Geniziz is a complete sales workspace. Everything below is included on every plan, for every user, in every workspace — there are no feature tiers, only contact limits.
The data model a sales team actually works in — companies, the people inside them, and the deals that connect them.
Rich company records with owners, addresses, custom fields and a full activity history.
Multiple people per lead, each with their own emails, phone numbers, titles and channels.
Deals with value, confidence and status across as many pipelines and stages as you define.
A drag-friendly Kanban with the statuses you control, weighted totals and quick edits.
Add fields to any object — text, number, date, dropdown, multi-select and more, including shared fields.
Model whatever your business needs beyond the built-ins, with their own fields and timelines.
Saved, shareable filtered lists of leads or contacts you can pin to the sidebar.
Update, tag, assign or enrol many records at once — and lock records against accidental overwrites.
Reach people on the channel they use, from one threaded view per contact, on your own sending infrastructure.
Email, SMS and LinkedIn DMs in a single thread per contact — reply on the channel they used.
IMAP, Gmail and Microsoft Graph with Message-ID dedupe, threading and send-as delegation.
Reusable email and SMS templates with tag rendering for fast, on-brand replies.
Multi-step workflows with send windows and automatic reply detection that halts the sequence.
A clean draft → scheduled → outbox → sent flow over your own dependency-free SMTP.
Know when an email is opened, without handing your sending reputation to a third party.
Push a filtered audience to Encharge or sendmail.io for nurture series outside the CRM.
Discuss a record internally and pull in a teammate with a mention and a notification.
A full phone system and calendar layer — powered by your own Twilio, Google/Microsoft and notetaker keys.
Place and receive calls in the browser with click-to-call from any record.
TwiML group ring, forwarding and voicemail on your own Twilio numbers.
Work a Smart View top to bottom, call after call, with dispositions logged automatically.
BYOK transcription and AI call summaries on the timeline — no per-call add-on fee.
Two-way Google Workspace / Microsoft 365 sync; meetings auto-attach to the matching lead.
Fireflies / Fathom recordings, transcripts and summaries land on the contact automatically.
A public booking page so prospects can grab time without the back-and-forth.
Send on behalf of a shared mailbox or teammate, with the right reply-to.
Keep the team on the next action, and let the busywork run itself.
Tasks grouped by lead with urgency badges, plus open / completed / history views.
One-click complete and reopen, with inline edit and delete so nothing gets stuck.
On a status change, assign an owner, create a task, notify a teammate or start a sequence.
Distribute new leads fairly across an assignment pool automatically.
Set monthly goals per rep and track them on a live leaderboard.
In-app alerts for mentions, assignments and the things that need you.
Lightweight tagging and internal contact lists for ad-hoc segmentation.
A configurable home with the widgets each user cares about, in the order they want.
The numbers managers ask for, and AI that runs on your own model keys instead of a metered add-on.
See where deals sit and where they stall, by stage and over time.
Compare calls, emails and meetings across the team and by period.
A confidence-weighted forecast you can actually take to a board meeting.
Understand how records move through statuses and how dials become conversations.
A one-paragraph brief on any lead, on your own AI key — OpenAI, Anthropic, Gemini, Azure, Mistral, Aleph Alpha, Depaza or local Ollama.
Draft and rework replies in context — your key, your tokens, no markup.
Ask for the records you mean and get a structured query back.
Turn a meeting or thread into the follow-up tasks it implies.
An API-first core, agent-ready, with import, export and migration so your data is never trapped.
A clean, consistent /api/v1/ with ID prefixes, envelopes, pagination and field selection.
and/or/negate, field conditions, related-record traversal and signed cursors at /data/search/.
Every mutation writes an event in the same transaction; HMAC-signed webhooks with retries.
Scoped read / write_safe / write_destructive tools so AI agents work your CRM directly.
Guided import and porting to move your pipeline over in an afternoon.
Get your data out, any time, in formats you can actually use.
Point file storage at your own bucket — your attachments live on your infrastructure.
Runs in Docker on commodity infra (Coolify-ready). Your CRM, your servers.
Compliance tooling you can switch on per workspace — so EU teams get what they need and everyone else is never bothered by fields they do not use.
Run on EU- or US-hosted infrastructure, and show your team and your exports exactly where data lives.
Keep AI in Europe with Mistral, Aleph Alpha or Depaza — or fully on your own hardware via Ollama. Your key, your region.
Record consent, legitimate interest or contract per contact, and the reasoning behind first outreach.
Erase a person across every workspace they were shared into, and issue a verifiable deletion certificate.
Auto-delete or anonymize contacts with no recent activity, on an opt-in schedule you control.
See where a contact came from, when they were enriched, first/last outreach and unsubscribe — at a glance.
RFC 8058 List-Unsubscribe on every send, with a no-login opt-out page that halts sequences.
Download every workspace as one archive — JSON for everything, CSV for the main entities.
Enterprise controls without an enterprise plan — they ship on every tier.
BYOK credentials are libsodium-sealed and write-only — never shown back, never sent to the browser.
Build roles from a permission vocabulary that fits how your team actually works.
Limit a user to the records they own or are explicitly given.
Issue tokens with rotating refresh tokens for your integrations.
Per-endpoint-group limits with standard ratelimit headers.
Configure how long the activity and event history is kept.
Owner-level support access that is logged, with a clear in-app banner.
Full database backups and restore from the owner console.
Geniziz never resells AI tokens, phone minutes, email sends or enrichment credits. You connect your own provider keys and pay each provider directly, at their price. We just orchestrate. Keys are sealed per workspace and are write-only — they're never shown back, never sent to your browser.
There are no feature tiers — only contact limits. Pick a plan and get the whole product.
