01 / Foundation - roots anchor data
Closing checklist portal for buyers and sellers. No IDX.
Closing checklist portal for buyers and sellers. No IDX. Built on Taskade Genesis so you clone a living system, not a static doc.
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Publish Taskade Genesis apps on your own domain, add sign-in or a password, and build CRMs, client portals, and shops that stay connected to your workspace.
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Clone 3 business apps built with Taskade Genesis: sales CRM with pipeline views, invoice generator with AI follow-ups, and client portal. Free to try.
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Build client portals with built-in automations that keep clients informed without manual updates. Learn the triggers and workflows that make portals live.
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Clone a branded agency client portal with secure client logins, live status, file delivery, and approvals. One link per client — built from a prompt,…
Clone a branded freelancer project portal: live progress, file sharing, invoice status, and client logins. Stop chasing email — send one professional…
Clone a live client dashboard portal with branded KPIs, AI-written summaries, and secure logins. Show retainer results anytime — no monthly slide deck…
Clone a self-serve client onboarding portal: guided setup, document requests, intake forms, and AI answers. Turn day one from chaos into a polished we…
Clone a testimonial and proof portal: AI-drafted review requests, automated timing, and a branded showcase. Turn client wins into social proof you can…
Track retainer deliverables, hours, and invoices in one client portal. Clone this Taskade Genesis template and go live in seconds.
