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Sales

The CRM built for closing, not for admin.

Pipelines, client profiles and quotes in one place — and when a quote is accepted, the invoice is one click away.

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Deals on the Syniq Sales pipeline board, grouped by stage, with open value and win rate.
Pipeline stages
Drag and drop
From accepted quote to invoice
One click
Tenders and renewals
2 boards

Inside Sales

  • A pipeline you can drag

    Move deals between stages on a board, and see how many deals and how much value sit in each.

  • Client profiles

    Each client's deals, jobs, invoices, tickets and contacts on one profile, shown according to each person's role.

  • Quotes on the deal

    Build the quote on the deal. When the client accepts, the invoice is generated from it for sign-off.

  • Leads to deals

    Convert a lead into an account and a deal in one step, with its documents carried across.

  • Tender and renewal boards

    Track bids and contract renewals on boards of their own, apart from new business.

  • Deal approvals

    Deals worth more than R 50,000 wait for an approver before they go ahead.

A won deal becomes an invoice, without re-typing.

The quote, the job and the invoice all come from the deal, so nobody copies a line from one app to the next.

  • Accept the quote on the deal and the invoice is generated from its lines
  • Create the delivery job straight from the deal
  • The client's profile shows the deal, the job and the invoice together
A deal in Syniq Sales with its quote and the button that accepts it and generates the invoice.

Works with

  • Accounting

    Invoices, VAT, purchase orders and reports.

  • Operations

    Jobs, tasks and boards for the whole team.

  • Marketing

    Campaigns, leads and where revenue came from.

Sales questions

Yes. It covers leads, accounts, contacts, deals, activities and quotes on a pipeline board whose stages you add, rename, reorder and remove, and it shares its client records with Accounting, Operations and Support. Compare it with other CRMs in South Africa.

Starter is R 47 a month billed annually, or R 59 billed monthly, for one user and Sales plus one other app. Business is R 559 a month billed annually for five users and all six apps. Prices in rands. Syniq is not VAT-registered, so no VAT is added. See every plan.

No. Starter includes any two apps, and you can add the rest later.

Yes. Start a 14-day free trial, with no credit card.

Spend less time in the CRM and more time closing.

Try it free for 14 days, with no credit card.

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