Take your contacts spreadsheet and get a fully running CRM app — relational records, pipeline views, and AI agents that do the follow-up work — in minutes. The Client Connect Dashboard is live on the page right now: use it, then clone and own a copy in one click.
Taskade Genesis reads every row of your contacts sheet and creates structured records with the Relationship field linking each contact to their company, deals, open tasks, and communication history. That's a real relational system — not a reformatted spreadsheet — that no flat-file tool can replicate without weeks of wiring.
All seven project views render the same data without rebuilding anything: a Table for the contact directory, a Board for the engagement pipeline, a Calendar for scheduled calls and follow-ups, a Mind Map for account mapping. The AI agents built into the app run continuously with 33 built-in tools — they enrich contact records from the web, draft personalized outreach, and flag contacts you haven't touched in 30 days — without you prompting them each time.
Reliable automations with branching and looping handle the operational layer: a new form submission creates the contact and triggers the welcome sequence; a deal moves to Closed Won and the invoice request fires. 100+ bidirectional integrations connect both directions — Gmail and your intake forms pull events in, Slack and QuickBooks push confirmations out.
Clone and own the whole system with no per-editor seat tax. On Business plans, add a custom domain and GenesisAuth client logins for a branded portal your contacts actually sign into. The Community Gallery has 150,000+ apps to fork as your starting point.
Common questions
What if my contacts sheet has custom columns?
Describe your columns and CRM goals in plain language. Taskade Genesis maps your fields into the record structure and generates views and agents that match your process — including any custom tags or segmentation you need.
How do the AI agents stay updated on my contacts?
Agents run autonomously inside the app with persistent memory. They remember context across sessions, pull fresh web data via the web search tool (one of 33 built-in tools), and surface insights on a schedule you set.
Is there a free plan?
Yes. The full Genesis app builder is available from the free plan. Business plans ($40/month annual) unlock custom domains and GenesisAuth client logins.
See AI CRM agents, client portal automations, and CRM templates. Related: sheet to living CRM, spreadsheet to deal tracker.