You meet new prospects on LinkedIn every week — then the conversations scatter across DMs, comments, and memory. This lead capture CRM, built with Taskade Genesis, gives every LinkedIn lead one home: capture the contact, score the interest, and route the follow-up so no warm conversation goes cold.
What's Included
- Lead capture form: log a new LinkedIn contact in seconds — name, company, what they asked about, and how warm they are.
- Follow-up pipeline: every lead moves through clear stages, from new connection to booked call, so you always know who is next.
- AI Agent: ask plain questions like "who did I talk to this week?", "which leads asked about pricing?", or "who has gone quiet for ten days?"
- Automatic routing: when a new lead lands, an automation tags it, assigns an owner, and queues the first follow-up — no manual sorting.
- Owner views: review your pipeline as a list, board, or table — whichever way you think — with project views.
How To Use
- Clone this app into your workspace.
- Add your open LinkedIn conversations as leads — five minutes gets you current.
- Set triggers so new leads are tagged and assigned automatically.
- Train the built-in AI agent on your offer so its answers match how you sell.
- Work the queue each morning — every warm LinkedIn conversation gets a follow-up, and more of them turn into booked calls.
Want more systems like this? Browse the Community Gallery for ready-to-clone CRMs, dashboards, and trackers.