CRM Builder
CRM Builder: Name Your Own Stages and Fields. Set your pipeline stages and fields, drag sample leads on a board with weighted value, and take leads from a contact form. Free to clone.
CRM Builder is a Taskade app kit built from one prompt: 4 projects that remember, 2 AI agents that think, and 2 automations that run on their own.
Category: CRMs
This Taskade Genesis app includes 4 projects, 2 AI agents, 2 automations. Preview it live, then clone it into your own workspace.
Its AI agents include Deal Desk and Pipeline Pal. Its automations include Score a new lead and Monday stale-leads email.
by @john
What you can do with CRM Builder
- 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 CRM Builder works
- Score a new lead: when a lead is added, then Score the lead from 1 to 5 and Save the score on the lead.
- Monday stale-leads email: when Every Monday at 8 AM, then Find overdue leads and Format the overdue list.
Built with Taskade Genesis
- Category: CRMs
- AI agents: Deal Desk, Pipeline Pal
- Automations: Score a new lead, Monday stale-leads email
- Workspace: 4 projects, 2 AI agents, 2 automations