If you are a contractor, a realtor, or a clinic owner, leads come in from a form, a call, and a referral, and then some slip through the cracks. This Lead Generation Marketing Agent catches every new lead in one place and tells you who to call back. It is built for the operator who is too busy to chase a spreadsheet but loses money when a lead goes cold.
The agent works as a marketing CRM. New inquiries land in one list, the agent sorts them by stage, and it answers the question that keeps you up at night: "which leads did I forget to follow up on?" Built on Taskade Genesis, it turns scattered contacts into a pipeline you can actually work.
What's Included
Lead Pipeline: Every prospect tracked from new to won across a Board or Table view, so no inquiry gets lost.
Smart Capture: New leads from forms, email, or calls all land in one list, tagged by source so you know what marketing is working.
AI Agent: Ask it "who needs a follow-up today?", "which leads went quiet?", or "where did this month's leads come from?" and get a clear list back.
Connected Projects: Each lead links to the quotes, notes, and tasks tied to it, so the whole deal lives in one spot for your team.
Automation: A daily flow that surfaces every lead with no reply in three days and routes it to the right person, so the follow-up runs itself.
How To Use
Clone this app into your Taskade workspace.
Add your lead sources and pipeline stages, then control who sees what with role permissions.
Let the AI agent sort each new lead by stage and flag the ones gone cold.
Set a daily trigger that routes overdue follow-ups to the right teammate.
Open the pipeline each morning and know exactly which prospects to call back first.
Explore more marketing builds in the Community Gallery or start your own with the AI Marketing Agent generator.