GenieCentral is done-for-you, so getting live is less about learning software and more about a short guided setup. Here's the whole journey so you know what to expect.
Step 1 - Start your trial. When you sign up, we create your CRM under your own brand and pre-load it with everything a busy business needs: pipelines to track jobs, calendars for bookings, and the core automations - missed-call text-back, speed-to-lead replies, quote follow-ups, and review requests. Nothing is a blank page.
Step 2 - Tell us about your business. Right after signup you'll complete a short onboarding form: your business name, logo, services, rough prices, address, and social links. Your genie uses these to answer, book, and market in your voice, and to brand the account as yours.
Step 3 - Book your setup call. You'll pick a 15-minute slot. On that call we connect your phone number, link your channels (email, calendar, social), and switch on the AI features included in your plan. We also submit your text-messaging registration (A2P) - do this early, as carrier approval takes a few business days.
Step 4 - Go live. Most businesses are answering and booking leads the same day. Your genie handles the day-to-day; you mostly review and approve. You can change any detail later in Settings, and you only pay $1 for your first 30 days.