Taskbase

AI Sales Enablement Softwaretaskbase.com

Taskbase is a Swiss AI-powered sales coaching platform that delivers real-time coaching, skill development, and administrative automation directly within Microsoft Teams, Slack, and Google Chat for B2B sales teams.

Company typePrivate
Founded2015
HeadquartersZürich, Switzerland
Headcount11–50
GTM typeB2B
OfferingSoftware

What Taskbase does

Taskbase AG is a Swiss e-learning technology company founded in 2015 and headquartered in Zurich. The company operates an AI-powered learning and coaching platform, anchored by its flagship Taskbase Skills Coach product, which delivers real-time sales coaching, skill development, and administrative automation directly inside Microsoft Teams, Slack, and Google Chat. The platform targets B2B sales organizations and serves three customer segments horizontally: sales enablement (primary), enterprise learning, and educational publishing.

The technical architecture combines conversational AI coaching (Taskbase Tutor), a deep contextualization engine (Taskbase Intelligence), a granular competency framework (Skills Wallet), and a self-updating sales playbook (Living Playbook) that ingests patterns from real customer calls. Underlying AI capabilities span natural language processing, generative AI for formative feedback and content drafting, RAG-style knowledge retrieval against the playbook, recommendation engines for personalized nudges, process automation for meeting prep and CRM updates, predictive analytics for deal risk, and autonomous agent workflows. The system is exposed externally through a public REST API (v0.9.0) supporting seven European languages, and integrates natively with HubSpot, Salesforce, Microsoft Dynamics 365, Google Calendar, Gong, Fireflies.ai, Kickscale, Bliro, Lemlist, Prospeo, and Flowla.

Taskbase monetizes via enterprise SaaS subscriptions on an annual billing cadence with quote-based pricing gated behind a 'Book a call' motion. The company has raised approximately $5.16M across three rounds through 2024 and acquired Micromate in January 2026 to add corporate micro-learning capabilities. No revenue is publicly disclosed. Privacy posture includes GDPR and revised Swiss nDSG compliance with a standard DPA (Annex 6) and EU Standard Contractual Clauses for data transfers. Leadership comprises co-founder Samuel Portmann (CEO), co-founder Patrick Trümpi (CRO), co-founders Jost Joller and Daniel Niederberger (software engineers), and chief product officer Gabriel Coarna.

Taskbase firmographics

Firmographics

Name: Taskbase
Legal name: Taskbase AG
Website: https://taskbase.com
Company type: Private
Founded year: 2015
Operating status: Operating
Headcount range: 11–50 employees
Short description: Taskbase is a Swiss AI-powered sales coaching platform that delivers real-time coaching, skill development, and administrative automation directly within Microsoft Teams, Slack, and Google Chat for B2B sales teams.
Ownership category
akta.pro rank

Taskbase industry classification

Industry

Product category: AI Sales Enablement Software
NAICS: Professional and Management Development Training (61143), Business Schools and Computer and Management Training (6114), Computer Training (611420)
SIC: Services-Prepackaged Software (7372)
akta.pro primary industry: AI-Powered Tutoring & Study Assistant Platforms (EDANAGAD)
akta.pro secondary industry: Skills Assessment & Talent/Employability Testing Platforms (EDAFADAM)

Keywords

AI sales coaching
Sales enablement
Adaptive learning platform
AI tutoring software
Learning intelligence

Where Taskbase is headquartered

Location

Headquarters

HQ city: Zürich
HQ country: Switzerland
HQ region: Europe

Offices1 record

Markets served

Taskbase business model

Business model

GTM type: B2B
Offering type: Software
Cost components: Personnel, Technology or R&D, Marketing or Sales, Operations, Infrastructure

Revenue model

SaaS Subscription: AI-powered sales coaching platform delivered as a subscription service, with enterprise pricing determined through sales consultation. Targets sales organizations with per-rep or organization-wide licensing.

Pricing tiers

Model	Billing	Price
Subscription	Annual	No public pricing tiers available

Go-to-market motion2 records

Distribution channels4 records

Marketing channels4 records

Taskbase product offering

Product offering

Core offering

Taskbase builds an AI-powered sales coaching platform (Taskbase Skills Coach) that embeds natively inside Microsoft Teams, Slack, and Google Chat to deliver real-time conversational coaching on actual sales calls, generate AI-prepared meeting briefings, automate follow-up emails, CRM updates, and business cases, and continuously develop sales rep skills through a granular competency framework and living playbook. It also offers a public REST API enabling educational publishers and platform builders to embed its formative feedback and tutoring capabilities.

Product overview

Taskbase is an AI-powered learning intelligence company offering a unified platform built around its core Taskbase Skills Coach product - an AI sales coaching system that delivers real-time coaching, automated administrative tasks, and continuous skill development directly within Microsoft Teams, Slack, and Google Chat. The platform consists of several integrated components: Taskbase Tutor serves as the conversational AI interface for chat-based coaching; Taskbase Intelligence provides deep contextualization for personalized coaching; the Skills Wallet offers a granular competency framework for tracking skill development; and the Living Playbook transforms static documentation into dynamic, AI-powered execution infrastructure. Additional products include AI Sales Tutor (on-the-job coaching for sales developed through the Micromate partnership), AI Analytics for performance visibility, and the Taskbase Public API for developer integrations. The platform leverages 10 years of learning science expertise with evidence-based designs to achieve 78% better knowledge retention and >99% rep adoption. Taskbase acquired Micromate in January 2026 to enhance its corporate learning capabilities.

Differentiator

Problem solved

Functional benefit

Products and services

Taskbase Skills Coach AI-powered sales coaching platform acting as a 'Chief of Staff for every Sales Rep.' Delivers real-time coaching on sales calls, AI-prepared meeting briefings, automated follow-through (follow-up emails, CRM updates, business cases), and continuous skill development. Embedded natively in Microsoft Teams, Slack, and Google Chat. Targets B2B sales organizations.
Taskbase Public API Public REST API (v0.9.0) at api.taskbase.com for developers and educational publishers. Provides endpoints for Feedback computation, Interactions, Simulation, Tasks (freeform text, fill-in blanks, multiple choice, simulation), Tutor chat with SSE streaming, and Webhooks. Supports seven European languages and Bearer-token authentication for tenant-scoped access.
AI Sales Tutor Specialized AI coaching product that combines Taskbase's AI agent platform with Micromate's corporate micro-learning tools to deliver on-the-job sales coaching for sales representatives. Provides sales-specific coaching directly through Microsoft Teams and Slack environments for real-time skill building during actual sales work.

Quantifiable outcome

99%+ adoption rate among reps
+5 more outcomes

Companies that use Taskbase

Customer profile

Segments3 records

Ideal customer profiles2 records

Taskbase technology and API

Technology

Technology focussed Yes

API detail

Has API: Yes
API docs
API detail

Core technology

AI maturity

App detail

Integration15 records

AI capability9 records

Feature7 records

Taskbase partnerships and signals

Strategic signal

Partnerships

One partnership is on record.

MicromatecoreStrategic or Co-development Partner · 4 January 2026Taskbase acquired Micromate, a corporate micro-learning platform. The companies will integrate their technologies to deliver AI-powered, chat-based learning directly through Microsoft Teams, with first implementations starting in early 2026. Micromate founders Christoph Süess and Stefan Schöb joined the combined company.

Scale indicators8 records

Recent moves6 records

Expansion highlights7 records

Taskbase competitors and assessment

Company assessment

Direct peers

Gong: Gong is a leading conversation intelligence and revenue AI platform that captures sales calls and delivers coaching and deal insights. It is the closest direct competitor to Taskbase in AI-powered sales coaching for B2B sales teams.
Mindtickle: Mindtickle is a sales readiness and enablement platform with AI-driven coaching, skill assessment, and training content. It overlaps directly with Taskbase's Skills Wallet competency framework and continuous AI coaching model for enterprise sales organizations.
Balto: Balto provides real-time AI-powered guidance for sales reps during live customer calls, similar to Taskbase's in-call coaching delivered inside Teams and Slack. Both target the same rep-on-a-call moment of intervention with AI-driven prompts and feedback.
Chorus.ai (ZoomInfo): Chorus, now part of ZoomInfo, is a conversation intelligence platform that records, transcribes, and analyzes sales calls to surface coaching insights. It competes directly with Taskbase's conversation-derived coaching and living playbook use cases.

Broad incumbents

Outreach: Outreach is a sales engagement platform with growing AI capabilities including Kaia, its real-time coaching and call analysis product. As a larger incumbent adding AI coaching features to its broader execution suite, it overlaps with Taskbase's rep-coaching wedge.
Salesloft: Salesloft is a sales engagement platform with Drift-powered conversation features and an expanding AI coaching roadmap. It is a broad incumbent competitor to Taskbase in the AI-assisted sales workflow category.
Showpad: Showpad is a sales enablement platform providing training, content, and coaching capabilities to enterprise sales teams. It overlaps with Taskbase on the skills development and playbook reinforcement use cases for B2B sales organizations.
Highspot: Highspot is a sales enablement platform with content management, training, and AI-driven recommendations for sales teams. It addresses adjacent enablement and coaching use cases to Taskbase's platform.

Emerging players

Spekit: Spekit delivers in-flow enablement, AI coaching, and digital adoption directly inside Salesforce, Slack, and other tools reps use daily. Its 'just-in-time' delivery model closely mirrors Taskbase's in-flow coaching approach inside Teams and Slack.
Sana Learn: Sana is an AI-native learning and knowledge platform for enterprises that delivers personalized, in-workflow training via integrations with collaboration tools. It is comparable to Taskbase on the underlying adaptive learning technology and enterprise L&D buyer, even if positioned more broadly than sales coaching.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat5 records

Key risks5 records

Key highlights7 records

Customer concentration

Taskbase compliance and trust

Trust signal

Compliance3 records

Taskbase financial estimates

Financial estimate

Revenue estimate

Valuation estimate

Taskbase leadership team

Management profile

Number of profiles

Profiles10 records

Taskbase subsidiaries and ownership

Company hierarchy

Subsidiaries1 record

Taskbase funding detail

Funding detail

Funding overview

Funding rounds3 records

Investors5 records

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

Taskbase M&A and investment

M&A and investment

M&A1 record

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Taskbase

What does Taskbase do?

Is Taskbase a public or private company?

Taskbase is a private company. It is classified as venture growth investor backed and is currently operating.

When was Taskbase founded?

Taskbase was founded in 2015. It employs 11 to 50 people.

Where is Taskbase based?

Taskbase is headquartered in Zürich, Switzerland, in the Europe region.

How does Taskbase make money?

One revenue line is on record: saaS Subscription.

Who are Taskbase's main competitors?

Direct peers on record are Gong, Mindtickle, Balto and Chorus.ai (ZoomInfo). Broad incumbents are Outreach, Salesloft, Showpad and Highspot. Emerging players are Spekit and Sana Learn.

Does Taskbase have an API?

Yes. Taskbase offers a public REST API at https://api.taskbase.com/ (current version 0.9.0) for developers to build learning platform integrations. The API provides endpoints for: Feedback (POST /feedback/compute - compute formative feedback on learner answers), Interactions (PUT /interactions/{interactionId}/end-user-rating), Simulation (POST /simulation/start), Tasks (POST /tenants/{tenantId}/tasks, DELETE /tenants/{tenantId}/tasks/{taskId}), Tutor (POST /tutor/chat, POST /tutor/chat/stream for real-time streaming via SSE, GET /tutor/{tutor_id}, GET /tutor/healthcheck, POST /trace/{traceId}/rate), and Integrations (POST /webhooks/{token} for receiving webhook events). Authentication uses Bearer token (UUID). The API supports task types including FREEFORM_TEXT, IN_TEXT_FILL_IN_BLANKS, IN_TEXT_CHOICES, MULTIPLE_CHOICE, MULTIPLE_RESPONSES, and SIMULATION. Multi-language support includes de-CH, de-DE, en-US, en-UK, fr-FR, it-IT, es-ES. Access requires an API key generated in Taskbase Cockpit settings. Developer documentation is at developers.taskbase.com.

What industry is Taskbase in?

Taskbase's product category is AI Sales Enablement Software. Its primary akta.pro industry code is EDANAGAD, AI-Powered Tutoring & Study Assistant Platforms, with a secondary code of EDAFADAM, Skills Assessment & Talent/Employability Testing Platforms. Its NAICS code is 61143 and its SIC code is 7372.