General Input CRM
General Input's built-in CRM for managing people, companies, pipelines, deals, tasks, notes, tags, and activity.
Three ways to use General Input CRM
Chat with Geni
Ask Geni to pull data, take actions, or answer questions using this integration in a conversation.
Build a workflow
Create automated workflows that trigger on events, run on a schedule, or chain multiple tools together.
Power an app
Use this integration as a data source or action layer behind a dashboard, form, or internal tool.
Supported tools
Actions your AI agents can perform with General Input CRM.
Add Card Contact
Attach a person as a contact on a card.
Add List Members
Add people or companies to a list.
Archive Card
Take a card off the board without deleting the record.
Assign Tag
Assign a tag to one or more people or companies.
Create Card
Create a card (deal, candidate, or engagement) in a pipeline.
Create Companies
Create or find companies in the lead database, deduped org-wide.
Get started automating General Input CRM
Ready-to-use workflows
Prompts using General Input CRM
Build outbound segments and draft a sequence for every person
Narrow your lead database to the right people with live filter counts, save the segment, and let an agent write each person a personalized email sequence draft.
Weekly pipeline review board that captures every commitment
Walk your pipeline rep by rep on one board, see why each deal stalled, and end the meeting with dated commitments both sides can check next week.
A weekly data hygiene desk for the gaps in your CRM
See exactly how many contacts and accounts are missing the fields that matter, fix them in place, and watch completeness climb week after week.
Weekly stale deal rescue with per-owner Slack shortlists
Every Monday, find stuck deals across your CRM pipelines, draft a specific next move for each, and DM every owner their top five.
Turn Typeform demo signups into scored CRM leads with Slack alerts
Every new demo or contact form response gets researched, scored against your ICP, deduped into your CRM, and pushed to sales in Slack within minutes.
Open General Input CRM recovery tasks on failed Stripe payments
When a Stripe charge or invoice payment fails, find the account in General Input CRM, brief the account owner in Slack, and open a tailored recovery task.
Daily sales pipeline digest in Slack
Every weekday at 8am ET, post a consistent sales pipeline summary to your revenue channel with stage moves, stale deals, top deals, and overdue tasks.
Update your CRM pipeline card after every Granola meeting
When a new Granola note lands, an agent logs the meeting on the matching pipeline card and files action items as tasks, so reps walk back to a current card.
