DocumentProduct Explainer
Prepared forXenith Consulting
Prepared byKongo Industries
Date2026-07-15

The Task App: what it is and how it works.

Most of your team touch HubSpot for one reason: to complete a BD task assigned to them. The Task App lets them do that without a paid seat, so full seats go to genuine BD work and you avoid roughly $25,920 a year in seat fees.

00The problem it solves

Paying full seat prices just to tick a task off.

On a paid plan, HubSpot treats completing a task as an edit, and every editor needs a Core Seat.

Most of your team touch HubSpot for one reason only: to complete a BD task that has been assigned to them. On the free plan that costs nothing. On a paid plan, HubSpot treats completing a task as an edit, and anyone who edits needs a Core Seat at $72 per user per month. There is no cheaper seat tier for people who only tick tasks off.

Paying full seat prices so engineers can mark a task as done is poor value.

The Task App removes that cost entirely. Paid seats go to the people doing genuine BD work, and everyone else completes their tasks through the app at no per user cost.

$72
Per user, per month, for a Core Seat
$0
Per user cost to complete tasks in the app
$25,920
Avoided in seat fees each year

That saving is based on your current usage.

01What it is

A simple, secure web app, built for Xenith.

Nothing to install, nothing to learn, and no HubSpot login required.

Each team member opens it in their browser, signs in, and sees a list of the HubSpot tasks assigned to them. They tick a task off when it is done, add a note if they want to, and get on with their day.

From your team's point of view it is a single page: their name, their tasks, a tick box. That is deliberate. Your technical staff are not CRM administrators, and the app should never feel like admin.

02How it works, day to day

Four steps, start to finish.

Nothing changes about how tasks are created in HubSpot. The app handles the completion.
01

Task assigned

A BD task is created in HubSpot and assigned to a team member, exactly as it is today.

02

Task appears

The task shows up automatically in that person's list in the app.

03

Marked complete

They tick it off, and can add a short note if there is something worth recording.

04

HubSpot updated

The completion and note are written straight back to the HubSpot record, instantly.

03The technical detail

Under the bonnet.

For Eugene and anyone else who wants a closer look.
  • Front end. The interface is built in React, a widely used web framework, and hosted on Vercel, a managed hosting platform. There are no servers for Xenith to run or maintain.
  • Back end. A small set of serverless functions, built on AWS's SAM framework, sit between the app and HubSpot. They fetch each user's tasks, mark completions, and write notes back to the CRM through HubSpot's official API.
  • The HubSpot connection. The app connects to HubSpot using a private app token. This is the key to the whole approach: HubSpot's API authenticates the app itself, not individual users, so API actions do not consume paid seats.
  • Who sees what. Users sign in with their work email, which is matched to their record in HubSpot. The app then only ever shows them tasks assigned to them.
Worth being clear about

This is standard, supported HubSpot functionality, not a loophole. Authenticating an app rather than a user is exactly how HubSpot's API is designed to work.

04Security

What the app can and cannot do.

The app can only read tasks, complete them, and add notes. Nothing more.
  • The HubSpot token is stored securely on the server side. It never reaches anyone's browser.
  • The app can only do what it is built to do: read tasks, complete tasks, and add notes. It has no access to deals, contacts or any other CRM data.
  • Each user sees only their own tasks. There is no way to browse the wider CRM through the app.
05What the build includes

What the build includes.

Four pieces, from sign in through to a documented handover.
ComponentWhat it covers
Secure sign in and user setup Connecting the app to your HubSpot account and matching each team member to their HubSpot record so they only ever see their own tasks.
The HubSpot connection The behind the scenes functions that fetch tasks, mark them complete, and write notes back to the CRM.
The interface The screen your team will actually use: a clean task list showing what is due, with one click completion.
Testing, deployment and handover Making sure it works reliably, putting it live, and documenting how it is maintained.
06Investment

The investment.

A one off build fee, plus a small monthly compute cost for hosting and the HubSpot connection.

The build is a one off cost of $5,950 ex GST, covering everything in the table above.

The monthly compute cost depends on how heavily the app is used. An event is a single action through the app, such as fetching a task list or marking a task complete.

TierEvents per monthMonthly (ex GST)
Lite Recommended to start 5,000 $99
Starter 10,000 $149
Growth 50,000 $349
Scale 200,000 $599

For a team of Xenith's size we expect the Lite tier to be more than enough to start with, and we will confirm the right tier once we see real usage.

$5,950
One off build, ex GST
$7,138
Total first year on Lite, ex GST
~4 months
To pay for itself
The payback

On Lite, the total first year cost is $7,138 ex GST: $5,950 build plus 12 months of compute. Set against the roughly $25,920 a year in seat fees it avoids, the app pays for itself within the first four months and keeps saving every year after that.