Upload your deals spreadsheet and Taskade Genesis builds a working deal tracker with stages, owner assignments, close-date forecasts, and an AI agent that drafts follow-ups — all in minutes. The Sales Pipeline Dashboard is live on this page: run it, then clone and own the whole app in one click.
Every row becomes a deal record with the Relationship field linking it to the relevant contact, account, tasks, and attachments — a connected system, not a flat table. You see the same data across all seven project views: a Board of open/closed/stalled stages, a Table of deal values and dates, a Calendar of expected close dates, a Gantt for deal timelines. Same data, every layout, zero rebuild.
The embedded AI agents run autonomously inside the tracker with 33 built-in tools. They draft follow-up emails from deal context, surface at-risk deals based on activity gaps, and roll up win rates and forecasted revenue on a schedule you set. Built-in automations — durable, branching, no separate Zapier account — trigger on stage changes, close-date proximity, and new deal creation, then push updates through 100+ bidirectional integrations: pull from Gmail and your intake forms, push to Slack and your accounting tool.
On Business plans, add a custom domain and GenesisAuth client logins so prospects access a branded deal room — not a shared spreadsheet link. The Workspace DNA loop — Memory (deal history) → Intelligence (agents + 15+ frontier models) → Execution (automations that advance the pipeline) — is the self-reinforcing system bolt-on stacks cannot form.
Browse the Community Gallery with 150,000+ cloneable apps to find a deal-tracker starting point, or generate a custom version from a prompt.
Common questions
Can I customize deal stages for my sales process?
Yes. Describe your stages in plain language when you generate the app. Taskade Genesis creates the Board columns, the automation triggers, and the agent summaries to fit your exact workflow.
How does the AI agent know which deals are at risk?
The agent uses persistent memory and your deal activity data — it checks last-contact dates, stage duration, and close-date proximity, then flags stalled deals and drafts reactivation messages automatically.
Can I invite my sales team without paying per seat?
Yes. Taskade Genesis apps are clone-and-own with no per-editor seat tax. Invite your full team and each person works from the same live deal tracker.
See CRM templates, sales automation guides, and related pages: spreadsheet to sales pipeline CRM, sheet to living CRM.