Deals die from silence, not from bad pitches. This agentic sales assistant keeps every deal in one pipeline and drafts the next follow-up the moment one goes quiet. It is built for the solo seller and the small team who can't afford a full CRM admin — describe your sales steps to Taskade Genesis and it runs from there.
What's Included
- Deal pipeline: drag deals from new to won, with the dollar value carried the whole way.
- Follow-up agent: an custom AI agents drafts the next message for any deal that's gone cold.
- Contact records: every company, person, and conversation as connected projects.
- Stale-deal alerts: triggers nudge you before a deal slips past its close date.
- Forecast view: see likely revenue this month at a glance.
How To Use
- Clone the assistant into your workspace.
- Import your current deals or add them as you go.
- Tell the follow-up agent your tone and cadence with custom AI agents.
- Switch on stale-deal triggers.
- Let the assistant tell you who to call next.
Compare full pipelines in the Community Gallery or open the CRM agents page.