For the realtor, agency owner, or freelancer juggling a dozen clients at once, this client operations workspace keeps every relationship in one place. Built with Taskade Genesis, it links your leads, deals, active projects, and invoices as connected projects, so a new lead flows straight into a deal, then a project, then a bill — no copy-paste, no lost handoffs.
What's Included
- Client Pipeline: Every contact, deal stage, and renewal date in a board and table you can sort and filter, with USD Currency fields for deal value and invoices.
- Connected Projects: Leads connect to deals, deals connect to delivery projects, projects connect to invoices — so each client's full history lives in one thread.
- AI Agent: Ask it "who owes me money?", "which deals are stalling?", or "which clients haven't heard from me in 30 days?" and get a plain answer from your own data. Set one up in custom agents.
- Automation: A new lead auto-creates a deal card and a welcome task; a closed deal spins up the delivery project — all running without you in automations.
How To Use
- Clone this app into your workspace to open the client operations hub.
- Add your clients and current deals, then drag cards through the pipeline in project views.
- Give teammates or contractors the right access with permissions.
- Turn on a trigger so won deals open a project automatically.
- Open the workspace each morning and see exactly who needs you, what's owed, and what's due — your whole book of business at a glance.
Need a client-facing view too? Pair this with the Community Gallery portal apps so each client logs in to see only their own work.
