What is DealFlow CRM?

DealFlow CRM is a Taskade Genesis app built by taskade. It's a live, cloneable workspace with 4 projects, 1 AI agent, 3 automations that you can preview, clone, and customize for your team.

What does DealFlow CRM include?

DealFlow CRM includes 4 projects, 1 AI agent and 3 automations, connected in one Taskade workspace. Its AI agents include Sales Coach. Its automations include 🔔 Stale Deal Alert and 🎯 New Deal Triage.

How do I use DealFlow CRM?

Open the share link to preview DealFlow CRM live, then click Clone to copy it into your own Taskade workspace. The cloned copy is yours to edit, rename, and connect to your own data.

Is DealFlow CRM free?

Yes. DealFlow CRM is free to preview and clone. Cloning works on every Taskade plan, including the free tier.

Can I customize DealFlow CRM?

Yes. Once cloned, every project, AI agent prompt, automation, and UI element in DealFlow CRM is fully editable inside your Taskade workspace.

DealFlow CRM

Name: DealFlow CRM
Author: taskade

DealFlow CRM is a Taskade Genesis app in the Quick Apps category that connects Gmail. Its AI agents include Sales Coach. Its automations include 🔔 Stale Deal Alert and 🎯 New Deal Triage. Clone it from taskade with 4 projects, 1 AI agent and 3 automations in one Taskade workspace.

DealFlow CRM is a Taskade app kit built from one prompt: 4 projects that remember, 1 AI agent that thinks, and 3 automations that run on their own.

Category: Quick Apps

This Taskade Genesis app includes 4 projects, 1 AI agent, 3 automations. Preview it live, then clone it into your own workspace.

Its AI agents include Sales Coach. Its automations include 🔔 Stale Deal Alert and 🎯 New Deal Triage.

69 installs · 1 like

by @taskade

Open Clone app · Free

What you can do with DealFlow 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 DealFlow CRM works

🔔 Stale Deal Alert: when Daily Morning Check, then Export Contact Registry and Identify Stale Deals.
🎯 New Deal Triage: when New Contact Added, then Craft Opening Strategy and Create Urgent Task in Stale Deals.

Built with Taskade Genesis

Category: Quick Apps
AI agents: Sales Coach
Automations: 🔔 Stale Deal Alert, 🎯 New Deal Triage
Integrations: Gmail
Workspace: 4 projects, 1 AI agent, 3 automations

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