Sysnaro CRM
An AI-assisted CRM, designed and built in-house for specialist B2B businesses in labelling, barcode technology and traceability. In daily use at Sysnaro, and in ongoing development.
- 01 Companies and contactsClassified by industry and business type, with their relationships and commercial history.
- 02 OpportunitiesChannel partner and end customer kept separate; Sysnaro’s estimated, quoted and agreed values held apart from the customer’s project value.
- 03 CommunicationsEmail history synchronised from Gmail; a reply can be drafted for review, and a person sends it.
- 04 The assistantInterprets the note in the context of the record and proposes activities, follow-up tasks, contacts and opportunities as structured changes.
- 05 ApprovalNothing is written to the record until a person approves, edits or dismisses the proposal.
- 06 The working dayThe approved task joins today’s list, with its follow-up date.
Problem
Specialist B2B businesses manage their relationships across disconnected tools: email in one place, commercial records in a spreadsheet, tasks somewhere else, and the context in people’s heads. In labelling and traceability the commercial activity spans consultancy, software, hardware, consumables and channel partners, and a generic CRM carries none of that: it cannot tell a label manufacturer from a reseller, a printer opportunity from a software one, or a partner from the end customer behind them, and it leaves the follow-up to memory.
Environment
Sysnaro’s own commercial operation: the companies, contacts, opportunities and email of a new consultancy, in the commercial language of the industry it serves. The application had to bring structured records, communications, opportunity management and an assistant into one place while keeping a person in control of every action that matters: sending an email, changing a record, recording a value.
Approach
A bespoke application built around the records the business actually works with. Companies and contacts are classified by industry and business type and hold their relationships and commercial history. Opportunities are linked to companies, with the channel partner and the end customer kept separate, with sales stages, and with Sysnaro’s own estimated, quoted and agreed values held apart from the customer’s project value. Gmail is connected through Google’s API, so the email history sits with the record. An assistant built on Anthropic’s Claude takes typed text or dictated voice, interprets a conversation or an instruction, matches the company, and proposes activities, follow-up tasks, contacts and opportunities as structured changes that a person reviews and approves before anything is written; ambiguous matches and financial figures are held back for confirmation. It can draft an email reply for review; a person sends it. Development has been incremental: each feature tested against the real workflow before the next.
Outcome
In daily use at Sysnaro for company and contact management, email, opportunity tracking, activity history and AI-assisted administration. It is the firm’s own evidence that it can design, build, integrate and operate business software around specialist commercial requirements. Development continues on commercial intelligence, automation and the platform’s suitability for wider use in the industry: what it does today and where it is going.
What is built
Companies and contacts: central records, classified by industry and business type; the relationships between companies and their contacts; search, filtering and prospecting information; technology and commercial intelligence, with its evidence and verification status recorded.
Opportunities: linked to companies, with channel partner and end customer kept separate; sales stages and status; Sysnaro’s estimated, quoted and agreed values, separate from the customer’s project value; linked activities, contacts and follow-up tasks. Opportunities are created and updated by the user, or proposed by the assistant from a note for approval.
Email: Gmail connected through Google’s API and OAuth; synchronised history against each record; replies and follow-ups drafted by the assistant for review and sent by a person; the prospecting email a person has sent recognised, with replies and opt-outs detected and follow-up reminders raised. The assistant never sends anything itself.
The assistant: a conversational interface built on Anthropic’s Claude, by typed text or on-device dictation in a supported browser. It interprets conversations and instructions, matches the company, proposes activities, follow-up tasks, contacts and opportunities as structured changes, and waits for approval before any record changes. Ambiguous matches and financial information are held back for confirmation.
The working day: a today view, task management and follow-up scheduling, activity history, and validation and data-integrity controls behind every change.
In development
Planned or in progress, not yet in the application: new companies created from a note; duplicate detection on entry and Companies House identification; consumables and printer intelligence; product and quotation management; repeat-order and replenishment opportunities; structured meeting logging; targeted prospecting and campaign management, with AI-assisted campaign content; sales intelligence and reporting. The product page keeps the full list, every capability by status.
Not built, and not promised: multi-tenant customer accounts, subscription billing, public onboarding, Microsoft 365, calendars, mobile access and an API. Sysnaro CRM is an internal platform, not a launched product.
Technology and integrations
Next.js and React with TypeScript on Node.js, a SQLite relational database, the Gmail API with Google OAuth, the Anthropic Claude API for the assistant, browser speech recognition for voice input, and a launcher for the macOS environment it runs in. It runs in Sysnaro’s own controlled environment and is not a cloud-hosted, multi-tenant service. Integrated today: Gmail and Google Workspace, Anthropic Claude, and the application’s own company, contact, task, opportunity and communication workflows. This website’s enquiry forms are not connected to it; enquiries arrive by email, and any other external integration would be future work.
How the platform is arranged.
From a note to the record: the assistant proposes, a person approves, and nothing is sent or written on its own.
People
01 A note or an instruction
Typed, or dictated through the browser’s speech recognition: a call summary, a request, a reminder
The assistant
02 Interpretation
Claude reads the note in the context of the record and matches the company; an ambiguous match is held back for confirmation
03 Proposal
Activities, follow-up tasks, contacts and opportunity changes proposed as structured changes; financial figures are never assumed
Review
04 Approval
A person approves, edits or dismisses each proposal; nothing is written without it
Records
05 Companies, contacts, opportunities
The approved changes are recorded against the company and its opportunity
06 The working day
The task joins today’s list, with its follow-up date
Communications
07 Gmail
Email history synchronised through Google’s API; a reply can be drafted for review, and a person sends it
FeedbackWhat happens next is recorded against the same company and opportunity.
Interested in Sysnaro CRM?
We’re exploring its wider potential.
Sysnaro CRM was built for our own operation, and we’re exploring whether it could serve other businesses in the labelling, packaging and traceability industry. If your organisation would benefit from more intelligent customer management, commercial opportunity tracking and industry-specific sales workflows, we’d welcome a conversation. It isn’t available as a product yet; enquiries help us decide what to build next.
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