One premium workspace for leads, sales, and client follow-up.
Contacts, pipeline, automations, forms, and client communications in one focused workspace for managing growth. Add AI sales coaching, broadcasts, branded client workspaces, booking, quotes, invoices, and payment links without stitching together five tools.
Pipeline
$128,400 open
New
18
Booked
11
Proposal
7
Won
$42k
SE3 Flow Gate QA Proposal
Proposal stage · quote ready · next task due today
Sales Trainer
91%
Role play score with objection handling feedback.
Live activity
Built like a real operating system for service businesses.
Synark keeps the usual CRM tools close to the revenue workflow, then adds the premium layers most small teams are missing: sales coaching, branded workspaces, client-facing quotes, broadcasts, and payment follow-up.
Train the sales team and activate the database.
The sales layer helps your team practice, follow up, and broadcast to real CRM segments without leaving the workspace.
Sales Trainer
Call scripts, role-play practice, transcript grading, and coaching notes for your human sales team.
Role plays
Practice price objections, missed-call callbacks, and proposal follow-ups before the real lead is on the line.
Broadcast automations
Send segmented email broadcasts to filtered audiences while preserving send history and delivery status.
Sales Trainer
Objection handling role play
Prospect
Your quote is higher than the last company.
Rep
Let me show you where the extra value shows up.
Coach
Strong redirect. Ask one diagnostic question next.
Tone
Confident
Discovery depth
8.7 / 10
Next drill
Budget objection
Broadcast queue
Pipeline
Deals moving today
Lead in
21
Consult booked
13
Proposal
8
Calendar
Synced to the contact timeline.
Booking form
Synced to the contact timeline.
Task due
Synced to the contact timeline.
The common CRM work is already connected.
Contacts, pipeline, calendar, booking, tasks, forms, products, quotes, and reports all live in the same account. Your team sees the full lead journey without switching tabs.
CRM
Contacts, companies, notes, tags, history, and import tools.
Pipeline
Drag deals across stages and keep proposal work visible.
Calendar
Appointments, tasks, reminders, and contact-linked activity.
Booking
Hosted booking pages, availability, assignment, and reminders.
Forms
Public forms that create contacts, deals, and automation triggers.
Conversations
Email and SMS follow-up from the contact profile.
Every account can feel like the client's own CRM.
Personalize workspace branding, logos, colors, public links, and client-facing quote or invoice surfaces so the experience does not feel generic.
Client workspace preview
Logo, accent color, email identity, and public links.
Brand colors
Sending domain
Public forms
Quotes, invoices, and payments stay attached to the deal.
Build reusable products, send public quote links, convert accepted work into invoices, and track paid status from the same contact timeline.
Quote
Website rebuild proposal
Frequently asked
Can't find what you're looking for? Email info@organixmedia.com.
Drop in a CSV from Sheets, HubSpot, Pipedrive, or anywhere else. Our importer fuzzy-matches name / email / phone / company columns automatically; map anything else manually.
Send from any contact profile in one click — replies route straight to your inbox via Reply-To. Email runs through our verified domain; SMS via a managed sender.
All data is owner-scoped — only you and the people you invite can read or write to your workspace. Daily backups, encrypted at rest, exportable as CSV at any time.
The form submission endpoint is public; full read/write API is on the roadmap. In the meantime, every page exports CSV and the underlying database is queryable directly.
Get your team into Synark this afternoon.
Tell us about your business and we'll get you set up — contacts imported, pipeline configured, ready to run in days, not months.