Proposal Tracker
Proposal Tracker for Consultants with Follow-Up Dates. Track sent proposals, expiry dates, follow-ups and win rate, and let clients price a package on a public page. Free to clone.
Proposal Tracker is a Taskade app kit built from one prompt: 4 projects that remember, 2 AI agents that think, and 3 automations that run on their own.
Category: CRMs
This Taskade Genesis app includes 4 projects, 2 AI agents, 3 automations. Preview it live, then clone it into your own workspace.
Its AI agents include Nudge and Nudge Desk. Its automations include Lost proposal reason reminder, Weekday morning digest and Sent proposal creates follow-ups.
by @taskade
What you can do with Proposal Tracker
- 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 Proposal Tracker works
- Lost proposal reason reminder: when Stage is set to Lost, then Email the lost reason reminder.
- Weekday morning digest: when Every weekday at 8 AM, then Find follow-ups due today and Find proposals expiring within 5 days.
- Sent proposal creates follow-ups: when Stage is set to Sent, then Draft the first follow-up and Comment the draft on the proposal.
Built with Taskade Genesis
- Category: CRMs
- AI agents: Nudge, Nudge Desk
- Automations: Lost proposal reason reminder, Weekday morning digest, Sent proposal creates follow-ups
- Workspace: 4 projects, 2 AI agents, 3 automations