What can a card be linked to?

A CRM lead, a CRM customer, a booking, a contact or a vehicle.

Do I need all the apps?

No. Link to what your workspace uses - Contacts, CRM Business Hub, Booking Hub or Vehicle Hub.

Can other apps create work in Task Hub?

Yes, through automation rules. A CRM lead status change, a confirmed booking or a received payment can start a rule on the board.

Is there an integration to configure?

No. The apps live in the same KIMISUITE workspace, so the link is simply there.

Part of Task Hub

Tasks connected to the rest of your business

Link a card to a customer, a booking or a vehicle

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Tasks connected to the rest of your business

Most task tools sit on an island: the task says call the customer, and the customer's details are somewhere else. In Task Hub a card points at the record it is about. Link it to a CRM lead or customer, a booking, a contact or a vehicle, and the details sit one click away.

It also works the other way round. Automation rules can start from events in other KIMISUITE apps - a lead changes status in the CRM, a reservation is confirmed in Booking Hub, a payment comes in. The task appears when the work does, because the apps share one workspace. Included in Grow and Business.

Key Benefits

Link a card to a CRM lead or customer, a booking, a contact or a vehicle

The record is one click away - no searching in another tool

Rules that start from the CRM, Booking Hub or an incoming payment

No integration to set up: the apps share one workspace

Link a card to the record it is about

CRM lead or customer, booking, contact or vehicle

Add a reference, choose what it points at and search for the record. The customer, the booking or the vehicle is then one click away from everyone who opens the card.

Work that starts in another app

A won lead, a confirmed booking, a payment

Three automation triggers listen to the rest of your workspace: a CRM lead changes status, a Booking Hub reservation is confirmed, a payment is received. Pair them with an action and the right task is on the board at the right moment.

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Use Cases

The lead is won, onboarding starts

A rule listens for the CRM lead status. When the lead is won, the onboarding card is waiting on the board.

A confirmed stay, a prepared room

When Booking Hub confirms a reservation, a rule raises the preparation task for that stay.

The job and the customer on one card

Link the repair card to the contact. Whoever picks up the card has the phone number one click away.

FAQ

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