Turn every customer interaction
into your next sales action
Syntiqa reads your team's meetings, emails, calls and notes and keeps your CRM up to date, so your team can focus on what matters.
Writes to
Laura Brenner
Your whole team moves deals forward
On Monday, every deal shows what happened. Sales leaders spot a deal going quiet early, because everything the customer said is already in the CRM.Sales leaders know what was agreed on each deal and what happens next, without chasing the team before the forecast meeting. They spot a deal going quiet early, because everything the customer said is already in the CRM.
Revenue operations and CRM owners write the rules once. The CRM stays current without them chasing sellers.Revenue operations and CRM owners write the rules once. The CRM stays current without them chasing sellers.
Sellers spend their time with customers. They stop typing up each customer interaction, and their next steps are already lined up. When a seller leaves, the next one picks up the account with its whole history.Sellers spend their time with customers. They stop typing up each customer interaction, and their next steps are already lined up. When a seller leaves, the next one picks up the account with its whole history.
Each stage in the pipeline reflects what customers told your team.Each stage in the pipeline reflects what customers told your team.
“They end up not updating the CRM, and in a company like ours that then affects our sales forecasts.”
Ask how the quarter looks, and the answer comes from what customers said this week.Ask how the quarter looks, and the answer comes from what customers said this week.
Samples order · Norvik Foods
More time to sell
Sellers type notes into fields when they find a moment, often on Friday night, and leaders plan the forecast on whatever got typed.
Added by Syntiqa from the 9:14 AM email
Your team takes more actions,
and they turn into sales
Close more deals with the team you already have.
Get the follow-up action ready the moment a customer asks for a meeting or a revised quote.
Processes emails, video meetings, notes and business cards in more than 70 languages, with nothing to type. Calls are in early access.
Win back your evenings from data entry.
When a customer renews, Syntiqa opens the renewal as its own deal, linked to the one before.
This is how your CRM updates
while your team sells.
Morning email
She answers a pricing request, and the follow-up action is ready.
Mika Laine9:12 AMPricing request
Midday video meeting
She wraps up with the customer's team, and the summary and stage criteria update.
Samples review12:30 PM
Jari Koskinen
Inès Moreau
Microsoft DynamicsCRM updated12:32 PMAfternoon train ride
She records a short note after a customer call, and the new timeline is logged.
Microsoft DynamicsEvening trade show
She snaps a business card, and the contact and company are ready.
Answer pushback while the meeting is on
When a customer objects in a video meeting, a suggested answer appears on the seller's screen.
Syntiqa draws the answer from documents you supply, such as a product sheet or a competitor battlecard.
Your CRM, your rules
Your methodology gets followed
Bring your own sales methodology or playbook. Syntiqa fills what each stage asks for on every deal, and leaves a field empty when no interaction established it.
Hand over an account with its history
The seller who takes over reads every customer interaction before the first call.
Sellers rely on what the CRM says
It matches what customers said.
Invoice Processing and white paper
Invoice Processing
Checks supplier invoices before they reach accounts payable. For finance teams, in development.
White paper
For sales leaders and revenue operations. What an AI agent writes in your CRM, and what stays with people.
Security
ISO 27001:2022, listed on our Trust Center. Main infrastructure in Europe. GDPR terms in our agreement.
Questions sales teams ask us
Does Syntiqa work with our CRM?
Syntiqa connects to Salesforce, HubSpot and Microsoft Dynamics, using the pipelines and custom fields you already have.
Which customer interactions does Syntiqa read?
Syntiqa covers emails in Microsoft Outlook and Gmail, video meetings, voice notes and business cards. Phone calls are in early access.
Can we control what Syntiqa writes?
Yes. For each field and stage, your CRM owner decides what Syntiqa writes on its own and what waits for a person. When a detail is unclear, Syntiqa leaves the field as it is, flagged for review, with an alert.
Where is our data hosted?
Our main infrastructure runs in Europe, isolated for each customer. Email access is read-only. The full list of subprocessors is in our data processing agreement.
How long does onboarding take?
Less than two weeks. We connect your CRM and your sellers' email, map your pipelines and required fields, and write your sales process down as rules with your CRM owner. Syntiqa then goes live, and we stay close for its first weeks.
Do we have to write AI prompts?
No. You walk us through your sales process once. Your CRM owner then keeps the rules and changes them whenever the process changes.
Does our sales team have to change tools?
No, your sellers keep their existing inbox, calendar, video meeting tool and CRM.
“Even one more button, when they have a thousand other jobs, and it stays undone.”
Which languages does Syntiqa work in?
Syntiqa writes CRM text in English, Spanish, German or French. Stage and list values stay in your CRM's language.
Can we see where each change came from?
Every CRM update links back to the customer interaction behind it.
Get your deals moving forward next week
Book a 20-minute live demo and watch your team's next sales actions appear.