Field Sales CRM
Free Field Sales Visit Tracker and Route CRM. Reps log store visits from a phone, see their route, and get weekly lists of accounts going quiet. Free to clone.
Field Sales 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: CRMs
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 Route. Its automations include Visit note follow-up, Monday account attention and Friday orders by rep.
by @john
What you can do with Field Sales 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 Field Sales CRM works
- Visit note follow-up: when a visit is logged, then Create a follow-up from notes.
- Monday account attention: when Every Monday at 7 AM, then Find quiet A and B accounts and Group quiet accounts by rep.
- Friday orders by rep: when Every Friday at 7 AM, then Find this week's orders and List this week's orders.
Built with Taskade Genesis
- Category: CRMs
- AI agents: Route
- Automations: Visit note follow-up, Monday account attention, Friday orders by rep
- Workspace: 4 projects, 1 AI agent, 3 automations