Your customer list lives in an Excel file that only one person understands. This converter is for the operator who runs on that file — the importer with 40 wholesale buyers, the clinic owner with a callback list, the shop owner quoting by email. Going from Excel to CRM takes one paste: Taskade Genesis reads your rows, turns every customer into a record, and links each one to their orders, notes, and follow-ups through connected projects. Nothing gets retyped, and nothing hides in row 200.
What's Included
- Customer records: every row becomes a card with contact details, status, and notes, so the full history is one click away
- Seven ways to see it: the same customers as a Table for data entry, a Board by stage, or a Calendar of follow-up dates — switch anytime with project views
- AI Agent: ask plain questions like "who owes me money?", "which customers went quiet?", or "who should I call this week?" and get answers from your own data
- Automations that run alone: a new customer gets a welcome message, a due follow-up pings you, a stale record gets flagged — set the triggers once
- Team access: give the office the full picture and part-time staff just their own list with permissions
How To Use
- Clone this app into your workspace
- Paste or import your Excel customer list — each row becomes a record
- Tell the AI agent how you work: follow-up cadence, customer stages, what counts as overdue
- Turn on the automations so reminders fire without you
- Open the Board on Monday and know exactly who to call — no more spreadsheet hunting
Browse more live CRMs to clone in the Community Gallery, or try the other converters on this page.