A working real estate deal flow CRM is ready in minutes from one prompt. If you are an agent or investor juggling deals across a notebook, your inbox, and three half-built spreadsheets, this is the single place every deal lives — from first call to closing. Describe how you work to Taskade Genesis and it builds a live app where contacts connect to deals, deals connect to tasks, and an AI agent keeps the whole pipeline moving. Nothing slips, and you own the app and its data outright.
Your live demo: DealFlow CRM
The DealFlow CRM is running in your browser right now. Move a deal through the stages, open a contact, and see how the pipeline holds together. Click Use this app to clone a working copy into your workspace in about ten seconds, then describe your own deal stages to tailor it to your business.
What's Included
- Connected deal pipeline: Using connected projects, each contact links to their deals, every deal links to its tasks and documents, and you click one record to see the full story — no scattered tabs.
- Seven views on one dataset: Switch project views — Board for stages, Table for deal values, Calendar for closing dates — without re-entering a thing.
- An AI agent that answers in plain English: Ask "which deals are stuck this week?" or "who owes me a follow-up?" and a custom agent reads the pipeline and tells you, then drafts the next message for each cold contact.
- Follow-ups that run on their own: A deal goes quiet for seven days, a reminder fires; an offer is accepted, the closing task list builds itself — all through automations you set once.
- No per-seat lock-in: Invite your whole team, share with no seat fees, and keep every record.
How To Use
- Open DealFlow CRM and clone it into your workspace.
- Rename the stages to match your process — lead, qualified, showing, offer, closing.
- Drop in your active deals and link each one to its contact.
- Turn on follow-up automations so cold deals get chased automatically.
- Open your morning to one board that shows exactly which deal needs you today.
Pair it with the real estate lead CRM and browse more pipeline apps in the Community Gallery.
