LP Relations CRM
LP Relations CRM: Capital Calls, Letters, Meetings. Track LP commitments, capital calls and payments, quarterly letters and meetings due for an emerging venture fund. Free to clone.
LP Relations CRM is a Taskade app kit built from one prompt: 10 projects that remember, 3 AI agents that think, and 5 automations that run on their own.
Category: CRMs
This Taskade Genesis app includes 10 projects, 3 AI agents, 5 automations. Preview it live, then clone it into your own workspace.
Its AI agents include Leads Scout, Vault and Vault Desk. Its automations include Stale leads weekly, Monday pulse and Meeting touchpoint: note the hold date.
by @taskade
What you can do with LP Relations 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 LP Relations CRM works
- Stale leads weekly: when Every Monday at 8 AM, then Find leads not touched this month and Put the list in one message.
- Monday pulse: when Every Monday at 8 AM, then Vault Desk drafts the week and File the pulse.
- Meeting touchpoint: note the hold date: when a touchpoint is added, then Note the meeting hold on the touchpoint.
Built with Taskade Genesis
- Category: CRMs
- AI agents: Leads Scout, Vault, Vault Desk
- Automations: Stale leads weekly, Monday pulse, Meeting touchpoint: note the hold date
- Workspace: 10 projects, 3 AI agents, 5 automations