Upload your contacts spreadsheet and Taskade Genesis builds a working CRM — relational records, 7 project views, AI agents, and automations — in minutes. No schema design, no tool stitching, no developer. A living system you can try right on the page with the Neon CRM Dashboard, then clone and own in one click.
Taskade Genesis reads each row, maps it into a structured contact record, and links contacts to deals, tasks, and follow-ups via the Relationship field — a native relational layer no spreadsheet can form. You browse the same data in every format you need: a Table for the full directory, a Board for the pipeline, a Calendar for meetings, a Mind Map for account relationships — all seven views, zero rebuild.
Embedded AI agents with 33 built-in tools do the ongoing work inside the app: they enrich leads, score contacts, draft outreach, and summarize accounts — not a build-time assistant you prompt once, but a teammate that runs on a schedule. Built-in automations with branching and looping route new leads, trigger follow-up sequences, and sync contacts through 100+ bidirectional integrations — pull from Gmail and your forms, push to Slack and your calendar. No separate Zapier account, no capped run quotas.
On Business plans, add custom domains and GenesisAuth client logins so prospects and partners sign into a branded portal — not an unbranded shared link. And the Community Gallery has 150,000+ cloneable CRM and pipeline apps to fork as your starting point.
Workspace DNA makes this a self-reinforcing system: Memory stores every contact and interaction, Intelligence surfaces at-risk deals and drafts messages, Execution moves the pipeline forward — automatically.
Common questions
Can I import my existing spreadsheet columns?
Yes. Taskade Genesis reads your spreadsheet structure and maps each column to a record field. You describe what the CRM should do and the app, views, and agent behaviors generate together — the column mapping is handled for you.
What project views does the CRM include?
All seven: List, Board, Calendar, Table, Mind Map, Gantt, and Org Chart. Use Board for the pipeline, Table for contacts, Calendar for follow-up dates, and Mind Map to visualize account relationships — same data, every layout.
Do I need a developer to set up client logins?
No. GenesisAuth App-Users client logins (Business+) are a built-in Genesis feature — describe the portal, and authenticated, scoped logins generate with the app.
Explore CRM templates, browse sales pipeline automations, or see the full spreadsheet-to-CRM converter hub. Related: contacts sheet to CRM app, spreadsheet to sales pipeline CRM.