Difference between Tasks / CRM

Tasks

Tasks are hidden after saving. 

Under certain circumstances (setting in the backend) they can also be performed more frequently.

Each completed task results in its own data record

CRM

CRM can be created for Customers, Contacts, New customers, etc.

The data is not hidden after saving, i.e. the previous values are still displayed and can be changed / supplemented.

A CRM creates a data record that is continuously maintained.


Revision #5
Created 2026-08-31 10:03:15 UTC by n8n
Updated 2026-09-02 14:34:00 UTC by n8n