Bid Pipeline CRM
Bid Pipeline CRM for Subcontractors with a Bid Worth Check. Check if a bid is worth your hours for free, then track every bid invite, win rate by contractor and follow-up. Free to clone.
Bid Pipeline 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: CRMs
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 Bid Board. Its automations include Monthly win rate report, Monday bid due digest and Win rate note on new invite.
by @taskade
What you can do with Bid 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 Bid Pipeline CRM works
- Monthly win rate report: when 1st of each month 8 AM, then Read contractors and Summarize per contractor.
- Monday bid due digest: when Every Monday 7 AM, then Find bids due this week and Find bids stuck in Submitted.
- Win rate note on new invite: when A bid invite arrives, then Look up this contractor and Past bids with this job type.
Built with Taskade Genesis
- Category: CRMs
- AI agents: Bid Board
- Automations: Monthly win rate report, Monday bid due digest, Win rate note on new invite
- Workspace: 3 projects, 1 AI agent, 3 automations