If you run a small shop, an agency, or a service business, deals live in your head, your inbox, and a few sticky notes. A sales pipeline CRM puts every deal in one place so you always know what is close to closing and what has gone quiet. Built with Taskade Genesis, it gives a solo founder or a small team a clear view of the money in motion.
What's Included
- Deal pipeline: Every lead moves through clear stages, from first call to signed and paid.
- Connected projects: Customers, deals, and invoices link together, so one click shows a client's full history.
- USD value tracking: Each deal carries its dollar amount, so you see the real size of your pipeline.
- AI Agent: Ask "which deals are stuck?" or "who owes me money?" and get a straight answer in seconds.
- Automation: A reminder fires when a deal sits too long, so no warm lead goes cold while you are busy on a job.
How To Use
- Clone this app into your Taskade workspace.
- Add your open deals and set the stage each one is in.
- Set up a custom AI agent to answer questions about your pipeline.
- Add a follow-up automation trigger so stalled deals nudge you automatically.
- Watch your whole pipeline in one view and close more of the deals you already have.
Browse more sales builds in the Community Gallery or grab a ready-to-edit sales lead tracker.