Close more of what you already have. Clone the live Neon CRM Dashboard and every lead, deal, and next step lands in one workspace that stays current without a Monday-morning data-entry ritual.
The scene this fixes: a warm lead comes in on a Thursday, gets a great first call, and then quietly ages out because the follow-up lived in someone's inbox. Here the deal moves a stage, the reminder fires, and the dashboard shows you the gap before it costs you the month.
What's Included
- Lead capture: Name, company, source, owner, and first-touch date on one row — add leads by form, import, or paste
- Stage pipeline: Lead → Qualified → Proposal → Negotiation → Closed on a Board view you drag
- Deal-value rollups: Weighted pipeline value by stage and by owner, recalculated as cards move
- Follow-up automation: Triggers fire a reminder when a deal sits past its stage limit
- AI deal agent: A custom agent scores new leads, drafts the follow-up, and flags deals going quiet
- Multiple project views: List, Board, Calendar, Table, Mind Map, Gantt, and Org Chart over the same records
How To Use
- Clone the app, then rename the stages to match how your team actually sells
- Import contacts or connect your inbox so new leads land without retyping
- Give the AI agent your ideal-customer profile and let it score the queue
- Review weighted pipeline in Table view every Friday
Browse the full CRM template collection, wire it to your stack with automations, or start from a prompt on Taskade Genesis.