If you run your business from texts, sticky notes, and a spreadsheet of names, this converter is for you. Describe the client tracker in your head — a tradesperson logging jobs, a realtor managing showings, a clinic owner chasing appointment follow-ups — and Taskade Genesis turns that idea into a CRM app you can open and use the same day. Clone the live CRM below, then reshape it around how you already work.
What's Included
- Client pipeline: every contact moves through clear stages, from first call to closed deal, so nothing slips
- Deal and notes tracking: what was promised, what was quoted, and what happens next, all on one client card
- AI agent on call: ask plain questions like "who have I not followed up with this week?" or "which deals are stuck?" and get a straight answer — build your own with custom agents
- Automatic follow-ups: triggers watch for stage changes and send reminders without you lifting a finger
- Your view, your way: flip the same client list between List, Board, and Table with project views
How To Use
- Clone this app into your workspace with one click
- Replace the sample clients with your real ones, or paste them in from a spreadsheet
- Tell the AI agent how your business works so its answers fit your trade
- Turn on the follow-up automation so reminders run on their own
- Open one app each morning and know exactly who to call — that is the whole point
Want more starting points? Browse live apps in the Community Gallery or convert another idea on this page.