Quick answer
Taskade Genesis generates a live CRM from the pipeline you describe: contacts, stages, deal value, and next actions in one app. Import the sheet you already keep, then let an agent draft follow-ups. HubSpot remains the native CRM if you want their objects and reports. Client logins work on every plan. Isolation is opt-in.
Generate a live CRM
Step 1: List stages, fields, and the next action
Write the stages you actually run and the fields each deal needs. HubSpot's CRM database guide is the official path if you are staying on HubSpot objects. This page is the generator card, not a "how to build a CRM" tutorial.
Step 2: Generate the CRM and import records
Open Taskade Genesis and describe the pipeline. Review the live app, then import contacts from a spreadsheet or a connected tool. Rename a stage in plain language if the first draft is wrong.
Step 3: Add one follow-up automation
Attach an agent that drafts the next email from the deal record, or an automation that assigns the owner when a stage changes. Client logins work on every plan. Isolation is opt-in and defaults off, so match rows to the login and test with a second account.
Can I generate a CRM from a prompt?
Yes. Describe the pipeline and Taskade Genesis returns a running CRM app. The long-form method lives on how to build a CRM. The product walkthrough is Learn CRM. Pair the CRM with a client portal over the same records.
Do client logins limit visibility without configuration?
No. Sign-in confirms who the visitor is. You match their records to that login, then test with a second account. A custom domain is Business and above and is a separate setting from sign-in.