A full-featured sales CRM with multi-stage pipeline management. Built for sales teams that need lead scoring, automated outreach, and revenue forecasting in Taskade.
What's Included
- Deal Pipeline: Customizable stages (Lead → Qualified → Proposal → Negotiation → Closed)
- Contact Database: Company profiles, decision makers, and interaction history
- Lead Scoring Agent: AI evaluates leads based on company size, engagement, and fit
- Outreach Automation: Personalized email sequences triggered by pipeline stage changes
- Revenue Dashboard: Monthly forecasting based on pipeline value and close probability
How To Use
- Clone this template and customize pipeline stages for your process
- Import contacts from CSV or connect CRM integrations
- Configure the lead scoring agent with your ideal customer profile
- Set up outreach sequences via Gmail or email integration
- Review forecasts in Table view and pipeline in Board view
Also try the AI CRM Generator for a custom-built CRM. Browse sales tools in the Community Gallery.