How do I use DealFlow 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 6 projects & knowledge bases, 1 AI agent, and 3 automations & workflows — ready to run or customize after you clone.

Rick published this projects app in the Taskade Community Gallery.

Track every deal from first contact to close in one pipeline, with a sales coach agent that drafts your next move.

dealflow-crm-4484.taskade.app/

Track every deal from first contact to close in one pipeline, with a sales coach agent that drafts your next move.

: Track every deal from first contact to close in one pipeline, with a sales coach agent that drafts your next move.
: Clone it to your Taskade workspace in one click, then customize projects, agents, and automations to match your workflow.
: This app ships with 6 projects & knowledge bases, 1 AI agent, and 3 automations & workflows — ready to run or customize after you clone.
: Rick published this projects app in the Taskade Community Gallery.