For the realtor, the insurance agent, or the small-shop sales rep who works leads out of a notebook and a phone, a sticky note that slips behind the desk is a lost commission. This prospecting tracker CRM keeps every lead, every call, and every follow-up in one pipeline inside Taskade — so the next person to call is always on the screen, never in a pile.
The live app above is the real CRM. Click "Use this app" to own a working copy in minutes: a lead pipeline backed by connected projects, an AI agent that tells you who to chase, and reminders that fire on their own.
What's Included
- Lead Pipeline: Stages from New Lead to Contacted to Qualified to Won, each card holding contact details, source, and last-touch date
- Follow-Up Tracker: Every promised callback and check-in with a due date, so nothing waits on memory
- Connected Projects: Each lead links to its calls, notes, and the deal it becomes — one click shows the whole history, no tab hunting
- AI Agent: Answers "who haven't I called back this week?" and "which leads are going cold?", then drafts the follow-up message for you
- Automation: A lead with no activity for five days gets flagged and a reminder lands on your list — the chase happens without you watching the calendar
How To Use
- Clone this template into your workspace
- Add your leads with source and contact details, or import them from a spreadsheet
- Work the pipeline in Board view, dragging each lead forward as you talk to them
- Ask the AI agent each morning who needs a follow-up today
- Turn on automation triggers so cold leads flag themselves and no prospect slips through
Browse more sales tools in the Community Gallery or generate a custom CRM with Taskade Genesis.