How do I use Agency Pipeline 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 4 projects & knowledge bases, 1 AI agent, and 3 automations & workflows — ready to run or customize after you clone.

Who created Agency Pipeline CRM?

John Xie published this agency app in the Taskade Community Gallery.

taskade

Agency Pipeline CRM

@johnTinkerer

4 projects
1 AI agent
3 automations

Clone to Workspace

Agency Pipeline CRM with a Free Pipeline Forecast.

agency-pipeline-crm-6262.taskade.app/

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Agency Pipeline CRM with a Free Pipeline Forecast. Forecast a weighted agency pipeline for free, then track every lead, proposal and follow-up with win rate by source. Free to clone.

Questions

: Agency Pipeline CRM with a Free Pipeline Forecast. Forecast a weighted agency pipeline for free, then track every lead, proposal and follow-up with win rate by source. 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 4 projects & knowledge bases, 1 AI agent, and 3 automations & workflows — ready to run or customize after you clone.
: John Xie published this agency app in the Taskade Community Gallery.

Categories and tags

Category: Agency CRMs Quick Apps
Tags: Full workspaceMulti-project

Agency Pipeline CRM

About

Questions

Categories and tags

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