⚡ Everything Included. No Add-Ons. No Limits.
Every Feature Your Business Will Ever Need
Office-Genie CRM replaces 12+ tools with one elite platform. Here's a deep dive into every module, capability, and competitive advantage built into your subscription.
CRM & Contacts
👥
A Contact Database That Actually Works For You
Most CRMs just store names and emails. Office-Genie turns your contacts into a living, breathing revenue engine with deep context on every person.
- Full contact profiles with history, notes, tasks, and activity feed
- Lead scoring that automatically ranks contacts by conversion likelihood
- Bulk email campaigns sent directly from contact records
- CSV import with field mapping — migrate from any CRM in minutes
- Contact status pipeline: Prospect → Contacted → Negotiating → Won
- Brand and sub-account segmentation for agency use cases
- One-click Stripe payment link generation per contact
- Booking links sent directly to contacts for instant scheduling
Lead Pipeline
📈
Visual Lead Management From First Touch to Close
Stop losing leads in spreadsheets. The Lead Pipeline gives your team a crystal-clear visual of where every prospect stands and what action to take next.
- Drag-and-drop Kanban board across Prospect, Contacted, Negotiating, Won stages
- Automatic task creation for follow-ups with deadline tracking
- Real-time notifications when tasks are overdue
- Lead value tracking to forecast revenue at each stage
- Search and filter by stage, brand, or assigned rep
- Activity feed per lead showing every interaction and status change
- One-click contact creation from lead cards
- Assign leads to team members with accountability tracking
Deals & Opportunities
🤝
Enterprise-Grade Deal Management for Growing Teams
Track every opportunity with precision. Built for sales teams that need to close deals faster with full pipeline visibility and smart automation.
- Custom pipeline stages with probability scoring per stage
- Deal value, currency, and expected close date tracking
- Drag-and-drop deal cards between pipeline stages
- Activity log: notes, calls, emails, meetings — all in one timeline
- Deal tasks with due dates and completion tracking
- Win/loss reason recording for team coaching and strategy
- Pipeline analytics: total value, win rate, average deal size
- QR code payment processing directly from deal records
Sales Funnels
⚡
Build Funnels That Convert — Without Designers or Developers
Launch high-converting landing pages in minutes. Every funnel automatically captures leads into your CRM and triggers your automation sequences.
- Pre-built funnel templates: Lead Capture, Webinar, Appointment, Product Launch
- Custom form builder with text, email, phone, select, and textarea fields
- Countdown timers to create urgency and boost conversions
- Automatic contact and deal creation on every form submission
- A/B testing with split-traffic comparison and winner selection
- Custom slugs and domain support for white-labelled funnels
- Conversion tracking: visitors, submissions, and conversion rate
- Automation trigger on submission — instantly enrol leads in sequences
Appointments & Bookings
🗓️
A Booking System That Fills Your Calendar on Autopilot
Give clients and leads a frictionless way to book time with you. Automated reminders, Google Calendar sync, and AI-powered scheduling built in.
- Public booking pages with custom availability and branding
- Round-robin scheduling across multiple team members
- Group and resource calendar types for events and rooms
- Buffer times before and after appointments to prevent back-to-backs
- Minimum advance booking window to prevent last-minute bookings
- Automated email and SMS reminders at 24h, 1h, and 15min before
- Google Calendar and Outlook sync — two-way event management
- Payment collection at time of booking for paid sessions
Unified Inbox
💬
Every Conversation. One Place. Zero Context Switching.
Your team wastes hours switching between email, SMS platforms, and social apps. Office-Genie brings every channel into one intelligent inbox.
- Email, SMS, phone calls, Facebook, Instagram, WhatsApp, and webchat — unified
- Priority tagging: Urgent, High, Normal to triage incoming messages
- Assign conversations to specific team members
- AI-assisted response drafting to speed up reply times
- Unread count tracking and real-time message delivery
- Contact panel with full CRM data shown alongside every conversation
- Conversation tags for segmentation and reporting
- Full message history with attachments and media support
AI Employees
🤖
Deploy an AI Workforce That Never Clocks Out
Train custom AI agents on your business, products, and brand voice. They'll handle conversations, book appointments, and generate content around the clock.
- Conversation AI: qualifies leads and handles objections via any channel
- Voice AI: handles inbound calls, answers FAQs, and books appointments
- Content AI: generates emails, social posts, ad copy, blogs, and landing pages
- Review AI: monitors and drafts personalised responses to every review
- Fully customisable personality, tone, and knowledge base per agent
- Live handoff to human agents when needed
- Conversation analytics: messages handled, leads qualified, appointments booked
- Multi-channel deployment: webchat, SMS, email, Facebook, WhatsApp
Workflows & Automations
🔄
Build Any Automation Without Writing a Single Line of Code
From simple follow-up sequences to complex multi-branch workflows — automate your entire revenue operations with a visual drag-and-drop builder.
- Visual workflow canvas with action nodes and conditional branches
- Triggers: form submission, tag applied, pipeline stage change, appointment booked
- Actions: send email, send SMS, update contact, create task, add to sequence
- Email sequences with multi-step drip campaigns and delay scheduling
- Stage-based automations: trigger actions when deals move between stages
- Drip campaigns with open/click tracking and performance analytics
- Execution log showing every automation run with timestamp and status
- Pause, resume, and edit automations without losing active enrollees
Reputation Management
⭐
More 5-Star Reviews. Less Reputation Risk.
Your online reputation is your most valuable asset. Office-Genie automates review generation and protects your brand before negative reviews go public.
- Review campaigns triggered by appointment completion or deal closure
- SMS and email review request templates with personalisation
- Review funnel: happy customers go to Google, unhappy ones go to private form
- Multi-platform monitoring: Google, Facebook, Trustpilot, Yelp
- AI-generated response suggestions for every review type
- Sentiment analysis: automatic positive/neutral/negative classification
- Urgent flagging for negative reviews requiring immediate attention
- Follow-up sequences for non-responders to maximise collection rate
Analytics & Reports
📊
Data That Drives Decisions — Not Just Pretty Charts
Know exactly where your revenue comes from, which campaigns convert, and which team members perform best. Make every decision with confidence.
- Revenue dashboard with month-over-month growth tracking
- Pipeline analytics: total value, win rate, average deal size, deal velocity
- Lead source attribution: website, referral, social, cold call, events
- Team performance leaderboards with activity and conversion metrics
- Stage conversion funnel showing drop-off at every pipeline step
- Email analytics: open rates, click rates, bounce rates, unsubscribes
- Appointment analytics: bookings, no-shows, completion rates
- Custom date range filtering and brand-level segmentation
Sub-Accounts & Brands
🏢
Built for Agencies Running Multiple Client Accounts
Office-Genie is the only CRM built with agencies in mind. Manage unlimited brands and client workspaces from a single elegant interface.
- Create unlimited brands with separate contacts, deals, and funnels
- Brand-level filtering across all modules for clean data separation
- Sub-account management: active, trial, suspended, and inactive states
- Snapshot system: clone your entire setup and deploy to new clients in seconds
- Template library: share funnel and email templates across brands
- Affiliate portal: manage partner referrals, commissions, and payouts
- Prospect accounts: track and pitch potential new agency clients
- White-label ready with custom domain support on funnels
Ready to Replace Your Entire Tech Stack?
Join thousands of businesses using Office-Genie CRM to automate growth, close more deals, and dominate their market.
