A working real estate lead CRM — tracking buyers and sellers from first contact to closing, with AI lead scoring and automated follow-ups — is ready in minutes from one prompt. Describe your sales process to Taskade Genesis and it builds a live relational CRM with pipeline stages, contact records, 7 project views, embedded agents, and automations together. No developer, no per-seat CRM subscription, no leads falling through the cracks.
Your live demo: Neon CRM Dashboard
The Neon CRM Dashboard is running in your browser right now. See a real pipeline with contact records, lead scores, and activity history across Board and Table views — then click Use this app to own a working copy in your workspace in about ten seconds. This is the durable moat: you use the finished CRM before committing to it, and you own it outright with no per-seat lock-in.
What Taskade Genesis generates from your description
- Relational CRM model — contacts linked to deals, showings, tasks, and documents via the Relationship field. A buyer record connects to their active deal, every showing they have attended, every follow-up sent, and the agent assigned — all natively, no table-wiring.
- 7 project views on one dataset — Board for pipeline stages (Lead / Qualified / Showing / Offer / Closing / Closed), Table for contact records and deal values, Calendar for follow-up dates and showings, List for daily tasks, Mind Map for referral relationship mapping, Gantt for transaction timelines.
- Embedded AI agent with 33 built-in tools — persistent memory holds every contact's history and communication; the agent scores lead intent based on activity, drafts personalized follow-up messages, and flags contacts who have gone cold — running 24/7 while you show homes.
- Built-in reliable automations — new lead entered → qualification email sent; lead goes cold for 7 days → follow-up triggered; offer accepted → transaction tasks created. Reliable, branching and looping.
- 100+ bidirectional integrations — pull leads in from Zillow forms, Facebook Lead Ads, or your website; push updates to Slack; sync to Gmail for two-way email tracking.
- Custom domain + GenesisAuth client logins (Business+) — a branded client portal at your own domain where buyers log in to see listings, documents, and status updates.
Workspace DNA running your pipeline
Memory holds every contact, deal, and interaction. Intelligence (15+ frontier models from OpenAI, Anthropic, Google, plus open-weight providers) scores leads and surfaces who needs attention today. Execution fires the follow-ups, reminders, and transaction tasks automatically. The self-reinforcing loop means no lead leaks and no manual pipeline management.
Getting started
- Open Taskade Genesis and describe your buyer and seller pipeline stages.
- Clone the live demo or generate a custom version from your description.
- Add automations to chase cold leads and create transaction tasks.
- Connect your lead sources and email via integrations.
- Share with your team — everyone included, no per-seat pricing.
Pair it with the real estate sales pipeline, the showing scheduler, and the real estate follow-up agent. Explore more CRM apps in the Community Gallery.
Common questions
Can I link a buyer to their showings, offers, and documents in one place?
Yes. The Relationship field connects contacts to deals, showings, documents, and tasks — all in one linked record. Click any contact to see their full history without switching tools.
Does the AI agent write personalized follow-up messages for each lead?
Yes. The embedded agent reads the contact's history, last interaction, and pipeline stage, then drafts a message specific to that person — not a generic blast template.
What is the cost compared to a traditional real estate CRM?
Taskade starts at $6/month (annual billing). You invite your whole team with no per-user pricing, and you own all your data. There is no brokerage lock-in or per-agent seat fee.