Platform
CRM (Roadmap)
The SyncedOffice CRM is on the roadmap: leads, contacts and deals inside each organization's own workspace. This page explains the plan. (Roadmap)
What is the CRM designed to do? (Roadmap)
Leads from an organization's own website
A form on an organization's website creates a lead in that organization's workspace, and only there. Another organization can never see it.
One system of record
Contacts, opportunities and orders live in the organization's own ERP, so sales and the back office read the same records.
Roles that match the ERP
Viewers read, members edit, admins configure: the same three roles the workspace's sign-in realm already assigns.
What can I use in the meantime?
The back office: Every customer organization's workspace runs its own ERP instance, built on Moqui and MarbleERP. No ERP is shared between organizations.
This website has no forms and collects nothing through them. To reach us, email is the only route.
The back office today