Business
One record per client: contacts, notes, files, invoices, assigned people and live status.
Customer
Never repeats themselves. The team already has the history.
The SYNQ CRM is the spine of the workspace. Clients, contacts, notes, documents, invoices, assigned team members and live project status all hang off a single record.
Because SYNQ adapts to your vertical, the record calls things what you call them: matters for law firms, engagements for accountants, projects for builders, campaigns for agencies.
One record, no tab-hopping
Contact history, files, invoices, tasks, and the live tracker sit on the same screen.
Industry vocabulary
Stages and nouns change per vertical, so the CRM reads like your business, not a generic pipeline.
Client-visible by design
Anything you mark client-visible appears instantly in their portal — no status email required.
What's included
- Unlimited client and contact records
- Custom stages per industry vertical
- Assigned team members per client and per task
- Notes, files, and activity history on every record
- Strict multi-tenant isolation — firms never see each other's data
Questions
- Can I bring my existing contacts?
- Clients and contacts are added from the clients screen today; bulk CSV import for clients is on the roadmap. Media contact lists already support CSV import.
- Do clients count as seats?
- No. Client portal users are invite-only and never count toward your firm seat total.