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Workspace

CRM

by Synap

A focused pre-sale workspace for contacts, companies, and deals.

Record types

The structured data this adds to your pod.

  • Person

    A prospect, stakeholder, or contact.

    • Email
    • Phone
    • Job title
    • Company
    • LinkedIn URL
    • Source
    • ICP score
    • Last contact date
    • +3

  • Company

    An organisation being qualified or sold to.

    • Context
    • Website
    • Domain
    • Industry
    • Company size
    • Location
    • Source
    • ICP score
    • +4

  • Deal

    A pre-sale opportunity tracked until won, lost, or handed off.

    • Stage
    • Commercial stage
    • Value type
    • Deal value
    • Expected client gain
    • Success fee rate
    • Expected close date
    • Next step
    • +2

  • Client

    An active commercial relationship — created when a deal is won.

    • Status
    • Account Manager
    • Engagement Start
    • Satisfaction
    • Lifetime Value
    • Notes
    • Contract Value
    • Renewal Date
    • +1

  • Partner

    A partner relationship — both a referral source and a co-delivery collaborator, distinguished by partner type.

    • Status
    • Partner Type
    • Account Manager
    • Engagement Start
    • Satisfaction
    • Lifetime Value
    • Notes
    • Contract Value
    • +2

  • Lead

    An early-pipeline prospect — not yet a client, being qualified or nurtured.

    • Stage
    • Notes

  • Churned

    A relationship (client, partner, or otherwise) that was active and has since ended.

    • Churned Date
    • Reason
    • Notes

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.
  • CRM HygieneOn scheduleAlways-on maintenance — enriches stale contacts/companies and flags stalled deals. Every change is proposed for your review, never auto-applied.

Relationships

  • Person Deallinked_to_deal
  • Company Deallinked_to_deal

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

  • FoundationProvides the pod-wide client/partner/lead/churned role vocabulary this workspace reuses.