Customer Lifetime Value CRM
Customer Lifetime Value CRM: Tiers, Risk and Win-Back. Rank customers by lifetime value, flag who is about to lapse, and run a win-back list with offers. Free to clone.
Customer Lifetime Value CRM is a Taskade app kit built from one prompt: 9 projects that remember, 3 AI agents that think, and 6 automations that run on their own.
Category: CRMs
This Taskade Genesis app includes 9 projects, 3 AI agents, 6 automations. Preview it live, then clone it into your own workspace.
Its AI agents include Support Helper, Steep and Steep Desk. Its automations include Monday customer digest, Lead fit scoring and Weekly stale leads.
by @taskade
What you can do with Customer Lifetime Value 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 Customer Lifetime Value CRM works
- Monday customer digest: when Every Monday at 8 AM, then Steep writes the digest and Save the digest.
- Lead fit scoring: when a lead is added, then Score the lead and Save the fit score.
- Weekly stale leads: when Every Monday at 9 AM, then Find the stale leads and Join the leads into a list.
Built with Taskade Genesis
- Category: CRMs
- AI agents: Support Helper, Steep, Steep Desk
- Automations: Monday customer digest, Lead fit scoring, Weekly stale leads
- Workspace: 9 projects, 3 AI agents, 6 automations