Genie Card

Sales & BD

Arm every rep with an AI wingman

Reps should spend time closing, not re-explaining the deck. Each seller gets an AI card grounded in approved collateral — consistent messaging with personal follow-up.

The problem

Field teams lose momentum after the handshake

Trade-show conversations fade by Monday. Prospects Google competitors before your follow-up email lands.

  • Inconsistent talk tracks across reps and regions
  • Business cards with no way to continue the conversation
  • CRM updates lagging days behind real interactions

Organize

Organize field conversations into CRM

Approved answers, meeting booking, and automatic capture so trade-show energy does not fade by Monday.

Approved collateral on demand

Upload battlecards and datasheets. Prospects get accurate answers about integrations, security, and pricing guardrails.

Meeting booking

The agent captures role, company, and pain points — then offers calendar slots or routes to the right AE.

Manager visibility

Every chat feeds CRM with transcripts so leaders coach from real buyer language.

Grow

Grow pipeline from every handshake

Consistent talk tracks and faster follow-up turn badge scans into booked meetings.

  1. Keep product answers on-message across the team
  2. Book meetings before prospects go cold
  3. Coach from real buyer language in CRM transcripts

Sample conversation

What a prospect might ask

Hi — I'm the AI on Maria's card. What prompted you to scan today?
We saw your demo at the conference and need SOC 2 details for procurement.
I can share our security overview and book a 30-minute technical deep dive. What's your work email?

Get started

Arm every rep with an AI wingman

Roll out cards per seller or segment — same admin tools, messaging controlled by marketing.