Synup OS – Sales Pipeline Manager for Marketing Agencies
What Synup Does
Synup is a complete sales pipeline management tool built for clients who run marketing agencies. It's designed to handle multiple clients, ongoing campaigns, and recurring retainers. With Synup, you can track every lead from discovery to deal close and beyond without signing up for three to five different tools
Synup gives you a live deal board, accurate forecasting, and ensures nothing slips past your team or clients. Unlike tools like Keap, which are built first for marketing automation and then layered with pipelines, Synup is agency-native. You get built-in lead discovery, agency-style forecasting, data management, and pipeline management, all in one unified system.
What sets Synup apart is that, as an all-in-one tool, your workflows remain seamless even beyond the sales pipeline. Once a lead makes it to the other side, handoffs to other teams happen smoothly and without disruption.
Key Features
- Custom pipeline builder: Create deal stages that fit how your agency sells, whether it’s “Audit > Proposal > Negotiation > Won” or something unique to your workflow. You can display them in a List or Kanban view.
- Sales Activity Tracker: Keep tabs on each touchpoint, from calls to emails, meetings, notes, and tasks, all right within the deal.
- Drag-and-Drop Pipeline: Manage your entire deal flow visually. Move opportunities between stages, assign owners, add notes, and track progress instantly.
- Precise Prospecting: Manually search for your target customer profile using filters like location, Google Business Profile insights, and more, or use the AI Search function to generate prospects based on your prompt.
- Smart Revenue Forecasts: See how much potential revenue sits in each stage and what’s likely to close this quarter.
- Track the Right Data: Add custom fields to capture deal-specific insights such as service type, location, lead source, or client size. Instead of laboriously digging through a business’s digital presence, you can also use the AI function to enrich lead data with business-specific information and even schedule how often it updates.
- AI-Powered Workflows: Automate follow-ups, reminders, and stage transitions so deals never stall. For example, if a proposal sits idle for seven days, Synup pings the deal owner or moves it to a “Needs Review” stage automatically.
What Sets Synup Apart
- Agency-first design: it’s built for how marketing teams work (not generic sales teams).
- One platform, multiple services: you don’t need separate tools for pipeline management, invoicing and billing, reviews, listings, and social.
- White-label experience: clients think they are using your custom software.
- Scalable model: from a handful of clients to hundreds.
Pricing
- Startup: $79/month (billed annually) – includes up to 5 team members, 25 client accounts.
- Agency: $199/month annually – up to 10 team members, 100 client accounts.
- Scale: $799/month annually – up to 50 team members, 500 client accounts.
- Additional team member: $5/month; additional client account: $1.5/month.
Pros
✅ All-in-one system reduces tool fragmentation
✅ Strong white-labeling & branding control
✅ Client portal & embedded service apps
Cons
🚫 On the pricier side for one-person agencies or consultants; best suited for medium-sized agencies looking to scale up.
What Customers Say
“It offers an all-in-one suite for local listings, reputation management, social media, and local search optimization. With Synup OS, the company advances its mission … help agencies grow faster.”
- Review collected by and hosted on G2.com.
