Home Builder Buyer CRM
Home Builder Buyer CRM with Lots, Reservations and Closing Steps. Track every home buyer from model visit to closing with lot interest, deposits, contracts and loan steps. Free to clone.
Home Builder Buyer CRM is a Taskade app kit built from one prompt: 7 projects that remember, 2 AI agents that think, and 3 automations that run on their own.
Category: CRMs
This Taskade Genesis app includes 7 projects, 2 AI agents, 3 automations. Preview it live, then clone it into your own workspace.
Its AI agents include Owner Assistant and Cornerstone. Its automations include Score new lead, Monday stale and contract alert and Reserved lead alert.
by @taskade
What you can do with Home Builder Buyer 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 Home Builder Buyer CRM works
- Score new lead: when a lead is added, then Score the lead and Mark Hot.
- Monday stale and contract alert: when Every Monday at 8 AM, then Find stale leads and Find contracts due within 3 days.
- Reserved lead alert: when a lead is set Reserved, then Find the reservation for this lead and Email the owner the lot and contract due.
Built with Taskade Genesis
- Category: CRMs
- AI agents: Owner Assistant, Cornerstone
- Automations: Score new lead, Monday stale and contract alert, Reserved lead alert
- Workspace: 7 projects, 2 AI agents, 3 automations