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.
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
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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
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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.
global settings
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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.
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Payment Status
See all invoices linked to a client in one view. Track payment status and due dates for that specific client.
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Streamlined Billing
Keep billing aligned with service usage and performance and streamline finance workflows for your ops team.
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.
See the agent in action
The agent handles listings, reviews, social, SEO, and more — so your team can focus on strategy. See it work on your business in minutes.