See the whole product in under four minutes.
A walkthrough of GENECRM: how a workspace takes on your industry's vocabulary, how contacts, pipeline, campaigns and service run on one engine, where the GENE copilot fits, and how tenant isolation is enforced in the database itself. Filmed in 4K, so the interface stays readable.
A CRM that fits your work — not the other way around.
Most CRMs force your business into generic “leads” and “accounts.” GENECRM reshapes itself to your industry, then puts an AI copilot on top of it.
Pick your preset — wealth, insurance, nonprofit, field service — and every label, stage, and playbook adapts instantly. Change it any time.
Ask anything in plain language. Draft follow-ups, triage hot leads, forecast the quarter — grounded in your real data, deterministic-safe.
Postgres row-level security enforces per-tenant isolation at the database — not the app layer. Your data is provably yours.
Your CRM, now answerable in plain English.
Stop clicking through filters. Ask GENE to surface what matters, draft the next touch, and tell you which deals are slipping — grounded in your live data.
- Natural-language search & ask — “Show my hot leads idle 5+ days.”
- One-click drafts — Context-aware intro, follow-up, and reply emails.
- Deal intelligence — Health, risk, and the single best next action.
Which deals are at risk this quarter?
3 deals are slipping. Harbor Advisors ($127k) has had no touch in 9 days — draft a follow-up? Vista is on track; Meridian needs a proposal by Fri.
Draft the Harbor follow-up.
Real work, from day one.
Not a list of features — the things your team actually does the first week, without a setup project or a developer.
GENECRM opens on a “Today” screen that gathers your open tasks, highest-scoring leads, and deals that have gone quiet into three lanes — clear a task in one click with undo, or jump straight to whatever needs a touch.
See a household's client, spouse, attorney, and accountant on one screen — or a lending deal's applicant, co-applicant, and guarantor together.
Every new lead and deal lands with the right owner already assigned and its first follow-up task already created — no manual handoff, no reminder to set.
GENE Copilot reads your live data and answers in specifics — no filters to click through, no report to build first.
Full contact and pipeline access on iOS and Android — in private beta now, ahead of the App Store and Google Play release. Changes sync the moment you're back online.
Email through Mailjet, and new leads or won deals posted to Slack — plus webhooks and a full REST & GraphQL API for everything else.
Web, mobile, and API — the same backend behind all three.
One login, one data model, one set of permissions. Whatever your team does in the browser, they can do on their phone or in code.
Built for your industry, not adapted to it.
Every major CRM started as a tool for one type of business, then stretched to fit everyone else. GENECRM starts domain-neutral — and the difference shows up everywhere.
| GENECRM | Most other CRMs | |
|---|---|---|
| Industry vocabulary | Adapts to your industry on day one — pick a preset and every label changes instantly. | You rename and reconfigure to match your business after signup. |
| Industry presets | Eight presets ready from the first login — wealth, insurance, banking, nonprofits, education, faith, field service, and custom. | One generic model applied to every business. |
| Built-in assistant | GENE Copilot is included and reads your live data at no additional cost. | AI features sold separately at additional per-user cost. |
| Mobile access | Full contact and pipeline access on iOS and Android, including offline mode — in private beta today. | Mobile apps that lose features or access without a signal. |
| Developer API | API-first from day one — self-service keys, webhooks, and full documentation. | API added after the fact, with the limitations of late-stage additions. |
| Data isolation | Per-tenant isolation enforced at the database level on every workspace. | Shared infrastructure managed at the application layer. |
| Getting started | 14-day free trial. Workspace live in seconds. No credit card required. | Sales call required before you can see the product. |
Tuned to your world on day one.
Eight presets reshape vocabulary, pipeline stages, and playbooks — or start generic and customize.
Set up in a single session — no developer needed.
Most teams are fully set up in one sitting. There's no configuration sprint and no implementation fee — just five steps.
Your workspace is live within seconds — no sales call, no onboarding queue.
Every label, stage, and pipeline updates instantly to match how your team works.
Upload a CSV or connect through the API. Your data is live within minutes.
Anything your preset doesn't cover, you add yourself — no code required.
Set their roles and they land in a CRM that already fits the way they work.
You can switch presets at any time — nothing you've already entered is lost.
Questions, answered.
GENECRM is an AI-powered CRM built by Genellipse. One engine runs contacts, pipeline, automations, and a developer-grade REST API, while industry presets relabel the whole app to your own vocabulary. Every workspace is isolated at the database level, and GENE Copilot is built in.
Yes — pick a preset at signup or switch any time in Settings. Labels, stages, and playbooks update instantly across the whole app.
Every tenant-scoped table enforces Postgres row-level security with FORCE + WITH CHECK — isolation is enforced at the database, not the application layer.
The developer API is live today. The native iOS/Android app is in private beta ahead of its App Store and Google Play release — both are first-class clients of the same backend and the same login.
Yes — GENE is deterministic-safe: it returns useful, grounded answers out of the box, and gets richer when you add your own AI provider key in Settings.
No. Your workspace data is never used to train models that serve other customers without your explicit consent. GENE Copilot reads your live data to answer your questions — nothing more.
Import via CSV and connect tools through built-in connectors (Mailjet, webhooks) or the developer API and OAuth clients.
Role-based access (owner, admin, manager, member, viewer) gates every action, with an admin panel for users, security, MFA, and audit logs.
Yes — TOTP two-factor for users, email-OTP for operators, plus email verification on signup and full audit trails.
Yes — the client portal, knowledge base, quotes, and landing pages are public, shareable surfaces you can send straight to your customers.