Build a fully working CRM in seconds — describe what you need in plain language, and Taskade Genesis turns that prompt into a live, cloneable app with relational records, embedded AI agents, and 100+ integrations ready to go.
What is a CRM prompt?
A CRM prompt is a plain-English description of the customer relationship tool you want. You tell Taskade Genesis who you're tracking, what stages matter, and what you need to see — and it generates a complete, running CRM app: contact records, deal pipelines, follow-up tasks, and AI agents that do the research and outreach for you. No spreadsheet setup, no drag-and-drop canvas, no development queue.
Why Taskade Genesis for CRM?
- One prompt, one live app. Most CRM tools give you a blank template and send you off to configure fields for hours. Taskade Genesis reads your prompt and returns a working app — Relationship fields linking contacts to deals, multiple built-in project views (List, Board, Calendar, Table, Mind Map, Gantt, Org Chart), and data already wired together.
- AI agents that act, not just display. Every CRM you build comes with embedded AI agents powered by frontier models from top AI labs. They research prospects, draft follow-ups, summarize calls, and flag at-risk deals — using built-in tools and persistent memory that grows with your pipeline.
- Live app, not a screenshot. The Prompts below aren't static examples. Each one opens a real, running Taskade Genesis app. Clone it in ~10 seconds and it's yours — your data, your domain, your rules.
- 100+ two-way integrations, built in. Connect Gmail, Slack, Notion, Google Calendar, and 100+ other tools with triggers that pull data in and actions that push updates out — no separate automation layer required.
- Client logins (every plan) and custom domains (Business+). Share a branded CRM portal with clients or external partners. They log in, you match their records to that login, and they collaborate without accessing your full workspace.
Who is it for?
- Freelancers and consultants who track a handful of clients in a spreadsheet today and want something smarter without paying enterprise prices.
- Small sales teams that need a shared pipeline, follow-up reminders, and AI-drafted outreach — without a three-month onboarding process.
- Agency owners (like David) managing four disconnected client lists who want one relational workspace where every contact links to every project and every deal.
- Founders and solopreneurs who need a CRM that adapts as their process changes — not one that locks them into a fixed field structure.
- Operations leads who want automations that run on a schedule and AI agents that keep records updated without manual data entry.
How it works
- Describe your CRM in a prompt. Write what you need in plain English — "a CRM for a 3-person consulting team tracking leads, proposals, and follow-up tasks, linked to client projects."
- Taskade Genesis builds the live app. In seconds you get relational records, a deal pipeline, task views, and pre-configured AI agents — all connected.
- Clone a Prompt below as your starting point. Browse the CRM prompts on this page, open any one as a live app, and clone it with one click to make it yours.
- Connect your tools. Link Gmail, Slack, or your calendar. Set automations to move deals, send reminders, or trigger AI agent runs when a record changes.
- Invite your team or clients. Share the workspace internally or publish a branded client portal with custom login (on every plan).
Start with a live kit
Clone a running Taskade Genesis app, then edit.
- Client Connect Dashboard - pipeline, contacts, and follow-ups in one view
- Client Portal - branded client login with project status and files
- Invoice Tracker - clients, invoices, and payment follow-ups
Ready to replace your static CRM? Start with a prompt on this page, or explore AI apps, AI agents, and automation workflows. See real community-built CRM apps at Taskade Community, or go deeper with custom agent guides and database setup.
