Revenue Desk

Every lead gets a same-day follow-up, every quote gets chased, and you see the cash coming in this month. Your own copy of a service business website with a quote form and a front desk chat, plus a private owner desk: leads ranked hot, warm or cold (a draft you confirm), pipeline, quotes with a 3-day reminder, invoices, cash, reply scripts and a Monday brief. Comes with sample data. Works best on Starter or higher. Alerts email you. Client emails open in your own mail app.

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

This app ships with 10 projects & knowledge bases, 1 AI agent, and 7 automations & workflows, ready to run or customize after you clone.

Team Taskade published this crms app in the Taskade App Factory.