Cleaning Company CRM
Cleaning Company CRM with a Public Quote Calculator. Capture cleaning leads with a price range, follow up quotes and manage recurring clients and plan changes. Free to clone.
Cleaning Company 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 Tidy. Its automations include Daily stale-quote follow-up, Booked lead welcome comment and Sunday schedule digest.
by @john
What you can do with Cleaning Company 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 Cleaning Company CRM works
- Daily stale-quote follow-up: when Every day at 9 AM, then Find Quoted leads older than 3 days and Format the leads as text.
- Booked lead welcome comment: when a lead is set to Booked, then Tidy drafts the welcome note and Comment the draft on the lead.
- Sunday schedule digest: when Every Sunday at 6 PM, then Find this week's changes and Find paused clients.
Built with Taskade Genesis
- Category: CRMs
- AI agents: Tidy
- Automations: Daily stale-quote follow-up, Booked lead welcome comment, Sunday schedule digest
- Workspace: 6 projects, 1 AI agent, 3 automations