Taskify CRM

Taskify CRM effortlessly integrates multiple facets of business management into a single system, reducing administrative burden and preventing lost opportunities. Its AI-driven automation supports lead qualification, follow-ups via AI bots, SMS, and email sequences, ensuring smoother client communication and keeping projects on schedule. It also offers tailored workflows for specific industries like real estate and construction, with tools for managing projects, contracts, invoices, and client reviews digitally, all aiming to save time and increase efficiency.​

Key Features

• AI-powered lead capture and qualification with automated follow-ups using bots, SMS, and emails.
• Integrated project management: task assignments, progress tracking, and deadline monitoring.
• Contract management with digital signatures, estimates, and invoicing built into the CRM.
• Automated client review requests and reputation-building tools post-project completion​.

Use Cases

• Real estate investors managing lead pipelines, client communications, and property projects.
• Contractors overseeing multiple construction projects and subcontractor tasks in one dashboard.
• Small to medium businesses streamlining sales follow-up, project tracking, and invoicing processes​.