Sysnaro CRM

Describe what happened. Approve the updates.

An AI-powered CRM that does the administration, so salespeople can sell. Say what happened after a call or a meeting; the assistant prepares the records, tasks and replies, and you approve them.

Built in the labelling, barcode and traceability trade and in daily use at Sysnaro. It is internal software, not yet a service other teams can use, and is being developed for B2B sales teams.

Status
Internal software, in daily use
In development
Not yet available to buy
  1. 01 The working dayFollow-ups and tasks with their dates, against the company and opportunity they belong to.
  2. 02 OpportunitiesEvery deal by stage, with Sysnaro’s estimated, quoted and agreed values held apart from the customer’s project value, and the channel partner kept separate from the end customer.
  3. 03 EmailGmail history synchronised against each record. A reply can be drafted for review; a person sends it.
  4. 04 The assistantFrom a note or a call summary it proposes the activities and follow-up tasks. Nothing is written to the record until you approve, edit or dismiss the proposal.
Fig. 1A working day in Sysnaro CRM, drawn from the application today with demonstration data, not a screenshot.

The administration is where the selling time goes.

A traditional CRM asks the salesperson to do the clerical work after every conversation. Sysnaro CRM asks them to say what happened.

After a meeting
A traditional CRMCreate the contact, write up the notes, move the opportunity, set the follow-up: four screens for one conversation.
Sysnaro CRMOne sentence, typed or spoken. The assistant proposes the contact, the note, the stage and the task; you approve.
What needs attention
A traditional CRMOverdue follow-ups, replies waiting and stalled deals have to be searched for.
Sysnaro CRMThe working day lists them, with the assistant’s proposals waiting for a decision.
The story of an account
A traditional CRMEmail in one tool, records in another, the context in people’s heads.
Sysnaro CRMOne record per company and person: email, opportunities, tasks and notes, with the partner and the end customer kept apart.

Capture once. Let the assistant prepare the rest.

A person stays in control of every action that matters: the assistant proposes, and nothing is written, sent or changed until you approve it.

  1. 01

    Capture

    Say what happened, once: a call summary, a meeting, an instruction, typed or dictated.

    ProducesA note, in your own words

  2. 02

    Connect

    The assistant reads the note in the context of the record and matches the company, the contact and the opportunity it concerns. An ambiguous match is held back for confirmation.

    ProducesThe right records, found

  3. 03

    Prepare

    It proposes the updates as structured changes: activities, follow-up tasks, a new contact or opportunity, a drafted reply. Financial figures are never assumed.

    ProducesA proposal, with nothing written yet

  4. 04

    Approve

    You approve, edit or dismiss each proposal. Only then does the record change and the day’s list update.

    ProducesThe record, kept by you

From a sentence to the record.

The complete workflow as it runs today: one spoken or typed update, and the structured changes the assistant proposes from it, every one waiting for your approval.

  1. 01 The updateWorking todayOne sentence or several, typed or dictated through the browser, in the salesperson’s own words.
  2. 02 The companyWorking todayMatched to the existing record. An ambiguous match is held back for confirmation, never guessed.
  3. 03 The contact and the opportunityWorking todayA new contact and a new opportunity proposed from the note, with the technical requirement recorded against it. A company the CRM does not know is in development.
  4. 04 The activity and the taskWorking todayThe meeting recorded and the quotation task created with its date, so the follow-up is on the working day.
  5. 05 ApprovalWorking todayNothing is written until you approve, edit or dismiss each proposal. Financial figures are never assumed.
Fig. 2From a sentence to the record, drawn from the application today with demonstration data, not a screenshot.

Inside the product.

Four views, drawn from the application today with demonstration data. Each part is traced to what it does, and anything not yet built is labelled.

How it was built: the Sysnaro CRM case study.

View
  1. 01 ClassificationWorking todayIndustry, business type and website on the company record, so the trade’s distinctions are data, not a note.
  2. 02 People and rolesWorking todaySeveral contacts per company, each with a role and a relationship to the deal.
  3. 03 Intelligence with evidenceWorking todayWhat the CRM believes about the company, with its sources and verification status recorded.
  4. 04 Legal identityIn developmentThe company verified against Companies House, with its status from the register.
  5. 05 Everything linkedWorking todayOpportunities, emails, tasks and notes on the same record.
  6. 06 HistoryWorking todayWho changed what, and when: the audit trail behind the record.
Fig. 3A company record, drawn from the application today with demonstration data; Companies House identification is in development.
  1. 01 Stages and statusWorking todayEvery opportunity with its stage, from qualified to negotiation, its status, the company and the channel it comes through.
  2. 02 Partner and end customerWorking todayThe deal through a partner shows the end customer behind it; both are records of their own.
  3. 03 Three valuesWorking todayEstimated, quoted and agreed, for your fee, held apart from the customer’s project value.
  4. 04 Expected closeWorking todayThe month each deal is expected to close. The forecast that reads it is planned.
Fig. 3The pipeline, drawn from the application today with demonstration data, not a screenshot.
  1. 01 Synchronised historyWorking todayCorrespondence from Gmail against the company and contact it belongs to.
  2. 02 Drafts for reviewWorking todayA reply prepared by the assistant; you edit it and you send it.
  3. 03 Replies and follow-upsWorking todayReplies detected, follow-ups due, and the next follow-up drafted for your review when none has come; you send it.
  4. 04 Outreach and safeguardsWorking todayThe prospecting you have sent recognised, with follow-ups drafted for your review; opt-outs recorded and suppressed before anything is drafted.
Fig. 3Email and outreach, drawn from the application today with demonstration data, not a screenshot.
  1. 01 The companyWorking todayOne record, classified for the trade, that every other function writes to.
  2. 02 PeopleWorking todayThe contacts, their roles and their relationship to each deal.
  3. 03 The opportunityWorking todayLinked to the company, the end customer behind it, the contacts involved and its activity history.
  4. 04 Email, tasks and notesWorking todayCorrespondence, follow-ups and meeting notes against the same record, so the history is complete.
  5. 05 ProposalsWorking todayThe assistant’s pending changes sit with the record until a person decides.
Fig. 3How the records connect, drawn with demonstration data: one company and everything the CRM holds about it.

Sales intelligence, as it is designed.

Three views of the planned analytics, all product concepts: nothing here is built. They share one set of invented figures, and one control in each works, so you can see what the reporting is for and tell us what you would need from it.

View

Four indicators (pipeline £412k across 38 open opportunities, £318k expected to close in the next six months by close date, £109k agreed from 19 deals, 86% of follow-ups on time), pipeline and agreed value by month, the funnel, and agreed value by channel and by person. Choose a channel to open its deals.

ShowingLast 12 monthsAll team membersAll channels

Pipeline value
£412k
38 open opportunities
Expected to close
£318k
Next six months, by close date
Agreed
£109k
19 deals, 12 months
Follow-ups on time
86%
Of 214 due

Pipeline and agreed value by month · £k

0150300450DecJanFebMarAprMayJunJulAugSepOctNov£412k£109k0150300450DJFMAMJJASON£412k£109k

Funnel · opportunities reaching each stage

  1. Qualified96
  2. Discovery7275% on
  3. Proposal5475% on
  4. Quoted3463% on
  5. Won1956% on

Agreed value by channel · £k · choose one to open it

Agreed value by channel · £k · choose one to open it

Agreed value by person · £k · where a team chooses to show it

  1. S. Patel£52k
  2. J. Okafor£38k
  3. P. Shah£19k

Drill-downAgreed deals by channel

Partner£61k · 9 deals · through label manufacturers and converters

  1. Label stock contractExample Signs Ltd · via Example Labels Ltd£3.8k
  2. Line labelling, one siteExample Foods Ltd · via Example Labels Ltd£12k
  3. Printer estate refreshExample Logistics Ltd · via Example Print Ltd£9.5k

and 6 more

Direct£39k · 7 deals · sold without a partner

  1. Allergen labelling, two linesExample Foods Ltd£4.5k
  2. Traceability software pilotExample Foods Ltd£16k
  3. Label template reviewExample Construction Ltd£2.2k

and 4 more

Reseller£9k · 3 deals · through software and hardware resellers

  1. Printer service agreementExample Logistics Ltd£2.7k
  2. Consumables, first orderExample Print Ltd£3.1k

and 1 more

  1. 01 One set of filtersConceptPeriod, team member and channel apply to every view, so the three screens describe the same sales. Drawn as text here.
  2. 02 Four indicatorsConceptPipeline value, the value expected to close by its close dates, agreed value and follow-up completion.
  3. 03 Pipeline over timeConceptOpen pipeline and cumulative agreed value by month, on one axis.
  4. 04 Funnel, channel and peopleConceptOpportunities reaching each stage with the conversion between them; agreed value by channel and by person.
  5. 05 Drill-downConceptChoosing a channel opens its agreed deals. This control works, on the invented data.
Fig. 4Executive overview, a product concept drawn with invented data: nothing in this figure is built.
The data behind this view, as tables

Four indicators (pipeline £412k across 38 open opportunities, £318k expected to close in the next six months by close date, £109k agreed from 19 deals, 86% of follow-ups on time), pipeline and agreed value by month, the funnel, and agreed value by channel and by person. Choose a channel to open its deals.

Pipeline and agreed value by month · £k
MonthOpen pipeline (£k)Agreed, cumulative (£k)
Dec2406
Jan25513
Feb26222
Mar29029
Apr30138
May31847
Jun33557
Jul34666
Aug36076
Sep38487
Oct39898
Nov412109
Funnel · opportunities reaching each stage
Qualified96
Discovery72
Proposal54
Quoted34
Won19
Agreed value by channel · £k
Partner£61k
Direct£39k
Reseller£9k
Agreed value by person · £k · where a team chooses to show it
S. Patel£52k
J. Okafor£38k
P. Shah£19k

38 open opportunities worth £412k, £318k of it expected to close in the next six months, and 3 stalled deals; open pipeline by stage with its count and value, the open value by expected close month (unweighted), the stalled opportunities and the conversion between stages. Choose a stage to open its opportunities.

ShowingOpen opportunitiesAll stagesAll channels

Open opportunities
38
Across five stages
Pipeline value
£412k
Estimated or quoted
Expected to close
£318k
Next six months, unweighted
Stalled
3
No activity in 14 days

Open pipeline by stage · count and value · choose one to open it

Open pipeline by stage · count and value · choose one to open it

Estimated or quoted value, by the stage each deal is at today.

Expected to close by month · £k · unweighted

  1. 58Dec
  2. 64Jan
  3. 71Feb
  4. 52Mar
  5. 41Apr
  6. 32May

The open value by the close date on each deal, £318k in six months; £94k closes later or has no date. Nothing is weighted.

Stalled · no activity in 14 days

  1. Allergen labelling, four linesExample Foods Ltd · Discovery · £18k31 days
  2. Label stock contractExample Signs Ltd · Quoted · £9k27 days
  3. Printer estate refreshExample Print Ltd · Qualified · £12k24 days

Conversion between stages · 12 months

  1. Qualified → Discovery75%
  2. Discovery → Proposal75%
  3. Proposal → Quoted63%
  4. Quoted → Won56%

Drill-downOpportunities at the stage chosen

Qualified11 opportunities · £84k

  1. Printer estate refreshExample Print Ltd · Direct£12k
  2. Label management, one siteExample Signs Ltd · Partner£8k
  3. Consumables contractExample Logistics Ltd · Reseller£6k

and 8 more

Discovery8 opportunities · £92k

  1. Allergen labelling, four linesExample Foods Ltd · Direct£18k
  2. Warehouse labelling, two sitesExample Logistics Ltd · Partner£24k
  3. Label template libraryExample Construction Ltd · Direct£7k

and 5 more

Proposal7 opportunities · £76k

  1. Printer estate, two sitesExample Print Ltd · Direct£31k
  2. Traceability software pilotExample Foods Ltd · Direct£16k
  3. Label template reviewExample Construction Ltd · Direct£4k

and 4 more

Quoted8 opportunities · £116k

  1. RFID readers, one siteExample Logistics Ltd · Reseller£22k
  2. Line labelling, two sitesExample Foods Ltd · Partner£14k
  3. Label management rollout, three sitesExample Labels Ltd · Partner£9.5k

and 5 more

Negotiation4 opportunities · £44k · awaiting the order

  1. RFID pilot, one siteExample Logistics Ltd · Direct£19k
  2. Line labelling, one siteExample Foods Ltd · Partner£12k
  3. Printer service agreementExample Print Ltd · Reseller£5k

and 1 more

  1. 01 The pipeline in numbersConceptOpen opportunities, their value, what is expected to close and how many have stalled.
  2. 02 By stageConceptCount and value at each stage. Choosing a stage opens its opportunities: this control works, on the invented data.
  3. 03 Expected to closeConceptThe open value by the close date on each deal, month by month, with nothing weighted. Probability-weighted forecasting is not planned; it is a possible later option.
  4. 04 Stalled and conversionConceptDeals with no activity for two weeks, and the rate between each pair of stages.
Fig. 4Pipeline intelligence, a product concept drawn with invented data: nothing in this figure is built.
The data behind this view, as tables

38 open opportunities worth £412k, £318k of it expected to close in the next six months, and 3 stalled deals; open pipeline by stage with its count and value, the open value by expected close month (unweighted), the stalled opportunities and the conversion between stages. Choose a stage to open its opportunities.

Open pipeline by stage · count and value
Qualified · 11£84k
Discovery · 8£92k
Proposal · 7£76k
Quoted · 8£116k
Negotiation · 4£44k
Expected to close by month · £k · unweighted
Dec58
Jan64
Feb71
Mar52
Apr41
May32
Stalled · no activity in 14 days
Allergen labelling, four linesExample Foods Ltd · Discovery · £18k31 days
Label stock contractExample Signs Ltd · Quoted · £9k27 days
Printer estate refreshExample Print Ltd · Qualified · £12k24 days
Conversion between stages · 12 months
Qualified → Discovery75%
Discovery → Proposal75%
Proposal → Quoted63%
Quoted → Won56%

640 first emails, 181 replies (28%), 58 meetings booked (9%) and 13 opt-outs (2%); replies by week, the reply rate each step of the sequence earns, the outcome of every company contacted and the reply rate by industry. Choose a step to open its conversations.

ShowingLast 12 monthsAll sequencesAll industries

First emails
640
To 640 companies
Reply rate
28%
181 replies
Meetings booked
9%
58 meetings
Opt-outs
2%
13, suppressed

Replies by week · last eight weeks

  1. 14W1
  2. 19W2
  3. 17W3
  4. 23W4
  5. 21W5
  6. 26W6
  7. 24W7
  8. 28W8

Reply rate by step · choose one to open it

Reply rate by step · choose one to open it

Follow-ups are kept because they reply: a step that stops replying is dropped.

Outcomes · of 640 companies contacted

  • Replied 28%
  • Opted out 2%
  • No reply 70%

Of the 181 replies, 58 led to a meeting.

Reply rate by industry

  1. Labels and packaging34%
  2. Food manufacturing27%
  3. Logistics24%
  4. Other19%

Drill-downConversations from the step chosen

First email640 sent · 115 replies · 18%

  1. Example Foods LtdPriya ShahReplied · asked for the guide
  2. Example Logistics LtdOperations managerMeeting booked
  3. Example Construction LtdJames OkaforReplied · not now, try in spring

and 112 more

Follow-up 1525 sent · 47 replies · 9%

  1. Example Labels LtdSam PatelMeeting booked
  2. Example Print LtdPurchasingReplied · asked for prices
  3. Example Signs LtdOpted outSuppressed

and 44 more

Follow-up 2478 sent · 19 replies · 4%

  1. Example Logistics LtdWarehouse managerReplied · forwarded to IT
  2. Example Foods LtdQuality managerMeeting booked

and 17 more

  1. 01 Outreach in numbersConceptFirst emails sent, the reply rate, meetings booked and opt-outs.
  2. 02 Replies over time and by stepConceptReplies by week, and the reply rate each step of the sequence earns. Choosing a step opens its conversations: this control works, on the invented data.
  3. 03 Outcomes and safeguardsConceptEvery company contacted ends as replied, opted out or no reply; opt-outs are suppressed before anything is drafted.
  4. 04 By industryConceptWhere the message lands, so the next campaign is aimed.
Fig. 4Outreach performance, a product concept drawn with invented data: nothing in this figure is built.
The data behind this view, as tables

640 first emails, 181 replies (28%), 58 meetings booked (9%) and 13 opt-outs (2%); replies by week, the reply rate each step of the sequence earns, the outcome of every company contacted and the reply rate by industry. Choose a step to open its conversations.

Replies by week · last eight weeks
W114
W219
W317
W423
W521
W626
W724
W828
Reply rate by step
First email18%
Follow-up 19%
Follow-up 24%
Outcomes · of 640 companies contacted
Replied28%
Opted out2%
No reply70%
Reply rate by industry
Labels and packaging34%
Food manufacturing27%
Logistics24%
Other19%

What it covers.

The complete intended product, by the work a sales team actually does. Open a group for its capabilities, each with its status. “Working today” means in daily use in Sysnaro’s own sales work: nothing is yet available for other teams to activate, subscribe to or deploy.

Capture: tell it what happened5 working today · 2 in development · 1 planned · 3 concept

The AI sales assistant turns a note, a dictated update or, in time, a logged meeting into the records, tasks and replies that follow from it, for your approval.

Describe what happenedWorking today
Type or dictate a call summary, a request or a reminder. The assistant reads it in the context of the record, matches the company and proposes activities and follow-up tasks as structured changes.
Approval before anything is writtenWorking today
Approve, edit or dismiss each proposal. An ambiguous company match and any financial figure are held back for your confirmation rather than assumed.
Dictate instead of typingWorking today
Speak the update through on-device speech recognition in a supported browser, straight after the call, and review the proposals it produces. Nothing listens continuously, and no audio is kept.
Draft replies and communicationsWorking today
A reply prepared from the conversation and the record, for you to edit and send. The assistant never sends anything itself.
Contacts and opportunities from a noteWorking today
A new contact at a known company, a new opportunity, or a change to an existing deal, its stage or its values, proposed from what you said and approved like everything else.
New companies from a noteIn development
A company the CRM has never seen, proposed from the note with what you said about it, for your approval.
Asks when unsureIn development
When a company or contact is ambiguous or unknown, the assistant asks rather than guesses, and nothing is invented. Pointing out missing information and likely duplicates before a record is created is in development.
Next steps from the historyConcept
Suggestions informed by what has happened with the account before.
Mobile and hands-free captureConcept
Capture an update by voice on a phone as you leave the meeting, and approve the proposed records from the same screen. The product is desktop-first today.
Meeting and conversation intelligencePlanned
Log a meeting or call as a structured summary, dictated or typed: the requirements, commitments and products discussed, the CRM updates and follow-up tasks proposed from it, and the summary linked to the company, contact and opportunity. Recording and transcription, with the appropriate consent and controls, are under investigation.
Wearable and dedicated recording devicesConcept
Capture from an Apple Watch or a dedicated recorder, under consideration.
Know: companies and contacts3 working today · 3 in development

One record per company and per person, holding everything the CRM knows about them and where that knowledge came from.

One record per company and personWorking today
Companies classified by industry and business type, with their website, their people and the roles and relationships between them, and the communication history, opportunities, tasks and notes linked to the same record.
Evidence behind the informationWorking today
Prospecting information and technology and commercial intelligence recorded with its source and its verification status, so you know what is confirmed and what is inferred.
Record history and auditWorking today
Validation and integrity checks behind every change, and a history of who changed what and when.
Duplicate preventionIn development
A company the CRM already holds is recognised rather than created again when it arrives by enquiry or outreach. The same check when a company or contact is entered by hand, and by the assistant, is in development.
Companies House identificationIn development
A company’s legal identity and status verified against the register, so a prospect is a real entity with a known status.
Contact enrichmentIn development
Evidence-based additions to a contact from permitted sources, recorded with their provenance and subject to the same review, as companies are verified.
Sell: opportunities and pipeline4 working today · 3 planned · 1 concept

Every deal with its stage, its people, its values and the technical scope behind it, with the partner and the end customer kept apart.

Pipeline and stagesWorking today
Opportunities linked to companies, with sales stages and status, the contacts involved and the activity and task history behind each one.
Three values, and the customer’s ownWorking today
Estimated, quoted and agreed values for your commercial fee, held apart from the value of the customer’s project.
Partner, reseller and end customerWorking today
The channel partner you sell through and the end customer behind the order are separate records on the same opportunity.
Requirements and servicesWorking today
The technical and commercial requirements and the services involved, recorded against the opportunity. Product lines are planned with quotations.
Customisable pipelinesConcept
Stages and pipelines defined for the way your team sells.
Quotations and proposalsPlanned
A catalogue of products and services with customer prices, and quotations prepared from the opportunity as documents you approve before they are sent. Later, the assistant proposing the items and quantities for a quotation, while the CRM does every price and calculation.
Expected to closePlanned
The open pipeline by the close date on each deal, month by month, estimated and quoted values apart and nothing weighted. Probability-weighted forecasting is not planned; it is a possible later option.
Stalled opportunitiesPlanned
Deals with no next action, past their expected close or idle for two weeks, surfaced on the working day with the reason.
Reach: email, outreach and campaigns4 working today · 1 planned

The correspondence lives with the record, outreach is accounted for, and every draft is reviewed by a person before it goes anywhere.

Email where the record isWorking today
Gmail history synchronised against each company and contact through Google’s API. A reply can be drafted for review; a person sends it.
Outreach you can account forWorking today
The prospecting email you have sent recognised in the mailbox, historical outreach imported, conversations classified with the assistant’s help, and previously unknown companies identified and researched from their own websites. The CRM sends no prospecting itself.
Replies and follow-upsWorking today
Replies detected and surfaced, follow-up reminders, follow-up drafts prepared for your review and editing, and your own follow-ups recognised. Nothing goes until you send it.
Opt-outs and marketing safeguardsWorking today
Opt-outs, suppression and the rights attached to each source recorded and respected before anything is drafted.
Campaign StudioPlanned
Audiences and contact segments, planned campaigns and outreach sequences of reviewed one-to-one email, AI-assisted copy, and the response, engagement and campaign-to-opportunity reporting behind them, with consent, suppression and source-rights controls throughout. Bulk sending and generated images are decisions not yet taken; automated mass mailing is not how this is designed to work.
See: the working day and sales intelligence1 working today · 2 planned · 1 concept

Know what needs attention without searching for it, and, in time, read how the pipeline and the outreach are performing.

The working dayWorking today
Follow-ups due and overdue, replies needing attention, outreach to check, and the assistant’s drafts and proposals awaiting approval, in one view at the start of the day.
Meetings and commitments on the working dayConcept
Meetings and commitments beside the day’s tasks, from a calendar integration.
Consumables and repeat-order intelligencePlanned
Printer and consumables records and the replenishment opportunities that follow from them.
Sales intelligence and reportingPlanned
Pipeline value by stage and by expected close, quoted value and quote acceptance, follow-up completion, outreach response and enquiry conversion, with filtering, date ranges, drill-down views and export. Channel, customer and velocity insight, team performance and AI-driven analysis are later concepts.
Run: control, security and the service5 working today · 3 concept

Human approval and provenance are built in today; the controls a multi-user service needs are concepts, described as such.

Human approval of every AI-proposed changeWorking today
No record changes and no email leaves on the assistant’s say-so. Drafting is controlled; sending is a person’s act.
Provenance and auditWorking today
Where a piece of information came from, its verification status, and the history of changes to the record.
Safe record matching and credentialsWorking today
Ambiguous company matches are held for confirmation rather than guessed, and email access uses Google’s OAuth consent, never stored passwords.
Company verificationWorking today
A company’s identity, legal form and operating status verified in a review workflow, with the evidence recorded and every change approved. Checks against Companies House are in development.
Backups, retention and erasureWorking today
Automatic backups kept for defined periods, with restore tested, and a process to erase a person’s data on request.
Accounts, users and permissionsConcept
Customer accounts with separated tenants, multiple users and teams, administration, role-based permissions, and retention and access rules per account: the shape of a commercial service, to be validated with its first customers before it is built.
Subscription, onboarding and setupConcept
Subscription plans, onboarding, integration setup and management of AI usage, decided with the service. No plan or price exists.
Mobile accessConcept
The working day and the assistant on a phone. The product is desktop-first today.

Where the information flows.

Information arrives from the systems a sales team already uses, is matched to the record, and leaves only when a person approves it.

  1. Sources

    1. 01 Email and calendar

      Gmail synchronised through Google’s API today; Microsoft 365, Outlook and calendars under consideration

    2. 02 Registers and the web

      Company websites read for research today; Companies House identification and evidence-based enrichment in development

    3. 03 People

      A typed or dictated update today; structured meeting logging planned

  2. The assistant

    1. 04 Interpretation and proposal

      Matches the company, contact and opportunity and proposes the changes as structured records; nothing is assumed

  3. Review

    1. 05 Approval

      A person approves, edits or dismisses each proposal; the only way a record changes

  4. Records

    1. 06 Companies, contacts, opportunities, tasks

      One record per company and person, with provenance and history

  5. Outputs

    1. 07 The working day, drafts and reports

      Follow-ups on the day’s list and replies and follow-ups drafted for review today; reporting and campaigns planned

Fig. 5Where the information flows, from the systems a team already uses to the approved record; each integration’s status is in the list that follows.
Gmail and Google WorkspaceWorking today
Email history synchronised through Google’s API; replies drafted for review in the CRM and sent by a person. Placing those drafts in Gmail’s own Drafts folder is in development.
Anthropic ClaudeWorking today
The assistant’s interpretation and proposals.
Companies HouseIn development
Company identification and legal-status checks against the register.
Microsoft 365 and OutlookConcept
The same email integration for organisations on Microsoft.
Calendar and meeting platformsConcept
Meetings and commitments on the working day from a calendar integration.
Business and sales tools, external APIsConcept
Connections to the tools a team runs alongside the CRM, and an API of the CRM’s own.
Accounting, ERP and specialist business systemsConcept
Invoices, orders, products and pricing from the systems that hold them, once the demand and the access are confirmed.

Built for complex B2B sales.

Sysnaro CRM started in a trade where a deal has a partner, an end customer and a technical scope, and a generic CRM carries none of that. The same structure serves any B2B sales organisation whose deals are not a name and a number.

Partner, reseller and end customer
The label manufacturer you sell through and the food business behind the order are different records, with their own contacts, history and value.
The value of each relationship
Your estimated, quoted and agreed values are held apart from the customer’s project value, so the pipeline shows what you will invoice, not what the project is worth to someone else.
Technical opportunities
Printers, software, labels, consumables and the requirements behind them, recorded against the opportunity rather than lost in an email.
Repeat business
Consumables and replenishment come round again. Spotting them is on the roadmap, and the records are already shaped for it.

Who it is forLabel manufacturers and converters; Label, printer and consumables distributors; Labelling software and hardware resellers; B2B sales teams with channel partners, technical scopes or long relationships.

Where it is going.

Every capability on this page, by status. Each feature is tested in Sysnaro’s own sales work before the next, and this page is updated as features are built.

Working today24 capabilities
  • Describe what happenedCapture
  • Approval before anything is writtenCapture
  • Dictate instead of typingCapture
  • Draft replies and communicationsCapture
  • Contacts and opportunities from a noteCapture
  • One record per company and personKnow
  • Evidence behind the informationKnow
  • Record history and auditKnow
  • Pipeline and stagesSell
  • Three values, and the customer’s ownSell
  • Partner, reseller and end customerSell
  • Requirements and servicesSell
  • Email where the record isReach
  • Outreach you can account forReach
  • Replies and follow-upsReach
  • Opt-outs and marketing safeguardsReach
  • The working daySee
  • Human approval of every AI-proposed changeRun
  • Provenance and auditRun
  • Safe record matching and credentialsRun
  • Company verificationRun
  • Backups, retention and erasureRun
  • Gmail and Google WorkspaceIntegrations
  • Anthropic ClaudeIntegrations
In development6 capabilities
  • New companies from a noteCapture
  • Asks when unsureCapture
  • Duplicate preventionKnow
  • Companies House identificationKnow
  • Contact enrichmentKnow
  • Companies HouseIntegrations
Planned7 capabilities
  • Meeting and conversation intelligenceCapture
  • Quotations and proposalsSell
  • Expected to closeSell
  • Stalled opportunitiesSell
  • Campaign StudioReach
  • Consumables and repeat-order intelligenceSee
  • Sales intelligence and reportingSee
Concept12 capabilities
  • Next steps from the historyCapture
  • Mobile and hands-free captureCapture
  • Wearable and dedicated recording devicesCapture
  • Customisable pipelinesSell
  • Meetings and commitments on the working daySee
  • Accounts, users and permissionsRun
  • Subscription, onboarding and setupRun
  • Mobile accessRun
  • Microsoft 365 and OutlookIntegrations
  • Calendar and meeting platformsIntegrations
  • Business and sales tools, external APIsIntegrations
  • Accounting, ERP and specialist business systemsIntegrations

Sysnaro CRM runs in Sysnaro’s own environment today, for Sysnaro’s own sales work. Customer accounts, billing and onboarding are not built, and will be decided with the first customers. Registering your interest tells us what to build next. You hear from us only if you ask to, and only when there is news.

Questions.

Can I buy it or sign up today?

Not yet. Sysnaro CRM is internal software in daily use at Sysnaro, being developed into a commercial product. There is no price, plan or release date to announce. Registering your interest puts you on the list for news about availability, if you ask for it, and nothing else.

Can I see it working?

You can ask for a demonstration of the application as it is today, and we reply to discuss what is practical. What you see is what the roadmap labels as working; nothing in development or planned is demonstrated as if it were built.

What does the AI do on its own?

Nothing that changes a record or reaches a customer. The assistant reads, matches and proposes; a person approves, edits or dismisses each proposal before anything is written. It drafts email for review and a person sends it. It never sends, writes or communicates by itself, and that stays true as the product grows.

Which email systems does it work with?

Gmail and Google Workspace today, through Google’s API with your own OAuth consent. Microsoft 365 and Outlook are under consideration. The CRM synchronises history against your records, recognises the prospecting email you have sent and drafts replies and follow-ups for review; it sends nothing itself, and a bulk mailing capability is not built.

How is our data handled?

Today the application runs in Sysnaro’s own controlled environment, for Sysnaro’s own records. A commercial service would give each customer its own separated account with role-based permissions, retention and access controls; those are not built, and this page describes them as concepts. The assistant sees the record it is working on and what you tell it; the evidence behind any enrichment is recorded with the record. No certification is claimed.

Is it only for labelling businesses?

It started there, and label manufacturers, converters, distributors and resellers are its first intended customers. The structure that makes it fit that trade, partner and end customer kept apart, three values, technical scope on the opportunity, is what other B2B sales organisations tend to be missing, and the product is being developed with them in mind.

What does registering commit me to?

Nothing. We read what you tell us about how you sell today and use it to decide what to build next. If you tick the box for news, we email you about availability and nothing else, and you can ask us to stop at any time.

Sysnaro CRM

See it as it is today.

Ask for a demonstration of the application as it runs now, or register your interest for when it is ready for other teams. Either takes a minute and commits you to nothing; what you tell us shapes what we build next.

Prefer a conversation first? Discuss Sysnaro CRM.