Pipeline plus contacts — the minimum viable CRM for a small sales motion. Describe how you sell to Taskade Genesis and it generates a combined tracker where every deal links to its contact, every contact shows its deal history, and stage rollups tell you what the pipeline is worth.
What Is a Simple CRM Pipeline Tracker?
A simple CRM pipeline tracker combines the two things a small sales motion actually needs — a staged deal board and a contact list — in one workspace, without the setup weight or per-seat fees of a full CRM platform.
Why Use a Simple CRM Pipeline Tracker?
- Deals and contacts, linked: open a deal and see the person behind it; open a contact and see every dollar tied to them via connected projects.
- Stage rollups without formulas: pipeline value by stage totals itself as deals move.
- Follow-ups that surface: a deal sits quiet past your threshold and a task appears via automations.
- An agent that answers plain questions: ask "who should I call today?" and the built-in AI agent reads the tracker and replies.
- Grows with you: the same workspace takes on scoring, sequences, and integrations when you are ready.
How To Use This CRM Pipeline Tracker Generator
- Open Taskade Genesis and describe your stages, contact fields, and follow-up rules.
- Generate the tracker, then customize the project with the fields you track.
- Add your active deals and contacts — rollups and links form as you type.
- Set triggers for stalled-deal reminders.
- Invite your team with project permissions — no per-seat fee.
Need the full CRM build? See the AI CRM generators, or pair this tracker with the sales pipeline CRM.