A working real estate follow-up agent — reading your CRM pipeline, drafting personalized outreach for each lead, and flagging who is ready to act — is ready in minutes from one prompt. Describe your follow-up rules to Taskade Genesis and it builds a live AI agent with persistent memory of every contact, connected automations that send messages on schedule, and a dashboard showing who needs attention today. No cold leads, no manual follow-up cadence, no developer.
Your live demo: Neon CRM Dashboard
The Neon CRM Dashboard shows how a live Genesis app integrates contact records, pipeline stages, and AI agent recommendations in one place. Click Use this app to clone a working copy into your workspace in about ten seconds, then customize the follow-up agent for your own lead rules. You own the app and its agents outright with no per-seat lock-in.
What Taskade Genesis builds from your follow-up rules
- Persistent agent memory — the follow-up agent holds every contact's history: last communication, pipeline stage, property preferences, and sentiment signals. It writes for each person, not a broadcast template.
- Relational CRM model — contacts linked to deals, showings, messages, and tasks via the Relationship field. The agent reads the full relationship map before drafting each message — so a buyer who toured two properties and went quiet gets a message that references those specific properties.
- 33 built-in agent tools — web search to pull current listing activity, file analysis to read intake notes, custom slash commands for your follow-up playbook, and multi-agent collaboration to escalate hot leads to a human automatically.
- 7 project views on one dataset — Board for pipeline stages with follow-up status column, Table for contact records and last-touch dates, Calendar for scheduled follow-up dates, List for today's agent-recommended outreach queue.
- Built-in reliable automations — lead goes cold for X days → follow-up triggered; showing completed → feedback and next-step message sent; offer submitted → congratulations and closing prep email sent. Branching and looping, no run quotas.
- 100+ bidirectional integrations — pull leads in from Zillow or Facebook Lead Ads, send follow-ups via Gmail integration, log all activity back to your CRM, notify your team in Slack when a lead reengages.
Workspace DNA working while you show homes
Memory holds every contact's history and context. Intelligence (15+ frontier models from OpenAI, Anthropic, Google, plus open-weight providers) decides when and what to send based on each lead's behavior. Execution fires the messages, reminders, and escalations automatically — 24/7, while you are on the road. No lead goes cold because you forgot to follow up.
Getting started
- Open Taskade Genesis and describe your leads, follow-up cadence, and message style.
- Clone the live demo or generate a custom follow-up agent from your description.
- Connect your CRM and email via 100+ integrations.
- Set up automations for cadence timing and hot-lead escalation.
- Share the workflow with your team — everyone included, no per-seat pricing.
Pair it with the real estate lead CRM, the real estate sales pipeline, and the showing scheduler. Explore more AI agent tools in the Community Gallery.
Common questions
Does the agent write a different message for each lead or send the same template?
The agent reads each contact's history, stage, and property preferences from persistent memory, then drafts a message specific to that person. Two leads in the same pipeline stage get different messages if their context differs.
Can I set different follow-up timing rules for buyers versus sellers?
Yes. Describe your buyer and seller cadences separately when prompting Genesis, or add separate automation branches — one for buyer leads, one for seller leads — each with their own timing and message style.
What happens when a lead reengages after a long silence?
A built-in automation detects the re-engagement signal (email reply, form submission, listing click via integration) and notifies your team immediately so a human can take over at the right moment.