Early access

The CRM that writes your call notes

We are building Syntrio inside a real estate agency whose sales team lives on the phone. Every client call turns into a note, the client's criteria and a next step. You just review and approve.

The demo runs on made-up data and needs no sign-up. Syntrio is under construction, and we will invite the first companies to test it before launch.

Preview, sample data
  • Built by practitioners.It grew out of the CRM our own team uses every day.
  • AI on every call.Notes and client criteria the moment you hang up.
  • Modular.Pay only for what you use.

How it works

You talk. Syntrio writes. You approve.

No more typing calls into your CRM. One look and one click is enough.

  1. You talk to the client

    Call straight from the client card. The call and its recording go into the history on their own.

  2. AI prepares a draft

    A note, the client's criteria and a suggested next step. Numbers the AI may have misheard are highlighted.

  3. You decide

    Approve, edit or reject. Nothing is saved without your approval.

Industries

A ready start for your industry.

Pick your industry and Syntrio sets up pipelines, fields and lists for you. One system, many companies, each working its own way.

Real estate

The industry where Syntrio is built every day.

  • Client search profiles
  • Listings sent to clients and their status
  • Viewings and trips in the calendar
  • New listings from owners

Solar and renewables

A call, a site visit, an offer and the installation.

  • Survey and site visit
  • Offer and grant application
  • Installation in the crew calendar

B2B services

Agencies, studios, consulting and service firms.

  • Companies and decision makers
  • Offers in several versions
  • A pipeline from the first call to the contract

Construction and finishing

Renovations, turnkey interiors, houses and installations.

  • Tender inquiry, site visit and measurement
  • Versioned estimates and sites in progress
  • Investors and subcontractors in one place

More on the way: insurance and mortgages, schools and courses.

Fits your business

It speaks your company's language.

Every industry has its own words for things. In Syntrio you change them yourself, no developer needed.

  • A template to start.Pick your industry and get pipelines, fields and lists straight away.
  • Your own names.A “Lead” can become an “Enquiry” and a “Contact” simply a “Client”.
  • Your own fields and objects.Add the fields you need and whole objects, for example “Vehicles” with a VIN.
  • Change anything later.The template is only a starting point. Adjust names, fields and stages whenever you like.
Preview, sample data

Sales pipeline

A pipeline you shape yourself.

A kanban board with your own stages. Drag a card and Syntrio checks the rules.

  • Your own stages and colours.Add stages and change their names, order and colours.
  • Rules between stages.For example a test drive needs a date, and a lost client needs a reason.
  • Several pipelines.Separate sales and car buying, or sales and rentals.
Preview, sample data

Modules

A core for everyone. Switch on the rest when you need it.

The core has everything a salesperson needs during the day:

  • Contacts and companies
  • Leads in pipelines
  • Tasks for today
  • Team calendar
  • The full client history

AI from calls

After every call you get a draft: a note, the client's criteria and the next step. Approve it with one click or edit it. Numbers the AI may have misheard are highlighted for you to check.

Phone

Call straight from the client card. Calls and recordings go into the history on their own.

Leads from social media

Facebook and Instagram Lead Ads go straight into your pipeline. Messages from Messenger and Instagram DM show up on the client card.

LinkedIn will follow later.

Messaging

WhatsApp Business and Telegram in one inbox on the contact. Message templates, owner assignment and notifications.

Integrated email

Connect Gmail, Outlook or any IMAP mailbox. Write from the CRM, use templates and keep every message with the client and the lead.

Calendar

Syncs with Google Calendar and Outlook. Meetings, test drives and viewings in one team view.

Social media planner

Plan and publish posts on Facebook, Instagram and LinkedIn. Publishing calendar, queue, preview and statistics in one place.

TikTok will follow later.

Reports

How many leads came in, from where, what happens to them and who closed what. No spreadsheet export needed.

Mobile app

Leads, kanban, calendar and conversations on your phone, with notifications. For salespeople who are always on the road.

Optional, planned as a separate stage.

AI assistants via MCP

Your AI assistant, for example Claude or ChatGPT, can read your company data through MCP. It sees only what you can see, and every request is logged.

We will publish pricing before launch. Syntrio is under construction and we will invite the first companies to test it.

Our story

Born from frustration, built for efficiency.

We run a real estate agency. Our days are a sea of phone calls and follow ups. We were paying for a CRM that was supposed to help and instead added work: manual notes, reminders set by hand, statistics nobody could find.

So we built our own system and we work in it every day. Our agents tell us straight which field is useless and which module saves them an hour. Syntrio grows out of that experience: a CRM built by practitioners for practitioners, for companies in many industries.

Everything in one place

Open a client card and see the whole story: calls, notes, tasks, meetings. No jumping between ten tools.

Pay for what you use

The base version has contacts, a calendar and a pipeline you shape yourself. As you grow, add modules.

Sync. Sell. Scale.

We sync every conversation with your clients. We make selling simpler. We grow with your company.