Right after a customer meeting
Talk it through once and get the recap written for you.
CRM Agent
CRM updates and meeting notes without evening admin.
Whether on the drive back or in the office. Just say how the meeting went. Genow writes the recap, updates the opportunity, sets the next steps with owners and dates, and drafts the follow-up email, so your evening is not spent on data entry.
Your CRM is up to date before you get home.
Without Genow
Notes stay in a notebook, the opportunity keeps last month's close date, and the promised document goes out three days late. Then the forecast meeting asks why the pipeline does not match reality.
With Genow
Two minutes of talking becomes a written recap, an updated opportunity, next steps with owners and dates, and a follow-up email ready to send. You check it and approve. The typing is already done.
A current CRM without the evening write-up.
Typical situations where documentation regularly gets left behind.
Before the pipeline review
Bring the opportunity up to date without an evening of data entry.
When you promised to send something
Get the follow-up drafted while the conversation is still fresh.
At handover to service
Pass on what was agreed, not only what was signed.
From a voice memo to a fully updated CRM record.
No forms, no catching up later. You talk, Genow documents.
- 01
Say what happened
Speak or type it, in whatever order it comes out. Genow sorts the decisions, the objections and the promises apart from the small talk.
- 02
Get the recap back
A short, readable summary your manager and your colleagues can actually use, and that still makes sense when someone reopens the deal in nine months.
- 03
Update the opportunity
Stage, value, close date, contacts and next steps, written back into your CRM's own fields, with the change shown before it is saved.
- 04
Send what you promised
The follow-up email, the data sheet, the revised quote, drafted, attached and waiting for your approval before anything leaves.
A meeting report that handles the follow-ups too.
The recap, the CRM fields, the next steps and the follow-up email, drafted from your account of the meeting and put to you for approval.
Call recap
Forty minutes on the new plant. Capacity is the driver, the specification is still open, and procurement wants one supplier for the whole line.
Your voice note, 20 AugustBefore anything is saved: you read the recap, you do not write it.
Opportunity fields
Stage to technical evaluation, value to €240,000, close date into Q4, and the new head of maintenance added as a contact.
CRM · the fields Genow proposes to changeBefore anything is saved: every field change is shown as a proposal, never written silently.
Next steps
Send the ATEX documentation by Friday, book the plant visit for week 36, and ask engineering whether DN 65 is available for the second line.
Derived from the recap aboveBefore anything is saved: each step carries an owner and a date, so none of it lands in a note nobody reads.
Follow-up email
A short mail confirming the two open points and the documentation you promised, in your corporate template and in wording your marketing signed off.
Your templates · the recap aboveBefore anything is saved: you edit and send it. Genow sends nothing on its own.
Handover notes
What was agreed verbally, which options the customer turned down and why, and the two commitments that never made it onto the order.
Recap · opportunity historyBefore anything is saved: the next colleague inherits the context, not just an order number.
- Written from what you said, not from a form.
- Every field change shown before it is saved.
- Next steps carry an owner and a date.
- Nothing leaves your hands without your yes.
Roughly a third of all selling time goes into documentation today.
These are exactly the tasks the CRM Agent takes over. The time it frees up goes back to your team for customer conversations.
Meeting notes
Spoken or typed, in any order, turned into a record someone else can read.
Next steps and owners
Every promise made in the room becomes a task with a name and a date on it.
Opportunity fields
Stage, value and close date written back into your CRM, shown to you before it saves.
The follow-up email
Drafted in your voice, referring to what was actually said, never sent without your click.
Final documents
The revised quote, the data sheet, the presentation, filed with the deal, not lost in a thread.
Handover to service
What was agreed reaches the people who deliver it, so the first service call is not a surprise.
Every agent works on the same verified knowledge base.
The CRM Agent is not a separate note-taking app. It works on the same company context, the same connections and the same permissions as every other agent.
Genow Context Engine
Understands your products, customers, terminology and the relationships between them.
Connected systems
CRM, ERP, PIM, documents, mailboxes and file shares, wherever they live.
External research
Current market, company and competitive information, where it is needed.
Permissions and sources
Every result respects access rights and shows what it was built from.
An agent for every step of the sales process.
- 01 Briefing Agent An account briefing before every customer meeting.
- 02 Research Agent Research, competitive positioning and customer-specific messaging.
- 03 Configuration Agent Needs analysis, product matching and configuration.
- 04 Proposal Agent Quotes, RFP responses and presentations in your own templates.
- 05 CRM Agent You are here
Free live demo
See how Genow makes complex sales work easier.
In a free live demo, we show you how Genow helps your team find the right products, prepare deals, and create tailored sales materials.