Workspace

CRM

by Synap

Sales pipeline and contact management from first contact to handoff.

Record types

The structured data this adds to your pod.

Person
A prospect, stakeholder, or contact.
Email
Phone
Job title
Company
LinkedIn URL
Lead source
ICP score
Last contact date
+3
Company
An organisation being qualified or sold to.
Context
Website
Domain
LinkedIn page
Industry
Company size
Location
Lead source
+5
Deal
A pre-sale opportunity tracked until won, lost, or handed off.
Stage
Value type
Deal value
Expected client gain
Success fee rate
Expected close date
Meeting date
Next step
+4
Client
Became client at
Handoff status
Handoff destination
Handoff notes
Partner
Contact
Lead
Assigned user ID
Lead source
ICP score (1–5)
Buying signal
Buying signal source
Scored at
Outreach channels
Last contacted at
+7
Audience
Campaign
A marketing campaign — email, social, event, content, or partnership
Status
Channel
Goal
Target Audience
Start Date
End Date
Budget
Lead Count
+6
Outreach Touch
A single message drafted for one person as part of an outreach campaign; a person sends it.
Channel
Touch type
Status
Sent date
Message content
Outreach angle
One row of "By kind of lead": if the lead is X, lead with this angle, offer, proof, tone and channel. The first row that fits the lead wins; a person makes a r…
Status
If the lead
Audience
About the offer
Lead with
Offer
Proof
Avoid
+3

Views

Pipelinepipeline
DealsTable
Deals listList
CampaignsTable
MessagesBoard
HealthDashboard

Playbooks

Repeatable runs your agent can start for this project.

Enrich Lead/CompanyEnrich a lead or company from public sources — firmographics, company size, and recent signal — to sharpen ICP scoring and qualification.
Qualify a leadResearch one lead, decide with a person whether it is worth pursuing, and set a pursued lead qualified with "book a meeting" as its next action.
CRM HygieneOn scheduleAlways-on maintenance — enriches stale contacts/companies and flags stalled deals. Every change is proposed for your review, never auto-applied.
Win a dealTake a deal from first conversation to won or lost — qualify it, write and send the proposal, negotiate, and hand a won deal to delivery, with a person deciding every commitment.
Build a prospect list from our foundationTurn one audience and the company's offers into a short, sourced batch of companies and people worth contacting; a person keeps or drops each one in a single review, and only the …
Score a listScore every lead of one list (an audience) from public signals, 1 to 5, signal first, and write the score, the signal, its source and why on each lead; one run for the whole list.
Draft a first messageDraft one personal first message for a lead, citing its buying signal or a past exchange, in the person's language, as a proposed message in their channel for a person to approve;…
Find their LinkedInFind one lead's LinkedIn profile by their full name and company and propose its URL and member id on the person for a person to approve, or offer up to 3 candidates to choose from…
Find the right contactFind the person to contact at a company with no contact; read the roles from its audience, look them up on LinkedIn, pick the best one or two with a reason, and file them linked t…
Follow up on leads in outreachEach weekday, read the channels of the leads in outreach; summarise a reply and propose the next step, or, when the follow-up is due with no reply, draft the next message in the a…
Personalized OutreachRun one outreach campaign — write the angle and its offer, pick the people, draft one personal first message each as a proposed message in their channel; a person approves the lis…
Read the reply to an outreach messageOnce a person has marked an outreach touch sent (messages recorded before the channels), watch for the reply; summarise it and propose the next step — the free estimate or a meeti…
Prepare a pre-sale estimateWrite a free one-page estimate for a lead from sourced facts and the company's own offers; the pod's owner approves it, a person sends it, and the date and channel it went out on …
Propose my rules from my sent messagesPropose the first rules your drafts follow, the voice (say, don't say) and what to lead with by kind of lead, from the rules your drafters held until now and the messages you sent…
Propose a Health cellAnswer one question about your sales with a tile on the Health dashboard; the AI writes the tile and you approve it before it shows. Run by one of your agents for now (Synap AI ca…

Relationships

Person Deallinked_to_deal
Company Deallinked_to_deal
Person DealClient side
Company DealClient side
Person DealPartner side
Company DealPartner side
Person CampaignMember of
Company CampaignMember of
Outreach touch PersonSent to
Outreach touch CampaignPart of
Outreach touch PersonRelates to
Outreach touch CompanyRelates to
Person AudienceTargets
Company AudienceTargets
Outreach angle Outreach angleRevises

First conversation

After install, your agent sets the project up with you. It starts here:

Turn the user's real commercial motion into a usable pipeline — the right companies and people, their active opportunities, and an explicit next step for every deal — so CRM becomes the place sales work moves forward.

“Which three to five opportunities are you actively trying to move right now?”
“For the most important one, which company and real stakeholder are involved?”
“What has the buyer actually done so far, and what is the next dated action?”

Builds on

StrategyProvides the pod-wide client/partner/lead role vocabulary this workspace reuses.

Start a pod with this

Other ways to install

Opens the Synap app with this install filled in. You confirm it there.

From your terminal

synap market install crm

Runs against the pod your CLI is connected to.

Installs as a proposal on pods that review changes. Nothing gets a standing permission to write. How this works

Package details

Kind: Workspace
Identifier: crm
Version: h-8d987ed96dA content hash — it changes when the package does.
Domain: revenue
Tags: crm, sales, pipeline, contacts, revenue, foundation, enrich lead/company, enrich, lead, company, target, using, public, sources, scrape, website, linkedin, presence, via, apify, firmographics, size, industry, location, any, recent, signal, funding, hiring, product, launches, fill, missing, profile, fields, companysize, icpscore, what, find, note, anything, changes, qualification, not, fabricate, leave, field, blank, rather, guess, work-template, qualify a lead, qualify, research, verify, only, facts, can, support, role, record, source, each, score, assess, fit, against, offers, ideal, client, set, icp, notes, outreach, channels, write, step, recommend, next, action, nextaction, one, imperative, line, send, first, message, nextactionat, date, decide, ask, person, choose, pursue, nurture, drop, recommendation, answer, decision, nurturing, check, again, gave, three, months, out, when, none, reason, disqualificationreason, move, disqualified, human, comes, back, proposed, approve, 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linkedinconnection, writes, linkedininvitedat, connected, invite, refuses, invited, pending, waits, ignored, instead, have, address, accept, later, follow, follows, voice, kind, row, rule, shown, available, left, say, reviews, edits, needed, drafting, cadence, drafts, approved, outbound, lastcontactedat, day, after, reply, ups, proposes, third, moving, researching, expected, stops, inbound, find their linkedin, looked, themselves, stop, lists, results, headline, give, chosen, find the right contact, right, session, also, works, all, other, report, links, names, web, take, com, store, clear, agree, otherwise, roles, ceo, cto, keywords, these, lookups, position, namesake, senior, nobody, searched, file, doors, governance, identity, strong, created, title, gives, existingentityid, relation, add, space, homeworkspaceid, update, workspaceid, measure, personid, yourself, going, retry, waiting, stays, picked, whether, stored, follow up on leads in outreach, summarise, show, interest, prepare, free, estimate, pre, sale, engaged, decline, unless, dropping, named, still, gets, silence, ana, sends, personalized outreach, personalized, type, too, few, resolving, creating, member, cold, start, finish, replied, ended, got, led, pausing, cancelling, read the reply to an outreach me, watch, conversation, bounced, did, response, here, recorded, prepare a pre-sale estimate, form, answers, formanswers, cite, cannot, language, outcomes, jargon, six, blocks, understood, lines, correct, money, would, gain, assumption, single, promised, number, model, amounts, approver, invented, owner, anywhere, went, contacted, propose my rules from my sent me, drafters, guides, entities, profileslug, brand, guide, rows, audiences, newest, seed, until, now, word, cites, buying, showed, generic, template, short, french, default, says, vous, useful, pressure, context, library, don, ids, condition, words, proof, avoid, tone, specific, highest, version, exists, revises, edge, changed, edit, retire, 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Publisher: Synap

Record types

Person

Company

Deal

Client

Partner

Contact

Lead

Audience

Campaign

Outreach Touch

Outreach angle

Views

Playbooks

Relationships

First conversation

Builds on

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Dev

Operations