CRM
Bring companies, contacts, conversations and work into one customer record. Give everyone the context to pick up the next conversation with confidence.
Features
Connected accounts
Navigate account hierarchies, contact relationships and the wider customer network.
Useful intelligence
Review interaction history and relationship sentiment alongside the account.
Less double entry
Use NZBN lookup, groups, merge tools and shared records across the platform.
How it connects
An enquiry becomes an opportunity. The same account follows the proposal, project, invoice and support conversation.
See the whole platform
Related capabilitiesQuestions
What can I do with CRM?
Bring companies, contacts, conversations and work into one customer record. Give everyone the context to pick up the next conversation with confidence. Navigate account hierarchies, contact relationships and the wider customer network. Review interaction history and relationship sentiment alongside the account. Use NZBN lookup, groups, merge tools and shared records across the platform.
How does crm connect to the rest of Syncaida?
An enquiry becomes an opportunity. The same account follows the proposal, project, invoice and support conversation.
How do we get started?
We scope the crm workflow around your business, agree the enabled modules and permissions, and plan configuration, any data migration and onboarding. Your agreement and pricing define the capabilities included.
Book a demo
Tell us what you need to manage. We’ll show you the relevant parts of Syncaida.