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Plug smart
AI straight into your business — and watch the hours come back.
Connect your CRM, finance tools and workflows to a
trained AI assistant that answers, automates, and acts
Connect your CRM, finance tools and workflows to a trained AI assistant that answers, automates, and acts — all while learning from your own data.
Most businesses already have great systems — CRMs, quoting tools, finance platforms, inboxes.
But none of them talk properly.
That’s where Genius Flow’s AI Assistant Integration comes in.
We link everything together so your assistant can do the heavy lifting:
answering routine inquiries, pulling info from multiple systems, and getting work done without you touching a keyboard.
We design, train, and integrate assistants that can handle 85 out of 100 inquiries automatically — whether it’s leads, clients, or internal staff requests — saving real time and real money.
Why It Matters
If your team fields 100 inquiries a day, that’s 2 000+ a month.
With 85 % handled by the AI assistant, your people only see the 15 % that truly need a human touch.
That means faster replies, happier customers, and massive labour savings.
The assistant keeps learning — trained on historical and live data from your CRM, emails, projects, and documents. The more it sees, the smarter it gets.
What You’ll Get
Seamless integrations with systems like Zoho, Salesforce, Xero, Monday.com, CargoWise, or your custom stack.
Workflow automation — no double handling, no “copy-paste between tabs”.
Training on your data — not generic internet stuff; it learns your products, your tone, your history.
Live insight dashboards showing what’s automated, what’s pending, and where time’s being saved.
ROI reporting — see in dollars how much time and cost the assistant has taken off your books.
Use It For
Auto-replying to quote requests, pulling info straight from CRM and stock data.
Updating customer records and tagging leads based on chat/email outcomes.
Linking payment systems so quotes become invoices without a middle step.
Why Genius Flow
We’re not here to drop another tool on your plate. We’re here to build something that fits into your business like it’s always been there.
Our team blends deep AI experience with the way Aussie businesses actually operate day-to-day — lean, fast, and outcome-driven.
Let’s Get Started
We’ll map your systems, show you where automation makes sense, and set up your first trained assistant — fast.