Upload your member list and Taskade Genesis builds a working member CRM — contact records, renewal tracking, tier management, and AI-drafted outreach — in minutes. The Neon CRM Dashboard is live right on this page: try it, then clone and own it in one click.
Every member row becomes a structured record linked to their household, payment history, and attendance via the Relationship field — a true relational system your spreadsheet couldn't form without heavy formula work. You browse it across all seven project views: a Table directory for the full roster, a Calendar of renewal dates, a Board by membership tier, a Mind Map for chapter relationships — same data, every layout, zero rebuild.
The embedded AI agents with 33 built-in tools run the ongoing work: they draft renewal notices, personalized welcome messages for new members, and lapsed-member win-back emails — without you prompting them each time. Built-in automations with branching and looping fire on renewal proximity, new sign-ups, and lapsed status — pushing updates through 100+ bidirectional integrations: pull new members from your intake form, push renewal emails via Gmail or Mailchimp.
On Business plans, add a custom domain and GenesisAuth App-Users client logins so members sign into a branded member portal — not a generic link. The Workspace DNA loop — Memory (member records) → Intelligence (agents + 15+ frontier models) → Execution (automated outreach and renewal reminders) — keeps engagement running without manual oversight.
Start from the Community Gallery with 150,000+ cloneable apps, or generate a member CRM from a prompt.
Common questions
Can I segment members by tier or status?
Yes. Describe your membership tiers when you generate the app. Taskade Genesis creates the record fields, filter views, and automation logic that match your tier structure.
How do I handle renewal reminders automatically?
Built-in automations check renewal dates and fire reminders at intervals you configure — 30 days out, 7 days out, day-of — via email or Slack. No separate automation tool required.
Can members log in and update their own information?
Yes. GenesisAuth App-Users client logins (Business+) let each member access their own record in a branded portal — they see only their own data, never other members'.
Explore membership templates, CRM automations, and the Community Gallery. Related: sheet to living CRM, spreadsheet to membership roster.