Built for the agency owner who runs the whole shop. This Agency Client CRM keeps every account, deal, and retainer in one place, so you always know which clients are paying, which are due to renew, and which need a check-in. Describe your services and client types, and Taskade Genesis builds the pipeline for you.
What's Included
- Client Pipeline: One board from lead to active retainer to renewal, with stages you can rename to match how you sell.
- Account Records: Connected projects link each client to their deals, invoices, and live projects, so the full history sits in one click.
- Revenue Tracking: A USD currency field on every deal totals your booked and pending revenue without a spreadsheet.
- AI Agent: Ask it "who owes me money?", "which retainers renew this month?", or "which accounts went quiet?" and get a straight answer.
- Automation: When a deal moves to "Won," it spins up the client's project and pings your team, with no copy-paste.
How To Use
- Clone this app into your workspace.
- Add your clients and current deals, then set the permissions so the right people see each account.
- Tailor the custom AI agent with your services and pricing so its answers fit your shop.
- Switch between project views to see your pipeline as a board, table, or calendar.
- Watch renewals and revenue update on their own, so you spend your time selling, not chasing paperwork.
Browse more agency builds in the Community Gallery.