Genie CRM
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Genie | Guru Cloud AI
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Ask and You Shall Receive

The future of enterprise software is here.
01
Build the Data Layer
Connect your scattered enterprise data through guided AI conversations. Secure, scoped, and stored safely.
Genie Integration Agent
Genie Integration Agent
|

Connected Data Sources

All your enterprise data, unified and secure.

Google Drive
Gmail (3 accounts)
MySQL DB
Zapier (12 zaps)
HubSpot CRM
Slack
Data Layer Integration0%
01.5
Your Starting CRM
AI agents and engineers build your initial workspace. Basic CRUD for all connected data.
Acme Corp CRM — Starting Point
Acme Corp CRM
Dashboard
Contacts
Pipeline
Emails
Files
Dashboard
Contacts
Emails
Files
Sales Dashboard

Basic contact list. No custom features yet.

NameEmailCompanyStatus
John Smithjohn@acme.comAcme LtdActive
Sarah Chensarah@techco.ioTechCoLead
Mike Rossmike@startup.coStartupXYZActive
Lisa Torreslisa@legal.comLegalCorpLead
Alex Wongalex@bigcorp.ioBigCorpProspect
Emily Davisemily@dataflow.coDataFlowActive
A
Acme Corp Dashboard
Last updated 2 min ago
This Quarter BRANDED
1,247
Total Contacts
12% vs last quarter
$2.4M
Pipeline Value
23% vs last quarter
68%
Close Rate
5pp improvement
14.2d
Avg. Deal Cycle
3 days faster
ContactCompanyDeal ValueStageActivity
JS
John Smithjohn@acme.com
Acme Ltd $45,000 Closed Won 2h ago
SC
Sarah Chensarah@techco.io
TechCo $120,000 Proposal 5h ago
MR
Mike Rossmike@startup.co
StartupXYZ $15,000 Qualified 1d ago
LT
Lisa Torreslisa@legal.com
LegalCorp $78,000 Closed Won 3d ago
AW
Alex Wongalex@bigcorp.io
BigCorp $200,000 Negotiation 6h ago
Sales Pipeline NEW
Total: $2.4M
Prospect 8
Acme Ltd
$45K
Sarah C. · 3d ago
TechCo
$28K
Mike R. · 1d ago
+6 more
Qualified 5
BigCorp
$120K
John S. · 5h ago
DataFlow Inc
$85K
Lisa T. · 2d ago
Proposal 3
StartupXYZ
$15K
Mike R. · 6h ago
CloudNine
$92K
Sarah C. · 1d ago
Closed 12
MegaInc
$200K
John S. · 1w ago
NetServ
$67K
Lisa T. · 2w ago
Revenue Analytics NEW
Q2 2026
Monthly Revenue
Jan
Feb
Mar
Apr
May
Jun
Trending +18% YoY
Win Rate by Rep
Sarah C.
82%
Mike R.
74%
John S.
65%
Lisa T.
58%
Alex W.
71%
Billing & Invoicing NEW
$184K
Outstanding
$42K
Overdue
23
Pending
$312K
Collected (QTD)
InvoiceClientAmountStatus
#INV-1042Acme Ltd$12,400 Overdue 15d
#INV-1043TechCo$8,200 Due in 3d
#INV-1044StartupXYZ$3,100 Paid
#INV-1045BigCorp$28,500 Due in 7d
#INV-1046CloudNine$6,800 Paid
Genie
What would you like to build?
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AI Building
Security Review
Deploying
Feature Launched!
Genie
02
Evolve Your CRM
Each team builds their perfect workspace. Type what you need, AI builds it.
03
Workflow Learning
AI watches, learns, suggests, and gradually automates your team's processes.

AI-Powered Workflow Intelligence

Genie learns from how your teams work and continuously improves.

Pattern Recognition

Tracks navigation patterns, clicks, and data processing workflows across every team.

Smart Suggestions

Recommends efficiency improvements based on team behavior.

Workflow InsightJohn processes invoices 40% faster. Should Sarah try his method?

From Insight to Automation

Confirmed patterns become automated workflows — with human approval at every step.

Workflow Encoding

Confirmed patterns become formal workflows with full audit trails and version control.

Progressive Automation

AI suggests automations. Humans approve. Full control, always.

Automation SuggestedAuto-process supplier emails to inventory updates?
Genie CRM

Ask and You Shall Receive

Your enterprise, reimagined by AI.
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