. Ratings Breakdown 4 Ease of use 5 Value for money 4 Customer support 5 Functionality Pros: TaskSuite's all in one functionality from UI>LOS>LMS all together in one turn key package was the right product fit at the right time for us. Cons: Much of my ask has been around my custom UI. The iteration time for changes has not been as fast as I would like at times. Reasons for choosing TaskSuite Better all in one out of the box fit for our needs. Read More BH Brandon H. Verified reviewer Financial Services 11-50 employees Used daily for more than 2 years Reviewed March 2024 Tasksuite: Loan Management 5 Ratings Breakdown 5 Ease of use 4 Value for money 4 Customer support 5 Functionality Pros: There are a number of reason we love working with Tasksuite but the key ones are: - The team is fantastic from top to bottom - The out of the box solution is robust but allows for the customization to make the product match your business - Speed to get the product deployed was very fast Cons: Nothing that deserves to be written down. If I did have an issue/problem it was handled quickly and correctly. Reasons for switching to TaskSuite Tasksuite provided a better, more secure and advanced product over what we were using. Read More JL Jonathan L. Verified reviewer Financial Services 51-200 employees Used daily for more than 2 years Reviewed March 2026 TaskSuite review 5 I'm a happy customer and strong advocate for the solution. It genuinely creates a single view of the client and is easily scalable. Ratings Breakdown 5 Ease of use 5 Value for money 5 Customer support 5 Functionality Pros: The flexibility the system provides. Support from the team is great. The time to implement is also very impressive Cons: The configuration is not always that straightforward. I find the built in reporting and filtering options confusing. Reasons for switching to TaskSuite Better functionality, better configuration Read More AP Archana P. Verified reviewer Financial Services 51-200 employees Used daily for less than 2 years Reviewed February 2026 TaskSuite: A Flexible and Responsive Loan Management Partner 5 Overall, our experience with TaskSuite has been very positive. The system is flexible and adaptable to our business needs, allowing us to implement changes and add features as needed. Their support team is responsive and quick to resolve issues, which has helped ensure smooth day-to-day operations. Ratings Breakdown 5 Ease of use 4 Value for money 5 Customer support 5 Functionality Pros: What I like most about TaskSuite is its flexibility. It allows us to easily add new features and make adjustments based on our evolving business needs. Cons: There isn’t anything major we dislike; however, as with any system, there are occasional delays when implementing new enhancements. Read More TS Tucker S. Verified reviewer Financial Services 51-200 employees Used daily for more than 2 years Reviewed March 2024 Fantastic system 5 Ratings Breakdown 4 Ease of use 5 Value for money 4 Customer support 5 Functionality Pros: The ability to effectively manage the sales pipeline and forecast expecting units funded. The sales team is able to easily and effectively manage their deal flow. Cons: Customer support, the team has fixed this issue now and the customer support is optimized for our needs. Read More Showing 1 - 6 of 6 Reviews ## TaskSuite Popular Comparisons [Salesforce Sales Cloud vs TaskSuite](https://www.softwareadvice.com/compare/2764-Salesforce/vs/441954-tasksuite/) ## Other Top Recommended CRM Software [Claritysoft CRM](https://www.softwareadvice.com/crm/claritysoft-profile/) **4.5** (251) Recently recommended **110** times [Salesforce Sales Cloud](https://www.softwareadvice.com/product/2764-Salesforce/) **4.4** (18785) Recently recommended **107** times [HubSpot Sales Hub](https://www.softwareadvice.com/crm/hubspot-sales-profile/) **4.5** (501) Recently recommended **71** times [LeadMaster](https://www.softwareadvice.com/landing-page/leadmaster-crm-profile/) **4.1** (36) Recently recommended **62** times Stuck Between Options? Our experts can help you compare TaskSuite with other top options, so you can find the best fit for your needs. ## See what companies are saying about Software Advice