Your CSV is a graveyard of missed deals. Taskade Genesis breathes life into it — one prompt turns flat rows into a staged pipeline where AI agents qualify leads and book follow-ups while you sleep.
What Is a CSV-to-Sales-CRM Converter?
A smart import tool that maps your CSV columns to relational CRM fields, auto-creates deal stages, and wires up an AI sales agent trained on your product context. The result is a live app, not another static file.
Why Use It?
Manual CSV imports lose context. This converter preserves relationships and adds intelligence.
- Auto-stage mapping — Lead, Qualified, Proposal, Closed populate from your data
- AI qualification agent — scores and sorts leads using 15+ frontier models from OpenAI, Anthropic, and Google
- Persistent memory — the agent remembers prior conversations and deal history
- Board view — drag cards through pipeline stages visually
- Two-way integrations — pull new leads from forms, push won deals to invoicing tools
Who Should Use It?
- SDRs and AEs inheriting a messy lead list from marketing
- Founders closing their first 50 customers without a $1,200/year CRM
- Sales ops consolidating multiple CSVs into one source of truth
- Recruiters tracking candidates through a hiring funnel
- Consultants re-activating dormant prospect lists
How To Build It?
- Click Use Converter, upload your CSV, and tell Genesis the pipeline stages you need.
- The app generates in seconds — contacts linked to deals via the Relationship field.
- Switch to Board view and move deals through stages with a drag.
- Configure the AI agent under /agents to auto-draft outreach emails.
- Add a reliable automation to ping Slack when a deal reaches Proposal.
Try it live on the page, then clone it and own it. Browse the /ai/apps gallery for related sales tools.