Built for the owner-operator who sells the work and also does the work — the contractor quoting jobs, the realtor juggling buyers, the consultant closing retainers. This is a sales pipeline CRM with a business work agent on top, so deals move forward even on the days you are too busy to look. Spin it up in Taskade and your contacts, deals, and next steps live as one connected system instead of a notebook and a dozen browser tabs.
What's Included
- Deal pipeline: Every lead moves through clear stages — new, quoted, won, lost — so you always see where the money is.
- Connected projects: Contacts link to deals and deals link to follow-up tasks, so one record tells the whole story of a customer.
- AI Agent: Ask it plain questions — "what is about to close this week?", "which deals went quiet?", "who have I not called back?" — and get a straight answer.
- Automation: When a deal stage changes, the agent logs the next step and reminds you to follow up, so leads stop falling through the cracks.
- Pipeline views: See the same deals as a board, table, or calendar — whichever way you think about your sales.
How To Use
- Clone this app into your Taskade workspace.
- Add your live deals and customers, or paste them in and let the agent sort them into stages.
- Give your custom agent its job — chase follow-ups, flag stale deals, summarize the week.
- Set a trigger so a stage change kicks off the next reminder automatically.
- Open the board every morning and close the deals that are ready — the agent already did the chasing.
Want more operator-ready apps? Browse the Community Gallery or build your own with Taskade Genesis.