You don't need a big IT budget to run a smart business.

MyGenesis connects your customers, quotes, jobs, invoices and payments in one system — built around how your business works.

Is MyGenesis right for your business?

MyGenesis may be a fit if your team has outgrown spreadsheets, WhatsApp, or disconnected tools; your work follows a repeatable process; and you want a system configured around your operation.

Has your business outgrown the way you manage it?

As work increases, information spreads across tools, handovers depend on memory, and duplicate capture creates complexity. MyGenesis helps the systems follow the work.

From enquiry to payment — one connected workflow.

MyGenesis carries the customer, information and next action through every stage — without re-entering the same information.

See what your business looks like when it’s connected.

• Customer and enquiry management — Keep client context, communication, and next steps together.
• Invoicing & Quotes — Send professional invoices with automatic payment reminders. Convert a quote to an invoice in one click.
• Project Management — Kanban boards, task assignment, milestones, and time logging linked to each client.
• Client Portal — Each client gets their own branded portal to view projects, download invoices, and approve quotes.
• Business Automation — Automate reminders, status updates, and routine admin tasks. Zapier-compatible webhook system included.
• Security and privacy — Role-based access, audit logs, daily backups, and privacy-aware workflows.

Real businesses. Real systems.

Trace4U and MarlouMovers moved from spreadsheets and WhatsApp to systems built around the way their teams actually operate.

Everything your workflow needs

• CRM, quoting, jobs and projects
• Invoicing, payments and client portals
• Automation, reminders and operational reporting

Built around your business

We map the way you work, configure the system, migrate what matters, and train your team through launch. Frank Kistler leads the systems work behind MyGenesis.

Your business data stays yours

Role-based access, encryption, backups, auditability, and privacy-aware workflows. Read the full security and privacy details.

Pricing

Custom pricing based on what you actually need — no per-user fees.

Think MyGenesis might fit your business?

Tell us how work moves through your business and we’ll give you an honest answer on fit, scope, and next steps.

See if MyGenesis is a fit  |  Solutions  |  Security & Privacy  |  European Edition