Home Inspector Referral CRM
Home Inspector Referral CRM to Track Agent Tiers and Thank-Yous. Rank referring agents by inspections, never miss a thank-you, and let agents price a fee on a public page. Free to clone.
Home Inspector Referral CRM is a Taskade app kit built from one prompt: 7 projects that remember, 2 AI agents that think, and 5 automations that run on their own.
Category: CRMs
This Taskade Genesis app includes 7 projects, 2 AI agents, 5 automations. Preview it live, then clone it into your own workspace.
Its AI agents include Referral Desk and Crawl Space. Its automations include Friday 3pm oldest touches, Monday stale leads and Inspection done thank-you.
by @taskade
What you can do with Home Inspector Referral 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 Inspector Referral CRM works
- Friday 3pm oldest touches: when Every Friday at 3 PM, then Find the agents and their last touches and Ask the desk for the five oldest touches.
- Monday stale leads: when Every Monday, then Find stale leads and List the stale leads.
- Inspection done thank-you: when an inspection is marked Done, then Draft the thank-you note and Comment the thank-you draft on the row.
Built with Taskade Genesis
- Category: CRMs
- AI agents: Referral Desk, Crawl Space
- Automations: Friday 3pm oldest touches, Monday stale leads, Inspection done thank-you
- Workspace: 7 projects, 2 AI agents, 5 automations