Agency Pipeline CRM
Agency Pipeline CRM with a Free Pipeline Forecast. Forecast a weighted agency pipeline for free, then track every lead, proposal and follow-up with win rate by source. Free to clone.
Agency Pipeline CRM is a Taskade app kit built from one prompt: 4 projects that remember, 1 AI agent that thinks, and 3 automations that run on their own.
Category: Quick Apps
This Taskade Genesis app includes 4 projects, 1 AI agent, 3 automations. Preview it live, then clone it into your own workspace.
Its AI agents include Pitch Partner. Its automations include Proposal follow-up drafts, Monday pipeline digest and Monthly win rate report.
by @john
What you can do with Agency Pipeline 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 Pipeline CRM works
- Proposal follow-up drafts: when Every morning at 8 AM, then Find stale proposals and Draft the follow-up.
- Monday pipeline digest: when Every Monday at 8 AM, then Find open leads and Find proposals.
- Monthly win rate report: when On the 1st of each month at 9 AM, then Find all leads and Write the report.
Built with Taskade Genesis
- Category: Quick Apps
- AI agents: Pitch Partner
- Automations: Proposal follow-up drafts, Monday pipeline digest, Monthly win rate report
- Workspace: 4 projects, 1 AI agent, 3 automations