Tutor Lead CRM
Tutor Lead CRM with Trial Lessons and Package Renewals. Track every parent from first message to a renewed lesson package, and let parents request a trial lesson on a public page. Free to clone.
Tutor Lead 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: CRMs
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 Abacus and Office Helper. Its automations include Draft a renewal message, Score a new family lead and Daily trial follow-up reminder.
by @john
What you can do with Tutor 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 Tutor Lead CRM works
- Draft a renewal message: when a family becomes Renewal due, then Draft the renewal message and Post the draft as a comment.
- Score a new family lead: when a family is added, then Score the lead and Save the score.
- Daily trial follow-up reminder: when Every day at 4 PM, then Find families waiting for follow-up and Build the list.
Built with Taskade Genesis
- Category: CRMs
- AI agents: Abacus, Office Helper
- Automations: Draft a renewal message, Score a new family lead, Daily trial follow-up reminder
- Workspace: 6 projects, 2 AI agents, 4 automations