Solar Installer CRM
Solar Installer CRM with Bill Size and Proposal Follow-Up. Run solar leads from bill review to signed, with bill size, proposal follow-up and a public quote estimator. Free to clone.
Solar Installer CRM is a Taskade app kit built from one prompt: 7 projects that remember, 1 AI agent that thinks, and 3 automations that run on their own.
Category: CRMs
This Taskade Genesis app includes 7 projects, 1 AI agent, 3 automations. Preview it live, then clone it into your own workspace.
Its AI agents include Sol. Its automations include Proposal follow-up draft, Tuesday stale and waiting digest and Quote request fit note.
by @taskade
What you can do with Solar Installer 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 Solar Installer CRM works
- Proposal follow-up draft: when a lead moves to Proposal, then Draft the follow-up message and Comment the draft for the rep.
- Tuesday stale and waiting digest: when Every Tuesday at 9 AM, then Read the leads list and Read the proposals list.
- Quote request fit note: when a quote request arrives, then Write the fit note and bill rule and Add the lead to the pipeline.
Built with Taskade Genesis
- Category: CRMs
- AI agents: Sol
- Automations: Proposal follow-up draft, Tuesday stale and waiting digest, Quote request fit note
- Workspace: 7 projects, 1 AI agent, 3 automations