Team Sales CRM
Team CRM with Daily Deal Digest: track companies, contacts and deals by stage, see the month against your target, and get a morning list of deals that need a next step. Log a call from your phone in a few taps.
Team Sales CRM is a Taskade app kit built from one prompt: 6 projects that remember, 2 AI agents that think, and 4 automations that run on their own.
Category: Tools
This Taskade Genesis app includes 6 projects, 2 AI agents, 4 automations. Preview it live, then clone it into your own workspace.
Its AI agents include Playbook Help and Deal Coach. Its automations include Daily deal digest, When a deal moves to Won and When a deal moves to Lost.
by @taskade
What you can do with Team Sales 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 Team Sales CRM works
- Daily deal digest: when Every weekday at 8:00 AM, then Find the "Manager email" setting and Read the "Manager email" setting.
- When a deal moves to Won: when A deal moves to Won, then Ask Deal Coach why it won and Write the summary as a comment.
- When a deal moves to Lost: when A deal moves to Lost, then Ask Deal Coach why it lost and Write the summary as a comment.
Built with Taskade Genesis
- Category: Tools
- AI agents: Playbook Help, Deal Coach
- Automations: Daily deal digest, When a deal moves to Won, When a deal moves to Lost
- Workspace: 6 projects, 2 AI agents, 4 automations