One Operating System For Scaling Your Agency Business

Effortlessly manage the entire client lifecycle, from sales and onboarding to retention and renewal, through one centralized, powerful platform.

Win More Deals

Acquire high-intent leads for your agency, create personalized sales motions, and streamline your entire sales pipeline; all within a single, intuitive dashboard built for growth.

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Client Info in One Place

Centralize all client information, including contact details, communication history, and real-time project updates, in a unified hub for efficient client management.

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Manage Client Tasks & To-Dos

Keep projects on track and enhance team collaboration by clearly assigning tasks and tracking milestones from one organized workspace.

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No Stressing Over Payments

Create trackable proposals and e-sign documents that showcase your expertise and clarify deliverables. Get access to a library of ready-to-use templates.

Everything You Need to Grow Sales

Effortlessly create a fully branded client experience using our advanced customizations. Then launch your own platform in just minutes!

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Identify and Engage Top Prospects

Filter through 40M+ contacts and get AI-driven insights to identify and engage high-quality leads, optimizing your sales pipeline.

Features

• 40M+ Prospects Data
• 150+ Precise Filters

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Accelerate Deal Closures

Utilize our meeting scheduler and sales activity tracker to streamline prospect interactions. Reduce delays and close deals faster.

Features

• Sales Pipeline
• Tasks & Activities
• Communication Channels

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Document Sharing and Payments

Manage proposals, contracts, and invoices seamlessly with Synup OS, ensuring efficient document handling and prompt client payments.

Features

• Documents with E-sign
• Invoices
• Payment Integration

Know What’s Happening Across Your Customer Base in Seconds.

Gain instant insights into your entire client base with a unified dashboard that tracks client pulse, churn risk, and important client-related activities.

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Reduce Churn by 15%
Synup OS helps you forecast churn based on custom risk parameters. You can also identify potential issues and implement proactive strategies to retain clients effectively.

Know What’s Up with Clients

Access a consolidated view of key client touchpoints and activities, with real-time alerts for critical issues, ensuring prompt responses.

Manage Client Tasks & To-Dos

Organize, assign, and monitor client-related tasks within a collaborative platform, enhancing team productivity and accountability.

Branding, White Labelling & Client Portal

Impress Clients With A Branded Experience

Customize Synup to reflect your agency's brand, offering clients seamless solutions that enhance their experience and trust.

Customize the Way You Want
Opt for powerful branding options, including white labeling, custom domains, and branded notifications, to align the platform with your agency's identity.

Delight Clients with a Branded Client Portal
Provide clients with a fully branded portal, complete with custom fields and personalized dashboards, ensuring a consistent and professional experience.