CRM Sync
Say what came out of the meeting and your CRM is up to date again. Contact created, deal moved, note added, without opening the system.
How it works
Up and running in three steps
From account to your first task. Nothing to install, nothing to configure that you did not choose yourself.
Create your account
Sign up for dGENIX and your assistant is ready. You work in the browser, on your phone or through Telegram.
Switch the skill on
This skill comes with the Pro+ plan. Switch it on under Skills in your dashboard and it is active right away.
Just ask GENI
Type or say what you need in plain language. For example:
“Log the Van Dijk call in the CRM and move the deal to quote sent.”
Pro+: Available from the Pro plan (€129/mo). Compare plans →
Actions
Everything GENI does with CRM Sync
Describe what you need in plain language. GENI picks the right action itself.
4 actions
Look up contacts
Ask who you spoke to at that company and you get the answer.
Move a deal
From call to quote to won, updated as you say it.
Notes that stick
What was discussed lands with the right contact, not in your head.
An overview of your pipeline
Where everything stands, asked in plain language.
Workflows
Stronger together with your other skills
GENI links this skill to your other skills and runs the whole thing on a schedule. A few examples, the possibilities are endless:
From call to updated CRM
New leads straight in
A pipeline report on Monday
More skills
Related skills
Lead Research & Outreach
From a name to a personalized cold email: GENI researches the lead and writes the pitch.
Client Onboarding
Every new client off to a sharp start: brief, Drive folder and kickoff in one command.
Renewal & Upsell Intelligence
Never miss a renewal: GENI flags expiring contracts and upsell opportunities.
