01 · Inquiry
The conversation, contacts and account context become a lead without losing the thread.
Product overview
One client relationship. Seen from every side.
Every agency tool draws a boundary somewhere. The CRM stops at the closed deal. The project tool starts at the kickoff. The time tracker knows hours but not contracts. The monitoring dashboard knows uptime but not who pays for it.
Genedar removes the boundary instead of building another dashboard above it. One client record carries the commercial history, delivery reality, financial consequence and operational evidence.
The lifecycle
The relationship, from first contact to proof
Nothing is re-entered, and nothing is left behind when responsibility changes hands.
02 · Promise
The opportunity, commercial number and signed offer become the foundation of delivery.
03 · Work
The project carries its owner, team, tasks, documents, technology and time connection.
04 · Evidence
Hours meet the contract. Operational results become reports the client can inspect.
One record, different responsibilities
Nobody needs every field. Everybody needs their part to be current — and to be the same record everybody else is reading.
Managing Director
Profitability, exposure and the evidence behind the forecast.
Sales
Account history, open opportunity and the offer that was actually signed.
Project Lead
Scope, team, tasks, hours and the documents that define the promise.
Finance
Imported hours, billing rules, planned versus booked revenue and margin.
Client
Their websites, uptime, reports and the proof behind the monthly invoice.
What the modules actually share
The shared record
- One account, one commercial number, one project and one website — referenced, never copied
- Documents anchored to the record they belong to
- Inventory and cost attached to the project that owns them
The shared permission
- Tenant, role, business unit and commercial visibility resolved once
- The same permission-aware services behind the UI, assistant and MCP
- Access grants and revocations kept as history
The shared history
- Notes, emails, meetings and changes on one timeline
- Audit entries for human and agent-driven writes
- Dated operational evidence that can be shown to the client
See the whole record on one of your own clients.
Bring one account with a website, a contract and an active project. We will walk it from the first inquiry to the evidence the client receives.