Volunteer CRM
Volunteer CRM with Orientation and Lapse Tracking. Move volunteers from interest to orientation to active, log hours and win back lapsed people. Free to clone.
Volunteer CRM is a Taskade app kit built from one prompt: 5 projects that remember, 2 AI agents that think, and 3 automations that run on their own.
Category: CRMs
This Taskade Genesis app includes 5 projects, 2 AI agents, 3 automations. Preview it live, then clone it into your own workspace.
Its AI agents include Ladle and Coordinator Helper. Its automations include Thank-you draft at 25 hours, Monday lapsed volunteers email and Interest form scored and emailed.
by @taskade
What you can do with Volunteer 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 Volunteer CRM works
- Thank-you draft at 25 hours: when hours change, then Draft a thank-you message and Add thank-you draft comment.
- Monday lapsed volunteers email: when Every Monday 8 AM, then Find lapsed volunteers and Build the list.
- Interest form scored and emailed: when an interest form is added, then Score the interest and Save the score.
Built with Taskade Genesis
- Category: CRMs
- AI agents: Ladle, Coordinator Helper
- Automations: Thank-you draft at 25 hours, Monday lapsed volunteers email, Interest form scored and emailed
- Workspace: 5 projects, 2 AI agents, 3 automations