The agency software that runs every client.
Genaya keeps new-business calls, discovery calls, signed scopes and agreements, retainer billing, and payments on one client record, so your team spends its time on client work instead of chasing it.
Pick your agency, see your day
The same Genaya core - new-business calls, discovery calls, signed scopes, retainers, and payments - shaped around what each kind of agency sells.
It works with what you already use
Price every service and fee the same way
Whatever your agency sells - a creative pack, a listing shoot, a coverage review, an hourly bill rate - keep it in one Price Book with price, cost, and a photo, so everyone on the team quotes the same current rate.
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Onboard every client without the busywork
Welcome emails, meeting reminders, proposal follow-ups, and overdue-invoice nudges go out on their own. The moment every signer has signed the service agreement, the client gets the welcome email - nobody has to remember to send it.
Learn moreRun every client line from the browser
Your local and toll-free numbers ring the account team in the browser, with the client's record on screen for every call and text. Live Agents shows who is available, who is on a call, and who is working the dialer. Recording is a switch on each number, with an optional notice to callers, and with the Call Intelligence add-on every recorded call gets a transcript and smart notes.
Learn moreWork the follow-up list without breaking a rule
Load a list of past clients and prospects who reached out to you, and the Power Dialer rings your softphone with one contact at a time. Before every dial it checks your Do Not Call list, the person's local calling hours and state rules, and your attempt limits, and it skips the call when a rule says no. Every outcome - booked, call back, voicemail left - lands in the session's call log.
Learn moreKeep every past client warm
Build an audience from your client list - by company, lead source, or status, like past clients marked inactive - or from a lead table or a list you upload, design the email in the template studio, and send it now or schedule it. Opens and clicks come back per campaign, unsubscribes are handled for you, and SMS campaigns reach US numbers once your number is registered for business texting.
Learn moreAnswer every new-business call
Calls, texts, and WhatsApp land in one inbox on your business numbers, tied to the client, so the whole team sees the history. When everyone is on a client call, the AI Receptionist answers, checks real availability, and books the discovery call or captures the lead, and the power dialer works your follow-up lists one call at a time.
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Discovery calls that end with a plan
Hold discovery calls, intake calls, and monthly reviews in a Genaya Room. Clients join from a link and wait in the waiting room until you let them in, and the call can be recorded. With Room Intelligence on, it suggests the next steps as you talk - the estimate, the kickoff, the follow-up - and one tap adds each one to the client.
Learn moreGet every scope signed before the work starts
Whether you sell a project, a placement, or a review, quote it as one estimate from your Price Book and attach the files that back it. The client approves and signs on the call or from the client portal, and the approved estimate becomes the invoice without re-typing a line.
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Retainers that bill themselves
Put a monthly retainer, a weekly contract bill, or a yearly fee on a plan once - weekly, every two weeks, monthly, quarterly, or yearly. Every cycle creates its own invoice, then charges the card or bank account on file or emails the invoice with a pay link, so billing day stops being a day.
Learn moreRun your operation on Genaya
Try Genaya free for 14 days
No credit card needed. Bring your clients over and run your first day on Genaya.
New business does not wait for nine.
One agency day, from first call to paid invoice
Follow a single Thursday at an agency that runs on Genaya. Every moment below is the same platform and the same client record - no tool switches, no re-typing.
A new-business call comes in
A founder who wants her products in more stores calls while the team is in standup. Genaya rings the desk with the caller on screen - and when nobody can pick up, the AI Receptionist answers, books an 11:00 discovery call, and logs her as a new lead.
The calendar fills in
Quarry Hill's monthly review keeps its 10:00, the 8:38 call takes the 11:00 discovery slot, and a kickoff holds the afternoon. Everyone on the team sees the same day, and every client gets a reminder on its own.
The discovery call finds the gap
Jonah admits Nadia from the waiting room and they walk her site together. The wholesale inquiry form never sends from a phone, so store buyers have been leaving for months. The intake is filled in on the call, and the screenshots land on the client record.
The scope and the agreement are signed
Jonah sends the estimate and the service agreement before lunch. Nadia opens both from her client portal link, approves the scope, and signs with a finger - the work is authorized, and the welcome email goes out on its own.
The invoice is paid by two
Approving in the portal already turned the estimate into the invoice - same record, same $7,400, nobody re-typed a line. Nadia pays it by card from the portal after lunch, and the payout is on its way to your bank.
The review lands
Lena marked the Quarry Hill monthly review done this morning, and the review request went out on its own. By the afternoon five stars sit on your profile - nobody had to remember to ask.
The owner sees the whole agency
Laptops closed. The dashboard shows what the day actually did - meetings held, the scope signed, the fees collected, and the rating - on one screen, with Monday's kickoff already booked.
Built for every agency that sells its expertise
See your own day on Genaya
Book a demo and we will walk through your calls, schedule, estimates, and payments, or start free today.
Agency questions, answered
The short version of what agency owners ask before they switch to Genaya.
Genaya runs the business side of an agency in one platform: calls and texts on your business numbers, the team calendar, video meetings, E-Sign Docs, estimates the client signs, invoices, retainer billing, payments, automations, and reporting. The first call, the signed agreement, the approved scope, and every invoice stay on the same client record.
Yes. Marketing, real estate, insurance, and recruiting and staffing agencies run on the same core, each set up for what it sells: scopes and retainers, listing services and desk fees, review fees and advisory retainers, placement fees and weekly contract billing. Each has its own page above.
Partly. Genaya Tasks gives each client or team its own task board - your own statuses, custom fields, owners, and due dates, in Kanban or list view - but there are no Gantt charts and no time tracking billed onto invoices. Many agencies run delivery on Tasks and the client side in the rest of Genaya - calls, meetings, agreements, estimates, invoices, and payments.
Yes. Calls ring your team with the caller's record on screen, and the optional AI Receptionist answers when nobody can. It checks real availability on your calendar and books the meeting, or captures the lead for the team to call back.
Build the scope or fee as an estimate from your Price Book and attach the files that back it. The client approves and signs it on your screen or in the client portal, and an estimate approved in the portal becomes the invoice automatically, ready to pay.
Yes. Build your service agreements and the intake forms your team fills on the call once in E-Sign Docs with required fields, then send them for signature or let the client sign from the client portal. The signed copy stays on the client record, and an automation can send a welcome email the moment every signer has signed.
Yes. Put a client on a plan with your own line items, billed weekly, every two weeks, monthly, quarterly, or yearly. Every cycle creates its own invoice and either charges the card or bank account on file or emails the invoice with a pay link, and you can pause or cancel a plan at any time.
Yes. Genaya imports clients from CSV or Excel files and from many other business tools, so you do not start from an empty book.
Your experts do the work.Genaya handles the rest.
The AI Receptionist answers while you are with clients, scopes and agreements get signed before the call ends, and retainers bill themselves every cycle. One platform for new business, client work, and getting paid.
