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Lead Genie Demo

Before Blindly Dumping Leads into Your Clogged CRM
See Exactly How Lead Genie Works

This interactive demo shows the actual functions and features of Lead Genie. Click each step below to explore what the app really does.

Lead Genie's 3 Core Functions

Click each step to see the actual features and interfaces

1

Add & Manage Leads (3 Methods)

Lead Genie provides three flexible ways to add leads, plus powerful organization and duplicate management. All leads are automatically organized into 5 categories for efficient management.

Manual Entry Excel Copy/Paste CSV Import Duplicate Detection Smart Organization
Lead Import Methods
Manual Entry
Standard form with all lead fields
Excel Copy/Paste
Copy cells from Excel spreadsheet
CSV Import
Upload CSV with template download
Automatic duplicate detection and data validation included
5-Category Lead Organization
Today's Leads
Actions due today or earlier
All Open Leads
Future actions scheduled
Follow-up Leads
Campaign complete, needs follow-up
Ended Leads
No further action required
All Leads
Complete overview
Additional Lead Features:
  • Search by name, email, or phone number
  • Automatic duplicate detection and management
  • Click any lead to edit details or add notes
  • Notes auto-include date and time stamps
  • Export to CSV for CRM integration
2

Create AI-Powered Campaigns (7-Step Process)

Build comprehensive campaigns with AI assistance. Each campaign includes 6 specific messages in a proven 7-step sequence: 3 emails + 2 calls + automated follow-ups. ChatGPT integration helps create effective content.

Four complete Standard Situation Campaign examples included to copy if you wish:
1) Cold Calling - Generate awareness and initial business;
2) Download Follow Up - To follow up leads generated by the download of a white paper;
3) Event Follow Up - To follow up leads generated by some event such as networking or meeting;
4) Referral - To follow up with a contact to which you were referred.

AI Content Generation Ready Templates 7-Step Sequence Email & Call Scripts
Campaign Builder - 6 Message Opportunities
1. Phone Script
First 15-20 seconds when lead answers
2. First Email
Introductory email explaining reason for contact
3. First Voicemail
Introductory voicemail message
4. Follow-up Email
Reiterates initial message
5. Second Voicemail
Highlights campaign relevance
6. Final Email
Respectful final contact explaining why you've been trying to reach them
AI Content Generation (ChatGPT Integration)

Lead Genie integrates with ChatGPT to help create effective campaign content:

  • Generate email subject lines and content
  • Create compelling phone scripts
  • Write effective voicemail messages
  • Tailored to your specific industry and situation
Additional Campaign Features:
  • Download campaigns for review, printing, or sharing
  • Use ready-to-use proven templates
  • Email-only option (skip calling steps)
  • Automated timing between campaign steps
  • Share campaigns across team members
3

Automated Execution & Tracking

Lead Genie automates the entire campaign execution. It generates emails that integrate with your email system, provides call scripts, schedules follow-ups, and tracks every interaction. You focus on connecting with qualified leads.

Auto Email Generation Call Script Display Automated Scheduling Progress Tracking
Automated Campaign Execution
Email Automation:
  • "Send this Email" - Generates email and displays for review
  • Integrates with your existing email system
  • Validates email addresses automatically
  • Schedules next steps automatically after sending
Call Management:
  • "Make this Call" - Displays script and phone number
  • Shows prepared script for first 15-20 seconds
  • Voicemail option (can leave message or not)
  • "Skip" option to advance to next step
Automated Actions for Each Lead:
Send Email
Auto-generated, ready to send
Make Call
Script provided, outcome tracking
Skip Step
Advance to next campaign step
Lead Status & Outcome Tracking:
  • Campaign completed successfully
  • Lead converted/interested
  • Follow-up required
  • Not interested/remove
  • Do not call list management
CRM Integration & Data Export:
  • Export all lead data to CSV format
  • Import to any CRM system
  • Complete interaction history included
  • Campaign performance metrics

Ready to Experience Lead Genie?

You've seen what Lead Genie actually does. Start your free trial and see these features in action with your own leads.

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No credit card required • Setup in under 5 minutes • All features included