Syncaida modules

CRM

Bring companies, contacts, conversations and work into one customer record. Give everyone the context to pick up the next conversation with confidence.

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Sales

Keep leads, opportunities, proposals and delivery connected in one commercial workspace, with a clear view of the next step.

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Sales pipeline

Move deals through a visual pipeline, track likely close dates and build a more informed view of future revenue.

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Proposals

Create branded proposals with the scope, estimate and commercial detail your customer needs, then carry accepted work into delivery.

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Explore service contracts

Service contracts

Connect service agreements, covered assets, time usage and billing, so your team can see what is included before work begins.

Invoicing

Prepare customer invoices from connected operational records. Keep payments, credit notes and Xero synchronisation in the same workflow.

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Explore support ticketing

Support ticketing

Bring customer requests, service history and resolution work together, with clear ownership and a portal customers can use.

Projects

Connect project plans, people, files and financial detail to the customer record, from the first milestone through to completion.

Explore projects

Explore tasks and workboards

Tasks and workboards

Organise everyday work with linked tasks, owners and dates. Switch between views as the plan moves from discussion to delivery.

Whiteboards

Map a process, sketch a plan or work through a problem together on an infinite collaborative canvas.

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Explore wiki and knowledge

Wiki and knowledge

Build structured internal documentation that stays connected to your projects and processes, with history and discussion in context.

Email

Connect Gmail and Outlook mailboxes to customer relationships and operational work. Find the conversation and the record together.

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Calendar

Bring connected calendars and workboard tasks together so appointments, commitments and delivery dates are easier to follow.

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Explore meeting recordings

Meeting recordings

Record or upload audio, review the transcript and turn a useful conversation into the next piece of work.

Explore manufacturing jobs

Manufacturing jobs

Connect quoting, operations, materials, quality and live job costs in one manufacturing workflow.

Explore production orders

Production orders

Bring the jobs needed to fulfil a customer's purchase order under one operational record, with a common view of status and delivery.

Customer orders

Manage finished-goods customer demand with stock allocation, dispatch and clear delivery and billing status.

Explore customer orders

Inventory

Connect products, stock, supplier information and manufacturing detail to the jobs and orders that need them.

Explore inventory

Procurement

Connect purchase orders, suppliers, approvals and goods receipts to the work that created the demand.

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Explore requests and approvals

Requests and approvals

Give teams a governed way to request part numbers, drawing changes, vendors and purchases when they cannot make those changes themselves.

Explore machine scheduling

Machine scheduling

Plan manufacturing operations across machines with capacity, dates and dependencies visible in one scheduling workspace.

Explore quality and inspections

Quality and inspections

Record inspections, non-conformance and supporting documents against the work, with a connected history for review.

Calibration

Maintain measuring-gear records, calibration dates and the evidence needed to support controlled manufacturing processes.

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Explore customer document control

Customer document control

Keep customer originals, controlled revisions and production adoption decisions connected to the work that depends on them.

HR and leave

Keep employee profiles, employment information, documents and leave processes in one permission-controlled workspace.

Explore hr and leave

Explore time and attendance

Time and attendance

Capture attendance with NFC or PIN time clocks and bring punches, corrections and timesheet approvals together.

Explore training and qualifications

Training and qualifications

Connect employee qualifications to machine operations, so the training matrix supports the work happening on the floor.

Explore reception and visitors

Reception and visitors

Replace the paper logbook with visitor and courier sign-in that keeps hosts and workplace displays informed.

Operator tablets

Give operators a focused interface for the machine and job in front of them, connected to the plan and records in the office.

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Floor displays

Show live machine and job information on a wall-mounted display, with workplace alerts where people can see them.

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Fleet & assets

Fleet tracking

Bring vehicle positions, trips and fleet signals into the same platform as your customers, work and assets.

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Fleet & assets

Route planning

Plan stops using CRM addresses, dispatch a route to a tracked asset and follow arrivals against the plan.

Explore route planning

Fleet & assets

Asset management

Connect equipment identity, ownership, location and lifecycle history to the work and relationships around it.

Explore asset management

Explore marketing intelligence

Marketing intelligence

Connect campaigns, website activity and email engagement to CRM relationships, so commercial follow-up has more context.

Explore visitor analytics

Visitor analytics

Review first-party website activity, recordings, heatmaps and funnels inside the platform your commercial team already uses.

Explore forms and automation

Forms and automation

Build hosted forms, review submissions and configure follow-up workflows connected to your CRM.

Events

Connect event publishing, registrations, member pricing, payments and attendance with the people and companies in your CRM.

Explore events

Memberships

Manage company and individual memberships with plans, terms and renewal settings that inform CRM and event pricing.

Explore memberships

Explore legal document review

Legal document review

Organise matters and documents, then use assisted review, comparison and cited questions to support your own judgement.

Explore dashboards and reporting

Dashboards and reporting

Bring operational activity into personal, role-based and executive views, drawing on the records your team works with every day.

AI assistant

Use voice and connected AI tools to find information and prepare useful work across your enabled Syncaida modules.

Explore ai assistant