TaskPutty

What it does

Audience

TaskPutty describes itself as a Trello-like CRM for users who have outgrown Trello and as a tool for sophisticated business users.checked 5 Oct 2026

Automation

A visual rules builder can trigger actions such as sending email, and multiple actions can be chained.checked 5 Oct 2026

CRM features

The homepage describes real-time sales pipeline visibility, full activity history, and restoration of deleted records.checked 5 Oct 2026

Forms and attachments

The product includes a drag-and-drop form designer and file uploads for tracking data and attachments.checked 5 Oct 2026

Integrations

The maker pages reviewed describe workflow actions that can send email and move items between boards, but do not identify named third-party integrations.checked 5 Oct 2026

Pricing note

The homepage says its most expensive option is $19, but the pricing page lists free single-user, $3 per user per month for 1–3 users, and $9 per user per month for 4+ users.checked 5 Oct 2026

Process design

Users can draw process steps, link them, and move work items between steps.checked 5 Oct 2026

Product

TaskPutty describes itself as a CRM and a platform for building business apps and processes.checked 5 Oct 2026

Reporting

TaskPutty offers a drag-and-drop report designer with grouping, aggregation, and filtering.checked 5 Oct 2026

Security

The maker pages reviewed do not state security certifications or compliance credentials.checked 5 Oct 2026

Support

The support page says logged-in users can click a smiley face to send feedback or ask a question; support email is [email protected].checked 5 Oct 2026

Support model

The contact page says the founders are individually reading support emails.checked 5 Oct 2026

Use cases

The maker presents TaskPutty for CRM, hiring, plant maintenance, and enrollment workflows.checked 5 Oct 2026