Google Sheets is a great starting point and a terrible ending point. Taskade Genesis pulls your sheet into a fully relational CRM in one prompt, weaving contacts, companies, and deals into a connected web that thinks with you.
What Is a Google-Sheets-to-Relationship-CRM Converter?
An AI-driven import that maps your sheet columns to CRM entities and uses the Relationship field to link them: contacts to companies, companies to deals, deals to tasks. The result runs on Taskade Genesis — no external database needed.
Why Use It?
Flat sheets lose relationships the moment you add a second tab. A relational CRM keeps everything connected.
- Relationship field — bidirectional links across contacts, companies, and pipelines
- Multiple project views — switch from Table to Mind Map to see the full relationship graph
- AI research agent — enriches thin records with company info using frontier models from top AI labs
- Live sync-ready — 100+ two-way integrations let new rows flow in automatically
- No per-seat lock-in — share the app with your whole team at one flat price
Who Should Use It?
- B2B sales teams mapping accounts to multiple contacts and open opportunities
- Partnership managers tracking referral networks and co-sell relationships
- VC analysts managing a portfolio of founders, investors, and deals
- Event organizers linking sponsors to contacts and deliverables
- Community builders connecting members to chapters and events
How To Build It?
- Click Use Converter, paste your Google Sheets data or share the URL, and describe the relationships you need.
- Taskade Genesis generates the relational CRM — contacts linked to companies, deals linked to tasks.
- Open Mind Map view to visualize the full relationship graph instantly.
- Add an AI agent to auto-enrich thin rows with company context.
- Set up a reliable automation to pull new form submissions directly into your CRM.
Clone it and own it in about ten seconds. Explore more CRM starters at /templates or the community.