Everything you need to run on one CRM
From the first contact to a full developer platform — GENECRM grows with you, and never makes you fight the way your business actually works. It's one platform, not a shelf of add-on modules: what changes between plans is capacity and which capabilities are switched on.
Four pillars, one connected system.
All four pillars run on the same records, the same permissions, and the same API. Your plan decides capacity and which capabilities are switched on — never which product you get.
The universal primitives of any relationship — contacts, pipeline, and custom objects — modeled once and isolated per tenant.
Automations and rule-based territories route leads to the right owner and handle the busywork; forecasting and AI scoring tell you where to spend your time next.
Self-service keys, OAuth apps, webhooks, and metered usage — API-as-a-Service, documented and ready.
SCIM provisioning, role-based access control, row-level isolation, and full audit trails — the controls a security review expects.
Everything a relationship is made of
The universal primitives of any customer relationship — modeled once, fast, and fully isolated per tenant — so every team starts from the same solid ground.
- Contacts, leads, accounts, and opportunities — plus relationship graphs for spouses, trustees, brokers, and every connection that matters.
- Custom objects and fields let you model exactly what your business tracks, no code required.
- Vocabulary reconfigures per industry preset, so the same engine speaks your team's language on day one.
- A drag-and-drop kanban pipeline with saved views, filters, and one-tap logging — plus a “Today” triage workspace that gathers your open tasks, hottest leads, and stalling deals onto one screen to start the day.
- Duplicate detection and merge keep every record clean as the database grows.
- •Contacts, leads, accounts & opportunities
- •Relationship graphs (spouse, trustee, broker, …)
- •Custom objects & fields, no code required
- •Configurable vocabulary per industry
- •Drag-and-drop kanban pipeline
- •Tasks, activities & one-tap logging
- •Duplicate detection & merge
- •Saved views & filters
Momentum, automated
Let trigger-based workflows handle the busywork while forecasting and scoring tell you where to spend your time — a copilot woven through all of it.
- Trigger → condition → action rules automate the busywork — assigning owners, creating follow-up tasks, and updating fields run themselves.
- Campaigns, forms, and landing pages capture and nurture leads without leaving the CRM.
- Reusable templates and sequences turn a one-off follow-up into a repeatable playbook.
- Live pipeline forecasting and predictive lead & deal scoring show exactly where to spend your time.
- GENE, the built-in AI assistant, answers questions and drafts follow-ups grounded in your live data.
- Territories route leads and contacts to the right rep by rule — match on region, company, or any field (including your own custom fields), set the owner, then run one territory or re-assign the whole book in a click.
- •Trigger → condition → action workflows
- •Auto-assign, create tasks & update fields
- •Campaigns, forms & landing pages
- •Templates & sequences
- •Territory-based lead & contact routing to owners
- •Live pipeline forecasting
- •Reports & dashboards
- •Predictive lead & deal scoring
- •Built-in AI assistant
A platform your developers will love
API-first from the ground up — self-service keys, OAuth apps, webhooks, and metered usage, all documented, so integration is never the bottleneck.
- Self-service API keys and OAuth apps mean production access without a support ticket.
- REST and GraphQL endpoints cover exactly the shape of query you need.
- OpenAPI / Swagger docs and SDKs stay in sync with the API, so integration starts fast.
- Webhooks ship with full delivery history and automatic retries — you always know what fired and what landed.
- Metered usage, per-plan rate limits, and per-key analytics keep programmatic access predictable.
- •Self-service API keys & OAuth apps
- •Swagger / OpenAPI docs & SDKs
- •GraphQL & REST endpoints
- •Isolated workspaces to build against
- •Webhooks with delivery history & retries
- •Metered usage & per-plan rate limits
- •Usage analytics per key
- •Scoped keys with instant rotation & revocation
Ready for the security review
The controls a serious buyer asks for — isolation, identity, and auditability — built into the engine every workspace runs on, not a separate security product. And because a rollout rarely stops at one language, the whole interface is localized in English, French, Spanish, and Japanese, chosen per user.
- SCIM provisioning keeps joiners, movers, and leavers in step with your identity provider; SAML / OIDC single sign-on is available on request — talk to us about timelines.
- Role-based access control — owner, admin, manager, member, viewer — gates every action, with a dedicated console for users and permissions.
- Postgres row-level security enforces per-tenant isolation at the database — not the application layer.
- An audit log records every change, and GDPR export & deletion requests are handled natively.
- Configurable session lifetimes and per-channel consent tracking round out the picture.
- •SCIM provisioning (SSO on request)
- •Roles & granular RBAC
- •Operator & tenant-admin consoles
- •Configurable session lifetimes
- •Per-tenant isolation (Postgres RLS)
- •Audit log of every change
- •GDPR export & deletion
- •Per-channel consent tracking
Features, answered.
Part of the platform, not a bolt-on product with its own login — trigger → condition → action rules, campaigns, and templates run on the same engine and the same records as everything else. Automations are switched on from the Premium plan up.
Yes. Custom objects, fields, and saved views are configured in the app itself — no code and no migration required.
Yes — every webhook has full delivery history with automatic retries, so you can always see exactly what fired and what landed.
GENE is built into the CRM itself, not a separate product you buy alongside it — it reads your live data and works out of the box, and adding your own AI provider key in Settings makes it richer. It's switched on from the Pro plan up.
SCIM provisioning, role-based access control, and configurable session lifetimes sit alongside per-tenant Postgres row-level security. SAML / OIDC single sign-on is available on request — tell us your timeline and we'll scope it with you.
Yes — GDPR-compliant export and deletion are supported natively, alongside a full audit log of every change.
Yes. Territories let an admin define routing rules — match on region, company, or any field, including your own custom fields — and assign every matching lead and contact to an owner. Run a single territory or re-assign everything in one click, and choose to route only the unassigned records or re-own the whole book.