Most solo realtors run their business across four disconnected lists: a phone full of contacts, a spreadsheet of deals, a notes app of follow-ups, and a calendar nobody checks. This Realtor CRM, built with Taskade Genesis, puts all of it in one pipeline — the same inbound-CRM shape working solo agents already run on Taskade.
What's Included
Contact pipeline: Every buyer, seller, and past client on one board with stage, lead source, and the next touch.
Deal stages: Move each deal from new lead to under contract to closed, with the commission tracked in a USD currency field.
AI Agent: Ask "who haven't I called in two weeks?" or "which deals close this month?" and get answers straight from your own pipeline.
Automatic follow-ups: When a contact goes quiet, an automation queues the next touch so no one slips away.
Connected projects: Each contact links to their deals and closing checklist, so the full story is one click away.
How To Use
Clone this app into your workspace.
Add contacts as calls and form fills come in, or paste in your current list.
Set triggers so stale contacts resurface on their own.
Point the built-in AI agent at your pipeline and ask it who needs attention.
Work the short list each morning — the CRM tells you who to call and why, so deals close instead of cooling off.
Pair it with the Buyer Follow-Up Sequence above, or browse more live real estate systems in the Community Gallery.
