One branded workspace that collects client wins, organizes reviews, and turns scattered praise into social proof you can actually use on proposals and your site — in minutes, not months. Clone the Testimonial & Proof Portal from Taskade Genesis and capture your next win automatically, the moment the project closes.
The live app above is the real portal. Click "Use this app" to own a running copy: a working intake plus showcase backed by a relational database, with an AI agent that drafts the review request and automations that send it at the right moment.
Why testimonials never get collected — and how to fix it
Testimonials fail at the follow-through. The project closes, you mean to ask, weeks pass, the moment is gone. This portal closes the gap with a system that asks automatically while client satisfaction is highest.
Workspace DNA makes it self-reinforcing:
- Memory — every quote, outcome metric, logo, and case study detail is stored in a relational database and linked to the client record via the Relationship field. Proposals pull from this library instead of starting blank.
- Intelligence — an embedded AI agent with built-in tools drafts a polished, personalized review request in your voice, polishes raw client quotes for readability, and suggests the strongest quotes for each proposal context.
- Execution — built-in reliable automations trigger the review request the instant a project milestone completes — not days later when you remember. No awkward manual outreach.
The full proof lifecycle in one place
- Table view — the organized proof library: client name, quote, metrics, case study link, and approval status in one sortable table
- Board view — track which requests are pending, received, and ready to publish
- List view — the curated showcase for proposal use and your site
- Calendar view — schedule follow-ups and quarterly proof campaigns
Multiple views (List, Board, Calendar, Table, Mind Map, Gantt, Org Chart) render the same dataset — no separate tools for collection and showcase.
Built for agencies, consultants, coaches, and studios
- Share read-only showcase views with prospects using the roles — they see the curated proof, not your operational board
- 100+ bidirectional integrations: pull project completion signals from your PM tools in, push new testimonials out to your CRM or website CMS — triggers pull events in, actions push data out
- Clone-and-own: every future client flows through the same system — no per-seat tax, no rebuild
- Custom domains (Pro plan and up) + GenesisAuth (every plan): publish a branded proof portal at your own domain for investors, prospects, or partners
Common questions
How does the automation know when to send the review request?
You configure a trigger — for example, when a project stage flips to "Delivered" or a task marked "Final Delivery" is completed. The automation fires and the AI agent sends the request with your approved messaging. No manual step needed.
What if the client sends a raw, unpolished quote?
The AI agent polishes it for clarity and tone — keeping the client's meaning intact while making it quote-ready. You review and approve before it appears in your showcase library.
Can I use this alongside my CRM?
Yes. Pair the Testimonial Portal with the Client Dashboard Portal — happy clients see their results dashboard before you ask for a review, which significantly improves response rates. Connect to CRM templates via integrations so proof is automatically linked to the right client account. Generate a custom proof system from a prompt or browse examples in the Community Gallery.