The full platform

59 modules, one revenue engine

Nothing hidden behind a sales call. Here is every screen the platform ships, what it does in plain language, and which role lives in it. Switch off the parts you do not need — the rest keeps working.

Plan

Decide the number, the territory and the price before anyone dials.

Revenue Strategy

The number, the segments and the motion that gets you there.

Manager

Territories & Quotas

Who owns which accounts, and whether the quota is physically reachable.

Manager

Offers & Pricing

What you sell, at what price, with what margin floor.

Manager

Scoring & Routing

The best-fit buyer weights that decide who is worth a call and who gets it.

ManagerAI hire

Generate

Create demand and capture it without a developer or an agency.

Campaigns & Pages

Landing pages built and personalised per campaign in minutes.

ManagerAI hire

Lead Inbox

Every enquiry, scored, enriched and routed to an owner.

SDRAI hire

Brand Centre

One set of colours, logos and voice across every page and document.

Manager

Embed Widget

Drop Sales Genie into your own website and capture strategy requests.

Manager

Sell

From first dial to signed order, with the words and the maths on screen.

Call Console

The prioritised dial list with the script, objections and next step.

SDRAccount exec

Records

Accounts, contacts and history in one searchable place.

SDRAccount exec

Opportunities

Live pipeline with a health score that explains itself.

Account execManager

Discovery

The questions that must be answered before a deal can progress.

Account exec

Solution Design

Match the pain you found to the exact things you sell.

Account exec

Methodology

MEDDIC (a checklist for what you must know before you can win), BANT (budget, authority, need, timing) and the qualification gate for each stage.

Account execManager

Proposals

A branded proposal generated from the discovery notes.

Account exec

Deal Rooms

One shared link where the buying committee reads everything.

Account exec

Configure & Quote

Price it correctly, with discount approvals routed automatically.

Account execManager

Quotes

Every quote issued, its status and its expiry.

Account exec

Negotiation

Trade rules so discount is exchanged for term, not given away.

Account execManager

Contracts

Redlines, approvals and signature state in one view.

Account execManager

Orders & Billing

Signed becomes billable without a re-key.

Manager

Partners

Resellers registering deals, with conflict checks.

Manager

Commissions

What each seller earned, and what the next deal is worth to them.

ManagerAccount exec

Enable

Tell the seller what to do instead of making them search for it.

Sales Genie

A name and a URL in, a full strategy and account pack out.

Account execSDRAI hire

Offer Profiles

The value story Genie uses for each thing you sell.

Manager

Seller Assistant

Live coaching that answers mid-call, in your own language.

SDRAccount execAI hire

Buyer Role-play

Practise the hard call against a simulated buyer before the real one.

SDRAccount exec

Meeting Intelligence

Calls summarised into commitments, risks and next steps.

Account execManagerAI hire

Content Hub

Approved, on-message collateral your team can actually find.

SDRAccount exec

Playbook Studio

Build the plays your team runs, step by step.

Manager

Battlecards

What to say when a competitor's name comes up.

SDRAccount exec

Academy

Ramp new sellers with short lessons tied to real screens.

SDRAccount execManager

Sequences

Multi-step follow-up by role, so nothing goes quiet.

SDRAI hire

Deliver

The signature is the start of the revenue, not the end of it.

Handoffs

Everything the delivery team needs, carried over automatically.

Account execManager

Customer Onboarding

First value in days, tracked task by task.

Manager

Customer Health

Who is thriving, who is quietly leaving.

ManagerAI hire

Renewals & Expansion

The renewal calendar and the upsell attached to each one.

Account execManager

Advocacy

Turn happy customers into references and referrals.

Manager

Voice of Customer

What customers keep saying, sorted by theme.

ManagerAI hire

Manage

Forecast, coach and learn — with the maths shown.

My Day

One prioritised list per seller: what to do now and why.

SDRAccount exec

Sales Team

Roster, capacity and who is behind their number.

Manager

First 100 Sales

The target worked backwards into calls a day per rep.

Manager

Forecasting

A forecast that explains each number instead of asserting it.

Manager

Command Centre

The manager's single screen: risk, coverage and coaching.

Manager

Win-Loss

Why deals were won or lost, fed back into scoring.

ManagerAI hire

Experiments

Test a message or a price and keep the winner.

Manager

Analytics

Source to revenue attribution across every campaign.

Manager

Genie Insights

Which strategy packs get opened, shared and downloaded.

Manager

Billing

Invoices, plans and what the workspace costs.

Manager

Configure

Connect the systems you already run, and keep the AI accountable.

Integration Hub

Connect CRM, mail and calendar with one consent screen.

Manager

Import Agent

Messy spreadsheets mapped into clean records.

ManagerAI hire

Event Bus

Every action in the platform as a traceable event.

Manager

CRM Sync Audit

Proof each lead landed in the CRM, with retries on failure.

ManagerAI hire

Data Quality

Duplicates, gaps and stale records caught early.

ManagerAI hire

Approval Centre

Nothing sensitive goes out without a human yes.

Manager

Agent Activity

What the AI hires did today, in plain English.

ManagerAI hire

Tracing & Cost

Every AI run, step by step, with its cost.

Manager

AI Governance

Prompt registry, guardrails and the audit trail.

Manager

Modules

Run the whole platform, or only the part you bought.

Manager

See all of it working in one run

Watch a business go from an empty workspace to a hundred sales in ninety days, with every module firing in order across SDR, account exec and manager.