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CRM

A real CRM — built into the platform

Contacts, deals, pipelines, and revenue reports — native to Synergy. One database for marketing, sales, and support. No third-party sync.

CRM · /crm

Everything sales needs

Contacts that enrich themselves

Email → company, role, LinkedIn, tech stack, news — auto-pulled. Your reps never start cold.

Pipelines per team

Sales, partnership, customer success — separate stages, same database. Stop juggling Notion boards.

AI deal scoring

Synergy ranks deals by likelihood-to-close based on engagement, fit, and history. Reps focus on what closes.

Inbox + activity timeline

Every email, call, meeting, and product event on one timeline per contact. No more "where did we leave off?"

Revenue reporting that ties out

Pipeline value, conversion by stage, cycle time — straight from the CRM, no warehouse glue required.

No data silos

CRM, marketing, analytics, support — one database. Privacy controls per team, audit log per record.

Frequently asked

CRM — FAQ

It blends signals you provide (industry, deal size, fit criteria) with engagement (opens, replies, product activity) and historical close patterns. Scores update in real time and explain themselves — every score links to the top 3 reasons.

Ready to ship faster?

One workspace replaces your growth stack — and your team gets back to building.

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