Sales Pipeline CRM with a Daily Deal Digest

Sales Pipeline CRM is a pipeline template that tracks companies, contacts and deals by stage for a small sales team. It replaces the shared spreadsheet where reps lose track of next steps. It shows pipeline value against a monthly target, and each rep gets a private view of their own deals. You can switch on a morning list of deals that need a move. Clone it free and start with sample data.

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, 2 AI agents, and 4 automations & workflows — ready to run or customize after you clone.

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