Every lead in one table, from the moment it arrives until it becomes a client.
Leads is a core Genaya module on every plan. Build lead tables with your own columns, fields, and tabs for each stream of business - patients, prospects, bids, projects - and let leads arrive on their own from your forms, booking pages, ad lead sources, the AI Receptionist, the Developer API, and imports. Share a table row by row so each person works only the leads that are theirs.
Leads are easy to get and easy to lose
Leads scatter across ad platforms, inboxes, spreadsheets, and voicemail, and the ones nobody wrote down are the ones nobody calls back. Genaya routes every source into one table the team already works from, so a clinic, a firm, an agency, a contractor, and a field crew all see the same thing: who came in, from where, and who owns the next step.
Leads live in five inboxes
The ad platform has some, the website form emails others, the booking page keeps its own, and the phone messages are on a sticky note. Nobody has the whole list, so nobody can say who has not been called.
trending_downThe lead nobody wrote down never gets a callThe spreadsheet is always one version behind
Someone exports, someone else adds a column, a third person keeps a private copy. By Friday there are three lists and the newest lead is on none of them.
trending_downFollow-up depends on which file you openedOwnership is a group chat
A new lead is announced to everyone and claimed by no one, or claimed by two people at once. The client hears from both, or from neither.
trending_downTwo calls, or noneLeads arrive on their own
Point each source at a lead table once. Website forms, booking pages, the AI Receptionist, Meta Lead Ads, Google Ads lead forms, Local Services Ads, Angi, Thumbtack, and the Developer API all write straight into it, and a CSV import covers the list you already have.
- checkTen intake sources, each pointed at the table you choose
- checkThe source is recorded on every row for reporting
- checkAuto Lead Assigner hands new rows out round-robin (Pro and up)
Each person sees the leads that are theirs
Assign rows to team members and decide what members can see, down to only the rows assigned to them. Invite a partner, a referral source, or an outside closer by email as a viewer or an editor - they open the table from a link, with no Genaya login, and you can change their role or revoke it at any time.
- checkAssign rows and choose what members can see
- checkInvite outside people by email as viewer or editor
- checkRoles and access are live-managed - revoke in one click
Everything a lead table needs
Tables built your way
Create a lead table per business stream with the columns, fields, and tabs that stream needs, and search it with highlighted matches.
Leads arrive on their own
Forms, booking pages, the AI Receptionist, Meta Lead Ads, Google Ads lead forms, Local Services Ads, Angi, Thumbtack, the Developer API, and CSV import all land in the table you choose.
Row-level sharing
Assign rows to team members and choose what members can see, invite outside people by email as viewers or editors, and send a link that opens the table without a Genaya login.
Auto Lead Assigner and source cost
Hand new leads out round-robin per tab and fire the Lead assigned automation trigger, and record what each source costs so Analytics reports return per source. Both Pro and up, switched on in Settings.
From a scattered inbox to one table the team works
Build the table
Create a table for the stream, add the columns and tabs it needs, and set the lead source.
Connect the sources
Point forms, booking pages, ad lead sources, and the AI Receptionist at the table, or import a CSV. New leads appear without anyone typing them in.
Work the rows
Assign rows, search, and update statuses from the table, and let Automations follow up the moment a lead is assigned.
A core module, not an add-on.
Leads is included on every Genaya plan, including the free trial. Auto Lead Assigner and Lead Source Cost switch on from Settings on Pro and up.
Built for every business that has a next customer
Clinics and practices
New-patient inquiries from the website form, the booking page, and the phone land in one table the front desk works from.
Agencies and firms
Prospects from ads, referrals, and the contact form sit in one pipeline with the owner, the source, and the next step on every row.
Contractors and field teams
Bids from Angi, Thumbtack, Local Services Ads, and Meta lead ads arrive in the table the estimator already has open.
A lead table that knows where leads come from
Leads is one part of Genaya. Forms, Bookings and the AI Receptionist feed it, Automations act on it, and the whole team works from the same list - without an integration project.
Forms
Every public form submission lands in the lead table you point it at, with the answers on the row.
Bookings
A booking made on your public booking page arrives as a lead and as an appointment at the same time.
AI Receptionist
When the receptionist takes a message or captures a caller, the lead is created for you with the call attached.
Automations
The Lead assigned trigger fires the moment a row gets an owner - send the text, create the task, notify the team.
Questions teams ask before moving their leads
Every plan, including the free trial, which is capped at 5 leads. Auto Lead Assigner and Lead Source Cost are available on Pro and up and are switched on in Settings under Features.
Genaya forms and booking pages, the AI Receptionist, Meta Lead Ads, Google Ads lead forms, Google Local Services Ads, Angi, Thumbtack, the Developer API, and CSV import. Each source can point at the table you choose.
Yes. Invite them by email as a viewer or editor and they get a link that opens the table without a Genaya account. For your own team, you choose what members can see, down to only the rows assigned to them.
Ready to see every lead in one place?
Build a table, point your first source at it, and watch the next lead land without anyone typing it in.