Tasks module
In short
Tasks is a HelloCRM module: tasks with due dates and owners. Part of the free core CRM. It comes with no time limit and no card, together with contacts, companies and the timeline.
Updated:
Fact sheet
- What it is
- A HelloCRM module: tasks with due dates and owners.
- Who it is for
- Suggested for these trades: Accounting office, Insurance broker, Credit broker. It can be switched on in any account.
- Price
- Part of the free core CRM, with no time limit and no card.
- Limits
- The account's limits depend on the plan; on the free plan: Users: 3, Contacts: 2,000, Emails / month: 500, Storage: 1 GB.
- Languages
- Hungarian and English, chosen per user.
- Where it runs
- In the browser today (app.helloteam.hu), on a phone too; Windows, macOS, iPhone and iPad, Android apps coming soon, none in a store yet.
- Where the data is kept
- Germany (Falkenstein), Hetzner, EU: the cloud version of HelloCRM keeps its data and uploaded files in Hetzner's Falkenstein data centre. The Self-hosted plan: the same system on your server.
- Status
- Not launched yet; pre-registration is open. Launch: the date has not been announced.
- Maker
- DField Solutions, Hungary
Tasks module: facts, as of
What does the Tasks module do?
- A to-do with a due date and an owner, on any record.
- Recurring tasks that come back by themselves.
- What is due today on one list, not across five screens.
What does it cost, and can I try it?
Details
Tasks: free, part of the core CRM.
Free, with no time limit and no card, together with contacts, companies and the timeline.
What changed recently?
Details
- Upcoming tasks and calls on company and contact pages, with a call button.
- After a call, the follow-up is one click: this afternoon, tomorrow, in three days or a week.
- A dated task reminds you a day before by default.
Who is the Tasks module for?
Questions
How much does the Tasks module cost?
Free, part of the core CRM.