Use Data & AI, Responsibly

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.