Paste your sales spreadsheet into a prompt and Taskade Genesis ships a live sales pipeline CRM — stages, contacts, forecasts, and AI agents that draft proposals and chase follow-ups — in minutes. The Sales Pipeline Dashboard is running right on this page: try it, then clone and own it in one click with no per-seat tax.
Taskade Genesis maps each row into a deal record and wires it to its contact and account using the Relationship field — so your pipeline is actually relational: contacts link to deals, deals link to tasks, tasks link to closed-won revenue. That's the structural layer spreadsheet tools can't form without heavy formula maintenance.
All seven project views render the pipeline without any rebuild: a Board of stages, a Table for revenue forecasting, a Calendar of close dates, a Gantt for deal timelines (Timeline scrolls inside Gantt — it's not a separate view). The embedded AI agents run with 33 built-in tools — they score leads, draft customized proposals from a brief, roll up win-rate and at-risk lists on a schedule, and post summaries to Slack. Built-in automations route new leads from your forms, advance deal stages on trigger conditions, and sync updates through 100+ bidirectional integrations — Gmail and your CRM inputs pull in, Slack and QuickBooks push out.
On Business plans, ship a custom-domain client portal with GenesisAuth App-Users logins so prospects log into their own deal room — not an email thread. The Workspace DNA loop — Memory (relational deal history) → Intelligence (agents + 15+ frontier models) → Execution (automations) — keeps the pipeline moving without manual nudges.
Common questions
Does the CRM support custom deal stages?
Yes. Describe your sales stages in plain English when you generate the app. Taskade Genesis builds the Board columns, automation triggers, and agent behaviors to match your exact pipeline.
Can I track forecasted revenue in the app?
Yes. The Table view aggregates deal values by stage, and an AI agent can generate weekly forecast summaries and post them to Slack or email automatically.
What integrations connect to the pipeline?
Over 100 bidirectional integrations. Common pairs: pull leads from Google Forms or email; push deal updates to Slack, QuickBooks, or your calendar. Automations are durable and run reliably without a separate Zapier account.
Explore sales automation workflows, pipeline templates, and the Community Gallery. Related: sheet to living CRM, spreadsheet to deal tracker.