Estimate Pipeline CRM

Estimate Follow-Up CRM for Heating and Cooling Companies. See what estimate follow-up is worth for free, then track every open estimate with a 2, 7 and 21 day call plan. 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 4 automations & workflows — ready to run or customize after you clone.

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