CRM Builder

CRM Builder: Name Your Own Stages and Fields. Set your pipeline stages and fields, drag sample leads on a board with weighted value, and take leads from a contact form. 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, 2 AI agents, and 2 automations & workflows — ready to run or customize after you clone.

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