Neon CRM Dashboard Pro
The Pro edition of Neon CRM Dashboard: see who to contact today in a follow-up queue, open each client with contact details and full interaction history, log a call in one step, track every client on a stage board, and get a client coach agent and a morning follow-up email, with 16 fictional sample clients and 20 interactions; the Google Sheets sync flow needs a Google Sheets connection after you clone.
Neon CRM Dashboard Pro is a Taskade app kit built from one prompt: 2 projects that remember, 1 AI agent that thinks, and 3 automations that run on their own.
Category: Dashboards
This Taskade Genesis app includes 2 projects, 1 AI agent, 3 automations. Preview it live, then clone it into your own workspace.
Its AI agents include Client Coach. Its automations include Sync CRM to Google Sheets, New Client Onboarding and Morning client follow-ups.
by @taskade
What you can do with Neon CRM Dashboard Pro
- 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 Neon CRM Dashboard Pro works
- Sync CRM to Google Sheets: Get All CRM Clients and Add Client to Google Sheets.
- New Client Onboarding: when New Client Added, then Log Welcome Interaction and 🤖 Generate VIP Welcome.
- Morning client follow-ups: when Every day at 8 AM, then Find the rows due today or late and Make the list.
Built with Taskade Genesis
- Category: Dashboards
- AI agents: Client Coach
- Automations: Sync CRM to Google Sheets, New Client Onboarding, Morning client follow-ups
- Integrations: Google Sheets
- Workspace: 2 projects, 1 AI agent, 3 automations