# Dashboards. CRMs. Client Portals. One Prompt.

Canonical: https://brew.new/templates/taskade/dashboards-crms-client-portals-one-prompt

Brand: taskade.com
Category: newsletter

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## Email content

Taskade Updates

taskade.com

Taskade

Hey Johnpork2026 👋

Some of the best business apps on Taskade were built by the people running them. A concrete company. A realtor. A wellness clinic.

They described the work. Taskade Genesis turned it into a dashboard, CRM, or client portal they use every day.

Build yours with AI or clone one instantly →

// ops dashboard · one screen for everything

Run the Operation on One Screen.

Maintenance Tracker: every asset and service status on one operations dashboard

Maintenance Tracker

The way a field-service crew runs the day: every job, asset, and service status in one command center.

Clone it →

ops.dashboard

Every job in one screen

No more flipping between a spreadsheet, a chat thread, and a whiteboard.

Real data, not a demo

Add your jobs, your people, your numbers. It runs your business.

Team logins with private views

Turn on accounts and each teammate gets their own view.

// production CRM · leads to closed

Track Every Lead. Close More.

Neon CRM: contacts, deals, and follow-ups in one pipeline a solo operator can run end to end

Neon CRM

A production pipeline, the way a solo realtor runs their inbound book. Contacts, deals, follow-ups, all in one workspace.

Clone it →

pipeline.crm

Contacts, deals, and follow-ups

A real pipeline that moves leads from first touch to closed, not a static list.

Capture inbound with a built-in form

New leads land straight in your pipeline while you are out on a job.

Invoice the moment a deal is won

Close the loop in the same workspace, no second tool to copy data into.

// client portal · your brand, their login

Give Clients a Portal That Looks Pro.

Project Portal: a branded login where each client sees their projects, files, and status

Project Portal

A professional and custom branded client portal for any service business. Clients see projects, files, and status in one place.

Clone it →

client.portal

A branded login for every client

Your name, your colors, a clean front door instead of a shared folder.

They see only what is theirs

App accounts give each client a private space, nothing else exposed.

Booking and tracking built in

Clients schedule, show up, and follow their progress without leaving the portal.

// clone a kit · start in 30s

More Live Systems. Clone One.

Every one of these is a live app. Clone it, point it at your data, and it runs.

Invoice Generator. Send clean, branded invoices and track who has paid.

Invoice Generator

Clone →

Bill it. Track who paid.

Small Business Inventory Manager. Know what is in stock, what is low, and what to reorder.

Inventory Manager

Clone →

Stock, low, reorder.

Appointment Booking. Let clients book sessions straight into your calendar.

Appointment Booking

Clone →

They book themselves in.

Event Management Portal. Run classes, events, and member sign-ups in one place.

Event Portal

Clone →

Classes, events, RSVPs.

One prompt. One app. Your business, on autopilot.

Projects remember the data. Agents think and act. Workflows keep everything running. That is the system behind every app in Taskade. Your Workspace DNA.

Build Your App

Clone a Live One

Describe the work. Run the system.

John Xie

Co-founder & CEO, Taskade

memory · intelligence · execution

Taskade

Learn Taskade

Build a CRM · Build a Portal · Changelog

Community · Integrations · Unsubscribe

Taskade · 1160 Battery Street East, Suite 100, San Francisco, CA 94111

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