Unified customer timeline
See every interaction from first touch to renewal in one view. No more switching between tools.
Learn more
Customer Journey, Unified
One AI conductor for every customer touchpoint
Coordinate sales, delivery, and support in one workspace. Close faster with AI that thinks like your team.
⚡Lead-to-launch workflows automated end-to-end
🧭Shared customer timeline across every team
Set up in 2 minutes • Free 14 days • No credit card required
How It Works
Get started in 3 simple steps
From setup to success in minutes, not months. Here's how teams transform their customer journey with Task Genie.
01
Connect your tools
Import your CRM, calendar, and project data in under 5 minutes. Genie syncs everything automatically.
No code required
02
Let AI organize your journey
Genie maps every lead, project, and renewal into one unified timeline with smart recommendations.
AI-powered insights
03
Close faster, retain longer
Your team executes with confidence. Every touchpoint is tracked, every handoff is smooth.
Measurable results
Start your free trial
No credit card required • Setup in under 5 minutes
Features
Everything you need to delight customers
Task Genie brings together the tools your team needs to manage the complete customer journey—from first contact to long-term success.
AI-powered automation
Let Genie handle lead scoring, task assignments, and follow-up reminders automatically.
Learn more
Seamless handoffs
Sales to delivery to support—everyone stays in sync with automatic context sharing.
Real-time insights
Track pipeline health, team performance, and customer satisfaction with live dashboards.
Smart scheduling
Book meetings, set reminders, and never miss a deadline with intelligent calendar sync.
Built-in communications
Email, chat, and notes in one place. Every conversation is linked to the right customer.
Proactive alerts
Get notified before issues become problems. Genie spots churn risk and expansion signals early.
Enterprise-grade security
SOC 2 Type II certified with 256-bit encryption. Your data is protected at every layer.
Enterprise-Grade Security
Your data is protected at every layer
We take security seriously. Task Genie is built with enterprise-grade protection so you can focus on what matters most.
SOC 2 Type II
Audited annually for security, availability, and confidentiality
GDPR Ready
Full compliance with EU data protection regulations
256-bit SSL/TLS
Bank-grade encryption for data in transit
99.99% Uptime
Enterprise SLA with 24/7 monitoring
Integrates with your favorite tools
SlackHubSpotSalesforceGoogle CalendarStripeGitHubNotionZapier+20 more
Coordinate every step without losing context
Explore how Task Genie captures leads, launches projects, and supports renewals—all guided by the same AI brain.
Step 1 · Capture
Qualify every lead without lifting a finger
Task Genie scores inbound leads, drafts responses, and routes the highest intent to your reps instantly.
- •AI lead scoring tuned to your playbooks
- •Smart inbox that drafts replies in your brand voice
- •Unified profile that follows prospects into delivery
Inbound Queue
Acme Labs • Demo requestHot
Southwind Co • Pricing questionWarm
Nova Studio • Enterprise fitQualified
Message Analytics
"Three leads match your 'Services Plus' playbook. I drafted intro replies and scheduled discovery slots."
Step 1 of 3
Use arrow keys to navigate between slides. Press space to toggle auto-play.
Customer Stories
Teams close faster and retain longer with Task Genie
"Task Genie helped us unify sales and delivery in one sprint. Our onboarding time dropped from two weeks to five days."
MC
Maya Chen
Head of Customer Operations
Stratus Sphere
"The AI assistant spots churn risk before our CSMs do. We closed three expansion deals in the first month using Genie prompts."
DP
Dev Patel
VP of Revenue
Rabb-It
"Lead scoring happens automatically and every won deal spins up a ready-to-run project. Nothing falls through the cracks now."
SR
Sofia Ramirez
Director of Delivery
Mad Engineering
Live demo
Try the Task Genie concierge right now
Ask about onboarding, integrations, or pricing and get an answer in real time. The embedded assistant is powered by your Agent Builder workflow and ready to drop into your product.
- Secure, token-based session creation with audit trails
- Fully brandable UI that embeds on any route
- Powered by your curated knowledge base and automations
Sparkline peek
“Genie just routed two onboarding questions to self-serve and escalated a billing issue to your CSM—without leaving the chat.”
Need pricing guidance?
Ask the conciergeChoose your scenario
Answers tailored to the team you lead
Pick the journey you care about—growth, operations, or support—and see how Task Genie adapts.
Choose your team
Revenue & Growth Teams
Keep pipelines full, handoffs tight, and renewals on pace with one intelligent workspace.
|
Still have questions?Chat with us →
Simple pricing
Start free, scale as you grow
No hidden fees. No credit card required. Upgrade when you're ready.
Starter
For individuals getting started
Freeforever
- Up to 3 team members
- 50 AI queries/month
- 100 tasks/month
- Email support
Most Popular
Pro
For growing teams
$29/user/mo
- Unlimited team members
- Unlimited AI queries
- Unlimited tasks
- Priority support + Slack
Enterprise
For large organizations
Custom
- SSO + SCIM provisioning
- Dedicated success manager
- Custom integrations + API
- SLA guarantee
Ready to unify your customer journey?
Stop juggling disconnected tools. Orchestrate every touchpoint with AI guidance.
Join 500+ teams who unified their customer journey with Task Genie