For the clinic owner, the home-services pro, or the small-shop marketer who loses leads in a flooded inbox, a working lead capture pipeline is ready in minutes from one prompt. Describe where your leads come from to Taskade Genesis and it builds a live workspace that catches every inquiry, scores it against your ideal customer, and starts the right follow-up before a lead goes cold.
What's Included
- One inbox for every lead: form fills, ad clicks, and referrals land in a single Board so nothing slips through the cracks.
- AI Agent that scores and answers: ask "which new leads are worth calling first?" or "did anyone go quiet after a quote?" and the agent ranks each lead against your ideal customer using built-in tools and persistent memory.
- Connected leads and deals: each lead links to its conversation, quote, and owner as connected projects, so a follow-up always carries the full story.
- Routing that runs automatically: a hot lead arrives, so it is assigned to the right person and a first-touch reminder fires — see how automations execute and add your own intake triggers.
- AI agents on the front line: custom agents draft the first reply in your voice so no lead waits hours for an answer.
How To Use
- Open Taskade Genesis and describe your lead sources and your ideal customer.
- Clone this app or generate a custom version from your description.
- Connect your forms and ad sources, then add triggers to route and remind automatically.
- Tune the scoring rules so the agent surfaces the leads most likely to buy.
- Watch new inquiries get caught, scored, and followed up — without you touching the inbox.
Pair it with the inbound lead qualification app or explore more lead tools in the Community Gallery.