A working real estate sales pipeline — tracking deals from first contact to closed, with AI-suggested next steps, automated follow-ups, and stale-deal alerts — is ready in minutes from one prompt. Describe your deal stages to Taskade Genesis and it builds a live relational pipeline with 7 project views, embedded agents, and reliable automations together. No developer, no per-seat CRM fee, no deals lost to forgotten follow-ups.
Your live demo: Sales Pipeline Dashboard
The Sales Pipeline Dashboard is running in your browser right now. See deal cards moving across stages, contact records, and AI-recommended actions in a live Taskade Genesis app — then click Use this app to own a working copy in your workspace in about ten seconds. You own the pipeline, the data, and the agents with no per-user lock-in.
What Taskade Genesis generates from your deal stages
- Relational deal model — deals linked to buyers, sellers, properties, tasks, and documents via the Relationship field. A deal record connects to the buyer's full contact history, the property listing, every follow-up sent, and all documents — all natively, no tool-stitching.
- 7 project views on one dataset — Board for pipeline stages (Lead / Showing / Offer / Under Contract / Closing / Closed / Lost), Table for deal values and close-date forecasting, Calendar for key dates and follow-up reminders, List for today's priority actions, Gantt for transaction timelines with milestones.
- Embedded AI agent with 33 built-in tools — persistent memory tracks every deal's history and last interaction; the agent reads the current stage, surfaces what the most effective next step is for each deal, and drafts the outreach — so you know exactly what to do each morning.
- Built-in reliable automations — deal stalls for X days → follow-up task created and assigned; deal moves to Under Contract → full closing task list generated; deal closes → commission logged and celebration message sent. Reliable, branching and looping.
- 100+ bidirectional integrations — pull leads in from Zillow, Realtor.com, or Facebook Lead Ads; push deal status to Slack; sync contacts to Gmail; log commissions to QuickBooks.
- Custom domain + GenesisAuth client logins (Business+) — a branded deal-status portal where clients log in to see where their transaction stands, without you sending manual updates.
Workspace DNA running your deals
Memory holds every deal, contact, and activity. Intelligence (15+ frontier models from OpenAI, Anthropic, Google, plus open-weight providers) reasons over pipeline patterns to surface which deals are at risk and what action moves them forward. Execution fires the follow-ups, task lists, and alerts automatically. The self-reinforcing loop means you spend time on deals, not on managing a pipeline spreadsheet.
Getting started
- Open Taskade Genesis and describe your deal stages, key data fields, and follow-up rules.
- Clone the live demo or generate a custom pipeline from your description.
- Add automations to chase stale deals and create transaction task lists at closing stages.
- Connect your lead sources and email via integrations.
- Share with your team — invite everyone, no per-seat pricing.
Pair it with the real estate lead CRM, the real estate follow-up agent, and the brokerage transaction tracker. Explore more sales pipeline tools in the Community Gallery.
Common questions
Does the AI agent tell me what to do next on each specific deal?
Yes. The embedded agent reads the deal's stage, last activity, contact history, and any notes in persistent memory, then recommends the most effective next action — whether that is a follow-up call, a price adjustment conversation, or moving the deal forward to offer.
Can the pipeline automatically create a closing task list when a deal goes under contract?
Yes. A reliable automation triggers on the stage change and generates the full closing task list — inspection, appraisal, financing, final walkthrough, closing day — with assigned parties and due dates.
How is this different from a spreadsheet or a static Kanban board template?
A spreadsheet or static template shows data; this pipeline runs. The embedded agents score deals and suggest actions; the automations chase stale deals and create tasks; the integrations pull new leads in and push updates out — continuously, without you manually updating anything.