CRM & Pipeline
CRM & Pipeline is a Taskade Genesis app. Its AI agents include Sales Coach 🔥. Its automations include Nuevo Lead → Clasificar con IA and Recordatorio Diario de Seguimiento. Clone it from nachomdpablos with 4 projects, 1 AI agent and 2 automations in one Taskade workspace.
CRM & Pipeline is a Taskade app kit built from one prompt: 4 projects that remember, 1 AI agent that thinks, and 2 automations that run on their own.
This Taskade Genesis app includes 4 projects, 1 AI agent, 2 automations. Preview it live, then clone it into your own workspace.
Its AI agents include Sales Coach 🔥. Its automations include Nuevo Lead → Clasificar con IA and Recordatorio Diario de Seguimiento.
What you can do with CRM & Pipeline
- Preview the live Taskade Genesis app in your browser without signing up.
- Clone the entire workspace (projects, agents, automations, and app UI) to your own Taskade account in one click.
- Edit any agent prompt, project field, or automation step after cloning.
- Share the cloned version with your team or publish to a custom domain.
How CRM & Pipeline works
- Nuevo Lead → Clasificar con IA: when Nuevo Lead Agregado, then Analizar Lead con IA.
- Recordatorio Diario de Seguimiento: when Cada día a las 9am, then Generar resumen de seguimientos and Crear tarea de recordatorio.
Built with Taskade Genesis
- AI agents: Sales Coach 🔥
- Automations: Nuevo Lead → Clasificar con IA, Recordatorio Diario de Seguimiento
- Workspace: 4 projects, 1 AI agent, 2 automations