DealFlow CRM
Track every deal from first contact to close in one pipeline, with a sales coach agent that drafts your next move.
DealFlow 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 Sales Coach. Its automations include 🎯 New Deal Triage and 🔔 Stale Deal Alert.
by @rickfet
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
- 🎯 New Deal Triage: when New Contact Added, then Craft Opening Strategy and Create Urgent Task in Stale Deals.
- 🔔 Stale Deal Alert: when Daily Morning Check, then Export Contact Registry and Identify Stale Deals.
Built with Taskade Genesis
- Category: Quick Apps
- AI agents: Sales Coach
- Automations: 🎯 New Deal Triage, 🔔 Stale Deal Alert
- Workspace: 6 projects, 1 AI agent, 3 automations