Sales Pipeline Dashboard Pro

The Pro edition of Sales Pipeline Dashboard: see this quarter's forecast against your target and who to call today, with a follow-up queue, a 6 month close forecast, deal details with contact and activity history, an Add deal form, a pipeline coach agent and a morning follow-up email. Ships with 16 sample deals, 12 activities and 2 targets, all fictional.

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

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

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