TRANSACTIONAL CRM & AI
TRANSACTIONAL CRM & AI
Give your sales teams a competitive edge with an intelligent, personalized, AI-powered CRM, seamlessly connected to your ERP and business data.
Give your sales teams a competitive edge with an intelligent, personalized, AI-powered CRM, seamlessly connected to your ERP and business data.
Sales activity, transaction history and behavioral insights come together to surface valuable intelligence, identify opportunities and guide sales representatives toward the next best action.
AI is embedded directly into workflows to reduce administrative tasks and free up more time for customer relationships.
Native AI
Embedded into everyday workflows
360°
Visibility into your sales operations
0 %
Commission fees
THE FOUNDATIONS OF YOUR CRM
A CRM Built Around Your Sales Operations.
ENHANCED 360° CUSTOMER VIEW
Understand every customer in context. Combine CRM data, transactions and interactions to continuously enrich your understanding of each account.
ENHANCED 360° CUSTOMER VIEW
Understand every customer in context. Combine CRM data, transactions and interactions to continuously enrich your understanding of each account.
BUILT-IN AI
Embed intelligence directly into your workflows. Identify valuable signals, prepare customer interactions and automate selected tasks as part of your teams' daily activities.
BUILT-IN AI
Embed intelligence directly into your workflows. Identify valuable signals, prepare customer interactions and automate selected tasks as part of your teams' daily activities.
CONNECTED ERP & DATA
Unlock the full potential of your business data. Bring orders, quotes, products, pricing, margins and inventory into your CRM to bridge the gap between sales activity and transactional data.
CONNECTED ERP & DATA
Unlock the full potential of your business data. Bring orders, quotes, products, pricing, margins and inventory into your CRM to bridge the gap between sales activity and transactional data.
TAILORED TO YOUR BUSINESS
Adapt your CRM to the way you sell. Workflows, roles, management rules and user interfaces are designed around your organization and sales processes.
TAILORED TO YOUR BUSINESS
Adapt your CRM to the way you sell. Workflows, roles, management rules and user interfaces are designed around your organization and sales processes.
Un CRM conçu autour de votre réalité commerciale.
LES FONDATIONS DE VOTRE CRM
SUR MESURE MÉTIER
Adaptez le CRM à votre façon de vendre. Parcours, rôles, règles de gestion et usages sont conçus autour de votre organisation et de vos processus commerciaux.
ERP & DATA CONNECTÉS
Exploitez toute la richesse de vos données. Commandes, devis, produits, tarifs, marges ou stocks alimentent votre CRM pour rapprocher activité commerciale et réalité transactionnelle.
IA NATIVE
Intégrez l’intelligence au cœur des parcours. Détectez les signaux utiles, préparez les échanges et automatisez certaines tâches directement dans le quotidien de vos équipes.
VISION 360° AUGMENTÉE
Comprenez chaque client dans son contexte. Croisez données CRM, transactions et interactions pour enrichir en continu la connaissance de chaque compte.
AI Is Transforming the Way Your Sales Teams Sell.
UNDERSTAND
Combine CRM and ERP data with customer interactions to build a complete picture of every account. Before each meeting, AI summarizes orders, recent conversations and key insights to help your sales teams prepare.
ANTICIPATE
Detect early signals across your customer portfolio: declining purchase frequency, pending quotes, churn risks and cross-selling opportunities. AI identifies which accounts to prioritize and which opportunities to pursue.
RECOMMEND
Bring together customer context and insights to identify the Next Best Action for every account: follow-ups, sales opportunities, meetings or other sales activities.
ACT
Turn recommendations into action directly within your CRM.
COMPRENDRE
Croisez vos données CRM, ERP et vos interactions pour comprendre chaque client. Avant chaque rendez-vous, l’IA synthétise les commandes, les derniers échanges et les informations clés pour préparer vos commerciaux.
COMPRENDRE
Croisez vos données CRM, ERP et vos interactions pour comprendre chaque client. Avant chaque rendez-vous, l’IA synthétise les commandes, les derniers échanges et les informations clés pour préparer vos commerciaux.
ANTICIPER
Détectez les signaux faibles de votre portefeuille : baisse de fréquence d’achat, devis en attente, risques d’attrition et opportunités de vente croisée. L’IA identifie les comptes à prioriser et les opportunités à saisir.
ANTICIPER
Détectez les signaux faibles de votre portefeuille : baisse de fréquence d’achat, devis en attente, risques d’attrition et opportunités de vente croisée. L’IA identifie les comptes à prioriser et les opportunités à saisir.
RECOMMANDER
Synthétisez le contexte et faites émerger la Next Best Action pour chaque compte : relance, opportunité, rendez-vous ou action commerciale.
RECOMMANDER
Synthétisez le contexte et faites émerger la Next Best Action pour chaque compte : relance, opportunité, rendez-vous ou action commerciale.
AGIR
Passez de la recommandation à l’action directement depuis votre environnement CRM.
Copilotes métier
Recherche conversationnelle
Alertes intelligentes
Recommandations
Personnalisation
Automatisation
AGIR
Passez de la recommandation à l’action directement depuis votre environnement CRM.
Copilotes métier
Recherche conversationnelle
Alertes intelligentes
Recommandations
Personnalisation
Automatisation
A CRM That Understands, Analyzes and Acts
Alongside Your Teams.
Intelligent
Your AI assistant uses available sales and transactional data to summarize customer accounts, identify issues requiring attention, prepare for meetings and guide your next steps.
From Insights to Action.
By combining your sales and transactional data, the assistant can answer your questions, analyze your customer portfolio and prepare your next actions: emails, follow-ups, tasks or sales opportunities.
Summarize this account before my meeting.
Summarize this account before my meeting.
Which customers might be interested in this product range?
Which customers might be interested in this product range?
Draft a personalized follow-up for this quote.
Draft a personalized follow-up for this quote.
Which accounts are at risk of churn?
Which accounts are at risk of churn?
Dictate Your Meeting Notes. Let Your CRM Take It From There.
After a customer meeting or while on the go, your sales representatives can simply dictate their meeting notes from their mobile devices. AI turns the conversation into structured information and prepares the next steps.
STRUCTURE
Key points, decisions, and objections are organized in the meeting notes.
UPDATE
ORGANIZE
PREPARE NEXT STEPS
STRUCTURE
Key points, decisions, and objections are organized in the meeting notes.
UPDATE
Useful business information, such as a deadline or a budget, enriches the CRM.
ORGANIZE
Follow-up tasks are created from the commitments made during the conversation.
PREPARE NEXT STEPS
A thank-you or confirmation email is prepared for the sales representative.
PREPARE NEXT STEPS
A thank-you or confirmation email is prepared for the sales representative.
Your Business Expertise and Processes, Powered by AI.
After a customer meeting or while on the go, your sales representatives can simply dictate their meeting notes from their mobile devices. AI turns the conversation into structured information and prepares the next steps.
FIELD SALES TEAMS
Focus on your customers. Prepare for meetings and sales visits, identify priority accounts and spend less time on administrative tasks.
SALES OPERATIONS & SUPPORT
Get the right context, instantly. Access sales and transaction history to identify issues requiring attention, such as pricing discrepancies, blocked orders or missing information.
SALES OPERATIONS & SUPPORT
Get the right context, instantly. Access sales and transaction history to identify issues requiring attention, such as pricing discrepancies, blocked orders or missing information.
MANAGERS & EXECUTIVES
Drive performance with AI-powered insights. Improve sales forecasting through data analysis, detect performance gaps earlier and identify the teams or accounts that need your attention.
MANAGERS & EXECUTIVES
Drive performance with AI-powered insights. Improve sales forecasting through data analysis, detect performance gaps earlier and identify the teams or accounts that need your attention.
Your Business Rules, Embedded into Every Workflow.
Lead qualification, sales routing, approval processes and pricing conditions: your business rules and data power workflows tailored to each situation.
AI can qualify leads, assign them to the most relevant sales representative or suggest offers tailored to each customer's profile and your margin objectives.
All Your Sales Activities. One Seamless Experience.
A single platform connecting prospecting, sales and after-sales support, with AI at the heart of every interaction.
A UNIFIED SALES EXPERIENCE
All Your Sales Activities. One Seamless Experience.
A single platform connecting prospecting, sales and after-sales support, with AI at the heart of every interaction.
PROSPECTS & CUSTOMERS
Centralize contacts, customer information and insights in one place.
OPPORTUNITIES & PIPELINE
Track sales opportunities, monitor progress and manage next steps.
EMAILS & CALENDARS
Keep your conversations and meetings connected to their sales context.
FOLLOW-UPS & TASKS
Organize follow-ups and automate recurring activities.
REPORTING & FORECASTING
Monitor sales performance and forecast future trends with a consolidated view of your business.
AI & BUSINESS ASSISTANCE
Ask questions about your data, generate summaries and prepare your next actions.
A CRM Designed to Be Used.
The right information, for the right people, at the right time. An intuitive experience across desktop and mobile, designed to minimize manual data entry and make information instantly accessible, with voice notes and AI-powered assistance available wherever your teams work.
A CRM Designed to Be Used.
The right information, for the right people, at the right time.
An intuitive experience across desktop and mobile, designed to minimize manual data entry and make information instantly accessible, with voice notes and AI-powered assistance available wherever your teams work.
Your CRM, Seamlessly Integrated into Your Ecosystem.
Your CRM connects to your ERP, data and business applications to ensure information flows seamlessly across your sales operations.
Orders · Quotes · Products · Pricing · Margins · Inventory · Invoices · Outstanding Payments
Messaging · Calendars · Telephony · Business Applications
These integrations enrich customer insights and enable AI to recommend relevant actions, including those based on email interactions.
Your CRM, Seamlessly Integrated into Your Ecosystem.
Your CRM connects to your ERP, data and business applications to ensure information flows seamlessly across your sales operations.
Orders · Quotes · Products · Pricing · Margins · Inventory · Invoices · Outstanding Payments
Messaging · Calendars · Telephony · Business Applications
These integrations enrich customer insights and enable AI to recommend relevant actions, including those based on email interactions.
Your Business Comes First. Intelligence Follows.
A collaborative design approach that brings together your workflows, processes and data to build a CRM tailored to the way your sales teams operate.
DISCOVERY & BUSINESS NEEDS
We immerse ourselves in your teams' day-to-day operations to understand the sales processes, business rules and workflows that shape their activities.
Your CRM and ERP data is analyzed in parallel to identify high-value AI use cases: lead qualification, signal detection, voice recommendations and automation.
DESIGN & PROTOTYPING
We work closely with your teams to design user journeys, interfaces and interactions that genuinely simplify their daily work.
AI-powered features are prototyped from this stage, including conversational search, recommendations, business-specific prompts and contextual assistants tailored to your terminology and industry requirements.
Intelligent
DEVELOPMENT & INTEGRATION
Your CRM is developed using an agile approach and connected to your ERP, data and business applications.
AI capabilities are embedded into relevant workflows, with appropriate access controls and safeguards for sensitive data.
DEPLOYMENT & ADOPTION
The CRM is progressively rolled out across your teams, supported by training and change management.
User feedback then helps refine workflows, business rules and AI capabilities over time, continuously improving the relevance of recommendations and AI assistants.
We have proven experience in the most demanding sectors
Multi-entity distribution
B2B trade
International trading
Mutuals
Corporate insurance
We have proven experience in the most demanding sectors
Multi-entity distribution
B2B trade
International trading
Mutuals
Corporate insurance
We have proven experience in the most demanding sectors
Multi-entity distribution
B2B trade
International trading
Mutuals
Corporate insurance
Votre métier d’abord. L’intelligence ensuite.
Une démarche de co-conception pour transformer vos usages, vos processus et vos données en un CRM adapté à votre réalité commerciale.
Compréhension & usages
Nous nous immergeons dans le quotidien de vos équipes pour comprendre vos processus commerciaux, vos règles métier et les usages qui structurent votre activité.
Vos données CRM et ERP sont analysées en parallèle pour identifier les cas d’usage IA à plus forte valeur : qualification, détection de signaux, vocal, recommandation ou automatisation.
Compréhension & usages
Nous nous immergeons dans le quotidien de vos équipes pour comprendre vos processus commerciaux, vos règles métier et les usages qui structurent votre activité.
Vos données CRM et ERP sont analysées en parallèle pour identifier les cas d’usage IA à plus forte valeur : qualification, détection de signaux, vocal, recommandation ou automatisation.
Design & prototypage
Nous concevons avec vos équipes les parcours, interfaces et interactions qui simplifieront réellement leur quotidien.
Les usages IA sont prototypés dès cette étape : recherche conversationnelle, recommandations, prompts métier ou assistants contextualisés selon votre vocabulaire et vos spécificités sectorielles.
Intelligent
Développement & intégration
Le CRM est développé de manière agile et connecté à votre ERP, vos données et vos outils métier.
Les capacités IA sont intégrées aux flux utiles, avec une gestion adaptée des accès et des données sensibles.
Déploiement & accompagnementde la cible
Le CRM est progressivement déployé auprès des équipes, avec formation et accompagnement au changement.
Les retours terrain permettent ensuite d'affiner les parcours, les règles métier et les usages IA au fil de l'utilisation, afin d'améliorer progressivement la pertinence des recommandations et des assistants.
FORMAT DE LA MISSION
Résultats en 2 à 8 semaines
À partir de 20 K€
Une analyse orientée action
Nous avons une expérience éprouvée dans les secteurs les plus exigeants
Distribution multi-filiales
Commerce B2B
Négoce international
Mutuelles
Assurances
Pourquoi les entreprises choisissent notre solution ?
Mise en place rapide
Expérience utilisateur pensée pour les pros
Connecté à votre ERP
Sécurité, robustesse, performance
Un outil qui crée de la satisfaction client
They trust Synako to transform their business software.
With Synako, we built a B2B portal that delivers an unprecedented level of service in our market. Our customers now have everything available in self-service: they can place orders and access their information with complete autonomy. The user journey has become so seamless, practical, and efficient that they quickly embraced the tool as their go-to solution for regular use — hassle-free. It is this simplicity and ease of use that drives their loyalty today.
Nelly Lafitte
Projects director
“We were truly impressed by Synako’s efficiency, both from a technical standpoint (including the integration with SAP Business One) and in terms of visual execution. Synako’s project team fully understood our internal operations and client processes in order to deliver this customer portal. The project was managed seamlessly, with strong coordination across all internal stakeholders at Capsul’in Pro. We are delighted with this collaboration. It has been a great success!”
Thomas
CFO
Thanks to the LAB, we have gained greater clarity and organization in our work, while continuously improving our processes. Our quality protocol has been strengthened through more detailed step-by-step tracking, fostering better communication both within our internal teams and with our suppliers.
Denis
Director of Quality and Training - Belco
With Synako, we built a B2B portal that delivers an unprecedented level of service in our market. Our customers now have everything available in self-service: they can place orders and access their information with complete autonomy. The user journey has become so seamless, practical, and efficient that they quickly embraced the tool as their go-to solution for regular use — hassle-free. It is this simplicity and ease of use that drives their loyalty today.
Nelly Lafitte
Projects director
“We were truly impressed by Synako’s efficiency, both from a technical standpoint (including the integration with SAP Business One) and in terms of visual execution. Synako’s project team fully understood our internal operations and client processes in order to deliver this customer portal. The project was managed seamlessly, with strong coordination across all internal stakeholders at Capsul’in Pro. We are delighted with this collaboration. It has been a great success!”
Thomas
CFO
Thanks to the LAB, we have gained greater clarity and organization in our work, while continuously improving our processes. Our quality protocol has been strengthened through more detailed step-by-step tracking, fostering better communication both within our internal teams and with our suppliers.
Denis
Director of Quality and Training - Belco
Why do companies choose our solution?
20+ years of experience
Integrated multidisciplinary expertise
Business expertise & responsible AI
Tailored support
Pourquoi les entreprises choisissent notre solution ?
Mise en place rapide
Expérience utilisateur pensée pour les pros
Connecté à votre ERP
Sécurité, robustesse, performance
Un outil qui crée de la satisfaction client