For the contractor, the agency owner, or the founder running deals out of a messy spreadsheet, a real sales pipeline CRM is ready in minutes from one prompt. Describe your deal stages and contacts to Taskade Genesis and it builds a live workspace where every lead, conversation, and dollar lives in one place — with an AI agent that tells you which deals need attention today.
What's Included
- Deal pipeline: a Board that moves each deal across your stages — New Lead, Qualified, Proposal Sent, Negotiation, Won, Lost — so you always see what is in play and what is stuck.
- Connected contacts and deals: customers, deals, and follow-ups link together as connected projects, so one click shows a contact's full history and every dollar tied to them.
- AI Agent that answers plain questions: ask "who owes me money?", "which deals went quiet this week?", or "what should I do next on the Acme deal?" and the agent reads your pipeline and replies — built on built-in tools and persistent memory.
- Automations that run themselves: a deal sits untouched for X days, so a follow-up task is created and assigned; a deal hits Won, so an onboarding checklist fires. See how automations execute.
- Your team, no per-seat fee: invite everyone and set who sees what with project permissions.
How To Use
- Open Taskade Genesis and describe your deal stages, the fields you track, and your follow-up rules.
- Clone this app or generate a custom version from your description.
- Add stage-change triggers to chase stale deals and create tasks when a deal moves forward.
- Invite your team and set view and edit access per person.
- Open the Board each morning and let the AI agent tell you exactly which deals to work — no more guessing.
Pair it with the sales pipeline tracker or browse more revenue tools in the Community Gallery.