🤝 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 3
Local Business RevOps CRM (One Dashboard, Every Lead)
Clone one AI RevOps CRM that holds every lead, appointment, and review in one dashboard. Multiple AI agents work the pipeline across SMS, email, and Stripe.
Dental Practice CRM
Clone an AI dental practice CRM that tracks recalls, treatment plans, and reviews, then texts overdue patients to fill your chairs. No per-chair software fees.
HVAC Service Business CRM
Clone an AI HVAC CRM that books service calls, dispatches techs, tracks maintenance contracts, and gets reviews. Run your field operation from one place.
Roofing Contractor CRM
Clone an AI roofing CRM that captures storm leads, tracks estimates and insurance claims, and schedules crews. Turn storm-season chaos into one pipeline.
Law Firm Client CRM
Clone an AI law firm CRM that tracks intake leads, consultations, matters, and deadlines, then drafts client updates. Keep cases on track without big software.
Financial Advisor CRM
Manage client households, review meetings, and renewals with a Financial Advisor CRM template. AI agents handle meeting prep and follow-up notes. Clone free.
Transaction Coordinator Dashboard Template
Clone a transaction coordinator dashboard template to track closing tasks, documents, and deadlines for every real estate deal in Taskade Genesis.
Account Renewal Health Dashboard Template
Clone an account renewal health dashboard template to score renewal risk, track expansion signals, and queue outreach before contracts lapse in Taskade Genesis.
Transaction Coordinator Task Board Template
TC milestones and deadlines without IDX or MLS claims. Clone a live Taskade Genesis template.
Post Job Review Request Board Template
Post-job review request board with owners and status. Clone a live Taskade Genesis kit.
kvCORE Alternative Realtor Lead Engine Template
Realtor lead pipeline without IDX or MLS. Clone a live Taskade Genesis kit.
Contingency Deadline OS Template
Inspection and earnest money deadlines. No IDX. Clone a live Taskade Genesis kit.
FUB Under Contract Ops Board Template
Under-contract ops beside your CRM. No IDX. Clone a live Taskade Genesis kit.
LionDesk Migration Solo Agent CRM Template
Solo-agent CRM after LionDesk. No IDX. Clone a live Taskade Genesis kit.
Client Connect Pipeline Dashboard
Track every client relationship, pipeline stage, and dated next step on one dashboard, with alerts when a deal goes quiet. Free CRM kit to clone in Taskade.
