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8:00 AM

The studio lights come on.

Solutions - Agencies

Give agency teams one workspace for client delivery, approvals, and revenue.

Genaya keeps new requests, account coordination, delivery tasks, approvals, reporting, and billing in the same operating rhythm so teams do not lose margin between systems.

Operating modelBrief to invoice
Team alignmentAccount + delivery
Client experienceApprovals in context
A day on Genaya

One agency day, from brief to billed

Follow a single Tuesday at an agency that runs on Genaya. Every moment below is the same platform and the same account record - no tool switches, no re-typing.

8:30AM

A new brief lands

A retail brand fills out the project form on your site before your first coffee. The brief arrives structured - company, contact, budget, and scope chips - and lands in the pipeline as a real lead, not an email to re-type.

9:15AM

Kickoff booked before standup

The account lead opens the brief, picks Thursday at 1:30, and the client gets the invite with a video room link attached. No scheduling thread, no timezone math - the kickoff exists before the morning standup ends.

11:00AM

The board moves

Production hums through the morning. The brand deck slides from In production to In review, the account lead gets pinged, and the whole pod sees the same board - nobody asks "where are we on Meridian?" in chat.

1:30PM

The client approves the scope

On the kickoff call, the proposal is already in the portal. Sara walks the line items, taps approve, and signs with a finger - $21,600 of work authorized while everyone is still on the call.

3:00PM

The retainer bills itself

The monthly retainer invoice goes out on schedule without anyone touching it - same amount, same account, pay link included. Finance did not open a spreadsheet to make it happen.

4:45PM

The client checks the portal

Sara reads the October report, leaves a comment on the homepage direction, and pulls the signed scope - all in the client portal, all logged on the account. Your team sees every touch without a single status email.

6:00PM

Utilization, at a glance

The studio winds down. The dashboard shows what the day actually produced - utilization, billable hours, live retainers - across every account on one screen, with nothing left to reconcile.

Day closed - every account, deliverable, and dollar reconciled
One platform

Every brief, approval, and invoice on one record.

Intake, delivery, client approvals, retainers, and reporting share the same account record - so the pod, the account lead, and finance always see the same truth.

Behind the day

Genaya turns the agency workflow into one connected client-delivery system.

Instead of splitting intake, task orchestration, approvals, and invoicing across multiple products, Genaya keeps every client-facing and back-office step attached to the same operating record.

See how it works

Shared account context

Clients, companies, notes, and status history stay visible to account managers, operators, and finance.

Workflow that survives change

Tasks, approvals, and revisions stay tied to the live workstream instead of getting scattered in chat threads.

Revenue connected to delivery

Estimates, invoices, and payment follow-up pull from the same delivery context the team already uses.

Product Demo

See an agency workflow move from brief to billing inside one system.

The board below represents how agency teams can keep client context, delivery status, and finance aligned across the same operating surface.

Intake
New brief queue
Website refresh requestCompany linked, scope notes captured, kickoff owner assigned.
Paid media expansionNew region request routed to the correct account pod.
Delivery
Production in motion
Creative reviewTask owners, dependencies, and revision notes stay on the same record.
Content approvalsStakeholder feedback stays tied to deadlines and campaign phases.
Client
Approval and reporting
Milestone sign-offApprovals are visible without moving into a separate portal workflow.
Performance snapshotTeams can send progress updates with live operational context.
Revenue
Invoice-ready closeout
Change request billedScope change converts into the right financial follow-up.
Monthly retainerInvoice timing stays aligned with completed work and reporting.
Accounts in motionMulti-client visibility
Approval stateTracked by milestone
Revenue signalDelivery-aware billing
Powered byClientsTasksEstimatesInvoicesReports
What you get

The modules agency teams run on

Each capability ships inside Genaya - one login, one record, no integration project.

Company-aware client records

Keep brands, stakeholders, service lines, and account history connected in one client workspace.

Inside GenayaClients + Companies

Task and milestone execution

Run internal production work with owners, reminders, dependencies, and reusable templates.

Inside GenayaTasks

Scope, approvals, and billing

Send estimates, capture sign-off, and convert approved work into invoice-ready delivery.

Inside GenayaEstimates + Invoices

Operational reporting for accounts

Surface campaign status, revenue exposure, and delivery drag before the monthly review.

Inside GenayaReports + Analytics
Tomorrow, 8:30 AM

Run tomorrow on Genaya.

Book a walkthrough to see how Genaya supports intake, delivery coordination, approvals, and billing in one platform.