Founder Follow-up CRM
Founder Follow-up CRM: Follow-ups, Deals and Intros. Keep every contact's next follow-up date, see overdue follow-ups first, track deals by stage and win rate per intro source. Connect Google Calendar to add each follow-up to your calendar. Free to clone.
Founder Follow-up CRM is a Taskade app kit built from one prompt: 6 projects that remember, 2 AI agents that think, and 3 automations that run on their own.
Category: CRMs
This Taskade Genesis app includes 6 projects, 2 AI agents, 3 automations. Preview it live, then clone it into your own workspace.
Its AI agents include Nudge and Nudge Private. Its automations include Deal won thank-you, Follow-up date on touch (due in 3 days) and Weekday follow-up digest.
by @taskade
What you can do with Founder Follow-up 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 Founder Follow-up CRM works
- Deal won thank-you: when a deal is set Won, then Create thank-you task and Find the intro source row.
- Follow-up date on touch (due in 3 days): when a touch is logged, then Set the follow-up date (3 days out) and Comment the follow-up on the touch.
- Weekday follow-up digest: when Weekdays at 7 AM, then Find follow-ups due or overdue and Join follow-up list.
Built with Taskade Genesis
- Category: CRMs
- AI agents: Nudge, Nudge Private
- Automations: Deal won thank-you, Follow-up date on touch (due in 3 days), Weekday follow-up digest
- Workspace: 6 projects, 2 AI agents, 3 automations