CRM systems
Your CRM isn’t failing. Your follow-up path doesn’t exist yet.
Synas designs and builds CRM systems around the path a lead really takes: where it arrives, who owns it, what happens next, and what must be recorded so nothing waits on someone remembering.
What is crm systems?
A CRM system keeps every lead, customer, and follow-up in one place. Synas builds it around the way your leads actually arrive, so no lead waits on someone remembering.
What problem does it solve?
Leads and customers are scattered, so follow-up is inconsistent and nobody sees the pipeline.
- Leads arrive on WhatsApp, calls, forms and email, and are only ever tracked in chats.
- Nobody can say which leads are waiting on a reply, and from whom.
- Follow-up happens when someone remembers, so it stops when they’re busy.
- Customer details sit in a spreadsheet, an inbox and a phone, and disagree.
- A CRM was bought and half-filled, because it doesn’t match how the team sells.
Who is it for?
Owner-led small and mid-sized businesses and growing sales or service teams whose pipeline lives in chats and spreadsheets, or whose existing CRM isn’t used.
You likely need it when
- You lose track of who is waiting on what.
- More than one person touches a lead and handoffs get dropped.
- You have a CRM but the real work happens somewhere else.
What does it look like in practice?
Every lead has one record, one owner, and a next step with a due date. You can see the pipeline at a glance.
Before
Leads come from WhatsApp, calls, and forms. You cannot say who is waiting on what.
After
Each lead lands in one pipeline with an owner. Overdue follow-ups show up for a person.
Illustrative example, not a client result
What does Synas build?
- 01
One operating record
Company, contact, lead, opportunity and activity in one place, instead of one per tool. - 02
A pipeline that matches your sales path
Lead statuses and opportunity stages defined from how you actually sell, not a template. - 03
Capture from where leads arrive
Web forms and inquiries written into the record automatically. Other channels are connected as part of the design. - 04
Follow-up rules
The next action is planned when a lead is created, qualified or sent a proposal, and overdue follow-ups surface for a person. - 05
Access by role
Staff see what they need; clients can be given a limited portal view of their own work.
The path a lead takes.
- 01
Capture
An inquiry arrives and becomes a record, with its source and what was said.
- 02
Qualify
A person or a rule decides whether it is worth pursuing, and why.
- 03
Progress
It moves through pipeline stages, each with an owner.
- 04
Follow up
The next action and due date are created; overdue ones show up for a person.
- 05
Convert
Won work moves on to delivery, with the history attached.
How much does crm systems cost?
Builds start at $650 (Starter), $1,650 (Growth), and $3,650+ (Advanced). Every project starts with a $99 Workflow Audit, credited in full toward the build. Final scope and price are confirmed after the audit.
Most CRM projects fit Starter (one lead source) or Growth (several lead sources, AI scoring, and WhatsApp or email automation).
What do you receive?
- A written map of your current lead path and where it leaks
- A CRM data model and pipeline defined for your business
- The working CRM, with capture and follow-up rules
- Connections to the tools you keep using
- Notes on what to change next once it is running
What has Synas built like this?
No client work is published yet. These are Synas’s own systems, labeled by what they are.
- Public working demo
Lead-to-Sale CRM
A WhatsApp-first real-estate CRM Synas built: an inbound message becomes a lead with a captured requirement, a property match or a human handoff, then follow-up tasks, site visits and proposals. Runs as a demo on synthetic data with demo providers.
See how it works → - Internal build
Lead Radar
Synas built this pipeline for itself: signals, scoring snapshots, leads, opportunities and planned follow-ups as one connected data model. Automated discovery from public sources is not connected yet.
See how it works →
Lead Radar · pipeline structure
Internal buildSignal
- new
- promoted
Lead
- new
- needs review
- qualified
- discovery
- proposal
- negotiation
- won
- lost
- passed
Opportunity
- identified
- discovery
- proposal
- negotiation
- won
- lost
Actual status values from the Lead Radar data model. No client records are shown.
How does an engagement run?
In six stages, each ending with something you can read or use. A written scope is agreed before any build starts.
- 01
Discover
A written map of how the work runs today.
- 02
Structure
A structured workflow: steps, owners, rules and the exceptions.
- 03
Design
The proposed system design, agreed before building.
- 04
Build
A working system for the agreed scope.
- 05
Connect
The system wired into your existing tools.
- 06
Improve
Adjustments and the next workflow, as the business changes.
Next step
Start with one workflow.
The Workflow Audit is a $99 fixed-price session on one workflow: where it stalls, what a system could own, and what should stay human. The full $99 is credited toward any build.