The marketing agency software that runs every account.
Genaya keeps new-business calls, discovery calls, signed scopes, retainer billing, and payments on one client record, so your team spends the month on the work instead of chasing it.
It works with what you already use
Price every service the same way
Keep tracking setups, creative packs, landing pages, and shoot days in one Price Book with price, cost, and a photo, so every proposal quotes the same current rate, no matter who on the team builds it.
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Follow up without the chasing
Proposal follow-ups, meeting reminders, and overdue-invoice nudges go out on their own. A follow-up checks first that the estimate is still unsigned, so nobody gets a nudge after they said yes.
Learn moreCall your book before Q4 budgets close
Load a list of past clients and the businesses that asked for an audit, confirm the numbers are yours, and call through it one contact at a time from the softphone. Before every dial the Power Dialer 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. Notes and outcomes land on the contact, and every attempt is in the audit log.
Learn moreOne link where every client signs and pays
Every client gets one secure link, with no password to set up. In the client portal they approve and sign the scope, see the kickoff and review calls on their appointments, and pay invoices by card or bank transfer, under your agency's name. Each action lands on the same client record your team works from, and a scope approved in the portal is already the invoice.
Learn moreMarket the agency from its own client list
Your own new-business marketing runs on the same records. Build an audience from your clients - by company, lead source, or status, like past clients marked inactive - or from a lead table like your audit requests, design the email in the template studio, and send it now or schedule it. Sent, opened, and clicked show per campaign, unsubscribes are kept out of every future send on their own, and SMS campaigns go to US numbers once your number is registered for business texting.
Learn moreRun the call, leave with the next steps
Hold discovery calls, monthly reviews, and kickoffs 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.
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Win the work you scoped
Turn what the audit finds into one scoped estimate while the call is still live. Pull the setup, creative, and build work from your Price Book, attach the audit and the mockups, and the client approves and signs it in the client portal. The approved estimate becomes the invoice without re-typing a line.
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Retainers that bill themselves
Enroll a client on their retainer 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 the first of the month stops being a billing day.
Learn moreEvery call and text on the client's record
Calls, texts, and web chats land in one inbox tied to the client, so the whole team sees the full history. When everyone is heads-down or on a client call, the AI Receptionist answers, checks real availability, and books the discovery call.
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.
Q4 starts today.
One Q4 day, from first ring to final dollar
Follow the first day of Q4 at a marketing agency that runs on Genaya. Every moment below is the same platform and the same client record - no tool switches, no re-typing.
A launch call comes in
A skincare founder with a holiday launch five weeks out calls while the whole team is in standup. The AI receptionist answers, checks the calendar, books a 1:00 discovery call, and logs her as a new lead.
The calendar fills in
Birchway's monthly review keeps its 10:00, the 8:47 call becomes a 1:00 discovery call, and Devon blocks the hour before it for a pre-call audit. Everyone on the team sees the same day.
The pre-call audit finds the leak
Devon walks the brand's site and checkout on a phone before the call. The purchase event never fires on the order page, so the ads have been optimizing blind for weeks. The screenshots and the site-speed export land on the client record.
The scope is signed on the call
In the Genaya Room, Devon shares the audit and walks the scope line by line. Maya opens the estimate from her portal link, taps approve, and signs - the launch is authorized before the call ends.
Invoice ready, paid before kickoff
Approving in the portal turned the estimate into the invoice on its own - same record, same amount. Maya pays by card right there, and the money is on its way to your bank before the kickoff is on the calendar.
The review lands
Birchway's monthly review wrapped this morning with another month of booked patients. Marking it done sent the review request on its own, and five stars hit your profile before the end of the day.
The owner sees the whole book
Laptops closed. The dashboard shows what the first day of Q4 actually did - meetings held, the scope signed, the retainer charged, the rating - on one screen, with the kickoff already booked.
Built for the teams that grow other businesses
See your own day on Genaya
Book a demo and we will walk through your calls, schedule, estimates, and payments, or start free today.
Marketing agency questions, answered
The short version of what agency owners ask before they switch to Genaya.
Genaya runs the business side of every account in one platform: calls and texts, the team calendar, video meetings, estimates the client signs in the portal, invoices, retainer billing, payments, automations, and reporting. The first call, the audit files, the signed scope, and every retainer invoice stay on the same client record.
Yes. Enroll a client on a retainer 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 retainer at any time.
Build the scope as an estimate from your Price Book and attach the files that back it, like the audit or the mockups. The client opens it in the client portal, approves, and signs, and an estimate approved in the portal becomes the invoice automatically, ready to pay.
Yes. Build your service agreements, scopes of work, and onboarding documents in E-Sign Docs with required fields. Your team fills in the fields and sends them for signature, the client signs from a secure link or the client portal, and the signed PDF is saved on the record. A questionnaire the client fills in on their own is an Engage Form, and its answers land in your lead table.
Yes. Genaya Rooms are video meetings clients join from a link, with a waiting room and optional recording. With Room Intelligence turned on, it suggests next steps from the conversation, like an estimate, an appointment, or a task, and one tap adds each one.
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.
Yes. Put a free-audit form or a booking page on your site with Engage, send email and SMS campaigns to your lists, and build pages with the AI website builder. Form submissions land in your lead table, and an automation can reply the moment one comes in.
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 account team does the work.Genaya handles the rest.
The AI Receptionist answers while you are in standup, scopes get signed before the call ends, and retainers bill themselves every cycle. One platform for new business, delivery, and getting paid.
