If you run a trade, a real estate desk, or a small clinic, your customers probably live in a phone, a notebook, and three different spreadsheets. A no-code CRM puts them in one place. Describe your business to Taskade Genesis and it builds a working customer database with contacts, deals, and follow-ups — no code, no setup, no developer to hire.
What's Included
- Customer database: Every contact, job, and conversation in one place, organized as connected projects so customers link to their deals and follow-ups.
- Deal pipeline: Move leads from "new" to "won" on a board view, with the dollar value tracked the whole way through.
- AI agent: Ask it plain questions like "who owes me money?" or "which leads haven't I called this week?" and get a straight answer. Built on custom AI agents with web search and memory.
- Automatic follow-ups: Triggers chase stale leads and remind you before a quote expires — so nothing slips.
- Team access: Share the CRM with your crew using role-based permissions, so each person sees only what they should.
How To Use
- Clone this app into your workspace.
- Tell Taskade Genesis about your customers, your deal stages, and how you follow up.
- Import your existing contacts or add them as you go.
- Turn on automated reminders for follow-ups and expiring quotes.
- Open the pipeline each morning and work the deals that are closest to closing — your CRM does the chasing.
Browse more customer tools in the Community Gallery.