If you searched for a Notion CRM template, here's the Taskade Genesis version that runs as a live app — with agents that act on the data, automations that connect to 100+ services, and Memory + Intelligence + Execution running together.
What's Included
- Account Records: Companies, contacts, deals with stage, value, owner, last touch
- AI Account Summary Agent: Custom agent drafts pre-call briefs from history
- Stripe + Gmail Automations: Bidirectional sync — Stripe receipts in, Gmail follow-ups out
- Pipeline Views: Board for stage flow, Table for ARR roll-up, Calendar for renewal dates
- Branded Customer Portal: Publish account-specific portals via Genesis OIDC
Why This Template Wins
- Pre-call briefs in seconds: Agent reads account history and drafts the brief — Notion needs you to scroll
- Stripe receipts auto-attach: Payment events flow into the deal record without copy-paste
- Same data, six views: Board for stage flow, Table for ARR, Calendar for renewals — switch by a tab, not a rebuild
How to Use
- Clone this template into your Taskade workspace
- Import contacts and deals from CSV or your old CRM
- Connect Stripe, Gmail, Salesforce, HubSpot
- Train the AI Account Summary Agent
- Publish branded customer portals
FAQ
Can I import a Notion CRM into this template?
Yes. Export Notion's CRM database to CSV and import into the deal record table. The AI agent will fill in summary fields and surface stale deals automatically.
How do Stripe and Gmail integrations differ from Notion?
Notion needs Zapier or Make to connect Stripe and Gmail. Taskade's automations are native and bidirectional — Stripe checkouts trigger record updates and Gmail follow-ups push out from the same flow.
What plan supports a sales team?
Pro ($16/mo annual) handles a team CRM. Business ($40/mo) adds advanced cohort and pipeline analytics for managers.
CTA
Try this template free in Taskade. For agent setup, see /learn/agents/custom-agents. To generate a custom CRM from a prompt, try Taskade Genesis. Browse CRM apps in the Community Gallery.