Pool Builder CRM
Pool Builder Lead CRM for Long Sales Cycles. Track pool leads through yard visit, design, quote and financing with reminders for cold quotes. Free to clone.
Pool Builder 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 Deep End and Sales Desk. Its automations include Draft check-in, Monday cold sweep and Yard visit booked alert.
by @taskade
What you can do with Pool Builder 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 Pool Builder CRM works
- Draft check-in: when staff ask for a check-in draft, then Deep End drafts the check-in and Save the draft on the lead.
- Monday cold sweep: when Every Monday at 8 AM, then Find cold leads and Read the leads list.
- Yard visit booked alert: when a lead moves to Yard visit booked, then Read the visit schedule and Deep End reads the visit row.
Built with Taskade Genesis
- Category: CRMs
- AI agents: Deep End, Sales Desk
- Automations: Draft check-in, Monday cold sweep, Yard visit booked alert
- Workspace: 6 projects, 2 AI agents, 5 automations