Describe how you sell in one sentence — "leads come from referrals, I qualify, send a proposal, then close" — and get a complete, working sales pipeline live in your workspace in minutes. Stages matched to your real process, fields that reflect how you actually sell, automations that fire on their own, and an AI that chases follow-ups. No spreadsheet, no developer, no migration project.
The Neon CRM Dashboard is a live Taskade Genesis app you can try right on this page. Use a real working pipeline with stages, contacts, and deal cards already running, then click "Use this app" to clone and own a copy in about ten seconds — the entire try-then-clone moat in one click.
This is Taskade Genesis at full strength. The Relationship field links deals to contacts and companies as a true relational system — no spreadsheet, no separate database, no developer required. Workspace DNA makes the pipeline self-maintaining: Memory holds every interaction and note, Intelligence (frontier models from top AI labs) scores deals and surfaces stuck ones, and Execution chases follow-ups and advances stages on schedule.
The same pipeline data renders in every view without rebuilding:
- Board view — drag deals through stages in a visual Kanban
- Table view — full spreadsheet-style pipeline for bulk edits
- Calendar view — every close date and follow-up on a timeline
- Gantt view — see deal timelines and dependencies at a glance
- Mind Map view — visualize account and contact relationships
- Plus List and Org Chart across multiple project views
The AI agents inside the app carry built-in tools — web search, persistent memory, file analysis, custom slash commands, and multi-agent collaboration. The Sales Agent drafts follow-up messages, flags deals that have been stuck for too long, and summarizes the pipeline for your weekly forecast call — all from the same workspace.
Automations run the process. Connect to Taskade automations and a new lead creates a deal card, assigns an owner, and kicks off a screening task automatically. With 100+ bidirectional integrations, form fills and email replies pull new leads in while Slack notifications and calendar invites push out — real push-and-pull, not just a widget.
Ownership is direct: clone the app, invite the full team, no per-seat lock-in. The pipeline, the agents, and the automation logic are yours to keep, reshape, and deploy.
Starting from existing data? Use the convert vertical to turn your spreadsheet into the same pipeline. Browse live sales pipelines built by other operators in the Community Gallery, or learn pipeline stages in Learn. Pair this with lead scoring prompts or follow-up sequence prompts for a complete CRM OS.
Common questions
What if my sales process doesn't fit a standard Kanban?
Describe it in plain English and the AI generates exactly the stages you use — even non-linear ones like "trial > qualified > proposal > legal review > closed." You can add, rename, or remove stages at any time, and the agents update their logic automatically.
Does the pipeline handle both inbound and outbound leads?
Yes. The Relationship field and automations work for any lead source. Wire form fills for inbound and use the candidate outreach prompts for outbound — both flow into the same board.
Can I share the pipeline with clients or external partners?
Yes. With custom domains (Pro+ plans) and GenesisAuth client logins (every plan), you can publish a branded, authenticated client-facing view of specific pipeline stages at your own domain — a portal your clients sign into, not an unbranded share link.