🤝 AI CRM Templates
35+ free AI CRM templates with built-in lead-scoring agents, automated follow-ups, and 100+ integrations. Clone a pipeline in 60 seconds — no signup, no credit card.
45 templates available • Page 2
Win/Loss Tracker
Free win/loss tracker template with competitive intelligence, trend analysis, and AI pattern detection. Clone and customize in Taskade.
Territory Management CRM
Free territory CRM template with region mapping, rep assignment, and AI coverage analysis. Clone and customize in Taskade.
Renewal Tracker CRM
Free renewal tracker CRM with contract alerts, churn prediction, and AI renewal proposals. Clone and customize in Taskade.
Outreach Log CRM
Free outreach log CRM with sequence tracking, response analytics, and AI message drafting. Clone and customize in Taskade.
Referral Tracker CRM
Free referral CRM template with source tracking, reward management, and AI referral outreach. Clone and customize in Taskade.
Trades CRM (Solar / HVAC / Roofing)
Free field-services CRM for solar, HVAC, roofing teams. Lead-to-quote-to-job pipeline, AI inspection summaries, route-aware scheduling. Clone free.
Wedding & Event Sales CRM
Free wedding venue CRM template with availability calendar, AI proposal agent, and lead-to-booking pipeline. Clone in 60 seconds, no signup.
Real Estate Investor CRM
Free real estate investor CRM with AI buy-box scoring, rehab budget tracking, and deal pipeline. Clone the working template in 60 seconds.
Coaching Client CRM
Clone a coaching client CRM: linked session history, goals, package status, and renewal reminders. Walk into every session prepared, never miss a renewal.
Consultant Pipeline CRM
Clone a consultant pipeline CRM: lead-to-retainer stages, AI lead scoring, drafted follow-ups, and automated chasing. Run your whole book from one workspace.
Prospecting Tracker CRM
Free prospecting tracker CRM that keeps every lead, call, and follow-up in one pipeline with an AI agent and reminders. Clone and customize in Taskade.
Campaign Tracker CRM
Free campaign tracker CRM that holds every campaign, owner, and result in one table with an AI agent and automations. Clone and customize in Taskade.
Property Management CRM
Build a property management CRM with Taskade Genesis to track tenants, leases, rent, and maintenance tickets across every unit. No code, just plain words.
Lead Reactivation Tracker (AI Re-Engages Dead Leads)
Clone an AI lead reactivation tracker that texts your dormant leads, books the warm replies, and shows who came back. SMS reactivation, no new ad spend.
Review & Referral Pipeline (Reputation on Autopilot)
Clone an AI review and referral pipeline that asks every happy customer for a review, replies on-brand, and turns 5-star reviews into referrals automatically.
