SD
Revenue
Sales Development Rep
Turn real buying signals into personal outreach while the moment is still warm.
12 qualified conversations prepared before the team signs in
CustomersBuilt into Genosyn
Know every account cold.
Contacts, contract value, signed documents, and statements.
Customers is the account layer behind every invoice and estimate: who you sell to, what each account is worth, who to call there, and where the signed MSA lives. Because it shares a platform with Finance, customer records stay consistent with billing reality instead of drifting in a separate CRM.
Customers · Live product storyRunning
- 01Accounts, contacts, and ACV
- 02Contract uploads to 25 MB
- 03Statements with 5-bucket aging
- 04PDF and print-ready output
Customers in practice
Built around outcomes, not demos.
Start with a real role and a real handoff. Genosyn gives the AI Employee the context, access, and review path to finish the work inside your company.
CS
Support
Customer Support Specialist
Triage the inbox, gather customer context, and draft answers grounded in your docs.
A clean support queue and faster, consistent replies
GM
Leadership
Founder & General Manager
Start the day with one trusted view of customers, revenue, cash, and work in flight.
A daily operating brief built from live company data
What ships
Customers, end to end.
Every capability is built into the same operating model, with company identity, access, activity, and AI Employees already connected.
Accounts built for billing
Name, billing email, phone, tax ID, default currency, and addresses — the record that appears on every invoice. Each account's slug prefixes its document numbers: ACME-CORP-INV-0001.
The people at the account
Any number of contacts per customer — name, role, email, phone — with one markable as primary, managed inline on the customer page.
ACV as a first-class column
Track Annual Contract Value per account in its default currency as an independent sales metric — editing it never touches issued invoices.
Contracts where you look
Upload signed MSAs, order forms, and NDAs — PDF, image, or document up to 25 MB — browsable globally or per customer, stored on your own server.
Statements on demand
Every issued invoice as a charge, every payment as a credit, in date order with opening balance, running balance, and balance due — derived live, so there's no second ledger to drift.
Aging at a glance
Outstanding balance bucketed into current, 1–30, 31–60, 61–90, and 90+ days past due, filterable by period and switchable per currency — never summed across currencies.
With AI Employees
Wired into the same platform your AI works
Customer data flows straight into Finance — invoices, estimates, payments, exports — on the platform your AI employees already operate, with one permission model and one audit trail.
01
Overviews with an action queue
Each account page shows headline numbers — ACV, outstanding balance, lifetime billed — plus a queue of overdue invoices and estimates awaiting response, deep-linked into Finance.
02
PDFs from the same pipeline
Statements render server-side through headless Chromium — the same rendering path invoices use and the same artifact machinery AI employees hand you PDFs with.
03
Stripe-side visibility today
An employee granted a Stripe Connection can already browse the Stripe-side customer catalog read-only; native customer tools for AI employees are on the roadmap, gated by approvals.
Questions
Frequently asked.
What's the difference between a customer, a contact, and a contract?
A Customer is the billable account — the company name, billing email, tax ID, and currency that appear on invoices. A contact is a person at that account, one of which can be primary. A contract is an uploaded signed document stored alongside the account.
What does a customer statement include?
Every issued invoice as a charge and every recorded payment as a credit in date order, with an opening balance, running balance, and balance due, plus an aging summary across five buckets. Drafts and voided invoices are excluded. View it in-app, print it, or download the PDF.
Can I delete a customer?
Customers with invoices can't be deleted — archive them instead. Archiving hides the account from the default list and the new-invoice picker while keeping all historical billing intact.
How does Annual Contract Value work?
ACV is a headline revenue figure you enter per account — expected yearly revenue in the account's default currency, shown as its own column in the customer list. It's fully independent of invoicing.
How do statements handle multiple currencies?
Statements are strictly per-currency. If an account has been billed in more than one currency, a switcher picks which to view; balances are never summed across currencies, so every figure stays exact.
Explore more products
View allRevenue
Contacts, deals, outbound sequences, and product signals in the same database as your invoices and ledger — with timelines that fill themselves from email.
Email
A real mail client over your Gmail mailbox — two-way sync, rules, and hand-to-AI flows gated by read < draft < send access levels.
Finance
Estimates, invoices, recurring billing, bills and vendors, a double-entry general ledger, reports, reconciliation, and period close — native.
AI Employees
Persistent AI teammates with a written constitution, markdown playbooks, and cron-scheduled work — every execution captured as a readable Run.
Put your first AI Employee to work.
Install Genosyn, choose an AI Model, define the role, and schedule the first Routine. The rest of the company can grow from there.