Roofing Lead CRM
Roofing Lead CRM with Insurance Claim Stage and Stale Lead List. Move roofing leads from inspection to scheduled job, score each lead, catch stale leads and take inspection requests. Free to clone.
Roofing Lead CRM is a Taskade app kit built from one prompt: 7 projects that remember, 2 AI agents that think, and 3 automations that run on their own.
Category: CRMs
This Taskade Genesis app includes 7 projects, 2 AI agents, 3 automations. Preview it live, then clone it into your own workspace.
Its AI agents include Pipeline Advisor and Ridge. Its automations include Monday stale-lead check, Score every new lead and Signed job handoff.
by @taskade
What you can do with Roofing 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 Roofing Lead CRM works
- Monday stale-lead check: when Every Monday at 7:30 AM, then Find early-stage leads over 3 days old and Find estimates untouched over 5 days.
- Score every new lead: when a lead is added, then Score the lead and Save the score.
- Signed job handoff: when a lead is set Signed, then Comment a welcome note draft and Read the signed lead.
Built with Taskade Genesis
- Category: CRMs
- AI agents: Pipeline Advisor, Ridge
- Automations: Monday stale-lead check, Score every new lead, Signed job handoff
- Workspace: 7 projects, 2 AI agents, 3 automations