How do I use Team Sales CRM?

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

What's included in this kit?

This app ships with 6 projects & knowledge bases, 2 AI agents, and 4 automations & workflows — ready to run or customize after you clone.

Who created Team Sales CRM?

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

taskade

Team Sales CRM

@taskadeLegend

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Clone to Workspace

Team CRM with Daily Deal Digest: track companies, contacts and deals by stage, see the month against your target, and get a morning list of deals that need a next step.

Category: Dashboards Tools Workflows
Tags: Full workspaceMulti-project
Creator: @taskade

/share/apps/40osx77n1bhy3acf/preview

About

Team CRM with Daily Deal Digest: track companies, contacts and deals by stage, see the month against your target, and get a morning list of deals that need a next step. Log a call from your phone in a few taps.

FAQ

: Team CRM with Daily Deal Digest: track companies, contacts and deals by stage, see the month against your target, and get a morning list of deals that need a next step. Log a call from your phone in a few taps.
: 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 featured app in the Taskade Community Gallery.

Team Sales CRM

About

FAQ

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