Cloud CRM for small businesses

Every inquiry answered. Every follow-up on time.

Callgenee keeps your calls, texts and leads in one place, moves each inquiry through your own pipeline, and shows your team exactly who needs a call today.

14-day free trial · every feature included · no credit card required
callgenee.app/dashboard
Callgenee
Good morning, Dana
18 open leads across your pipeline
OVERDUE
3
DUE TODAY
5
NEXT 7 DAYS
12
NEW INQUIRIES
4
OVERDUE
Marcus Webb
Quote sent · due Mon 9:30 AM
2 days late
Priya Nair
Waiting for customer · due Tue 2:00 PM
1 day late
Tom Okafor
New inquiry · due Tue 5:30 PM
Late today
PIPELINE SNAPSHOT
New inquiry9
Quoted6
Waiting3
Booked5
Lost2
Built for teams that live on inquiries:Car rentalContractorsEvent venuesLocal services
Follow-ups

No inquiry goes cold

Every lead gets a stage and a next follow-up date. Overdue and due-today leads rise to the top of your dashboard, so your team always knows who to call next.

  • Log every call and text in seconds
  • Email reminders before a lead goes cold
  • A full history of who did what on every lead
DUE TODAY5 leads
Lena Brandt
SUV for the weekend · 10:00 AM
Call
Raj Sandhu
Kitchen remodel quote · 11:30 AM
Call
Amara Kuti
Wedding venue tour · 2:15 PM
Text
Jo Park
Office cleaning quote · 4:45 PM
Call
Pipeline

A pipeline shaped like your business

Pick your business type at signup and Callgenee sets up a sensible pipeline and lost-reason list. Rename, add or reorder stages whenever your process changes.

See where leads stall and why they are lost, instead of guessing.

YOUR PIPELINE
New inquiry
9
Quoted
6
Site visit
3
Booked
5
Lost
2
+ Add a stage
Lost reasons tracked: price, timing, went elsewhere, no response
Team reports

Know what is converting

A staff leaderboard shows calls logged, follow-ups completed and deals won. A lost-reason breakdown shows why business walks away. Export either one to CSV.

LEADERBOARD · THIS MONTH
StaffCallsWonClose rate
Dana Morales1421841%
Chris Lindqvist1181436%
Sam Adeyemi96927%
Custom fields

Capture what matters to your trade

A rental company needs pickup dates and vehicle types. A contractor needs a job address and budget. Add the fields your team needs and drop the ones it does not.

LEAD DETAILS · CAR RENTAL
Vehicle type
SUV
Pickup date
Fri, Nov 14
Driver age 25+
Yes
Quoted price
$420.00
Add your own fields: text, number, date, yes/no or dropdown
Who it is for

Made for businesses that win work by phone and text

Car rental
Track every quote request, pickup date and vehicle type until the keys change hands.
Contractors
Follow up on estimates and site visits so quotes turn into signed jobs.
Event venues
Manage tours, holds and deposits from first inquiry to confirmed date.
Your data, kept private

Built so one business never sees another

Separate by organization
Every query is scoped to your organization, so your leads and customers stay yours.
Protected sign-in
Passwords are stored hashed, sessions end when a password changes, and repeated failed sign-ins are rate limited.
Payments handled by Stripe
Card details go straight to Stripe. Callgenee never sees or stores them.
Pricing

Simple plans. Unlimited leads on every one.

Start with a 14-day trial that includes every feature. Choose a plan when it ends.

Starter
$39/month
Or $390/year, with 2 months free
  • Up to 3 users, unlimited leads
  • Call and text logging, follow-up dashboard
  • Email reminders
  • Up to 5 custom lead fields
  • Reports for the last 30 days
Start free trial
Pro
Most popular
$69/month
Or $690/year, with 2 months free
  • Up to 8 users, unlimited leads
  • Fully customizable pipeline and lost reasons
  • Unlimited custom lead fields
  • Full report range and CSV export
  • Push notifications and custom branding
Start free trial

Prices in US dollars. Online checkout is available for US organizations today; contact us for other countries.

Questions, answered

How does the free trial work?

Every new organization gets 14 days with every feature included and no credit card required. When the trial ends, you choose the plan that fits.

Do I pay per user?

No. Each plan includes a set number of users: 3 on Starter and 8 on Pro. Leads are unlimited on every plan.

Can I change or cancel my plan?

Yes. Upgrade or switch plans any time from the Billing page and the difference is prorated. To move to a smaller plan, your active users must fit within its limit. You can cancel from the same page.

Is my data separate from other businesses?

Yes. Everything in Callgenee is scoped to your organization, and staff only ever see their own organization's leads.

How do I pay?

Plans are billed by card through Stripe, in US dollars. Online checkout is available for US organizations today. If you are elsewhere, contact us and we will set you up.

Can I export my data?

On the Pro plan you can export the staff leaderboard and the lost-reason breakdown to CSV from the Reports page.

Start your 14-day free trial

Set up your pipeline in minutes. No credit card required.
Create your organization
Callgenee