The dashboards wake up before the clients do.
The marketing agency software that runs every account from audit request to retainer.
Genaya keeps audit requests, campaign production, creative approvals, performance reporting, and retainer billing on one client record - so accounts stop leaking margin between your CRM, project board, and invoicing app.
One agency day, from audit request to billed retainer
Follow a single Tuesday at a marketing agency that runs on Genaya. Every moment below is the same platform and the same account record - no tool switches, no re-typing.
An audit request lands
A skincare brand fills out the free-audit form on your site before your first coffee. The request arrives structured - company, contact, ad budget, and channel chips - and lands in the pipeline as a real lead, not a forwarded email to re-type into the CRM.
Strategy call booked before standup
The account lead opens the request, picks Thursday at 1:30, and the brand gets the invite with a video room link attached. No scheduling thread, no timezone math - the strategy call exists before the morning standup ends.
Creative moves to client review
Production hums through the morning. The UGC hook reel slides from In production to Client review, the account lead gets pinged, and the whole pod sees the same board - nobody asks "where are we on the Juniper launch?" in chat.
The client signs the proposal
On the strategy call, the proposal is already in the portal. Maya walks the line items - paid social management, creative, the landing page - taps approve, and signs with a finger. $8,800 of work authorized while everyone is still on the call.
The retainer bills itself
The monthly ad-management invoice goes out on schedule without anyone touching it - same amount, same account, pay link included. Nobody chased it in a spreadsheet, and nobody will chase the payment either.
The client checks the portal
Maya reads the September performance report, tells you to ship the UGC reel, and pulls the signed proposal - all in the client portal, all logged on the account. Your team sees every touch without a single "any update?" email.
The book of business, at a glance
The agency winds down. The dashboard shows what actually runs the business - live retainers, campaigns in flight, reports sent - across every brand on one screen, with nothing left to reconcile.
Every audit, approval, and retainer on one record.
Intake, campaign delivery, creative sign-off, reporting, and retainer billing share the same account record - so the pod, the account lead, and finance always see the same truth.
Genaya turns the whole agency - pitch, production, proof, payment - into one system.
Instead of splitting intake, campaign delivery, creative sign-off, and invoicing across five subscriptions, Genaya keeps every client-facing and back-office step attached to the same account record.
See how it worksOne record per brand
Contacts, campaigns, creative, calls, and invoices stay attached to the client - visible to the pod, the account lead, and finance.
Approvals that move launches
Proposals and creative go to the client portal for signature and sign-off, so launch dates stop waiting on buried email threads.
Retainers on autopilot
Monthly management fees invoice themselves with a pay link, and approved scope changes convert to billable work in a click.
Watch an account move from audit request to billed retainer inside one system.
The board below represents how marketing agency teams keep client context, campaign status, approvals, and revenue aligned on the same operating surface.
The modules marketing agencies run on
Each capability ships inside Genaya - one login, one record, no integration project.
Brand-aware client records
Keep brands, stakeholders, service lines, and every campaign conversation connected in one account workspace.
Inside GenayaClients + CompaniesCampaign production boards
Run creative, copy, and launch tasks per account with owners, due dates, and reusable campaign templates.
Inside GenayaTasksProposals, sign-off, and retainers
Send scoped proposals, capture signatures in the portal, and convert approved scope into recurring invoices.
Inside GenayaEstimates + InvoicesClient-ready reporting
Share performance summaries and account status from the same record the team works in - no screenshot decks.
Inside GenayaReports + Client PortalRun tomorrow on Genaya.
See how Genaya handles audit intake, campaign delivery, creative approvals, client reporting, and retainer billing on one client record.