How do I use Agency Client CRM?

Clone it to your Taskade workspace in one click, then customize projects, agents, and automations to match your workflow.

What's included in this kit?

This app ships with 3 projects & knowledge bases, 1 AI agent, and 3 automations & workflows — ready to run or customize after you clone.

Who created Agency Client CRM?

Team Taskade published this agency app in the Taskade Community Gallery.

taskade

Agency Client CRM

@taskadeLegend

3 projects
1 AI agent
3 automations

Clone to Workspace

Agency Client List with Retainer Hours and Health Score.

agency-client-roster-8523.taskade.app/

About

Agency Client List with Retainer Hours and Health Score. Every client on one screen with retainer hours, last activity, renewal date and a health color. Free to clone.

Questions

: Agency Client List with Retainer Hours and Health Score. Every client on one screen with retainer hours, last activity, renewal date and a health color. Free to clone.
: Clone it to your Taskade workspace in one click, then customize projects, agents, and automations to match your workflow.
: This app ships with 3 projects & knowledge bases, 1 AI agent, and 3 automations & workflows — ready to run or customize after you clone.
: Team Taskade published this agency app in the Taskade Community Gallery.

Categories and tags

Category: Agency CRMs Dashboards
Tags: Full workspaceMulti-project

Agency Client CRM

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Questions

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