Web Design CRM
Qualify web design inquiries by budget, track calls, proposals, deposits and kickoffs. Public budget fit page, staff pipeline and an AI studio desk agent. Free to clone.
Web Design CRM is a Taskade app kit built from one prompt: 7 projects that remember, 2 AI agents that think, and 4 automations that run on their own.
Category: CRMs
This Taskade Genesis app includes 7 projects, 2 AI agents, 4 automations. Preview it live, then clone it into your own workspace.
Its AI agents include Studio Desk and Blueprint. Its automations include Tuesday stale proposal follow ups, Score a new inquiry and Deposit paid kickoff email.
by @taskade
What you can do with Web Design 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 Web Design CRM works
- Tuesday stale proposal follow ups: when Every Tuesday at 9 AM, then Find stale proposals and Draft the follow up.
- Score a new inquiry: when a new inquiry arrives, then Score the fit and Save the score on the inquiry.
- Deposit paid kickoff email: when an inquiry is set to Deposit paid, then Read the day of the week and Weekend adds fewer calendar days.
Built with Taskade Genesis
- Category: CRMs
- AI agents: Studio Desk, Blueprint
- Automations: Tuesday stale proposal follow ups, Score a new inquiry, Deposit paid kickoff email
- Workspace: 7 projects, 2 AI agents, 4 automations