CRM and business operations
One platform for your
customers and operations.
Connect CRM, scheduling, manufacturing, fleet, and support. Your teams work from shared customer, job, and asset records, from the first enquiry through to delivery.
Customer data hosted in Sydney, with optional Auckland residency for NZ organisations.
A 30-minute conversation about your operation.
Our team
The people behind Syncaida.
Decades of enterprise software engineering expertise. Meet the people building the platform and supporting your team.
Meet the team
Bruce Trevarthen
Founder & CEO
Emily Lenz
Executive Assistant & Business Operations Coordinator
Marty Pine
Head of Delivery
Regan Simons
Head of Architecture
Jack Smithson
Solution Specialist
Daniel Pisati
UI/UX Designer
Portrait to followSeth Sharpe
IoT Design & Build
Our experience spans enterprise applications, national infrastructure programmes, cloud operations, and global SaaS.
Explore our experienceShared records
Keep the customer record connected to the work.
Separate systems create duplicate records and repeated data entry. Syncaida connects the commercial and operational work through a shared data model.
Working across separate systems
- Separate modules, separate records. Customer and job details are copied between tools.
- Customer history is split. Sales, scheduling, support, and accounts each hold part of the picture.
- Updates depend on handovers. Teams wait for an export, a sync, or a colleague to update them.
- Connections need maintenance. Changes to one system can interrupt the flow to another.
How Syncaida works
- Shared customer and job records. Customer, job, machine, and vehicle records link the work across modules.
- Updates stay with the work. Sales, the floor, the fleet, and finance work from the same records.
- Fewer internal handovers. Connected modules reduce re-keying and reconciliation between teams.
- Reporting on shared data. Operational reports draw on the records your teams use each day.
The same records support sales, delivery, and reporting.
Explore every module on the platformHow it works in practice
From a field update to the next action.
Your business is mapped in one place: who your customers are, what they buy, which machines and vehicles serve them, and what the work costs. Connected records keep related work in view. Here is an example.
- 2:14pm
In the field.
A technician inspects a client’s compressor. They tap “Bearing worn, replacement required” on the tablet. The job updates on the spot.
- 2:14pm
In the warehouse.
Inventory holds the replacement bearing against the job. Stock counts adjust. If needed, a purchase order drafts automatically.
- 2:14pm
In the office.
The client’s record shows the fault, the fix, and the return visit. The customer receives a notification with the new date. This often happens before they know an issue exists.
- 2:15pm
In accounting.
A draft invoice waits in Xero with parts, labour, and travel. Review and send it in one click.
The job connects the equipment, parts, customer, and invoice. Teams follow the work through the same set of records.
The real comparison is total stack cost.
Most mid-market teams we work with run seven or more separate operational tools. Toggle the rows that match your stack and enter your own costs to compare against the Syncaida plan.
Team Business plan
81% savings. Estimated saving against the tools selected above.
Click any cost to enter your own. Prices in NZD per seat per month. Defaults approximate typical mid-tier pricing for a 10-seat team, sampled in 2026.
AI voice assistant
Speak to your platform. Stay current between meetings.
Syncaida Now is the companion app for the field, with a voice assistant that turns a debrief into structured work in seconds.
Talk, and it drafts the work
Speak a client debrief and the assistant drafts a structured CRM update, a follow-up task, or a calendar event. A typical update is ready to review in about 15 seconds.
Confirmation before anything sends
Reading your email, calendar, and contacts is instant. Anything that sends or changes data asks for a clear confirmation first, so the assistant never acts on your behalf without approval.
It lands in the right place
Every captured interaction lands on the correct contact and account record in the main platform. No re-keying back at the desk.
The companion app for the field. The full platform behind everything.
Meet Syncaida NowGPS fleet tracking, built in.
Live vehicle positions, trip analytics, engine diagnostics, and New Zealand RUC compliance. Connected to the same CRM, projects, and support modules your team already uses.
Live fleet visibility
Real-time map with vehicle positions, speed, and status. Geofence alerts and trip history without switching systems.
RUC compliance
Lifecycle management for diesel and heavy vehicles: licence tracking, auto-purchase rules, and RUCOR refund claim generation.
Engine diagnostics
OBD-II telemetry on supported devices: fuel level, coolant temperature, engine load, RPM, and odometer calibration in real time.
Marketing intelligence, built in.
Email tracking, first-party website analytics, session recordings, behavioural heatmaps, and conversion funnels. Linked to the CRM contacts and accounts you already manage.
Email and web tracking
Know when prospects open your emails and visit your website. Every interaction feeds directly into the CRM timeline.
Forms and funnels
Build forms with field-level analytics and map multi-step conversion funnels to see exactly where visitors drop off before they convert.
Session recordings
Replay visitor sessions, detect frustration signals like rage clicks, and use heatmaps to understand where attention falls on every page.
Manufacturing and jobs
From quote to shipped, on one record.
Deep job management for engineering and fabrication shops. Quoting, scheduling, shop floor capture, and quality records, connected to the same CRM and invoicing the office already uses.
Quote and schedule
Build multi-part quotes from rate cards, then sequence every operation across machines with a visual scheduler that accounts for capacity, tooling, and material availability.
Run it on the floor
Machine-mounted operator tablets capture run time, scrap, and quality. A wall-mounted floor display shows live job status, and clocking in happens with a single NFC tap.
Audit-ready quality
Calibration registers, tool set-up logs, and maintenance records build up as you work, then export as AS9100-ready audit evidence for customer quality submissions.
Beyond activity tracking.
Sentiment signals across the relationship.
A customer responding in two-line replies after months of detailed follow-ups is telling you something. Syncaida flags shifts like this on the account record so account managers can act before renewal conversations get hard.
Sentiment is scored on each interaction and trended over time. Account managers see the trajectory; admins can audit how each score was assigned. The longer the data history, the more useful the trend.
The signal is a prompt for human attention, not a verdict. Account managers stay in control of the conversation.
Sentiment scoring as a prompt, not a verdict.
Built for Australia and New Zealand.
Customer data stored in the region. Operations run by a local team.
ANZ privacy alignment
Operates in line with the NZ Privacy Act 2020 and Australian Privacy Principles. Customer operational data is stored in Australia or New Zealand.
Australasian infrastructure
Core platform hosted in Sydney. Optional data residency in Auckland for NZ organisations. Sub-processors disclosed in our privacy policy.
Local support
Email response within one business day from the NZ-based team. Phone support on request.
Local infrastructure, local team, local accountability.
Solutions tailored to how you operate
Each solution bundles the modules and hardware that your sector relies on, drawn from the same platform.
Manufacturing
Office, shop floor, and inventory on a single operational record.
ExploreFleet Management
Live fleet visibility connected to the customers and jobs that depend on it.
ExploreProfessional Services
Win the work, deliver the work, bill the work, on one system of record.
ExploreField Services and Trades
Dispatch, deliver, and invoice field work without juggling four systems.
ExploreSales Performance
A complete revenue workflow from first touch to signed contract, on one platform.
ExploreWorkplace Operations
Reception, time tracking, and shop floor communication on one connected system.
ExploreGovernment and Regulated Sectors
Data sovereignty, auditability, and tendering workflow built in.
ExploreFrequently asked questions
What is Syncaida?
Syncaida is an all-in-one CRM and operations platform for mid-market teams. It brings CRM, sales, proposals, projects, manufacturing job management, GPS fleet tracking, support ticketing, marketing intelligence, HR, and an AI voice assistant into one system, so a team can run on a single login and a single bill instead of seven or more disconnected tools.
What does Syncaida replace?
Most teams use Syncaida to consolidate a separate CRM, project tool, contract and invoicing software, support desk, inventory system, fleet tracking platform, and marketing analytics into one connected platform with one source of truth.
Where is Syncaida data hosted?
Customer operational data is hosted in Australia on AWS in Sydney, with optional Auckland residency for New Zealand organisations. Syncaida operates in line with the NZ Privacy Act 2020 and the Australian Privacy Principles, and lists its sub-processors in the privacy policy.
Does Syncaida have a free plan?
Yes. Personal Free is a permanent free tier that includes the CRM and Wiki modules and GPS fleet tracking for up to three assets. Team plans add multi-user collaboration, contracts, invoicing, support tickets, and SSO from three seats.
Does Syncaida include an AI assistant?
Yes. Syncaida Now includes a voice assistant that can draft CRM updates, triage email, review your calendar, and look things up by voice. Any action that sends or changes data asks for confirmation first, so you stay in control.
Is Syncaida suitable for manufacturers?
Yes. Syncaida includes deep manufacturing job management: quoting and estimating, a visual machine scheduler, machine-mounted operator tablets, a shop floor display, QA and non-conformance tracking, calibration records, and AS9100-ready audit evidence you can export for customer quality audits.
Keep the work in one place.
Connect the systems your teams rely on:
- CRM and sales pipeline
- Job and machine scheduling
- Shop floor tracking and QA
- Fleet GPS and vehicle health
- Ticketing and customer support
- Field reporting by voice via Syncaida Now
It anchors the money in Xero right where your accountant wants it.
See your own operation as one system.
Bring a workflow from your operation. We will work through it with you, from enquiry to invoice.
Book a Demo