Neon CRM Dashboard Pro

The Pro edition of Neon CRM Dashboard: see who to contact today in a follow-up queue, open each client with contact details and full interaction history, log a call in one step, track every client on a stage board, and get a client coach agent and a morning follow-up email, with 16 fictional sample clients and 20 interactions; the Google Sheets sync flow needs a Google Sheets connection after you clone.

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

This app ships with 2 projects & knowledge bases, 1 AI agent, and 3 automations & workflows — ready to run or customize after you clone.

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