TaskPutty review
A low-cost, web-based choice for custom sales and operational processes.
Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
TaskPutty is a web-based CRM and business-process application for sales teams and small organizations that need to systemize operational work. It represents entities or tasks as cards on boards and processes, then routes them through configurable steps. The product is suited to process-heavy workflows where teams need custom fields, activity history, sales-pipeline visibility, and structured business rules rather than a generic task list.
Pricing is organized around team size. The Single user plan is free forever. The 1-3 users plan costs $3 per user per month, billed monthly, and is positioned for affordable small-team access. The 4+ users plan costs $9 per user per month, billed monthly, and is intended for important business processes. Across the product, the main value is the ability to shape workflows around an organization: users can create custom forms and fields, build rules, configure drag-and-drop reports, and restore records after deletion.
Workflow depth is TaskPutty's clearest distinction. Processes can branch, repeat, run in parallel, or start subsequent workflows through linked processes, while real-time sales-pipeline visibility supports ongoing operational tracking. That makes it a strong fit for small businesses with defined processes and a need for configurable CRM-style work management. It is less suitable for teams seeking a broad, general-purpose task manager, especially when their priorities extend beyond CRM and business-process modeling. The web-only platform also limits it to browser-based access.
TaskPutty pros and cons
- Where it wins
- Custom fields, forms, business rules, and process design
- Branching, repeating, parallel, and linked workflows
- Free single-user tier with low-cost small-team pricing
- Where it doesn't
- Web-only platform
- Focused on CRM and business processes over general task management
- 4+ users are priced at $9 per user per month
TaskPutty fact sheet, pricing and score →
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