Transform a quote request form into a sales pipeline app that helps agencies and service businesses capture inquiries and turn them into deals. Describe your services and Taskade Genesis builds the live pipeline from your prompt.
What's Included
- Request capture: Collect project scope, budget, timeline, and contact details in one form.
- Pipeline board: Move every request across new, quoted, negotiating, and won stages.
- AI estimate agent: An agent drafts a first quote summary from the request details.
- Integration-ready: Push won deals to your CRM or invoicing tool via 100+ integrations.
How To Use
- Prompt the builder with your service fields and pipeline stages.
- Generate the app and review the request form and pipeline board.
- Embed or share the public form link on your website.
- Track requests and move each one from lead to won deal.
Pair this with sales automations or browse all form converters to close more business.