Turn your spreadsheet into a fully working CRM in seconds — Taskade Genesis converts your contacts, deals, and pipelines into a live, AI-powered app you can clone and own right now.
What is a spreadsheet-to-CRM converter?
A spreadsheet-to-CRM converter takes flat row-and-column contact data and turns it into a relational system where leads, deals, companies, and tasks are linked together — not scattered across tabs. Instead of hunting for the right cell, you see every deal, follow-up, and note connected in one place, with views that match how you actually work.
Taskade Genesis goes further: describe your CRM in plain language and get a working app — complete with linked records, 7 project views, embedded AI agents, and built-in automations — with no spreadsheet formulas, no dev work, and no stitching together separate tools.
Why Taskade Genesis for spreadsheet to CRM?
- Clone a live app, not a blank template. Most spreadsheet-to-CRM tools hand you a static template and say "good luck." With Taskade Genesis, there is a live Converters app already running below — clone it in one click and it is yours, pre-configured with relational fields, pipeline stages, and AI agents ready to work.
- Relational data without a database degree. The Relationship field links contacts to deals, deals to companies, and companies to tasks — the same logic a traditional CRM uses, built automatically from your prompt.
- 7 views for every workflow. Switch between List, Board, Calendar, Table, Mind Map, Gantt, and Org Chart without leaving your CRM. See your pipeline as a Kanban board, your follow-ups on a Calendar, and your org structure as a chart — all from the same data.
- AI agents that do the work. 33 built-in tools give your CRM agents the ability to research prospects, draft outreach, update records, and trigger follow-ups — powered by 15+ frontier models from OpenAI, Anthropic, Google, and open-weight providers.
- 100+ two-way integrations + automations. Triggers pull events in from Gmail, Slack, HubSpot, and more; actions push data back out. Workflows run on Taskade's always-on automation engine — no Zapier account needed.
Who is it for?
- Freelancers and consultants tracking clients and projects in a single spreadsheet who need a real pipeline without paying enterprise CRM prices.
- Small sales teams tired of version-conflicted Google Sheets where nobody knows which row is current.
- Founders and solopreneurs who want a CRM that thinks with them — surfacing the right contact at the right time, not just storing names.
- Operations leads who need relational data (contacts linked to companies linked to deals) but do not have a developer to build it.
- Non-technical builders — like David — who want to describe what they need in plain English and get a working system, not a configuration wizard.
How it works
- Describe your CRM in a prompt. Type something like "Build a sales CRM with contacts, deal stages, follow-up dates, and linked company records." Taskade Genesis generates the app.
- Clone a live Converter below. Browse the ready-made spreadsheet-to-CRM apps in the Converters section on this page. One click clones the entire app into your workspace.
- Import or paste your spreadsheet data. Bring in your existing contacts from Google Sheets, Excel, or CSV — records map to the relational structure automatically.
- Switch views to match your workflow. Use Board view for your pipeline, Calendar for follow-ups, Table for data entry — all reflecting the same live data.
- Turn on AI agents and automations. Set agents to research new leads, draft emails, and move deals forward. Add automations to notify teammates or sync records to your tools.
Ready to stop managing rows and start managing relationships? Explore AI Apps, AI Agents, and Automation — or browse the Community to see what other builders have shipped. For a deeper look at building relational databases and automation flows, visit /learn/projects/databases and /learn/automation/automations-execution.
