A referral is about to ring.
Consulting practice software that runs a business consultancy from inquiry call to paid retainer.
Genaya answers your inquiry calls, books your strategy sessions, signs your proposals, logs your advisory hours, and bills your milestones and retainers - all on one engagement record.
One business consulting day, from inquiry to retainer
Follow a single Wednesday at a business consulting practice that runs on Genaya. Every moment below is the same platform and the same engagement record - no tool switches, no re-typing.
A referral rings before your first session
Marcus Webb runs a four-location auto repair group, growth has stalled, and a past client gave him your number. Genaya rings with his context on screen - and because you are prepping for a 9:00 session, the AI receptionist answers, qualifies the fit, and books the call.
The strategy session starts warm
Sunrise Bakery's pricing session opens in a video room already attached to the engagement. The owner confirmed, reminders went out, and every note from the last three sessions is on the same record - no "let me find my notes" minute.
The proposal comes back signed
Last week's discovery with Garza Logistics becomes a signed engagement. Tom walks the phases in the portal - assessment, sprint, retainer - taps approve, and signs with a finger. $24,500 authorized without a PDF attachment or a "did you see my email" call.
Advisory hours land where they belong
The morning's sessions are already logged - client, work, and duration against the right engagement as it happens. When a retainer review comes, you can show exactly where the month went instead of reconstructing it from a calendar on Friday night.
The assessment milestone gets paid
Precision Tool's operations assessment ships, and the milestone flips to delivered. The invoice goes out on the same record, the owner taps the pay link from the shop floor, and the deposit clears before you close your laptop.
The testimonial asks itself
Closing Sunrise Bakery's profit sprint fires the testimonial request automatically, while the win is still fresh. Five stars and a quote from the owner land on your profile - nobody had to remember to ask, and no win went quiet.
The practice, on one screen
The day winds down. The dashboard shows what the practice actually did - retainer revenue, live engagements, advisory hours banked - across every client on one screen, with nothing left to reconcile before tomorrow.
Every engagement, hour, and retainer on one record.
Inquiry calls, strategy sessions, proposals, advisory hours, and invoices share the same client record - so the advice and the billing never drift apart.
Genaya gives business consultants one system from inquiry call to paid retainer.
Client records, sessions, proposals, advisory hours, milestone invoices, and retainer billing live on one engagement record - so the practice runs itself while you advise.
See how it worksEvery inquiry gets answered
Calls ring with context on screen, and the AI receptionist qualifies callers and books fit calls while you are with clients.
Proposals close in the portal
Phased scopes and retainers get approved and signed on the engagement record with a finger-drawn signature - not an attachment.
Billing follows the advice
Advisory hours, milestone invoices, and monthly retainers stay anchored to the same record the work lives on.
A business consulting board with sessions, hours, and billing on the same engagement.
This view maps how Genaya carries a consulting engagement from the inquiry call through assessment, sprint delivery, and retainer billing.
The modules business consultants run on
Each capability ships inside Genaya - one login, one record, no integration project.
Call intake with an AI receptionist
Inquiry calls get answered, qualified, and booked as fit calls even when the whole practice is in session.
Inside GenayaCall Center + AISessions with built-in video rooms
Strategy sessions, workshops, and advisory calls book themselves with reminders and a video room attached to the engagement.
Inside GenayaScheduling + RoomsProposals and engagement letters
Assessment, sprint, and retainer phases go out for portal approval and signature - tracked on the engagement record.
Inside GenayaEstimates + PortalMilestone and retainer billing
Invoices build from delivered milestones and logged advisory hours, with pay links through GenayaPay.
Inside GenayaInvoices + GenayaPayRun tomorrow on Genaya.
Book a walkthrough to see how Genaya answers your inquiries, runs your sessions, signs your proposals, and bills your retainers - on one engagement record.