DealFlow CRM
DealFlow CRM is a simple CRM that tracks every sales deal from first contact to close. It replaces the deal spreadsheet and the manual follow-up you forget to do. Inside are 4 projects and a Sales Coach AI assistant. Automatic reminders flag a stale deal that has gone quiet, and each new deal is sorted on arrival so the right person sees it first. Clone it free, then switch on the automations you want.
DealFlow CRM is a Taskade app kit built from one prompt: 4 projects that remember, 1 AI agent that thinks, and 2 automations that run on their own.
Category: Dashboards
This Taskade Genesis app includes 4 projects, 1 AI agent, 2 automations. Preview it live, then clone it into your own workspace.
Its AI agents include Sales Coach. Its automations include 🔔 Stale Deal Alert and 🎯 New Deal Triage.
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by @taskade
What you can do with DealFlow CRM
- Preview the live Taskade Genesis app in your browser without signing up.
- Clone the entire workspace (projects, agents, automations, and app UI) to your own Taskade account in one click.
- Edit any agent prompt, project field, or automation step after cloning.
- Share the cloned version with your team or publish to a custom domain.
How DealFlow CRM works
- 🔔 Stale Deal Alert: when Daily Morning Check, then Find All Contacts and Identify Stale Deals.
- 🎯 New Deal Triage: when New Contact Added, then Craft Opening Strategy and Create Urgent Task in Stale Deals.
Built with Taskade Genesis
- Category: Dashboards
- AI agents: Sales Coach
- Automations: 🔔 Stale Deal Alert, 🎯 New Deal Triage
- Workspace: 4 projects, 1 AI agent, 2 automations