Small Business CRM
Small Business CRM with Quotes and a Price List. Keep customers, quotes and follow-ups in one place, and give visitors a price range on a public page. Free to clone.
Small Business CRM is a Taskade app kit built from one prompt: 5 projects that remember, 1 AI agent that thinks, and 3 automations that run on their own.
Category: CRMs
This Taskade Genesis app includes 5 projects, 1 AI agent, 3 automations. Preview it live, then clone it into your own workspace.
Its AI agents include Ledger. Its automations include Quote sent: Ledger drafts quote email, Daily 8 AM follow-up digest and Delivered: Ledger drafts thank-you.
by @taskade
What you can do with Small Business 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 Small Business CRM works
- Quote sent: Ledger drafts quote email: when Deal set to Quote sent, then Find quote lines for this deal and List quote lines as text.
- Daily 8 AM follow-up digest: when Every day at 8 AM, then Find quotes expiring in 5 days and List expiring quotes as text.
- Delivered: Ledger drafts thank-you: when Deal set to Delivered, then Ledger drafts the thank-you and Comment the draft on the deal.
Built with Taskade Genesis
- Category: CRMs
- AI agents: Ledger
- Automations: Quote sent: Ledger drafts quote email, Daily 8 AM follow-up digest, Delivered: Ledger drafts thank-you
- Workspace: 5 projects, 1 AI agent, 3 automations