AI when you want speed.
Manual when you want control.
Lead Genius AI is the only lead management platform with a true AI ↔ Manual switcher — per task, per rep, per lead. Let AI write follow-ups while reps hand-craft demos. Let AI score + route hot inbound, then take over for the close. You decide who drives, every step.
Every task. Two ways to run it.
Most CRMs lock you into one philosophy — full AI assistant OR pure manual workflow. Lead Genius AI is the only one where every rep, every task, every lead can flip between them at any time. No re-onboarding when you change your mind.
Manual mode
- Hand-pick which leads enter a sequence — no auto-enrollment
- Draft your own messages — AI suggestions stay hidden unless asked
- Schedule sends to the minute — no auto-throttling
- Approve each next-step before it fires — full audit trail
- Personal WhatsApp webhook for hand-written replies
- Per-lead notes stay private to the rep unless shared
AI-powered mode
- 0–100 lead scoring the moment a record lands — fit + intent + behaviour signals
- AI subject + body drafted per persona; rep approves and ships
- Auto-pause on reply — sequence hands the lead back to the right rep
- Smart-route inbound by territory, seniority, deal size, or custom rule
- Auto-reply after hours on WhatsApp — escalates to human on intent
- Forecast revenue by rep / stage / month — confidence weighted
Set defaults per task. Override per lead.
Most teams run a hybrid: AI handles the volume, reps own the close. Pick the default once, override anytime.
Complete lead lifecycle. In one place.
Every tool a closer needs — captured, scored, routed, sequenced, tracked, closed.
Lead Capture
Web forms, CSV import, API ingest, browser extension scrape — every channel into one pipeline.
AI Lead Scoring
0–100 score based on fit, intent, firmographics + behavior. Updated as new signals land.
Visual Pipeline
Drag-drop kanban with custom stages, deal probability, expected close date, revenue forecast.
Smart Routing
Round-robin, territory, seniority, or custom rules. Hot leads hit the right rep in <30s.
Email Sequences
12-step sequences with delays, branches, condition gates. AI subject + body per persona.
WhatsApp Outreach
Personal WA via webhook OR Business API. AI auto-reply with human escalation.
Call Logging
One-click call log with auto-transcription, sentiment analysis, next-step suggestions.
Task Management
Per-deal tasks, reminders, SLA timers. Reps see what's due today, this week, this month.
Team Collaboration
Comments on deals, @mentions, shared notes, handoff workflows between SDR and AE.
Real-time Analytics
Conversion funnel, pipeline velocity, rep activity, campaign ROI — 30-day trends.
Automation Workflows
"New hot lead → send WA → wait 24h → follow-up email → assign rep" — trigger-based playbooks.
Compliance & Audit
GDPR + DPDP flags per lead, opt-out suppression, full audit log of every system action.
Stop choosing between speed and control.
AI when you want speed. Manual when you want control. The switch is everywhere. Starts at $49/month. Start your 7-day trial.