CRM Tool Workflow

Streamline your Tool Workflow.

Keep data consistent, with native CRM integrations that streamline your entire Tool workflow.

No credit card required.

Smart features for your business

We focus on helping you to make useful content more accessible with an utlimate goal for a good sharing profit as a content creator.

Share tools quickly and confidently in minutes

This powerful tool eliminates the need to leave Salesforce to get things done as I can create a custom proposal with dynamic pricing tables. You can also customize your own dynamic versions.

Connect every part of your entire business

Keep data consistent, with native CRM integrations that streamline your entire Tool workflow.

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Maintain compliance and control your apps

Improve security and trust with built-in legally binding e-Signatures. Create pre-approved templates, content blocks and lock all legal information to prevent costly mistakes.

Prevent costly mistakes

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.

Discover all features

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.

Let’s talk

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.

Frequenlty asked questions:

Do I need technical knowledge to use Synthesales?
No coding knowledge required! Synthesales is designed for business users. Our intuitive interface, visual Kanban pipelines, and drag-and-drop workflow automation make it easy to use. However, for advanced customizations using our REST API, basic technical knowledge would be helpful.
Can I use Synthesales for multiple companies or clients?
Absolutely! Synthesales supports unlimited clients and contacts with role-based permissions. You can manage multiple companies, create separate client portals, and maintain data isolation. It's perfect for agencies, consultants, and multi-entity businesses.
How does the AI Sales Platform work?
Our AI Sales Platform automatically drafts follow-up emails based on deal status, scores leads using engagement data, suggests next-best-actions, and triggers personalized outreach sequences. It learns from your CRM activity to optimize sales workflows without manual intervention.
What integrations are available?
Synthesales offers 500+ native and external integrations including Salesforce, HubSpot, Pipedrive, Gmail, Slack, Microsoft Teams, Google Sheets, Calendly, Zoom, DocuSign, PayPal, Stripe, Clearbit, Apollo, and Lusha. We also provide REST API access for custom integrations.
Is my data secure with self-hosted deployment?
Yes! Self-hosted deployment gives you complete control over your data. We provide enterprise-level security with role-based permissions, secure client portals, and compliance with GDPR, CCPA, SOX, and HIPAA when applicable. Your data never leaves your infrastructure.
Can I automate my billing and invoicing process?
Definitely! Synthesales offers one-click invoice generation, automatic conversion from estimates to invoices, recurring billing (1-12 months), multi-currency support, and payment processing via PayPal and Stripe. Our AI Platform can trigger invoice automation based on deal milestones.
How does project management work within the CRM?
Synthesales combines CRM with full project management capabilities. Create projects, assign tasks to multiple staff, track time and expenses, use Gantt charts and calendar views, and convert billable hours directly into invoices. Everything is linked to your clients and deals.
What kind of support and training is included?
We provide a full-featured support desk with ticketing system, comprehensive knowledge base, detailed documentation, video tutorials, and priority support for enterprise clients. Our AI-powered knowledge base learns from common questions to provide instant answers.
Can I customize fields and workflows for my industry?
Yes! Add custom fields to clients, invoices, tasks, contracts, and more. Create industry-specific workflows, custom reports, and automated processes. Our platform supports extensive customization and can be extended with modules for HR, inventory, WhatsApp, and SaaS subscriptions.
What are the pricing and licensing terms?
Synthesales offers flexible licensing for self-hosted and cloud deployments. Contact our sales team for enterprise pricing, volume discounts, and custom deployment options. We provide transparent pricing with no hidden fees and include all core features in every plan.
How does lead scoring and data enrichment work?
Our AI analyzes engagement patterns, CRM activity, and behavioral data to score leads automatically. We integrate with Clearbit, Apollo, and Lusha APIs to enrich lead information in real-time. This helps prioritize hot prospects and automate personalized outreach sequences.
Can I track goals and performance across my sales team?
Absolutely! Set company-wide or team-specific goals, get real-time notifications on achievements, visualize progress in interactive dashboards, and trigger recognition rewards through our AI Platform. Track revenue, pipeline conversion rates, and individual performance metrics.

Some clients feedbacks

"The AI-powered lead scoring based on engagement and CRM activity has revolutionized how we prioritize prospects. Our sales team now focuses on the most promising leads, and our close rate has improved dramatically."

Kevin Park

Director of Sales Analytics

"Interactive proposals with media, comments, and real-time tracking have impressed our enterprise clients. The ability to see when proposals are viewed and approved gives us valuable insights into the decision-making process."

Miranda Shah

Enterprise Sales Manager

"Cron job automation for invoicing, reminders, and data syncs has eliminated manual administrative work. Our team can focus on building relationships while Synthesales handles the repetitive tasks in the background."