CRM for Freelancers with a Work-With-Me Page
CRM for Freelancers with a Work-With-Me Page is a client tracker that helps a solo freelancer take inquiries and follow each lead to won. It replaces the inbox search and the notes file of who asked for what. Visitors read your offers and send an inquiry on a public page. You track retainer renewals, and a helper answers questions from your services FAQ. Clone it free and start with sample data.
CRM for Freelancers with a Work-With-Me Page 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: Quick Apps
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 Margin. Its automations include Proposal sent: draft day-4 follow-up, Project delivered: draft testimonial request and Monday pulse: stale leads and renewals.
by @taskade
What you can do with CRM for Freelancers with a Work-With-Me Page
- 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 for Freelancers with a Work-With-Me Page works
- Proposal sent: draft day-4 follow-up: when a lead is set to Proposal sent, then Draft the day-4 follow-up and Comment the draft on the lead.
- Project delivered: draft testimonial request: when a project is set to Delivered, then Draft the testimonial request and Comment the draft on the project.
- Monday pulse: stale leads and renewals: when Every Monday at 9 AM, then Find stale leads and Find renewals due in 30 days.
Built with Taskade Genesis
- Category: Quick Apps
- AI agents: Margin
- Automations: Proposal sent: draft day-4 follow-up, Project delivered: draft testimonial request, Monday pulse: stale leads and renewals
- Workspace: 6 projects, 1 AI agent, 3 automations