Referral Partner CRM
Referral Partner CRM for Professional Firms. Track the attorneys, bankers and agents who send you clients, what they send and when to thank them. Free to clone.
Referral Partner CRM 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 Thanks Desk and Thanks. Its automations include Monthly referral recap, Monday partner pulse and Thank-you draft when a referral becomes a client.
by @taskade
What you can do with Referral Partner 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 Referral Partner CRM works
- Monthly referral recap: when Every month on the first at 8 AM, then Referrals from last month and List last month referrals by partner.
- Monday partner pulse: when Every Monday at 8 AM, then Referrals from the last seven days and List this week's referral partners.
- Thank-you draft when a referral becomes a client: when a referral becomes a client, then Draft the thank-you with Thanks Desk and Comment the draft on the referral.
Built with Taskade Genesis
- Category: CRMs
- AI agents: Thanks Desk, Thanks
- Automations: Monthly referral recap, Monday partner pulse, Thank-you draft when a referral becomes a client
- Workspace: 4 projects, 2 AI agents, 3 automations