This is Syncly:
All of Your Customer Work.
All In One Place.



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Ready in 30 seconds. No setup.
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Introducing the first fully connected workspace designed specifically for customer-facing teams.
Think of us as home for your account work where you can quickly run meetings, take notes, capture action items, log issues, and much more.

Manage the work about your meetings

Better relationships built
on consistency

Optimize the time you spend before, during, and after customer meetings. Get back more time to focus on your client and begin improving product adoption, driving more revenue, and increasing retention

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Everything You Need to Keep Track of Your Customers

Find everything you need to stay on top of client work and ensure you always have a complete 360° profile of your customers.

Review past and future meetings, action items, issues, account health, and more
Sync data to and from your CRM in real time
Quickly apply filters to segment your customer base

Manage All of Your Meetings From A Central Location

Optimize the time you spend before, during, and after customer meetings. Quickly align around agendas, take notes, capture action items, share recaps, and much more.

Easy filter your calendar to only show what’s important
Search through past meeting notes, action-items, and documents
Automatically link meetings to customer accounts

Keep Your Entire Account Team in the Loop

Collaborate around your client work and ensure the entire team is always on the same page. No more joining calls without context. No more forgetting next steps. No more dropping the ball on action items.

Align around goals and meeting agendas
Log and track issues, feature requests, and action items for every account
Post updates back to Slack and your CRM

Everything you need to take control of your customer relationship. Get started for free today.

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