The Revenue CRM: Track, Forecast, and Collect In One Flow.
Replace spreadsheets and siloed tools. Web Synq’s CRM unifies contacts, deals, quotes, invoices, and subscriptions with automation at every stage.
What’s Inside
Everything revenue needs—organized, automated, and measurable.
Unified Contact Profiles
All activity in one place—calls, emails, SMS, forms, payments, notes, tasks, and transcripts.
Kanban Pipelines
Drag-and-drop stages, SLA timers, probability, and weighted forecasts per pipeline.
Quotes & eSign
Send branded quotes, collect signatures, and convert to invoice in a click.
Invoices & Subscriptions
One-time or recurring, ACH/credit/crypto with automated dunning and receipts.
How It Works
From first touch to cash collected—without the busywork.
1) Capture & Enrich
Leads sync from forms, chat/voice agents, imports, or webhooks. Auto-tag, score, and assign by rules.
2) Advance the Deal
Playbooks by stage trigger emails/SMS/tasks. Quote + eSign. Approvals for discounts & exceptions.
3) Convert & Collect
Convert quote to invoice or subscription. Take ACH/credit/crypto. Dunning recovers failed payments.
CRM Capabilities
- Custom fields, segments, and views; bulk actions and imports.
- Account + contact hierarchy for B2B; roles & buying committees.
- Email/SMS logging, call recording, and meeting history.
- Tasks, reminders, and SLAs with escalation rules.
- Lead scoring and intent signals from web, email, chat, and voice.
- 360° timeline: conversations, forms, files, quotes, invoices.
Pipeline & Revenue Ops
- Unlimited pipelines; custom stages, probabilities, and reasons.
- Weighted forecasting by owner/team/product; close date discipline.
- Playbooks per stage (emails, tasks, approvals, quotes).
- Quote → eSign → Invoice/Subscription in one motion.
- Dunning workflows (retries, reminders, card/ACH updates).
- Attribution & source tracking across channels and campaigns.
Integrations
Connect finance, comms, and calendars—no duct tape.
Forecast the Impact
Estimate pipeline value with weighted probability.
Tip: Improve probability with stage discipline, playbooks, and faster quotes.
Technical
- Role-based access, team ownership, round-robin routing.
- API & webhooks to ERPs, data lakes, and warehouses.
- Custom objects (roadmap) for products, assets, and renewals.
- Report builder, dashboards, and scheduled exports.
Security & Compliance
- Encryption in transit & at rest; audit trails & backups.
- Least-privilege access; SSO/SAML (roadmap) for enterprise.
- PII redaction options and data retention policies.
- 99.9% uptime; monitored status page.
See Your Pipeline—Organized, Automated, and Forecasted.
We’ll map your stages, wire playbooks, and import your data so you can forecast in days, not months.