AI-Enhanced B2B CRM & Sales Automation Platform

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4.6k Hardworking Members

AI-Enhanced CRM Features for Modern Sales Teams

Synthesales combines CRM, project management, billing, and AI automation to help B2B sales teams increase conversions and scale without added headcount.

AI-powered workflow automation and sales intelligence

AI-Powered Sales Automation & Intelligence

Built-in AI agents automatically draft follow-up emails, score leads based on engagement, and suggest next-best-actions. Trigger intelligent workflows on deal changes, proposal acceptance, and invoice reminders without any coding required.

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Seamless Integrations for Complete Sales Automation

Connect with leading CRMs, communication tools, and business apps. Automate follow-ups, deal handoffs, and real-time updates without any coding required.

Slack

Productivity

Notify your teammates of the latest activities with instant Slack messages.

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Salesforce

CRM

Leave a lasting impression all done inside Salesforce CPQ platform.

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Stripe

Payment

Collect credit card and ACH payments within your sales documents.

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PayPal

Payment

Provide a world-class checkout experience for your customers.

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HubSpot

CRM

Expand the ROI from your CRM and unlock easy generation and capabilities.

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Zapier

Integration platforms

Create custom, automated workflows using your favorite Zaps.

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Explore all integrations

Manage unlimited clients and contacts with Synthesales.

Proposals

Share Tools in minutes with pre-built, customizable templates.

Quotes

Find out in real time when they’re opened, viewed and signed.

Contracts

Use our native CRM integrations to pull customer data into your Tools fast.

eSignatures

Keep your data secure with our legally-binding e-Signature software.

Forms

Share via direct link or by embedding them on your website, no coding necessary.

Payments

Collect them instantly right from your contract, while increasing your close rate by 36%.

Simple, scalable pricing.

No extra charges. No hidden fees.

Essentials

For creating impressive tools that generate results.

$19 USD

Seat per month, 2 seats max

Start a free trialNo credit card required

Key features:

Real-time tracking and notifications

Real-time analytics

Drag and drop templates

Project Management

24/7 email and chat support

Popular

Business

For seamless integrations and sending tools in bulk.

$49 USD

Seat cost per month

Start a free trialNo credit card required

Everything in Essentials, plus:

CRM and Zapier integrations

Content reporting

Unlimited team workspaces

Approval workflows

Salesforce integration*

Enterprise

For large companies with complex Tool workflows.

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Per‑seat or per‑tool pricing

Contact salesRespond within 24 hrs max

Everything in Business, plus:

Unlimited files uploads

Real-time tracking and notifications

User performance

SSO support and custom user roles

Bulk send & Forms*

Prices exclude any applicable taxes.

Real Results from High-Performing Sales Teams

"Synthesales' AI sales agents suggest next-best-actions based on pipeline movement, and the workflow automation triggers intelligent actions on proposal acceptance and deal stage changes. It's like having an experienced sales consultant built into our CRM."

Marcus Williams

VP of Revenue Operations

"The seamless integration with Gmail, Slack, and Microsoft Teams keeps our communication centralized. Meeting scheduling through Calendly integration and automated follow-ups have reduced our sales cycle by 30%."

Sophie Laurent

Sales Operations Director

"Creating surveys for clients, leads, and staff has provided valuable insights. The detailed survey reports and knowledge base analytics help us understand customer needs better and improve our service delivery continuously."

Ahmed Hassan

Customer Experience Manager

"The contract management system with e-signature capability and automated expiration reminders has streamlined our legal processes. Linking contracts directly to projects and clients provides complete visibility across all deals."

Catherine Brooks

Legal Operations Manager

"Goal setting and performance tracking with real-time dashboards keep our team motivated. When we achieve targets, the Sales AI Platform automatically triggers recognition and rewards. It's gamification done right."

Tony Rodriguez

Sales Performance Manager

"The reporting suite with pipeline conversion rates, revenue analytics, and client payment tracking gives us insights we never had before. Export to Excel and PDF makes sharing with stakeholders effortless."

Elena Petrov

Business Intelligence Analyst

"Multi-language support and RTL compatibility made our Middle East expansion possible. Localized templates for documents and client communications show we understand and respect our diverse customer base."

Yuki Tanaka

Global Markets Director

"The self-hosted deployment gave us complete control over our data while maintaining enterprise-level security. Role-based permissions and secure client portal access ensure compliance with our strict data governance policies."