Sales. From the first signal to the customer.
Lead intake, CRM, communication, meetings, pipeline and the history of the relationship, with no break in context.
Module status
No module under this team is waiting for its suite to start — every one of them is sold and available today.
Synapse comes with every paid plan as a platform layer and is not counted as a separate module.
One caveat a module publishes on its own page. It stands here too, in the same words: CDP
Without shared context
One customer. The history of them is spread across the tools.
A lead arrives from a form, the conversation stays in a call recording, the commitment stays in somebody’s mailbox, and the deal lives in the CRM. Every step between them is carried across by hand — and it is on those steps that what was already promised to the customer goes missing.
- A message from a customer is stuck in one person’s inbox, and reaches the CRM by somebody forwarding it. Stated on the page for Email
- After the call somebody writes the notes up — and a week later the “so what did we agree?” thread starts. Stated on the page for Sintora Meetings
- That “the deal went quiet” is noticed afterwards: the stage field carries neither a deadline nor a warning. Stated on the page for CRM
- The amount on a deal is invented, because the field demands a single number where the honest answer is a range. Stated on the page for CRM
- One human exists as several records — filled in a form, replied to an email, joined a call. Stated on the page for CDP
Below is the same path without those hand-carried steps: every stage stays a record on the same customer.
What this team does in Sintora
Runs companies, contacts and deals in pipelines of your own, with AI updating every interaction.
Keeps one customer profile across every department — with the complete timeline of the relationship.
Records the meeting, transcribes and summarises it, and creates the action items from what was agreed.
Shows in the record history who changed it: a person, an automation or an agent.
From the signal to the customer
This team sits in the middle of the chain, not at the start of it
The chain on the Solutions hub is linear — one neighbour on each side. The team has more edges than that, and the full list is in the block below. What is shown here is the other thing: the object that crosses the boundary of the department, and the module it lands in.
What arrives
MarketingLead + source + intent
Where it lands
A form on the site is a form in the platform: the submission becomes a contact and a deal with the campaign attached, and nobody exports a spreadsheet on Friday.
Web PagesThe same human who filled in the form, replied to an email and joined a call does not become three records: Sintora matches identifiers across sources and builds one profile, and the ambiguous cases go to rules and a controlled merge.
CDP
What happens inside
The conversation is recorded and transcribed, and what it leaves behind is a summary, the key moments and the action items — each with an owner, a priority and a date.
Customer context → the conversation → a summary → next steps, which can be carried on in a CRM context.
Sintora MeetingsA stage has more than a name and a colour: a probability, a type (winning or losing), a maximum number of days, a warning threshold — and an automation that fires when a deal enters it. So the stall is announced by the stage rather than noticed by somebody a week later.
An amount can be exact, approximate or a range — the pipeline adds up without an invented number.
CRMOne record per customer, with the deals, the people, the activities, the documents and the projects attached to it — not three tables somebody reconciles by hand.
The same board runs more than the sale: project delivery and renewals too, each with stages of its own.
CRMWhat goes next
Customer SuccessCustomer + history + commitments
What does it
When the deal is won, an automation creates the project from a template, assembles the delivery team, moves the documents across from the deal, schedules the kickoff and notifies the account manager.
AutomationsThe screen this team opens
Self-service portal
Northwind · Laura B.
€8K 10%
Replacing the old CRM
Vertex Bau · Marc D.
€4K 10%
Service Desk rollout
Meridian · Laura B.
€46K 30%
Platform for three countries
ACME Group · Marc D.
~€60K 45%
Document flow migration
Brightloop · Sofia R.
€34K 50%
Annual contract
ACME Group · Laura B.
€80K – €120K 70%
12 days without activity
Manufacturing pilot
Kessler · Sofia R.
€40K 60%
CRM + CDP rollout
Helix · Marc D.
€92K 100%
Subscription renewal
Northwind · Laura B.
€36K 100%
The modules under this team
Each one is a module of the platform with a page of its own. The team works inside them, not alongside them.
The revenue engine your entire business runs on — customers, deals and relationships managed in one connected workspace.
Open the moduleOne customer profile across every department — connecting sales, support, projects and communication into a single record.
Open the moduleVideo meetings built directly into your workspace — automatically recorded, summarized and transformed into action.
Open the moduleRun your own mail domain: mailboxes, aliases, webmail, spam filtering and DKIM.
Open the moduleEvent-driven workflows over any record on the platform — a trigger, an AI classification and the actions that follow, built on a canvas.
Open the moduleThe workspace
A commitment nobody has to retype
The board above shows the state of a deal. But part of the work of sales happens in the conversation, and that is where a promise is easiest to lose. Here is what the meeting leaves behind — with an owner, a priority and a date on every item.
A next action can be carried on as work inside Sintora, without anybody retyping what was agreed. One destination is live today: My TODO
Open the module — Sintora MeetingsA message from a customer likewise does not stay in one mailbox: it lands against the contact and the deal, and the CRM shows the thread without anybody forwarding it.
EmailAction items (4)
Review the pricing model for the two segments
high @Laura Wed 18 Aug
Finalise the Poland launch plan
high @Marc Fri 20 Aug
Rewrite the onboarding process in support
med @Sofia Thu 19 Aug
Close the legal review before launch
high @Marc 29 Aug
Demo data
Shared context
The question this team asks the shared context
What has changed in the relationship with Acme?
Assembled from
This is the same question that stands under this team on the Solutions hub, and the same sources the answer is assembled from. Every one of them is a module of the platform rather than a separate integration somebody wired up.
The answer comes with a link to a source inside the company, rather than to the internet at large.
The context and the tools available are decided by the user’s permissions, the modules that are switched on, and the workspace configuration.
How Synapse worksWhy did we lose Nordwind?
Because of support response times. It was raised three times — at the March review, in two escalations and in the renewal negotiation.
Sources inside the company
A connection nobody had drawn
Two more customers show the same signs: escalations unanswered for over a day, with a renewal date approaching.
The screen asks a different question about a different customer: it shows what an answer looks like together with its sources.
Demo data
No team works on its own. Here is who hands this one its context and who takes it on — every link goes to that team’s page.
Where the work arrives from
Where it goes next
- Customer Success — the customer, together with the whole context of the deal
- Finance — the terms the invoice is built on
From the first signal to the customer.
We will show how this team works in Sintora — on your processes, not on demo data.