SYNQ speaks your language out of the box. Clients are clients, work is tracked as projects, and every project carries a live status your client can watch from their own portal — no status calls, no “where are we at?” emails.
The dashboard Professional Services teams see
Active projects
Work currently open
Proposals out
Awaiting decision
Due this week
Deliverables landing soon
Unbilled work
Delivered but not invoiced
Your project pipeline, prebuilt
Service menu your clients can order from
Consultation
Paid discovery session with recommendations.
Project engagement
Scoped deliverable with milestones.
Monthly retainer
Ongoing support at a fixed rate.
Audit / review
Assessment with a written report.
Task library included
- Lead qualified
- Discovery call held
- Proposal sent
- Agreement signed
- Kickoff held
- Milestone 1 delivered
- Client review held
- Revisions complete
- Final delivery
- Invoice issued
- Feedback requested
Compliance context
SYNQ is built with professional services obligations in mind, including Client confidentiality, Records retention, Engagement terms. Data is isolated per firm with row-level access control, and every record change is attributable to a user.