Generate a lightweight sales pipeline for small businesses, founders, and solo operators. Taskade Genesis builds a workspace with simple stages and an AI agent that drafts follow-ups in your voice — no CRM overhead.
What's Included
- Simple Pipeline: Lead → Conversation → Proposal → Won/Lost
- Contact Database: Names, emails, last-touch date, notes per contact
- Voice-Trained Agent: Drafts follow-up emails in your style
- Email Integration: Two-way Gmail/Outlook sync
- Weekly Snapshot: Saturday-morning email summarizes the week
Why Generate an SMB Pipeline?
- No CRM tax: Salesforce + Outreach + Apollo costs $400+/seat/month
- Follow-ups happen: Agent drafts; you read and click send
- Weekly snapshot keeps you honest: Saturday morning, 3-minute pipeline review
How to Use
- Open your Taskade workspace and click "+ New project"
- Choose "AI Project Studio" and prompt: "Generate lightweight pipeline for a freelance copywriter selling to SaaS companies"
- Customize the project — add active contacts
- Connect Gmail or Outlook
- Set up automation triggers for stalled-deal alerts
Pair with the SMB Sales Pipeline Template. Browse SMB apps in the Community Gallery.