Home Remodeling Lead CRM
Home Remodeling Lead CRM with Pipeline and Follow-up Queue. Move remodel leads from consult to estimate to deposit, with a budget finder, a follow-up queue and a project request form. Free to clone.
Home Remodeling Lead CRM is a Taskade app kit built from one prompt: 5 projects that remember, 2 AI agents that think, and 3 automations that run on their own.
Category: CRMs
This Taskade Genesis app includes 5 projects, 2 AI agents, 3 automations. Preview it live, then clone it into your own workspace.
Its AI agents include Plank Private and Plank. Its automations include Weekly stale leads digest, Deposit paid alert and Score new lead.
by @taskade
What you can do with Home Remodeling Lead 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 Remodeling Lead CRM works
- Weekly stale leads digest: when Every Monday at 8 AM, then Find stale leads in Estimate sent and Join stale lead names.
- Deposit paid alert: when a lead is set to Deposit paid, then Compute the 30 percent deposit and Email the owner to book a crew.
- Score new lead: when a lead is added, then Score the lead and draft a reply and Save score Hot.
Built with Taskade Genesis
- Category: CRMs
- AI agents: Plank Private, Plank
- Automations: Weekly stale leads digest, Deposit paid alert, Score new lead
- Workspace: 5 projects, 2 AI agents, 3 automations