Business Broker CRM
Business Broker CRM with Buyer Match and Stale Deals. Track sellers, buyers, NDAs and offers to closing, match buyers to deals and list stale ones. Free to clone.
Business Broker CRM is a Taskade app kit built from one prompt: 8 projects that remember, 2 AI agents that think, and 5 automations that run on their own.
Category: CRMs
This Taskade Genesis app includes 8 projects, 2 AI agents, 5 automations. Preview it live, then clone it into your own workspace.
Its AI agents include Comp and Desk Assist. Its automations include Monday quiet leads check, Score every new lead and Financials received handoff.
by @taskade
What you can do with Business Broker 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 Business Broker CRM works
- Monday quiet leads check: when Every Monday at 8 AM, then Find the quiet leads and Write the quiet list.
- Score every new lead: when a lead is added, then Score the lead and Save the score on the lead.
- Financials received handoff: when a deal is set Financials received, then Find the matched buyers and Read the deal.
Built with Taskade Genesis
- Category: CRMs
- AI agents: Comp, Desk Assist
- Automations: Monday quiet leads check, Score every new lead, Financials received handoff
- Workspace: 8 projects, 2 AI agents, 5 automations