Buyer Agent CRM
Buyer Agent CRM: track every home buyer from first call to closing. Pre-approval dates, saved searches, showings and offers in one place, with a budget check for buyers. Free to clone.
Buyer Agent CRM is a Taskade app kit built from one prompt: 6 projects that remember, 1 AI agent that thinks, and 3 automations that run on their own.
Category: CRMs
This Taskade Genesis app includes 6 projects, 1 AI agent, 3 automations. Preview it live, then clone it into your own workspace.
Its AI agents include Lockbox. Its automations include Monday touch and letter check, Offer accepted, key dates email and Showing loved, draft offer text.
by @taskade
What you can do with Buyer Agent 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 Buyer Agent CRM works
- Monday touch and letter check: when Every Monday at 8 AM, then Find all buyers and Draft the Monday list.
- Offer accepted, key dates email: when an offer is set to Accepted, then Inspection date, 10 days out and Loan date, 21 days out.
- Showing loved, draft offer text: when a showing is set to Love, then Find the buyer row and Email the draft offer text.
Built with Taskade Genesis
- Category: CRMs
- AI agents: Lockbox
- Automations: Monday touch and letter check, Offer accepted, key dates email, Showing loved, draft offer text
- Workspace: 6 projects, 1 AI agent, 3 automations