Submit a brief and a tailored proposal builds and sends itself; when it's signed, onboarding kicks off and the first invoice goes out — every stage triggering the next, hands-free, from brief to paid.
The Taskade Genesis BusinessPro app (try it live below) is the full proposal-to-cash pipeline: deals on a Board, revenue in a Table, and each stage of the revenue motion automated and connected. Click "Use this app" to clone and own a running copy today.
The pipeline connects what most teams manage manually across four separate tools: proposal generation, follow-up, contract signing, client onboarding, and invoicing. Here it's one connected system. A brief or closed-won CRM deal triggers proposal generation — scope drafted, pricing pulled, case studies selected by the AI agent. When the proposal is sent, the follow-up sequence starts automatically. When the client signs, onboarding kicks off: a workspace generates, a welcome email goes out, and a calendar invite lands for the kickoff call. When the first milestone is delivered, the invoice generates and goes to Stripe for payment. Payment confirmed — the deal closes in your CRM and the bookkeeping entry lands in your ledger.
Every handoff is bidirectional automation. Client signatures pull in from your contract tool; payment events pull in from Stripe; actions push onboarding workspaces, invoice emails, and CRM updates out at each stage. Built-in reliable automations handle the branching logic — proposal unopened after three days triggers the follow-up loop; payment overdue triggers the invoice chaser — without any separate Zapier layer.
The Relationship field is what makes this a true pipeline, not a collection of disconnected workflows. Each client contact links to their proposal, their contract, their onboarding workspace, their invoices, and their payment history — all in one connected record. View the full pipeline as a Board by deal stage, a Calendar of proposal and invoice deadlines, a Table of revenue and conversion rates, or a Gantt for delivery timelines. Seven project views on one revenue dataset.
100+ bidirectional integrations span the full cash cycle: HubSpot or Pipedrive pull deal signals in; Gmail, Google Calendar, and Slack push proposals, welcomes, and team notifications out; Stripe pulls payment confirmations in; QuickBooks receives the bookkeeping entry. The embedded AI agent uses 34 built-in tools and persistent memory of your client relationships, pricing history, and past proposals — so each proposal, welcome message, and invoice note is personalized from the first client to the hundredth.
Workspace DNA runs the compounding revenue loop: Memory carries every client's context from pitch to paid and beyond, Intelligence writes the proposal, the welcome, and the invoice note, and Execution fires the cross-stage automations that connect the entire motion reliably. Clone-and-own the whole pipeline — no per-deal fees, no seat tax for the account team, finance team, and delivery team to all work in the same system.
Pair with the Brief to Tailored Proposal Generator to configure the proposal stage in detail, or the Client Onboarding Runner to extend the onboarding experience after the deal signs. Browse bookkeeping automations for the financial close layer, explore the Community Gallery, or read Learn: AI agents.
Common questions
Does this replace my CRM, invoicing tool, and onboarding tool?
For most small teams and agencies, yes — the pipeline handles the full revenue motion in one system. For teams with existing CRMs, Taskade Genesis integrates with HubSpot, Pipedrive, and Salesforce via the 100+ bidirectional integrations so both systems stay in sync.
How long does setup take?
Most teams are running live proposals within a day. You configure your rate card, scope block library, and approver routing once; the pipeline handles every deal from that point forward.
What happens if a client is slow to sign or pay?
The built-in reliable automations detect the delay and fire the appropriate follow-up sequence — proposal follow-up loop for unsigned proposals, invoice chaser for overdue payments — all without manual intervention. See Learn: Scheduled automations.