MSP Prospect CRM
MSP Prospect CRM with Contract End Dates. Track IT prospects by seats, current provider and contract end date through audit, proposal and signing. Free to clone.
MSP Prospect CRM is a Taskade app kit built from one prompt: 6 projects that remember, 2 AI agents that think, and 5 automations that run on their own.
Category: CRMs
This Taskade Genesis app includes 6 projects, 2 AI agents, 5 automations. Preview it live, then clone it into your own workspace.
Its AI agents include Patch and Leads Reviewer. Its automations include Audit done to proposal draft, Daily renewal watch and Monday contract-end call list.
by @taskade
What you can do with MSP Prospect 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 MSP Prospect CRM works
- Audit done to proposal draft: when a prospect is set to Audit done, then Patch drafts a proposal outline and Comment the outline on the prospect.
- Daily renewal watch: when Every day at 7 AM, then Find clients renewing within 60 days and Join the renewals into text.
- Monday contract-end call list: when Every Monday at 8 AM, then Find prospects ending within 90 days with no audit offered and Join the list into text.
Built with Taskade Genesis
- Category: CRMs
- AI agents: Patch, Leads Reviewer
- Automations: Audit done to proposal draft, Daily renewal watch, Monday contract-end call list
- Workspace: 6 projects, 2 AI agents, 5 automations