Freelance Client CRM
Freelance Client CRM with a Work-With-Me Page. Take inquiries on a public page, track leads to won, and never miss a retainer renewal. Free to clone.
Freelance Client CRM is a Taskade app kit built from one prompt: 6 projects that remember, 1 AI agent that thinks, and 3 automations that run on their own.
Category: Quick Apps
This Taskade Genesis app includes 6 projects, 1 AI agent, 3 automations. Preview it live, then clone it into your own workspace.
Its AI agents include Margin. Its automations include Proposal sent: draft day-4 follow-up, Project delivered: draft testimonial request and Monday pulse: stale leads and renewals.
by @taskade
What you can do with Freelance Client 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 Freelance Client CRM works
- Proposal sent: draft day-4 follow-up: when a lead is set to Proposal sent, then Draft the day-4 follow-up and Comment the draft on the lead.
- Project delivered: draft testimonial request: when a project is set to Delivered, then Draft the testimonial request and Comment the draft on the project.
- Monday pulse: stale leads and renewals: when Every Monday at 9 AM, then Find stale leads and Find renewals due in 30 days.
Built with Taskade Genesis
- Category: Quick Apps
- AI agents: Margin
- Automations: Proposal sent: draft day-4 follow-up, Project delivered: draft testimonial request, Monday pulse: stale leads and renewals
- Workspace: 6 projects, 1 AI agent, 3 automations