Moving Company Lead CRM
Moving Company Lead CRM with Date Capacity Check. Track moving quote requests through survey, quote and booking with a truck capacity check. Free to clone.
Moving Company Lead CRM is a Taskade app kit built from one prompt: 6 projects that remember, 2 AI agents that think, and 4 automations that run on their own.
Category: Quick Apps
This Taskade Genesis app includes 6 projects, 2 AI agents, 4 automations. Preview it live, then clone it into your own workspace.
Its AI agents include Dispatch and Haul. Its automations include Stale quote follow-ups, Friday truck plan email and New lead scoring.
by @john
What you can do with Moving Company 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 Moving Company Lead CRM works
- Stale quote follow-ups: when Every day at 8 AM, then Find quotes sent over 3 days ago and Join the stale quotes into a list.
- Friday truck plan email: when Every Friday at 3 PM, then Find the truck days in the week ahead and Turn the truck days into a list.
- New lead scoring: when a lead is added, then Score the lead and Save the score on the lead.
Built with Taskade Genesis
- Category: Quick Apps
- AI agents: Dispatch, Haul
- Automations: Stale quote follow-ups, Friday truck plan email, New lead scoring
- Workspace: 6 projects, 2 AI agents, 4 automations