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What separates you from others.
We focus on helping you to make useful content more accessible with an utlimate goal for a good sharing profit as a content creator.
01.
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.
02.
Connect every part of your entire business
Keep data consistent, with native CRM integrations that streamline your entire Tool workflow.
See all integrations
03.
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.
04.
Review quickly and confidently
Get real-time access to approvals, comments, and version tracking. Smart features like variables and conditional logic help you eliminate Tool errors.
Review quickly and confidently using Lexend.
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.
What clients said:
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