If your deals live in a spreadsheet, a notebook, and your memory, this CRM pulls them into one place. DealFlow Sales CRM gives a small sales team — or a one-person shop — a shared pipeline where every deal has a stage, an owner, and a next step. Built with Taskade Genesis, it works the moment you clone it, with nothing to install and no spreadsheet to maintain.
What's Included
Deal Pipeline: every open deal with its stage, value, and next step, visible at a glance
Contact Records: customers and their deals stay linked through connected projects, so the full history is one click away
AI Sales Agent: ask plain questions like "which deals have gone quiet?" or "what's closing this month?" and get answers from your own pipeline
Automatic Stage Updates: when a deal moves, the automation updates the record and notifies the owner, with no manual tracking
Follow-Up Reminders: stalled deals trigger a follow-up task automatically, so warm leads never go cold
How To Use
Clone this app into your workspace and add your open deals.
Invite your team and control who can edit with permissions.
Open Triggers to set when stage updates and reminders fire.
Teach the AI agent your products and pricing so its answers fit your business.
Run your week from the pipeline — every deal has a next step, and nothing slips through.
Want more sales systems like this? Browse live apps in the Community Gallery.