Sales Dashboard
Basic contact list and email viewer. No custom features yet.
Connect your scattered data. Build custom experiences for every team. Let AI learn your workflows and automate them. All through a simple chat.
Sound familiar? You're not alone.
Data everywhere. Processes nowhere. Sound familiar?
From chaos to full automation, guided by AI every step of the way.
Connect all your scattered data sources through guided AI conversations. Secure authentication, proper scopes, stored safely.
Learn moreEach team builds their perfect workspace. Type what you need, AI builds it. Sales gets sales tools. Billing gets billing tools.
Learn moreAI watches how your teams work, suggests optimizations, and gradually automates repetitive processes with human approval.
Learn moreAn AI agent guides your team through connecting every data source your organization uses. No technical knowledge required.
All credentials are stored in Google Cloud Secret Manager with encryption at rest and in transit. Access is scoped to minimum required permissions. Audit trails for every access.
Once the data layer is established, AI agents work with our engineers to build your initial CRM — a clean, functional CRUD interface for all your connected data.
All your connected data sources in one place. Browse, search, and manage everything.
This is your starting point — basic CRUD for every data source. What comes next is where the magic happens.
Each team uses the Genie chat to request features. AI agents build, security experts review, and features go live — all automatically.
Team member types a feature request in the Genie chat
An AI agent interprets the request and codes the feature
Security experts & engineers validate for robustness and best practices
The approved feature appears on the team's dashboard
As your teams use the platform, Genie learns their patterns, suggests optimizations, and progressively automates processes — with human approval at every step.
Genie tracks how users navigate dashboards, what they click, and how they process data. Using our proprietary Knowledge Bank, it builds an understanding of each team's actual workflows.
John processes invoices 40% faster using the keyboard shortcut flow. Sarah on your team does similar work — would she like to try John's method?
Based on observed patterns, Genie proactively suggests improvements. It notices when emails trigger actions, when data flows could be streamlined, or when processes are redundant.
Every time you receive an email from @supplier.com, you manually update the inventory spreadsheet. Should I automate this?
Once patterns are confirmed, Genie encodes them as formal workflows. These become living processes that run automatically while maintaining full audit trails and human override capability.
Genie suggests full automations for encoded workflows. Each automation requires human approval before going live. Start small, scale up. You're always in control.
Automates: receive invoice email → extract data → match to PO → route for approval → schedule payment
Watch how a feature request becomes reality in minutes
Watch Full Cinematic DemoBasic contact list and email viewer. No custom features yet.
Enterprise features that actually matter
Every AI-generated feature goes through security review. Credentials in Secret Manager. Full audit trails. SOC2-ready architecture.
Each team gets their own custom experience. Sales sees sales tools. Billing sees billing tools. No one-size-fits-all compromises.
AI suggests, humans approve. Every automation, every feature, every workflow change requires explicit human sign-off.
Start with basic CRUD. Add features as you need them. Automate when you're ready. Zero pressure, maximum flexibility.
Google Drive, email, databases, Zapier, CRMs, Slack, APIs — if it has an interface, Genie can connect to it.
The more your team uses it, the smarter it gets. Workflow learning means Genie constantly improves its suggestions and automations.
Start with a free discovery call. We'll map your data landscape and show you exactly how Genie transforms your operations.
No commitment required. See if Genie is right for your organization.