SyncERP
AI-native ERP
Revenue
DealPilot and RelateIQ

Sales and CRM

From lead to quotation, order, invoice, customer 360, campaigns, opportunities, forecasts, and AI next actions.

Revenue teams see the customer, the pipeline, and the invoice in one connected system.

Live workflow
Sales CRM agent path
1Capture lead
2Qualify opportunity
3Quote and approve
4Create order or invoice
5Coach next best action
Customer 360
Forecasts
AI next actions
Detailed features

What Sales CRM includes

Sales Execution

Customers
Quotations
Sales orders
Proforma invoices
Delivery notes
Sales returns
Payment terms
Price books
Bundles

CRM

Leads
Contacts
Organizations
Opportunities
Campaigns
Activities
Web forms
Customer 360

Revenue Intelligence

Approvals
Playbooks
Territories
Commissions
Forecast
Performance
Automation rules
CRM reports
AI insights
Why it matters

ERP depth with agent discipline.

SyncERP does not replace controls with magic. Agents help users move faster, but every sensitive action can be previewed, confirmed, and audited.

Connected data

Records update adjacent modules instead of living in silos.

Human checkpoints

Write actions can pause for confirmation before execution.

Traceable learning

Corrections improve routing and aliases without hiding the history.

Invite-only preview

Build your company nervous system.

SyncERP is rolling out to a limited set of early customers. Get a hands-on founder-led setup instead of a generic demo link.