star-1
star-2
⚡ AI-Powered Sales Automation

Sales AI Platform
Workflow & Sales Automation

Automate repetitive tasks with intelligent workflow triggers, native integrations, built-in AI agents, and data enrichment to scale customer engagement without added headcount.

Start Free TrialRequest a Demo
avataravataravatar
Trusted by high-performing B2B teams
500+Integrations
AIAutomation
SelfHosted
Sales AI Studio Dashboard
Trusted by leading companies
Proline
Iceberg
PinPoint
Clues
Snowflake
Proline
Proline
Iceberg
PinPoint
Clues
Snowflake
Proline
Key Features

Complete Sales AI Platform Features

Automate repetitive tasks, increase conversions, and scale customer engagement with our comprehensive AI-enhanced CRM and sales automation platform.

Workflow Automation

Trigger intelligent actions on new lead creation, proposal acceptance, invoice overdue reminders, and deal stage changes.

Learn More

Native & External Integrations

Seamless connectivity with Salesforce, HubSpot, Pipedrive, Gmail, Slack, Microsoft Teams, and 500+ more platforms.

Learn More

Built-in AI Sales Agents

Automatically draft follow-up emails, AI-powered lead scoring, suggest next-best-actions, and trigger personalized outreach.

Learn More

Data Enrichment & Outreach

Auto-enrich leads using integrated APIs, trigger outreach sequences, and AI summarization of call logs and emails.

Learn More

CRM & Pipeline Management

Visual Kanban pipeline, role-based permissions, custom fields, auto-import leads, and one-click lead-to-client conversion.

Learn More

Project & Task Management

Full-scale project management with time tracking, Gantt charts, task assignments, and convert tracked time to billable invoices.

Learn More
Explore All Features
Integrations

500+ Platforms Seamless Integration

Empower your existing sales tools with AI. Combine your data, automate your processes.

Slack

Slack

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

Connect
Salesforce

Salesforce

Leave a lasting impression all done inside Salesforce CPQ platform.

Connect
Stripe

Stripe

Collect credit card and ACH payments within your sales documents.

Connect
HubSpot

HubSpot

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

Connect
Zapier

Zapier

Create custom, automated workflows using your favorite Zaps.

Connect
View All Integrations
How It Works

4 Simple Steps to AI-Powered Sales Automation

No complex setup required. Start in minutes, see results immediately, and boost your sales performance.

01

Connect Your Data

Integrate your existing CRM, email, and sales tools to our platform with one click. Start in minutes with 500+ ready integrations.

02

Start AI Analysis

Our artificial intelligence algorithms analyze your customer data, identify sales opportunities, and provide personalized recommendations.

03

Automate Processes

Automate your lead tracking, email campaigns, task assignments, and reporting processes with AI.

04

Monitor Results

Track your sales performance, ROI metrics, and team achievements in your real-time dashboard.

Ready to Get Started?

Test all features with a 14-day free trial.

Start Free TrialRequest a Demo

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.

Customer Stories

Discover Success Stories

Learn how leading companies worldwide boosted their sales performance with Sales AI Studio.

"Sales AI Studio accelerated our sales processes by 85%. With the AI-powered lead scoring feature, we can focus on the most valuable opportunities. An amazing platform!"
John Smith

John Smith

Sales Manager, TechCorp USA
Sales increase: 85%
2500+Active Users
95%Customer Satisfaction
500+Integrations
24/7AI Support

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.

star-1
star-2
talkingtalking-dark
chattingchatting-dark

Get started with
Synthesales today

With native CRM integrations that streamline your entire Tool workflow.

Start free trial

14-day trial, no credit card required.