Interior Design CRM
Interior Design CRM with a Free Design Fee Estimate. Estimate a design fee by room for free, then track every inquiry from discovery call to signed project. Free to clone.
Interior Design CRM is a Taskade app kit built from one prompt: 4 projects that remember, 1 AI agent that thinks, and 3 automations that run on their own.
Category: CRMs
This Taskade Genesis app includes 4 projects, 1 AI agent, 3 automations. Preview it live, then clone it into your own workspace.
Its AI agents include Studio Notes. Its automations include Monthly win rate report, Monday studio briefing and Stale proposal follow-up draft.
by @john
What you can do with Interior Design 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 Interior Design CRM works
- Monthly win rate report: when On the 1st of each month at 9 AM, then Ask Studio Notes for the monthly report and Email the principal.
- Monday studio briefing: when Every Monday at 8 AM, then Ask Studio Notes for the briefing and Email the principal.
- Stale proposal follow-up draft: when Every day at 8 AM, then Find stale proposals and Draft a warm follow-up.
Built with Taskade Genesis
- Category: CRMs
- AI agents: Studio Notes
- Automations: Monthly win rate report, Monday studio briefing, Stale proposal follow-up draft
- Workspace: 4 projects, 1 AI agent, 3 automations