01 / Foundation - roots anchor data
Solo-agent CRM after LionDesk. No IDX.
Solo-agent CRM after LionDesk. 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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Migrate off LionDesk to a solo-agent CRM you own in 2026. Lead capture, follow-up, and pipeline stages in Taskade Genesis. No IDX and no MLS feed claims.
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Build a speed-to-lead CRM with instant text-back in 2026. Compare Taskade Genesis, Follow Up Boss, HubSpot, and standalone SMS tools on what each meters.
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Free CRM template for freelancers. Track clients, projects, invoices, and follow-ups with AI agents. Clone and customize in Taskade.
Free sales CRM template with AI lead scoring, automated outreach, and revenue forecasting. Clone and customize in Taskade.
Free startup CRM template with lead scoring, investor tracking, and AI-powered outreach. Clone and customize in Taskade.
Free agency CRM template for managing clients, retainers, and projects with AI agents. Clone and customize in Taskade.
Free real estate CRM template with listing management, buyer matching AI, and deal tracking. Clone and customize in Taskade.
Free nonprofit CRM template with donor tracking, volunteer management, and AI outreach. Clone and customize in Taskade.
