CRM

CRM software for leads, deals, and customer engagement

Syncli.cloud CRM software keeps leads, deals, contacts, and conversations on one customer record. Sales and support see the same history, and a request can become a task, a booking, or an invoice without leaving the workspace.

What CRM does

• Contacts and deals with ownership, notes, and activity history.
• Live chat and follow-up so a conversation is not trapped in one inbox.
• Campaigns and pipeline visibility from first contact to a closed outcome.
• A handoff into projects, bookings, the customer portal, and accounting.

How it connects

CRM on Syncli.cloud is the customer system inside the same workspace as accounting, projects, and the portal. It is a different product from syncli.co.

Frequently asked questions

Does Syncli CRM include WhatsApp-style conversations?

Syncli CRM is built for customer conversations, live chat, call queues, and WhatsApp integration workflows alongside the contact record.

Can a CRM request become project work?

Yes. A customer issue can become a task, a meeting, or an accountable follow-up.

Related modules

• Bookings and Reservations — Public booking and reservation flows for appointments and services.
• Customer Portal — Self-service invoices, payments, and order history for your customers.
• Accounting — Ledger, invoices, and payments connected to the work that created them.