Product updates

Reply from the address your client wrote to

• If a client writes to info@, your answer goes from info@
• It works with any address Gmail lets you send from
• An email tells you when your whole mailbox is in Syncek

Syncek warns you 3 days before your trial ends

• The email names the date and has one button to pick a plan
• Right after you pay, your plan page confirms it
• Reply to any email from Syncek and it reaches us

Sign up twice and you still have one account

• Syncek emails you a link to sign in instead
• When your sign-in expires, the page tells you so

Right-click a column to sort or hide it

• Shift+F10 opens the same menu from the keyboard
• Filter by that column or move it from the same menu
• A column you hide comes back in the same place

A teammate you remove is told who to contact

• The email says who removed them, and from which workspace
• What they created stays with the organization
• Delete a workspace and its open invitations stop working

Pay for fewer seats, and choose who stays

• Before you confirm, Syncek lists by name who would leave
• You get 7 days to choose who stays, or buy the seats back
• Owners are never removed

A teammate loses their phone and gets back in

• An owner or admin resets their second step in Settings
• They get an email and sign in with their password
• Each reset is kept in the two-step history

Star a record and find it in the sidebar

• Up to 50, from every kind of record, latest star on top
• Your whole workspace sees the same favorites
• Remove the star and it leaves the list at once

See where an invitation leads before you join

• Who invited you, to which workspaces, and in what role
• If it has expired, ask for a new one in one click
• Reset your password midway and you land back on it

Merge duplicates and keep their lists and notes

• Lists, links, notes and comments move to the record you keep
• Fields you left empty fill in from the duplicate
• When it is done, Syncek says how many fields and links moved

Buy during your free trial, pay when it ends

• The plan and seats you buy apply right away
• Prices show in euros or dollars, by where you are
• Invoices show a refund, even a partial one

Move a teammate to another workspace in one step

• Pick their role there, or leave it as Member
• An email tells them where they went, and as what

Hover over a cut-off name to read it in full

• In the sidebar, table headers, your inbox and attachments
• The full name also shows when you reach it with Tab

See how many use two-step before you require it

• A history shows who turned it on or off, and when
• Wrong codes and used backup codes show up there too
• Only owners and admins can open it

Let a workspace admin invite people directly

• They invite from that workspace's own members page
• They can add people as Member or Guest
• The email names the workspaces and is valid for 7 days

Re-sort a table and your selection stays

• Mark 50 records, sort again, and all 50 are still marked
• A record you delete drops out of the selection count
• Records that could not be deleted stay selected to retry

A view you change right before leaving is kept

• Even a change made in the last second before you go
• A value you type into a cell stays while the table refreshes

Your name leaves the record the moment you do

• Close the tab and your team stops seeing you there
• Your table stays still while a teammate works elsewhere

Undo a record you removed from a list

• Undo brings back the values that list held for it
• The record's page links straight to each list's settings
• Joining or leaving a list shows up in the record's history

Five keys run your whole mailbox

• I, O, D and T open Inbox, Sent, Drafts, Templates
• C starts a new message from anywhere in your mail
• Keys stay quiet while you are typing

Email a client without leaving their page

• The subject starts with the record's name
• Reply to mail from your own mailbox right from its row
• The send and the reply both land on their page

Every email with a client, on one page

• The overview says who last wrote to them, and when
• Narrow it to the last 30 or 90 days
• Filter by what came in, or what you sent

Your sign-in code arrives by email

• A 6-digit code lands in your inbox at sign-in
• Choose it instead of your authenticator app

Your 100 newest emails land first

• A counter says how many of your emails have arrived
• Open an attachment straight from the message
• Delete it in Gmail and it leaves here too

Your mail and your records, on a phone

• On a narrow screen a record stacks into one column
• Your mailboxes open from a button above the list
• The main action sits at the right of every toolbar

Bring a mailbox to the workspace that needs it

• A view works from one mailbox, and it says which
• Only the mailboxes serving this workspace are listed

Select every record in a view at once

• One click takes the selection to the whole list, filters included
• The same on your notes and your templates
• The confirm names the real total before you delete

Star a message here, Gmail knows within seconds

Your mailbox and Syncek stay in step, in both directions.

• New mail appears within seconds of reaching Gmail
• Read it on your phone and it reads as read here too

Set Syncek to a 12-hour or a 24-hour clock

• Times on your records read 3:45 PM or 15:45
• The setting sits in Appearance, beside theme and density
• Light mode is a warm off-white, from the canvas to the rails

See every mailbox connected to your organization

• Owner, workspace and last sync, for each one
• Unlink one from a workspace; the mail itself stays put
• Only owners and admins see the page

Cancel every scheduled email in one go

• Select the whole tab, not only the rows on screen
• A message already on its way is left alone
• Put a mail table's columns back the way it opens

Every record shows the emails that belong to it

• The Emails tab, the overview and the timeline agree
• Each message opens with a plain preview of its first lines

How to get your data out of twenty CRMs

• Every export path, and what each one quietly leaves out
• Three of the twenty export one list at a time

You are quoted the price you will be charged

• Prices show in the currency your account settles in
• A yearly plan is quoted as published, never split by twelve
• A workspace already paying cannot buy a second plan

Sign out everywhere, and trusted devices ask again

• Settings says how many devices skip the code
• Every change to your second step is written down
• If your organization requires it, the screen shows you how

Create a contact as you send the email

• A recipient with no record offers to create one
• Send reads "Create & send" when that is all that is missing
• The conversation is on the new record's Emails tab at once

Turn on two-step verification for everyone

Set it up in Settings, and require it across your organization.

• A 6-digit code from your authenticator app at sign-in
• Backup codes for the day you lose your phone
• Trust a device, or end that trust whenever you want

Read a long thread and always know who is talking

• Each message keeps its sender and date on top as you scroll
• Choose to always show images from a sender you trust
• Hover the paperclip to read every file name, and copy it

Your payments and your card, on one screen

• Every charge listed, and each one opens its invoice
• The card on file, with its last four digits and expiry
• A failed payment leaves you 14 days, and names the deadline
• Update, September 2026: a failed payment leaves the workspace 7 days, then it is paused

Show your unread mail with one click

• An Unread switch beside Filter, matching the rows in bold
• A Refresh button that pulls new mail the moment you ask
• Filter attachments by kind: image, PDF, spreadsheet

Read one CRM against another before you choose

• Head-to-head write-ups sit in their own section
• The 20-CRM price table points straight at them

Pick your plan without leaving Syncek

Start on Pro for 15 days, no card, then choose what you keep.

• Upgrade, change or cancel from your organization settings
• Euros or dollars, quoted before you pay
• Cancel and you keep the plan until the day it runs out
• Update, September 2026: each workspace pays for its own plan, from the workspace's settings

Emails between colleagues stay off a client's page

• If everyone on a message works with you, it stays private
• Each connected mailbox belongs to one workspace
• Leave a workspace and your mailbox stops appearing there

Your last workspace is one click away

• The sidebar menu lists your workspaces by recent use
• From eight workspaces up, type a name to find one
• Switching tells you which workspace it is opening

Keep a column on screen while you scroll sideways

• Pin a column to the left or right edge from its header
• Or drag it into place, with the mouse or the keyboard
• Works the same on records, emails and notes

When something doesn't load, one click tries again

• The message says what went wrong, not just that it did
• A form points at the answer to fix, and why
• If you can't see the screen, Syncek reads it out

Choose the day your week starts

• Sunday, Monday or Saturday, chosen once in your profile
• Every calendar in Syncek follows it
• Your notes count their weeks from that day too

Open a saved view and it is already in order

• The first rows you see are the ones you asked for
• Your filters are on before anything appears

Notes grouped by date show each day once

• The number beside a day matches the notes you see
• A pinned note sits with its own day, not on top
• Update, September 2026: a note is starred as a favorite rather than pinned

The customer's name follows you across the table

• Choose which columns stay: three on the left, one on the right
• Works on records, lists, notes and your mailbox
• Come back tomorrow and they are where you left them
• Update, August 2026: up to three columns stay on each side

Syncek opens faster on a slow connection

• The forms for a new email or meeting wait until you ask
• Your home screen gains the most, then the calendar

Mark 500 emails read in one click

• Pick a filter, then act on every email it finds
• Pin or archive the same way, and one undo puts them back
• Or mark a single email read, right in the list
• Update, September 2026: emails are starred as favorites rather than pinned, in bulk too

Syncek tells you which client to call next

The opportunities and contacts with no activity for 14 days.

• Syncek suggests the times when everyone is free
• Book the next meeting without leaving the list
• If nobody shows up, pick from the next free slots

A calendar that already knows your clients

Syncek has a calendar, and every meeting sits with its client.

• Agenda, day, week, month, year, team and table views
• Drag a meeting to a new time, ⌘Z undoes it
• Import your existing meetings from a calendar file

One click and you're in the right workspace

• Follow a link into another workspace and it opens
• If a record type is switched off, the page explains it
• If loading fails, the page says so and won't call it deleted

See what Google will ask before you connect

• See the three permissions Gmail needs before you grant them
• Grant all three, or Syncek can read but not send
• Update, September 2026: connecting Gmail asks for one permission, which covers reading and sending

Mentions only suggest people still on the team

• Someone who left the team drops off the list
• Members with no name stay off the list too

See who else has a record open

• On a board, each card shows who has it open
• Open a record and your team sees you there
• If a teammate is already editing, Syncek warns you

syncek.com menus open the instant you reach them

• Every page sits under Product or Learn, so you pick the right one
• The changelog sits in the top bar, one click from anywhere

syncek.com just got a lot clearer

The site answers what people ask, and why we built it.

• Pages on what it does, who it is for, and your first day
• See the product itself, before you hand over an email

Comments work the same everywhere

• The same comment panel opens on records, notes and tables
• The comment count reads the same in every table

Pricing is spelled out in full

• Every price is per person, per month, on every page
• The plan comparison and the price cards agree

A one-page check for clients who go quiet

• Run through it to see who nobody has spoken to in a while

Watch edits as they happen

• See the exact cells a teammate has highlighted, even a whole block
• A teammate's text appears in the cell as they type
• When a value changes, the cell flashes for a moment so you catch it

See your team working, live

Open a table and see who else is there with you, in real time.

• Photos at the top of the table show who is viewing it
• A name tag marks the cell a teammate is on, so you don't clash
• Notes work the same way, and your other windows appear as you

Start a new list without tidying it first

• A new list opens with the record name in a single column

Notes and Emails remember how you like them

Saved views work on Notes and Emails too.

• Sort, filter and arrange columns; your setup is saved as you go
• Keep several views and switch between them in a click
• Show or hide columns from the table settings

Give your data the whole screen

• Drag the sidebar to the width you like; it stays that way
• Fold the sidebar away with one click when you want the full screen
• Page headers fit in a single row

Board cards you can read at a glance

• Cards lead with the record's name and photo
• Each value on a card carries its field name
• Empty fields stay hidden, so cards stay short

Check a linked record without opening it

Hover over a linked record and its key details appear in a card.

• The card shows the main fields at a glance
• A record shows the lists it belongs to and their own fields
• Linked people and companies show their picture in the table

Add records to a list in one window

• Pick the list and the records in the same window, step by step
• Your most recent lists show up first
• Add a record to a list right from its page

Save with the keyboard, from any window

• ⌘Enter saves, and the shortcut sits by the button
• Save and Cancel are in the same place everywhere

Build a list of records and work on it together

Put the records that belong together into one list you can share.

• Open it as a table, or drag the records across a board
• Comment on any record and remove several at once
• Export a whole list to CSV in one click

Edit a linked record right where it appears

• Change a value without opening the other record
• Choose which columns each tab shows
• Set it up right there, without going to settings

Filter numbers and dates by a range

Text, number and date fields each get their own conditions.

• Filter numbers between a lowest and a highest value
• Ask for dates before, after, or between two days

Find everything a record connects to

Open a record and everything connected to it sits in one tab.

• An Account has its own tab with the Contacts on its Team
• Jump between connected records in a click

Every record has its own conversation

Comment from any row without leaving your table.

• See all your comments in one list
• Post a comment and it appears at once

Pin the records that matter

• Pin a record and it stays at the top of every table
• See which records have open comment threads
• Update, September 2026: you star a record as a favorite rather than pin it

Set your row size once for the whole app

Compact or comfortable, and every table follows.

• One setting for records, mailbox, notes, and drafts
• Syncek remembers it on every device you use

Ask an AI assistant about Syncek

ChatGPT, Claude and Perplexity can read the docs and cite Syncek.

• Share any docs page and the link shows a preview card

Everything Syncek does, written down

Syncek has docs: guides, references, and this changelog.

• Updates land here the day they ship

Write an email without losing your place

• The cursor stays put while you type
• The draft panel stays where you left it
• Subject lines take personalization variables too

One email, personalized for every recipient

Add a field to the text and it fills in per person.

• Insert any field: name, company, opportunity stage
• Reply, Reply all, and Forward, with the thread quoted
• Every message says whether it came in or went out

Make a field required and nobody skips it

• A field marked unique accepts a value only once
• Syncek walks you through the records still missing one

Add a time of day to your records

• Spin the wheel to a time, or take the current one
• See how any of the 21 field types looks before you save
• Pick compact or comfortable rows for each view
• Update, July 2026: row size is one setting of your own, Table density in Appearance

Scroll thousands of rows without a stutter

• Sorting and resizing keep up while you scroll
• Records, mailbox and drafts all scroll this way

Notes have comment threads too

• Mention a teammate with @ from any thread
• React with a full-color emoji
• Link a field to more than one kind of record

Open a note with one click

• The comment count on a note counts open threads
• One switch shows or hides the comments on a note

Edit tables like a spreadsheet

• Clear a cell with one keystroke
• Right-click a cell and a menu opens
• Undo any change with ⌘Z

See all your notes in one table

• Sort them, edit in place, add system columns
• Switch to cards whenever you want

Every failed email says what went wrong

• The reason comes in plain words
• Retry the send with one click

Nothing you click twice happens twice

That covers imports, sends, invites and new records.

• Lose your connection mid-import and nothing lands twice

Put the whole app in dark mode

• Each person picks light, dark, or their system setting
• Syncek remembers your choice on every device you use
• Load a page and it comes up dark, no white flash

Scroll straight through any list

• Records, emails, teammates and views load as you scroll

Your data never leaves your workspace

• One workspace can never read another's data
• Every image you upload is checked on the way in

Syncek emails you if your mailbox disconnects

• A clear error in the app, and an email to reconnect
• If Google stumbles, Syncek retries and keeps the message

Open a contact and read every email at once

• A thousand emails on one contact arrive together

Pin the emails that matter, archive the rest

• Your mailbox stays in step with Gmail, both ways
• Update, September 2026: you star an email as a favorite rather than pin it, and it sits under Favorites

Read and answer your Gmail inside Syncek

Connect Gmail in two clicks. Mail flows both ways.

• Every email links itself to its contact, account and opportunity
• Read, compose, reply and schedule without leaving Syncek

Six CRM automations worth setting up on day one

• Another new playbook maps a modern agency's tools

A playbook for putting your CRM data in order

• A second one names the five metrics worth tracking

Hand your organization over to a teammate

• Syncek walks you through the handover, step by step
• The work already done stays exactly where it is

Use Syncek with a keyboard, or have it read to you

Contrast, tap targets and focus all meet WCAG 2.2 AA.

• Reach every control from the keyboard, and hear its name

Your data has a restore point for every day

• The backup runs on its own, once a day

Syncek next to HubSpot, Salesforce and 18 more

• Search the table and filter it to the ones you want

Delete your account, the team keeps its work

• Confirm with your password and the account goes

Every page loads over HTTPS

• Certificates renew themselves, so the padlock never lapses

Take a CRM playbook without signing up

• A free library of reference cards for running a CRM

Share a Syncek link and it shows a card

• Every page on the site has its own preview card

Your records stay inside your own workspace

• Not even our own tools can read them
• Background work never leaves that workspace

Your waitlist sign-up goes through, every time

• Sign in and you land on the page you asked for

syncek.com opens to the public

• Pricing for every plan, spelled out in full
• A walk through the product, screen by screen
• Side by side against spreadsheets and older CRMs

Bring your contacts in from a spreadsheet

• Upload a CSV or Excel file and match up the columns
• Emails, phone country codes and photos are read for you
• Undo a whole import in one click

Every edit, timestamped

• Every record shows what changed, who changed it, and when
• One bulk edit reads as one line, not fifty
• Full history on every opportunity, contact and account

Export any slice of your data, anytime

• CSV and JSON, every time
• Pull 50,000 rows in the background and keep working
• No lock-in, and no 'contact us to get your data out'

Stop losing context across your team

Every opportunity now carries its full history with it.

• Leave comments on any record, with @mentions
• Notes on the record, or in a space of their own
• Merge duplicate contacts in one click

Make every record page yours

A record page that respects how your team actually works.

• Drag the six most important fields into your highlights row
• Pick which fields show in the sidebar
• Set it once per kind of record and every one of them matches

Accounts come with their fields already built

• Industry, revenue, headcount and socials, so you build none
• A main photo on every account, contact and opportunity
• Two new field types: Team and Image

Notes that don't make you miss Notion

One editor for notes, comments and record descriptions.

• Headings, lists, tables, checkboxes and code blocks
• Paste from Google Docs and keep the formatting
• Save and load your own templates
• Update, March 2026: the notes editor has no code blocks

Copy, paste, repeat

The spreadsheet muscle memory you already have, respected.

• Copy a cell, a row or a block with ⌘C, paste it into Excel
• Select many rows with Shift, then export or delete them
• Column footers show sum, average, count, min, and max

Drag opportunities across a board

• Create, rename, hide and reorder your own stages
• Each card shows how long it has sat in its stage
• Fast at any size: 10,000 opportunities, no lag

Fields for every shape of business

Every field type your business needs, and they all work everywhere.

• Text, number, currency, date, address, email and phone
• Star ratings, stages, sub-fields and links between records
• Every type works in filters, sorting, editing and boards

Save a view and share it with your team

• Filter, sort and pick columns, then save it with a name
• Everyone on the team reads the same data the same way
• Flip the same records between a table and a board

The table that feels like a spreadsheet

A table that behaves like the spreadsheet your team lives in.

• No lag at scale: scroll 50,000 rows without a pause
• Resize columns, drag to reorder, double-click a cell to edit
• Filters that fit the field, plus sorting on several columns

See every device signed in to your account

• Device and location on each session, with a revoke button
• Sign out of everything in one click
• Delete your account, and a goodbye email confirms it

Owner, Admin and Member, from the first invite

Get your whole team in, with the right access from the first click.

• Invite teammates by email or share a link
• Each role only sees what it is allowed to
• Update, April 2026: a fourth role, Guest, can read every record but change none

Sign in with Google, GitHub or email

• Link several sign-in methods to one account
• Workspaces inside your company, each with its own team
• Switch between them from a menu, no signing in again