Nothing is lost between inquiry and offer.
The thread, stakeholders and commercial number stay on the account, so the offer is written from the record rather than memory.
The agency operating system
Your client is one relationship. Run it like one.
Genedar connects every website, contract, project, hour, document and risk in one permissioned record — so your agency can sell, deliver, bill and prove the work without rebuilding the truth.
Hosted in GermanyAudit evidence on every writeEntra SSO
Nordfeld Klinik
Sample client recordMonitored websitenordfeld-klinik.de
SLA / contractSLA Gold · renews in 41 d
Active projectPortal relaunch · 24-1188
Hours and allowance11.5 / 16 included
Invoice / forecast€4,200 planned · Aug
Open risksSSL expires in 24 d
Latest reportDE · sent 01 Aug
Assigned teamM. Berger + 3
214
audit entries
3
open tasks
38%
margin
The fragmentation tax
Your client is one relationship. Your tools keep breaking it apart.
The opportunity lives in the CRM. The promise lives in a PDF. Delivery lives on a project board. Hours live in Harvest. Access lives in a spreadsheet. Website risk lives in another dashboard.
Then a client asks a simple question.
What did we promise? What has been delivered? What should be billed? Who has access? Is the website healthy?
The hidden cost is not another subscription. It is rebuilding the truth every time somebody needs it.
One living record
One client. Every part of the agency working from the same truth.
Genedar does not place another dashboard above your tools. It gives the client relationship a spine. Sales does not hand a folder to delivery. Finance does not ask the team to reconstruct the month.
The team receives the promise, not a folder link.
Scope, owners, tasks, meetings, documents and technology remain attached to the engagement.
Hours become billing evidence.
Imported time meets allowances, overage rates and change requests before finance starts assembling the invoice.
Every promise is backed by dated evidence.
Uptime, security findings, dependencies and access history stay owned, dated and ready for the client.
The handover disappears
Information keeps its meaning when responsibility changes hands.
The inquiry
An incoming conversation becomes a lead without losing the email thread, contacts or account context.
The promise
The signed offer becomes the commercial foundation of the project. Scope and responsibilities move with it.
The work
Tasks, meetings, consultants, hours and decisions remain attached to the engagement.
The proof
Hours meet the contract before the invoice is created. Reports reach the client before they have to ask.
No handover meeting can replace a system that remembers.
Before / after
Software should remember the work.
People should not have to remember the software.
Before
Six tools. Three spreadsheets. Scattered SharePoint folders. Commercial context in somebody's inbox. Delivery context in somebody's head. A forecast nobody trusts.
With Genedar
One living client record that knows what was sold, delivered, billed, owned and proven.
AI, MCP & agents
The model is not the product. The business context is.
A general-purpose model knows language. It does not know which account the user may access, which contract applies, which document version is current or whether an action requires confirmation.
Genedar gives approved models a permissioned way to research the business, apply maintained skills and act through audited tools.
Explore AI, MCP & AgentsAskDraft the renewal offer for Nordfeld Klinik.
DecideLoad the document skill, resolve the correct account and request confirmation where ambiguous.
ActCreate the governed draft on the engagement and store its version.
ProveAttribute the write to the user and append the audit entry.
A deliberate fit
Genedar is not for everyone.
We would rather lose the deal than become the seventh tool in your stack.
Five websites?
Buy a simple uptime monitor. Genedar earns its keep when websites, clients, contracts, teams and recurring services must stay in sync.
A shared inbox is enough?
One accountable client record only pays off when the agency is willing to make it the place people look first.
Nothing to prove?
SLA reports, access trails and client-facing evidence are fundamental. No accountability, no case.
But if you manage recurring client services, multiple teams, contractual promises and clients who expect proof — Genedar was built for you.
Put one client on one record. See what stops falling through the cracks.
Start with one website, one contract and one active engagement. If your team does not see the relationship more clearly, nothing was gained.
No invented trial · no forced migration · one real client workflow