Sales automation
Sales funnel, reminders, tasks, communication history, templates — all in one system.
Business process automation
From chaos to systematic work: automation that delivers results
Automation helps streamline the process: from the customer’s initial inquiry to the final resolution of tasks and reporting.
This isn't just about “implementing CRM” or “digitization.” It's about changing the way we work: transparently, in a structured manner, and with a focus on results.
What can be automated?
Marketing automation
Email campaigns, customer segmentation, campaign reports, analytics — for smart scaling of traffic and leads.
Document workflow automation
Contract, invoice, and act templates — create, approve, and send documents to customers in a few clicks.
Production automation
Combining all stages—from order placement to shipment—into a single, streamlined process.
Automation of HR processes
Recruitment, offers, onboarding—the system guides candidates through every stage of the hiring process, so you can focus on building your team instead of filling out endless forms.
Finance and reporting
Payments, invoices—the system automatically aggregates all the data into a single dashboard so you can see your actual profits 24/7, rather than waiting for a report from your accountant.
We guarantee
Our goal:
Increasing the value.
Reduced error rate.
Optimizing each employee's time.
Transparency and clarity at every step of the way.
Expected result:
Automated business processes.
A customized CRM system.
Questions and answers
Client testimonials
The CRM Genesis team has delivered over 500 projects
Tasks were handled professionally and quickly
We launched everything, and the system works. What was most valuable was that Oleksii didn't just execute tasks — he also analyzed and showed how to achieve results more efficiently. Oleksii dove deep into the project and thought about how to simplify the process and deliver not just as an executor, but as an analyst. That had tremendous value. When we started, there was no process at all — he built a working model and the company started operating.
As I noted, it's important to look from the client's perspective and analyze, not just do what the client asks. CRM Genesis works exactly that way, which is why I would recommend them to other companies.
Yehor Lisnychyi
Commercial Director, TVOYE KOLO
Thanks to their experience, CRM Genesis protects you from overpaying
We configured business processes in logistics, lead generation, fixed errors in financial reporting, reworked sales funnel settings, and much more. The level of expertise and client focus is outstanding. We recommend CRM Genesis to companies that want to automate and systematize their operations, refine their CRM system, or set it up from scratch. Thanks to CRM Genesis's experience, you avoid overpaying through rework of inefficient or unnecessary projects, and they help you work through project scaling via CRM.
Oleg Martynenko
Head of Logistics, SIDD TRANS
The quality of service fully meets my expectations.
Contacting CRM Genesis support for the first time was very easy — everything went great, no difficulties at the start. For us, the most important thing in technical support is fast response to issues and prompt task resolution. The quality of service fully meets my expectations.
Victoria Vasyuk
Head of E-commerce, Andre Tan
No negative situations arose — overall, we are fully satisfied
I rate the CRM Genesis support team's response speed 10 out of 10 — and this applies to both sales and marketing. Your manager, Pavlo, deserves a lot of credit for this. We are in constant contact with him; he helps with any questions — whether it's fine-tuning something or understanding why a feature works the way it does. No negative situations arose; overall, we are fully satisfied, so I don't even have improvement suggestions — everything is good.
Yevgeniya
Head of Commercial Department, Konstruktyv
All requests are resolved quickly — I give it 10 out of 10
All requests we submit to the CRM Genesis support team are resolved quickly — I give it 10 out of 10. Technical support is currently being updated and transitioning us to an official request system — my team is still getting used to these changes, but we receive responses promptly, so the service improvement is really noticeable.
Polina
Financial Director, Silver Studio
We will help you scale your business
Start with a consultation — then we will plan implementation tailored to your processes