Agency Client CRM
Agency Client List with Retainer Hours and Health Score. Every client on one screen with retainer hours, last activity, renewal date and a health color. Free to clone.
Agency Client CRM is a Taskade app kit built from one prompt: 3 projects that remember, 1 AI agent that thinks, and 3 automations that run on their own.
Category: Dashboards
This Taskade Genesis app includes 3 projects, 1 AI agent, 3 automations. Preview it live, then clone it into your own workspace.
Its AI agents include Roster. Its automations include Time entry overage alert, Monday client health call list and Monthly client hours billing.
by @taskade
What you can do with Agency Client CRM
- 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 Agency Client CRM works
- Time entry overage alert: when a time entry is added, then Read client plans and Read time entries.
- Monday client health call list: when Every Monday at 8 AM, then Read client records and Read current time entries.
- Monthly client hours billing: when First of each month at 8 AM, then Read client plans and Read time entries.
Built with Taskade Genesis
- Category: Dashboards
- AI agents: Roster
- Automations: Time entry overage alert, Monday client health call list, Monthly client hours billing
- Workspace: 3 projects, 1 AI agent, 3 automations