Describe your pipeline in plain language and Taskade Genesis generates a working CRM around it — contact databases, deal-stage boards, follow-up agents, and live dashboards in one connected workspace.
What Is an AI CRM Builder?
An AI CRM builder turns a description of your sales process into working customer-relationship software. Instead of configuring fields and pipelines by hand, you describe how your team sells and Taskade Genesis generates the contact database, deal stages, activity log, and follow-up workflows for you.
What Can You Generate?
- Contact Databases: Structured records with tags, owners, and interaction history
- Deal Pipelines: Stage-by-stage boards from first touch to closed-won
- Follow-Up Agents: AI agents that draft check-ins and summarize deal history
- Dashboards: Pipeline value, stage conversion, and activity metrics at a glance
- Automations: Automated workflows that route leads and surface overdue follow-ups
Why Build a Custom CRM Instead of Buying One?
Off-the-shelf CRMs ask you to adapt your process to their fields. A generated CRM mirrors how your team already works — your stages, your qualification criteria, your follow-up cadence — and stays flexible as the process evolves. Connect it to the rest of your stack with 100+ integrations.
How Do I Build a CRM with Taskade Genesis?
- Open Taskade Genesis and describe your sales process
- Review the generated contacts, stages, and follow-up structure
- Add AI agents for research, scoring, and drafting
- Connect automations to keep the pipeline moving
- Share the workspace with your team or publish it as a client-facing app
Start with a live kit
Clone a running Taskade Genesis app, then edit.
- Client Connect Dashboard - pipeline, contacts, and follow-ups in one view
- Client Portal - branded login with project status and files
- Invoice Tracker - clients, invoices, and payment follow-ups
Looking for an industry-specific starting point? Explore the Real Estate CRM generators, pair your pipeline with the Sales Pipeline generators, or wire up lead capture forms. Every CRM below is free to generate.
