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. From $99/mo. 7-day free trial, no card required.