01
Customers
People and companies with their full history, notes and conversations.
Syntic AI · Syntic CRM
Customers, sales and
relationships, with AI.
Customers, companies, deals and activities in one place, where your team and your AI teammates work side by side.
- Customers & companies
- Deals & activities
- AI teammates
The shared customer layer
CUSTOMERS·COMPANIES·DEALS·ACTIVITIES·AI STAFF·CALL CENTER
Capabilities
One customer record.
Four essential capabilities.
Everything your team and your AI know about a customer lives in one record.
02
Deals
Track every opportunity from first contact to close.
03
Activities
Calls, emails, meetings and tasks logged automatically.
04
AI teammates
Humans and AI work the same records, side by side.
Shared customer layer
One source of truth
for every teammate.
AI Staff, AI Agents, the AI Call Center and Workflows all read and update the same customer records, so nothing is entered twice.
- AI StaffHired roles work from your customer data
- AI AgentsFunction bots update records for you
- Call CenterEvery call lands on the customer record
- WorkflowsAutomate follow-ups and handoffs
- Search & filterFind any customer or deal in seconds
- PermissionsYou decide who can see and change what
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