Genie™ · CRM Agent

Your CRM. Actually intelligent.

The CRM Agent connects to your existing CRM, eliminates manual data entry, and surfaces the next-best-action for every deal in your pipeline.

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Capabilities

Bi-directional CRM sync

Connect directly to Salesforce, HubSpot, Zoho, or Freshsales. The agent reads and writes deal data, contact notes, and activity logs automatically.

Conversation-to-CRM capture

Every call, email, and chat interaction is summarised and logged with intent classification — without your sales team doing manual data entry.

Next-best-action intelligence

After each touchpoint, the CRM Agent surfaces the recommended next action: follow-up, proposal, escalation, or close — based on deal stage and engagement pattern.

Pipeline health monitoring

Track deal velocity, stagnation risk, and forecast accuracy in real-time. Alerts fire when a high-value deal shows disengagement signals.

Lead scoring automation

Automatically score inbound leads against your Ideal Customer Profile using enriched data, behaviour signals, and historical conversion patterns.

Reporting and dashboards

Generate revenue forecasts, pipeline summaries, and activity reports for your sales leadership — in seconds, not hours.

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Connect your CRM today.