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
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.
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.
Clone an AI HVAC CRM that books service calls, dispatches techs, tracks maintenance contracts, and gets reviews. Run your field operation from one place.
Clone an AI roofing CRM that captures storm leads, tracks estimates and insurance claims, and schedules crews. Turn storm-season chaos into one pipeline.
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.
Manage client households, review meetings, and renewals with a Financial Advisor CRM template. AI agents handle meeting prep and follow-up notes. Clone free.
Clone a transaction coordinator dashboard template to track closing tasks, documents, and deadlines for every real estate deal in Taskade Genesis.
Clone an account renewal health dashboard template to score renewal risk, track expansion signals, and queue outreach before contracts lapse in Taskade Genesis.
TC milestones and deadlines without IDX or MLS claims. Clone a live Taskade Genesis template.
Post-job review request board with owners and status. Clone a live Taskade Genesis kit.
Realtor lead pipeline without IDX or MLS. Clone a live Taskade Genesis kit.
Inspection and earnest money deadlines. No IDX. Clone a live Taskade Genesis kit.
Under-contract ops beside your CRM. No IDX. Clone a live Taskade Genesis kit.
Solo-agent CRM after LionDesk. No IDX. Clone a live Taskade Genesis kit.
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.
