01 / Invocation - the dream begins
Investor relations AI agent — investor stage tracking, intro request scoring, drafts updates, monthly digest.
An investor relations AI agent. Tracks investor stages (warm intro → first meeting → diligence → term sheet → closed), scores incoming intro requests by fit, drafts monthly updates from KPI dashboard, sends digest to closed investors. Founder time saved: 4-6 hr/week.
Workspace DNA: ▲ Memory · ■ Intelligence · ● Execution
Blog
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.
Read articleBlog
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.
Read articleBlog
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.
Read articleDiscover more
Looking for 24/7 customer service? Meet our AI Chatbot Agent, your instant support solution! Enjoy rapid responses, accurate information, and personal…
Want to unlock the full potential of your customer data? Discover how our AI Data Enrichment Agent can transform your CRM insights, boost personalized…
Struggling with messy CRM data? Elevate your business with our AI-Powered CRM Data Quality Enhancer! Discover accurate insights, automate cleanups, an…
Looking to skyrocket your sales conversions? Discover how our Lead Scoring AI Agent harnesses advanced algorithms to prioritize your best prospects ef…
Looking to maximize your profits with precision pricing? Discover our cutting-edge Dynamic Pricing AI Agent, designed to boost your revenue through in…
Looking to supercharge your sales strategy? Our Sales Prediction AI Agent harnesses the power of machine learning to forecast trends, optimize invento…
