Synup
What Synup Does
Synup is a powerful Agency Operating System (OS) that goes beyond CRM and funnels. Where GoHighLevel is built heavily around marketing automation and client campaigns, Synup is purpose-built to help agencies run their entire client lifecycle, from prospecting and onboarding to billing, reporting, and retention. Along with white-label marketing apps, like listings, reviews, and social, that agencies can use to drive better client results.
Key Features
🏆Sales Pipeline and Activity Tracking: Full pipeline management including deal stages, real-time updates, meeting scheduling, tasks & activities connected to deals. You also have visibility into communication history, follow-ups, reminders. Helps ensure nothing slips through cracks.
🏆Document Hub: A centralized document space where you can create, share, e-sign proposals/contracts, use templates, store agreements.
🏆Unified Client Dashboard: For each client, there is a summary view that shows all relevant info: contact details, performance metrics, active services, documents, payment status, tasks, etc. Acts as a Client Data Platform (CDP) so team members always have current context.
🏆True White-labeling: Not just logo and subdomain. Agencies can set style themes, use custom domains, branded notifications/emails, customize nav bars, and set up fully branded client portal & apps.
🏆Task & To-Do: Assign tasks to team members, track deadlines, sync calendars, link tasks to clients. Helps with agency internal collaboration and ensures accountability.
What sets Synup apart from GoHighLevel
Synup is built as a partner platform for agencies that have outgrown HighLevel or simply find it too confusing for their setup. Synup is a better alternative to GoHighLevel because of:
- Less manual work: AI enrichment and client CDP reduces admin overhead.
- Agency-ready billing & reporting: built for teams handling 50, 100, or 500 SMB clients, not just solopreneur funnels.
- Local marketing depth: Listings, reviews, and reputation are handled as first-class agency products, not as add-ons.
- Built-in Client Retention: Customizable churn risk parameters. Synup OS tracks client behavior (engagement, app usage, performance) and gives alerts/flags for at-risk clients so you can intervene early.
Best For: Mid-to-large agencies that manage multi-location SMB clients and want a unified OS for sales, billing, listings, and reputation management, not just funnels and automation.
What are the benefits of Synup OS
Synup is built for growing agencies who want a simpler system they can rely on to manage their clients and deliver results. By switching to Synup from GoHighLevel, you will get the following benefits:
Predictable Lead Flow
With access to 40M+ prospects and 150+ filters, agencies never run out of qualified SMB opportunities. No more guesswork or cold lists, your pipeline is always filled with high-fit leads.
Less Leakage in the Sales Process
Sales pipeline and activity tracking ensures every follow-up, meeting, and reminder is logged. No deals slip through the cracks, and account executives have complete context at every stage.
Faster Contract-to-Cash Cycle
By connecting proposals, e-signatures, invoices, and payments, Synup OS reduces friction in closing deals and collecting revenue. Agencies improve cash flow and spend less time chasing invoices.
Unified Client Intelligence
Client dashboards act as a CDP, consolidating all client performance, communications, tasks, and billing in one place. Teams spend less time switching tools and more time acting on insights.
Stronger Retention & Reduced Churn
Built-in churn signals and health scores let agencies spot unhappy or disengaged clients early. Acting before churn keeps retention rates high and stabilizes monthly recurring revenue (MRR).
Streamlined Team Collaboration
Task and project management features assign clear ownership, deadlines, and context to client work. Agencies reduce internal miscommunication and keep fulfillment predictable at scale.
Frictionless Client Experience
With white-labeled portals, branded dashboards, and customized notifications, agencies deliver a client experience that feels completely their own. This strengthens client trust and positions the agency as a premium partner.
Operational Scalability
By unifying sales, fulfillment, billing, and client management under one OS, agencies eliminate the “patchwork” of disconnected tools. That means lower overhead, better margins, and the ability to scale from dozens to thousands of clients without losing efficiency.
Pros
✅ 100% white-label (dashboards, reports, emails)
✅ Automations for reviews, listings, and client ops
✅ Managed services to offload fulfillment
✅ Built-in agency OS (CRM, sales, payments)
✅ Premium onboarding & dedicated support
Cons
❌ Purpose-built for growing agencies (not freelancers & solopreneurs)
How to get started with Synup
- Book a Demo: Share your agency’s specific needs and workflows with our team.
- Setup & White-Labeling: We’ll configure your agency OS, add your branding, and prepare your client portals.
- Go Live: Access your agency dashboard. Your clients will log in through your custom domain, with permissions and user roles set up to your preference.
That's it! Start managing listings, reputation, social, sales, billing, and client health all under one platform.
What customers say:
“Synup is a very user-friendly platform that has added value to our company's marketing package. Our agency was also assigned an outstanding account manager named Bridget who is always there when we need something.”
- Review collected by and hosted on G2.com.
