A CRM That Doesn’t Stop at ‘Closed Won’
Synup OS helps your clients manage every lead and customer touchpoint. Track tasks, follow-ups, and communication in one place, so nothing gets lost and everyone stays aligned.
Track Every Interaction
Stay on top of customer activities, emails, and updates, so you’re always prepared for the next move.
Custom Pipelines
Create sales stages that match your process. See where deals stand and focus on the ones that need attention.
Keep Customers in the Loop
Share files, timelines, and progress in a branded portal hosted on your own domain and customized to fit your clients’ brand.
Streamline Follow-Ups and Tasks
Assign tasks, log calls and meetings, and make sure nothing slips through the cracks, no sticky notes or Slack chases required.
Keeps Pipeline Moving and Customers Engaged
Track everything happening around important deals. From first email to the latest project update.
Customizable Sales Pipelines
Create deal stages that reflect your sales process. Move leads through the funnel, filter by status, and measure capital stuck across stages.
Customer Activity Timeline
View a detailed timeline for every lead and client. Email opens, file views, proposal status, meeting history - see it all in one place.
Task and Activity Tracking
Log meetings, set reminders, and assign follow-ups with full visibility. Your entire team always knows what’s next and who’s responsible.
Complete Visibility, From First Touch to Ongoing Work
Track, manage, and engage every lead and customer. All the pipeline, tasks, and context finally in one place.
Customer Dashboards & Timelines
Every customer has a centralized space. See recent activity, add notes, and stay updated without digging through threads.
Email Tracking & Sequences
Get notified when customers open emails or view shared content. Run automated email sequences to warm leads and keep conversations active.
White Label Portal
Let customers log in to a branded experience. Share reports, timelines, documents, and app widgets in a single, organized space.
Pipeline Management
Create custom deal stages and track deal value at every stage. Capture and use custom lead data to run bulk actions and trigger important workflows like updates & payment reminders.
Know Exactly What’s Happening With Customers Without Asking Around
Whether your clients are jumping into a customer call or revisiting a warm lead, they get instant access to every note, file, email, and task. No need to ask “What’s going on with this account?” again.
What They Get:
From Pipeline Clarity to Confidence
Synup gives your clients than a CRM; it’s your system of record for every deal, update, and relationship. Empower your clients with full visibility and give them the support & experience they’ll remember.
Sell Smarter With Full-Funnel Visibility
From web forms to custom pipelines and activity timelines, they can manage every step of their sales cycle with precision.
Improve Customer Experience
Help clients build customer trust by sharing progress, access files, and stay in sync with their customers through a secure portal.
From pipeline management to client collaboration, Synup helps your clients organize every interaction and deliver a seamless customer experience from day one.
