From first pitch to final invoice.
Win work, deliver it and bill it without switching tools — and see which clients bring in the revenue.
Sound familiar?
Proposals in one tool, delivery in another
The brief, the quote and the project plan live in three different places.
Retainers that renew without anyone noticing
A contract rolls over, or lapses, before anyone has checked it.
Chasing who is doing what
Status lives in chat threads, so every client update starts with a round of questions.
How client work flows
From the pitch to the renewal, on the same client record.
Sales
Pitch
Track the pitch as a deal, with the proposal built as a quote.
Operations
Deliver
Run the work as a job, with tasks and the hours logged against them.
Accounting
Bill
Invoice from the accepted quote or the finished job.
Operations
Renew
Renewal dates sit on a board, and a renewal quote can be drafted 30 days ahead.
Retainers and renewals on a board.
Every recurring contract shows when it renews, so nothing rolls over unnoticed.
- A renewal date and cadence on every retainer, monthly to every two years
- Overdue and due-soon contracts counted at the top
- Turn on auto-draft and the renewal quote is prepared 30 days ahead
Working with a team?
Choose Business for five users with role and business-unit permissions. On your own, Professional gives you every app.
Questions from agencies
Not inside Syniq — there is no client portal. You can share a file from the Library with a link that expires.
Each quote and invoice line can carry an internal cost, so every document shows its margin. Syniq doesn't total margin per client.
Yes. Set a renewal date and cadence on the job, follow it on the renewals board, and have the renewal quote drafted 30 days ahead.
Yes. Give them a role with only the apps they need, and limit them to one business unit's records.
Run your next client project through it.
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