Leads Falling Through The Cracks? Let’s Fix That.
Manage your entire sales pipeline, from first contact to closed deal, with a customizable, insight-driven system built for growing agencies. Stay on top of follow-ups, measure deal progress, and make every opportunity count.
Build Custom Sales Stages
Create deal stages that reflect your agency’s unique sales process, whether it’s minimal, detailed, or somewhere in between.
Spot Bottlenecks Instantly
Know exactly how much revenue is sitting in each stage. Identify slow-moving deals and make informed decisions to keep things moving.
Track the Right Data
Capture lead-specific information with custom fields. Use that data to filter, report, personalize outreach, and streamline sales.
Unified Dashboard
Your team’s daily schedule, tasks, meetings, and next steps are all together in one simple view that helps everyone stay on track.
“Did We Follow Up Yet?” Shouldn’t Be a Question
From activity tracking to proposal opens, Synup keeps your team on top of every deal, so they never have to second-guess the next move.
Sales Activity Tracker
Log client calls, emails, meetings, tasks, and notes for every deal in one place. Track what’s been done, what’s pending, and what needs your attention so no opportunity gets lost in the shuffle.
Smart Notifications
Know the moment your email gets opened or your proposal is viewed. Get real-time alerts that help you follow up when interest is fresh, so you’re always reaching out at the right time, not days too late.
Built-in Calendar
No more bouncing between tools to plan your day. See your meetings, follow-ups, and to-dos in one synced, color-coded calendar. Prioritize better, avoid overbooking, and make space for what really matters, i.e. closing deals.
Everything You Need to Keep Deals Moving
From tracking every sales touchpoint to syncing calendars and surfacing real-time signals, Synup brings the essentials together so your team can focus on moving deals forward.
Drag-and-drop To Move Your Pipeline
Synup gives you a visual, drag-and-drop pipeline that lets you manage opportunities effortlessly. Move deals between stages, assign owners, add notes, and stay focused on what’s moving without clunky columns or endless filters.
Smart Revenue Forecasts
No more guessing how your quarter looks. See how much revenue is in each stage, which deals are likely to close, and where you need to intervene. With clear forecasting and deal value tracking, your team always knows where the pipeline stands.
Deep Dive Into Sales Opportuntiies
Dig deeper into ongoing opportunities to answer key questions & take action. Learn which sellers are closing more, what deals are stuck in the pipeline, and more through filtered views.
Manage all your meetings in one place
Share your availability with leads instantly, no email ping-pong. Create different meeting types for sales calls, demos, onboarding, and more. Sync seamlessly with Gmail or Outlook calendar and send automated reminders to reduce no-shows.
Sales Momentum, Powered by Data
From email opens to proposal views, Synup OS gives you real-time signals so you can reach out at exactly the right moment.
So That You:
You Didn’t Sign Up to Babysit A Sales Pipeline
Save hours in your week by bringing order to your follow-ups, structure to your team, and visibility to your revenue. Synup OS keeps your pipeline moving, even when things get busy.
Organized Agency Sales Process
Centralize your deals, tasks, and contacts so your team isn’t digging through tabs and notebooks.
Scale Up Your Pipeline
Custom stages, smart alerts, and built-in structure that scales with your agency without adding chaos.
Track what matters, follow up faster, and close more with a sales pipeline designed for agency teams.
