Get every new lead to the right rep in seconds. This internal tool captures incoming leads and assigns them by rule, then tracks ownership so nothing stalls. Describe your sales process and Taskade Genesis builds the live app.
What's Included
- Lead intake: Source, size, and region captured per lead.
- Routing rules: Assign by territory, segment, or round-robin.
- Ownership view: See who owns each lead and its status.
- Aging alerts: Flag leads that haven't been touched in time.
How To Use
- Describe your reps, territories, and routing rules.
- Let the AI build the intake and assignment logic.
- Add leads manually or connect a source to feed them in.
- Connect CRM tools via integrations to sync ownership both ways.
Add an automation that reassigns stale leads, or browse internal tools for more builders.