If you run sales for a small team, a realtor desk, or a service shop, your deals live in too many places. This sales pipeline board puts every lead and deal on one visual board, from first call to closed-won. Drag a card to the next column and the whole team sees where the deal stands. Built with Taskade Genesis, it turns a plain prompt into a working board you can run today.
What's Included
- Stage columns: Lead, Qualified, Proposal, Negotiation, and Closed — move a deal forward by dragging its card.
- Deal cards: Each card holds the contact, deal value in real dollars, next step, and owner, so the whole team reads the same picture.
- Connected projects: Contacts link to their deals and to follow-up tasks, so one click shows the full history of an account.
- AI Agent: Ask "which deals are stuck?" or "what should I follow up on today?" and get a straight answer pulled from the board.
- Automation: When a card moves to Proposal, the board can run a flow that creates the follow-up task and nudges the owner.
How To Use
- Clone this app into your Taskade workspace.
- Rename the columns to match how your team actually sells.
- Add a custom AI agent to answer questions about the pipeline in plain words.
- Switch between board and table views to drag deals or scan totals.
- Watch deals move stage by stage — and close more, because none slip through the cracks.
Want more revenue tools? Browse the Community Gallery for sales dashboards and CRMs you can clone in one click.