Software solution

CRM Software Configured Around Your Sales Process

Track every lead, deal and conversation in one place, give managers a forecast they can trust, and let AI take care of the note-taking.

• Explore features

What our CRM software does

Customer relationship management (CRM) software keeps a complete record of every contact, company, deal and interaction so your team knows exactly where each opportunity stands. Syntrix CRM combines pipeline management, activity tracking, quoting and reporting in a clean interface that salespeople are willing to keep up to date — which is the only way a CRM delivers value.

Generic CRMs often need a consultant to bend them into shape, and still leave gaps. We configure the platform around your actual sales stages, qualification criteria and approval rules, and connect it to the systems your team already uses.

Who it is for

• B2B sales teams with multi-stage deals, several stakeholders per account and long cycles.
• Professional and field service firms that sell, deliver and renew contracts.
• Businesses replacing spreadsheets or an outgrown entry-level CRM.

If most of your challenge is capturing and routing inbound enquiries, look at our lead management software; if you need a lighter customer database for service teams, see customer management software.

Key capabilities

Pipelines that match reality

Multiple pipelines with your own stages, required fields per stage and probability weighting. Deals cannot skip qualification steps you care about.

Full relationship history

Emails, calls, meetings, notes and documents appear on the contact and company timeline, synced from Microsoft 365 or Google Workspace.

Quotes and approvals

Build quotes from your product and price list, apply discount rules and route large discounts for approval before sending.

Forecasting and reporting

Weighted forecasts, win-rate and cycle-time analysis, and activity reports by rep and team.

AI assistance

Optional AI features summarise call notes, draft follow-up emails and highlight deals that have gone quiet — always as suggestions, with the salesperson in control. Our AI sales assistant project shows this in a live B2B setting.

Implementation

We run a short discovery to map your sales process, configure pipelines, fields and permissions, migrate contacts and open deals, connect email and calendar, then train the team. Once live, CRM data can flow into your ERP software for orders and invoicing.

Next step

Request a demo and we will set up a sample pipeline using your own sales stages so you can judge the fit before committing.

• At a glance

  • Platforms

  • Integrations

  • Pricing

• Built for

  • Professional Services

    Client portals, CRM, project and time tracking, billing and AI-assisted document workflows for consultancies, agencies, law and accountancy firms.

  • Real Estate

    Property management, lettings, lead handling and tenant portal software for estate agents, landlords and property managers who want less admin and faster responses.

  • Finance

    Secure software for lenders, brokers, accountancy practices and fintech teams: client portals, workflow automation, reporting and integrations with financial systems.

Features

CRM Software features

• Custom pipelines and stages

  Multiple pipelines with your own stages, probabilities and required fields.

• Email and calendar sync

  Two-way sync with Microsoft 365 and Google Workspace keeps the timeline complete.

• Quotes with approval rules

  Generate quotes from your price list; large discounts route to managers.

• Tasks and reminders

  Automatic follow-up tasks when deals change stage or go quiet.

• Weighted forecasting

  Forecast revenue by period, team and pipeline with probability weighting.

• AI call and email summaries

  Optional AI summaries and draft follow-ups, reviewed by the rep before sending.

• Mobile access

  View accounts, log calls and update deals from a phone between meetings.

Modules

Modular by design — use what you need

Start with the core and switch on modules as you grow. Every module is configurable to your processes.

• Contacts and companies

  Unified records with relationships, roles and full activity history.

• Deals and pipeline

  Visual pipeline boards, stage rules and deal scoring.

• Activities

  Calls, meetings, emails and tasks linked to contacts and deals.

• Quotes and products

  Product catalogue, price books, quote templates and approvals.

• Reporting and forecasting

  Dashboards, forecasts, win-rate and cycle-time analysis.

• Automation

  Rules for assignment, notifications and follow-up sequences.

Benefits

The difference it makes

• Nothing falls through the cracks

  Automated reminders and stale-deal alerts keep every opportunity moving.

• Forecasts you can trust

  Stage rules and required fields improve data quality at source.

• Less admin for sales

  Email sync and AI summaries cut the time spent updating records.

• Smooth handovers

  Complete history means any colleague can pick up an account.

Who it's for

Designed for your team

• Sales representatives

  A clear daily view of deals, tasks and next steps.

• Sales managers

  Pipeline health, forecasts and coaching insights by rep.

• Account managers

  Renewals, upsell opportunities and account history in one place.

• Leadership

  Revenue visibility across teams, regions and products.

Integrations

Connects with your tools

• Microsoft 365 and Google Workspace

  Email, calendar and contact sync.

• Telephony

  Click-to-call and automatic call logging with VoIP providers.

• ERP and accounting

  Won deals create orders and invoices; payment status flows back.

• Website forms

  Web enquiries create leads with source tracking.

• E-signature

  Send quotes and contracts for electronic signature.

Documentation

Technical information & deployment

Deployment options

Syntrix CRM is a multi-tenant or dedicated cloud application hosted on Azure or AWS. Dedicated instances in your own cloud subscription are available where data residency or security policy requires it.

Security and access

• Single sign-on and multi-factor authentication.
• Record-level permissions by team, territory or role, so reps see only what they should.
• Encryption in transit and at rest, audit logging and configurable data retention to support GDPR obligations.

AI features and data

AI summaries and drafts use enterprise LLM APIs (OpenAI or Anthropic Claude) under agreements that exclude your data from model training. AI features are optional and can be enabled per team.

Technical information

ASP.NET Core back end, PostgreSQL or SQL Server, React front end and a documented REST API with webhooks for integration with ERP, marketing and support tools.

Onboarding

1. Sales process workshop and pipeline design.
2. Configuration of stages, fields, permissions and automations.
3. Data migration from spreadsheets or your previous CRM, with de-duplication.
4. Email and calendar connection, team training and a two-week adoption review.

• Technology stack

  • ASP.NET Core

    ASP.NET Core is our default framework for secure web applications and REST APIs: fast, cross-platform and well suited to complex business logic and integrations.

  • React

    We build responsive, accessible React front ends for dashboards, portals and SaaS products, backed by clean APIs and a component library you can maintain.

  • PostgreSQL

    PostgreSQL is our open-source database of choice for SaaS platforms and cost-sensitive systems, with strong reliability, JSON support and vector search for AI features.

  • OpenAI

    We integrate OpenAI models into business software for assistants, document processing, search and content workflows, with grounding, evaluation and cost controls.

Case studies

CRM Software in action

• AI Support Assistant for a B2B SaaS Company

  How a B2B SaaS company deployed a grounded AI support assistant that resolves 42% of conversations on its own and hands the rest to agents with full context.

• Retail Chain POS Modernisation

  How a 60-store retail chain replaced ageing on-premise tills with an offline-capable cloud POS, cutting checkout times by 35% and ending overnight price syncs.

Portfolio

Related projects

• AI Sales Assistant for B2B Teams

  An LLM-powered sales assistant that qualifies inbound leads, drafts tailored follow-ups and summarises accounts from CRM data for a B2B industrial supplier.

• Manufacturing ERP Rollout

  A custom ERP for a mid-sized metal fabrication manufacturer, connecting sales orders, production planning, inventory, purchasing and finance in one system.

• Clinic Appointment Mobile App

  A patient booking app and clinic scheduling back office for a group of private outpatient clinics, with online booking, reminders and secure pre-visit forms.

What our clients say

• We used to lose half a day's takings every time a store's broadband went down. Since the new tills went in, outages barely register, and head office can change a price at lunchtime and see it on every shelf-edge promotion by the afternoon.

• Parents now have one app instead of four, and our office teams have stopped spending Monday mornings chasing absence calls. The migration was the part we worried about most, and the trial runs meant there were no surprises on go-live day.

• The assistant resolves the repetitive how-do-I questions and hands everything else to us with a proper summary. Our agents spend their time on the tricky tickets now, and customers get answers at 2am without us adding a night shift.

Services

Services to tailor and extend it

• CRM Development

  Custom CRM development for sales, account management and service teams — pipelines, customer records, automation and reporting tailored to your sales process and integrated with your systems.

• AI Development

  AI development services from strategy to production: LLM-powered applications, AI agents, chatbots and automation built on OpenAI, Claude and Azure — with security and measurable ROI.

• Business Process Automation

  Business process automation for finance, operations, HR and sales: workflow automation, system integrations and AI-assisted document handling that remove manual, repetitive tasks.

FAQ

Frequently asked questions

• How is this different from an off-the-shelf CRM?

  The core features are similar, but we configure pipelines, fields, permissions and automations around your process as part of implementation, and can build custom modules where needed. You get a CRM that fits without paying for months of third-party consultancy to adapt a generic product.

• Can we migrate from our current CRM or spreadsheets?

  Yes. We import contacts, companies, open deals and activity history, de-duplicate records and map old fields to the new structure. A trial import is reviewed with your team before the final cut-over.

• Does the CRM integrate with our ERP?

  Yes. Won deals can create customers and sales orders in your ERP, and invoice and payment status can flow back to the account record. See our ERP software page or our article on ERP vs CRM for how the two fit together.

• Are the AI features safe to use with customer data?

  AI features use enterprise LLM APIs with agreements that exclude your data from model training. They are optional, can be switched on per team, and always produce suggestions that a person reviews before anything is sent.

Guides

Helpful reading

• ERP vs CRM: What's the Difference and Which Do You Need?

  ERP vs CRM explained: what each system does, how they differ, where they overlap, when you need one or both, and how to integrate them without duplicating data.

• How Much Does Custom Software Development Cost?

  What drives custom software development cost: scope, integrations, team, compliance and support, with indicative ranges by project type and tips for controlling your budget.

• AI Web Application Development: A Practical Guide

  A practical guide to AI web application development: use cases, architecture, retrieval-augmented generation, choosing LLMs, security, evaluation, costs and delivery steps.

Try it with your sales stages

Request a demo and we will configure a sample pipeline around your own sales process.

Request a demo and we will configure a sample pipeline around your own sales process.

Contact

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