01 / Invocation - the dream begins
Agency client-management AI — project status drafts, scope-creep flags, retainer renewal prep, NPS follow-ups.
An agency client-management AI agent. Drafts weekly project status updates per client, flags scope creep before it bills, preps retainer renewal materials 90 days before contract end, sends NPS follow-up after each milestone.
Workspace DNA: ▲ Memory · ■ Intelligence · ● Execution
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Publish Taskade Genesis apps on your own domain, add sign-in or a password, and build CRMs, client portals, and shops that stay connected to your workspace.
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Migrate off LionDesk to a solo-agent CRM you own in 2026. Lead capture, follow-up, and pipeline stages in Taskade Genesis. No IDX and no MLS feed claims.
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Build a speed-to-lead CRM with instant text-back in 2026. Compare Taskade Genesis, Follow Up Boss, HubSpot, and standalone SMS tools on what each meters.
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