Synapserve ConnectCustomers and deals
A CRM your sales team won't have to type into.
Connect records emails, meetings and calls automatically, keeps every customer's history in one timeline, and tells each salesperson which deals need attention today and what to do next.
Early access open in India, the GCC, the UK and Ireland, Europe and the US
Illustrative preview with sample data.
The problems Connect is built to solve
The CRM is always out of date
Salespeople are too busy selling to type notes, so the pipeline report is a guess.
Deals go quiet without anyone noticing
A promising deal stalls for two weeks before anyone realises the customer stopped replying.
Sales and support see different customers
Support doesn't know a renewal is in progress, and sales doesn't know about the open complaint.
What Connect does
Automatic activity capture
Emails, meetings and calls are logged against the right contact and deal without manual entry.
Deal health
Each deal gets a health score from engagement, timing and stage, with the reasons shown.
Suggested next steps
Connect drafts the follow-up email or proposes the next meeting, ready for the salesperson to send.
Quotes and proposals
Build quotes from your price list in any currency and see when the customer opens them.
One customer timeline
Sales, support and finance history in a single view, from first visit to latest invoice.
WhatsApp and email
Conversations on WhatsApp Business and email are part of the customer record.
How it works
From sign-up to everyday use in four steps. During early access our team helps you with each of them.
Connect email and calendar
Link Microsoft 365 or Google Workspace and import your existing contacts and deals.
Shape your pipeline
Set the stages that match how you sell. Connect suggests a start from your history.
Sell, don't type
Activity is captured as it happens, and deal health updates on its own.
Act on the daily list
Each morning, salespeople see which deals need them and what to do next.
Who it's for
B2B sales teams
Teams selling to businesses with longer cycles and several people involved in each deal.
Founders who sell
Founders who need a clear pipeline without becoming CRM administrators.
Companies on WhatsApp
Businesses in India and the GCC where customers prefer WhatsApp to email.
Even better with the rest of Synapserve
Every Synapserve product reads from the same people, customers, projects and ledgers. Connect works on its own, and connects to these when you add them.
Early access, not a price list
Connect is in early access. We are working closely with a small group of companies and setting pricing together with them, so there are no public plans yet. Tell us about your team and we'll share the early access terms.
Request early access- Hands-on onboarding
- Our team sets Connect up with you and moves your existing data across.
- A direct line to the product team
- Your feedback goes straight to the people building Connect.
- Your data stays yours
- It is kept apart from every other customer's data and never used to train shared AI models.
Questions about Connect
Can we move from our current CRM?
Yes. Contacts, companies, deals and notes can be imported from spreadsheets or common CRMs, and we help early access customers with the move.
Does Connect work with Dynamics 365 or Business Central?
Connectors for Microsoft Dynamics 365 and Business Central are part of the plan, and our implementation team can integrate them for you.
Is Connect available now?
Connect is in early access. We are onboarding a small number of companies at a time so each one gets proper attention. Request early access and we will reply within one working day.
How much does Connect cost?
We are setting pricing together with our early access customers, so there is no public price list yet. Tell us about your team and we will share the early access terms with you directly.
Can we use Connect without the other Synapserve products?
Yes. Connect works on its own. If you add other Synapserve products later, they share the same data, so each one starts with context instead of a blank screen.
Where is our data stored, and is it used to train AI?
Your data is kept apart from every other customer's and is never used to train shared AI models. If it must stay in a particular country or region, such as India, the EU or the United States, tell us and we will confirm what we can offer before you sign up.
Try Connect early.
Tell us about your team and what you want Connect to fix. We reply within one working day.
- hello@synapserve.com
- Phone
- +91 83330 06226
- Message us on WhatsApp