The product
SYNQ doesn't store your business.
It moves it.
What follows is the whole operating lifecycle, in the order it actually happens — from the first enquiry to the invoice and the next engagement. At every stage there are two readings: what your team gets, and what the person paying you sees.
A sale becoming work
example- 1
Lead
Enquiry · owner assigned
- 2
Closed won
Service selected
- 3
Client created
History carried over
- 4
Work assigned
6 tasks · 3 owners · dated
In most stacks this is where the data gets re-typed into a second tool. In SYNQ it is one record continuing.
The operating model
Ten stages. Two readings of each one.
Software is usually sold as a list of things it can hold. This is a list of things that have to happen for a job to get done — and what each one looks like from the other side of the desk.
Business
Every enquiry lands as a record with a source, an owner and a next action, instead of sitting in someone's inbox.
Customer
Nothing yet — this stage happens before they are a client. SYNQ shows the customer nothing until there is work to show.
Business
Stages, owners and activity on one pipeline. Reps see their own deals; admins see all of them. Commission is attributed as revenue lands.
Customer
Nothing yet — this stage happens before they are a client. SYNQ shows the customer nothing until there is work to show.
Business
A won lead converts into a client record with its notes and contacts intact. What they bought defines what has to be delivered.
Customer
Onboarding begins immediately — no re-explaining what was agreed during the sale.
Business
Work is phased and dated. Every task carries a named owner. Outside vendors are booked inside the same job with their own step and payout tracking.
Customer
Sees which team is on their work, not just a company name.
Run
Tasks, deadlines, deliverables, files and communication.
Business
Milestones, task libraries tuned to your industry, a shared file library per client, and message threads attached to the work they concern.
Customer
Uploads documents, answers requests and messages the assigned team in one place.
The team's view
Draft treatment plan
Dana R.
Client consent form
Client
Supplier confirmation
Vendor
Schedule procedure
Marcus L.
One task done out of four. That is where the 40% above comes from — nothing is typed in by hand.
Business
The dashboard, the portal, the alert and the report all read the same records. Nobody publishes a status; the status is the work.
Customer
What they see is the same record the team is working in — never a summary written for them.
Business
Decide what is client-visible. Internal notes, margins and team chatter stay internal.
Customer
A branded portal with their work, progress, deliverables, invoices and requests.
Business
Progress is counted from completed tasks, so nobody can inflate it. You can see instantly whose move it is when something stalls.
Customer
Real percentage, who holds it right now, what is happening today, what follows — and an action only when it is genuinely their move.
The client's view
exampleSpring Treatment Plan
40%
Treatment plan being prepared
Next → Client review of the plan
Whose Move, Now and Next are read from the task list. The label wording on this page is generated by the same product code the portal uses.
Business
Industry-specific KPIs, active and churned revenue, receivables, outreach performance and team workload — all off real records.
Customer
Outcome reporting instead of a vague progress email.
Measured off real records
- Active revenue
- $184,200
- Outstanding receivables
- $21,400
- Work at risk
- 3 jobs
- Waiting on client
- 7 jobs
Illustrative figures. In your workspace these read from your own invoices, tasks and jobs — and the KPI set changes with your industry.
Complete
Close the work, bill it, report it, keep the relationship.
Business
Invoicing draws on delivered work. Payment settles to your own account — SYNQ never sits between you and your client's money.
Customer
A clear completion, an invoice they can pay, and a full history when they come back.
Capabilities
The same ten stages, filed by capability.
One entry per capability — nothing listed twice. Each links to the detail, including what is included and the questions people ask.
Relationships
CRM
DetailBusiness
One record per client: contacts, notes, files, invoices, assigned people and live status.
Customer
Never repeats themselves. The team already has the history.
Projects & tasks
Campaigns & Projects
DetailBusiness
Phases, milestones, industry task libraries, owners and dates. Progress rolls up automatically.
Customer
Sees what has been completed and what happens next.
Outreach
Media Database
DetailBusiness
Journalists and outlets by beat, with pitch history so nobody double-pitches.
Customer
Coverage and placements logged against their campaign.
Communication
Email Distribution
DetailBusiness
Send from your own verified domain, with delivery, open, click and reply tracking.
Customer
Hears from your firm, not from a tool.
Analytics
Analytics & Reporting
DetailBusiness
Revenue, receivables, workload, conversion and industry-specific KPIs.
Customer
Meaningful outcome reporting instead of “we’re working on it”.
Client experience
Client Portal
DetailBusiness
Controlled visibility, branded as your firm, without exposing internal operations.
Customer
Their work, updates, deliverables, requests and next actions in one place.
Billing & payments
Invoices & Payments
DetailBusiness
Invoice from the record you delivered on. Payments settle to your own account.
Customer
Every invoice, receipt and payment in their portal.
Sales
Sales Pipeline
DetailBusiness
Leads, stages, owners, conversion and commission — then one-click conversion into a live client.
Customer
What was promised in the sale is what appears in the work.
Operations
Calendar & Scheduling
DetailBusiness
Meetings, deadlines, jobs and milestones on one firm timeline.
Customer
Books time and sees the dates that concern them.
Automation
Automation & SYNQ IQ
DetailBusiness
Daily digest, SLA and overdue reminders, automatic client updates, AI-assisted drafting.
Customer
An informative alert when something actually moves.
Same model, different words
The lifecycle doesn't change. The vocabulary does.
A med spa assigns a treatment plan; a PR firm assigns a campaign; a home services company assigns a job. All three are the same stage — assign, run, show, move. What changes per industry is the nouns, the pipeline stages, the task library, the service menu and the numbers on the dashboard.
See it in your industryMed spa / aesthetics
Treatment plan · consent · procedure
PR & agency
Campaign · pitch · placement
Home services
Job · site visit · change order
Legal
Matter · filing · deadline
Events
Production · vendor · run sheet
Healthcare & wellness
Programme · visit · follow-up
26 industry configurations ship with SYNQ today.
Run it on one of your live jobs.
Private beta is open by application and reviewed personally. Bring a real engagement and we will set the lifecycle up around it.