At-A-Glance View Of All Client Information

Get a complete, real-time view of each client. Check on payments, performance, engagement, risk, and more in one streamlined, customizable dashboard. No need to switch between multiple platforms.

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Client Summary

Build A Single Source Of Truth For Each Client

Client info lives in too many places: your inbox, spreadsheets, CRMs, proposal tools, and marketing tools. It’s a constant back-and-forth to answer even the simplest questions in a client meeting.

Client Summary helps agencies bring all client context into a single, always-accessible view. From contact details and activity history to performance across every marketing channel, your team stays aligned and ready to act.

What You Can See

Business Details

View contact details, business information, and onboarding status

Performance Signals

Track important business performance metrics for that client

Activities

See recent activities by your team or the client themselves

Data Enrichment

Add or remove custom fields and enrich data with AI

Gaps & Opportunities

Identify gaps and opportunities for an account instantly

This data helps you build insights to upsell services or recommend improvements

All Data Together

Get Data You Don't Have With AI-powered Enrichment

No more Slack pings or scattered documents. Use the Notes & Docs section to centralize important updates and reference materials.

How This Helps

Add internal notes from calls or client check-ins.

Upload important docs like project files, contracts, or proposals.

Keep critical context tied directly to the client profile

Ensure smooth handoffs across team members

Customize And Install Marketing Apps Per Client

Easily activate or deactivate marketing apps like Listings, Social, Reviews, and SEO Tracking based on each client’s needs or plan.

Install new apps instantly from inside the client profile

Customize apps with your logo, custom navigation bar, and colors.

Personalize the experience for each client without changing
global settings

Offer modular service bundles your clients can see and use

Flexible Filters

Track Invoices & Client Billing History

Client Summary also brings billing into the fold, so you can manage financials and follow-ups on specific clients without switching tools.

Payment Status

See all invoices linked to a client in one view. Track payment status and due dates for that specific client.

Streamlined Billing

Keep billing aligned with service usage and performance and streamline finance workflows for your ops team.

Turn Client Data Into Your Agency's Superpower

Stop juggling tools, digging through emails, or missing red flags. Synup OS transforms scattered client info into a strategic asset - one you can act on, scale with, and grow revenue from.

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