Design Partner CRM
Design Partner CRM with a Free Partner Fit Score. Score a design partner prospect for free, then track every call, pilot goal and next step from first call to signed. Free to clone.
Design Partner CRM is a Taskade app kit built from one prompt: 3 projects that remember, 1 AI agent that thinks, and 3 automations that run on their own.
Category: CRMs
This Taskade Genesis app includes 3 projects, 1 AI agent, 3 automations. Preview it live, then clone it into your own workspace.
Its AI agents include Partner Notes. Its automations include Call recap notes, Monday next steps email and Friday pipeline recap.
by @john
What you can do with Design Partner 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 Design Partner CRM works
- Call recap notes: when a call is saved, then Draft the 3 line recap and Comment on the call.
- Monday next steps email: when Every Monday at 8 AM, then List all companies and Turn companies into text.
- Friday pipeline recap: when Every Friday at 4 PM, then List all companies and List recent calls.
Built with Taskade Genesis
- Category: CRMs
- AI agents: Partner Notes
- Automations: Call recap notes, Monday next steps email, Friday pipeline recap
- Workspace: 3 projects, 1 AI agent, 3 automations