CRM · Customer relationships

The CRM your sales team actually wants to use.

Track every lead, deal, and conversation in one place. Built-in AI scoring tells you which leads to call first — so reps stop guessing and start closing.

AI scoring tells reps which leads to call first
Move your cursor to see the cards drift
Trusted by Teams Everywhere
FracTel LLC
Trusted Innovations Corp
Savitele Inc
COREMATRIX
TIM TELEPHONY
AHOI LLC
PUREVOIP LLC
FASTCAST
FracTel LLC
Trusted Innovations Corp
Savitele Inc
COREMATRIX
TIM TELEPHONY
AHOI LLC
PUREVOIP LLC
FASTCAST
Capabilities

Everything CRM ships with — out of the box.

No add-ons. No upsells. The features below are all included on day one of your 14-day trial.

AI lead scoring (Claude Haiku)

Every lead gets a 0-100 score with a 1-line reason and tier (hot / warm / cold) — so reps know who to call first.

Drag-and-drop pipelines

Customisable stages with weighted probabilities. Native HTML5 drag-and-drop on a Kanban board your reps will actually open.

CSV import in 60 seconds

Drop a CSV — leads or deals — up to 1,000 rows. Auto-mapped headers, stage_key column maps to your default pipeline.

Deal forecasting

Each stage has a win-probability. Pipeline value cards roll up live, so the weekly forecast call writes itself.

Smart filters & saved views

Slice by owner, tag, stage, score-tier or pipeline. Save the views your team uses every day.

Bulk-score 50 leads at once

POST a batch of lead IDs and the AI scorer runs async — perfect for nightly cron or import flows.

Multi-tenant by design

Every record scoped to your company_id. Role-based access for owner / admin / staff baked in.

Dashboard you can read at a glance

Pipeline value, deals won this month, hot-lead count, top reps. No 47-widget cockpit nightmare.

⌘K to anything, anywhere

Jump to any lead, deal, or pipeline in one keystroke from anywhere in the suite.

Built for

GENIX CRM works for every team.

🚀
B2B SaaS sales
Long sales cycles, lots of stages, AI-prioritised outreach.
🏢
Agencies
Client-funnel tracking with custom stages per service line.
🛒
E-commerce wholesale
B2B deal pipelines on top of your retail engine.
📞
Inside-sales teams
Score-first outbound — call the warm leads, ignore the rest.
Why GENIX

GENIX CRM vs. legacy crm tools.

Feature
Legacy stack
GENIX CRM
AI lead scoring
Add-on, $50/user
Included
Drag-drop pipelines
Limited tiers
All plans
CSV import (1k rows)
Often paid
Free
14-day trial
Card required
No card
FAQ

Frequently asked questions

We use Claude Haiku 4.5 (via the Emergent LLM gateway) to read each lead's profile — name, company, email, notes, source — and return a 0-100 score plus a 1-line rationale and tier. If the LLM is unavailable, a deterministic fallback heuristic kicks in so you're never blocked.
14-day free trial · No credit card

Ready to try GENIX CRM?

Track every lead, deal, and conversation in one place. Built-in AI scoring tells you which leads to call first — so reps stop guessing and start closing.

Loved by 500+ teams worldwide