The CRM built for closing, not for admin.
Visual pipelines, 360° client profiles, instant quoting, and automated follow-ups — natively connected to invoicing and operations so won deals turn into revenue instantly.
From first touch to closed-won.
Everything your sales team needs to manage relationships, move deals forward, and close — without living in three different tools.
Visual Pipeline Management
Drag deals through customisable stages and see exactly where revenue sits. Weighted forecasts update the moment a deal moves.
360° Client Profiles
Every email, quote, invoice, job, and note for a client in one place — so anyone on the team can pick up the conversation.
Smart Task & Activity Tracking
Automated reminders and next-step nudges mean no lead goes cold and no follow-up slips through the cracks.
Instant Quoting & Proposals
Build and send professional, branded quotes in minutes — accepted quotes flow straight into invoicing.
Advanced Sales Analytics
Track conversion rates, sales-cycle length, and rep performance with dashboards that turn activity into insight.
Automated Lead Capture
Capture leads from your website, campaigns, and inbox straight into the pipeline — scored and assigned automatically.
Won deals become revenue — automatically.
In most stacks, sales and finance live worlds apart. In Syniq, a closed deal creates the account, the quote becomes the invoice, and the job lands in Operations — all without your team re-keying a single field.
- Quotes convert to invoices in one click
- Closed deals create client accounts instantly
- Hand-offs to Operations happen automatically
Frequently Asked Questions
Everything you need to know about the Sales CRM module.