Describe your business in one sentence and get a live CRM with your customers already split into hot leads, churn risks, upsell candidates, and dormant accounts — a working segmented CRM in minutes, ready to act on today.
The Customer Health Dashboard is a live Taskade Genesis app you can try right on this page. Interact with real segmented data, then click "Use this app" to clone and own a copy in about ten seconds. That is the try-then-clone moat: you experience the finished product — not a screenshot, not a blank template — before committing.
Segmentation is where the Workspace DNA loop earns its keep. Memory holds every contact, interaction, and segment logic so it is never lost between sessions. Intelligence (frontier models from top AI labs) scores each contact against your ideal-customer profile, flags churn signals, and proposes segment boundaries in plain English. Execution turns a segment into a campaign task or a follow-up sequence the moment you approve it.
Because everything lives in one Taskade Genesis app with the Relationship field, contacts link natively to deals, companies, and tasks — no separate database to maintain. The same data renders in every layout you need:
- Board view — drag contacts across lifecycle stages
- Table view — see the full scorecard with every field
- Calendar view — view follow-up dates across all segments
- Mind Map view — visualize how accounts relate to each other
- Plus List, Gantt, 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. An agent re-scores and re-sorts contacts automatically as new signals arrive: an email reply moves a dormant account to warm, a missed payment flags a churn risk, and the next action is already drafted.
Automations keep the segments honest. Connect to Taskade automations and a contact entering the "churn risk" segment triggers an outreach task before you even notice. With 100+ bidirectional integrations, Gmail and Stripe pull signals in while Slack and email push alerts out — named tools on both sides of every flow.
Ownership is direct: clone the app, invite your team, no per-seat tax. The data, the agents, and the segment logic are yours.
Browse how other operators structure their pipelines in the Community Gallery, grab a ready-made base from the templates library, or learn custom filter views in Learn. Pair this with follow-up sequence prompts to act on each segment, or see the whole pipeline assembled in Build a Sales Pipeline From One Sentence.
Common questions
How does the AI decide which segment a contact belongs to?
You describe your business and the AI proposes segment criteria in plain English — for example, "hot leads: opened email in last 7 days + deal value > $5k." You approve, edit, or reject each rule before it runs, so the logic is transparent and yours to adjust.
Can one contact belong to multiple segments?
Yes. Taskade Genesis uses filtered views rather than rigid buckets, so a contact can appear in both "upsell candidate" and "at-risk" views simultaneously. Each view is just a saved filter on the same underlying dataset.
Do I need to re-run the prompt every time the data changes?
No. The embedded AI agent re-evaluates segment membership as contacts are updated, and automations can trigger a re-score whenever a key field changes — no manual re-prompting needed.