An AE might meet a champion at a conference, a second stakeholder at dinner, and a skeptical finance lead on a site visit, all in one week. Each conversation adds context that decides the deal, and most of it never reaches the CRM. Genify is built for that moment between the conversation and the next step.
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Account executives lose deals in the gap between a good conversation and the CRM. Genify captures each conversation with notes on the spot, drafts follow-ups grounded in what was said, and syncs contacts to HubSpot or Salesforce, so momentum from events and meetings carries into the pipeline.
Scan cards and badges or record a voice note after each conversation: role in the deal, pains, objections, and next step.
Tag contacts by account and pipeline stage, so every stakeholder you meet is connected to the right opportunity.
Drafts reference the conversation, and on Plus they adjust to the deal stage and avoid repeating your earlier outreach.
Send contacts with notes to HubSpot or Salesforce, so the CRM reflects what actually happened in the field.
At a user conference you meet a director who is frustrated with her current vendor. You record a voice note on her pain points and timeline before the next session. Your follow-up that evening quotes her own words back to her.
Over dinner you meet the operations lead and the finance lead on a deal. Both are captured and tagged to the account that night, with notes on their concerns, so your proposal addresses all three people.
After a site visit, you scan the cards of the two managers you met and add a note on their workflow. The contacts reach Salesforce with your notes before you are back at the office.
Hi [name], I enjoyed our conversation at [event] about [pain point in their words]. You mentioned [timeline or trigger]. I put together a short example of how [similar customer] handled it, attached. Worth 20 minutes next week to see if it applies?
Hi [name], good to meet you at dinner with [champion]. You raised [their concern], which is a fair question. Here is a one-page summary of how we handle it. Happy to go deeper whenever suits you.
Prospects hear from you within a day, with details only you would know.
Every stakeholder you meet is captured and tagged to the account, not just the main contact.
Notes from the field reach the CRM without a separate data-entry session.
Capture every stakeholder with a note on their role in the deal
Tag contacts by account and stage
Follow up within one business day of each meeting
Sync contacts and notes to your CRM
Load case studies into Product Vault so drafts can reference them
No. Genify captures conversations and relationships in the field and sends contacts to HubSpot or Salesforce, so your CRM stays the system of record.
Genify Plus adds Product Vault, outreach tracking, pipeline statuses, stage-aware drafts, the Sales Pulse dashboard, and Salesforce sync.
Drafts start from your notes on the conversation, and you edit them before sending. On Plus they also adapt to the deal stage and avoid repeating earlier messages.
Record a short voice note. Lily creates the contact and saves your notes and action items.
Yes. Teams can share contacts to team campaigns and send them to a company CRM destination. Team plans are on the pricing page.
The job is not just collecting contacts. It is preserving context, recalling the right details later, and keeping important conversations moving for a specific professional audience.
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