Welcome to Syncek

Syncek is a CRM you can shape around the way your team already works — records, pipelines, and views you define, not a fixed schema you have to bend to. This guide walks you from an empty workspace to a running pipeline your whole team can use, in a few minutes.

Create your workspace

When you sign up, Syncek creates an organization for your company and your first workspace inside it. A workspace is the container for one team's data — its records, pipelines, and views. Most companies start with a single workspace and add more only when a team needs a fully separate space.

To finish setting up:

1. Give the workspace a name your team will recognize (usually your company or team name).
2. Set your default currency and time zone — these drive how amounts and dates are shown.
3. Invite the first few teammates so you are not working alone (more on that below).

Understand records and objects

Everything in Syncek is a record, and every record belongs to an object. Out of the box you get the objects most teams need on day one:

• Contacts — the people you talk to.
• Accounts — the companies those people belong to.
• Deals — the deals you are working, each moving through a pipeline.

Objects are not fixed. You can add your own fields to any object — a dropdown, a date, a number, a link to another record — and you can create entirely new objects when your process needs them. A field you add once is available everywhere that object appears: tables, filters, and the record page.

Start with the built-in objects and add fields as you feel the need. It is far easier to grow the model than to plan a perfect one up front.

Import your data

Rather than typing records in by hand, bring in what you already have. Syncek imports from a CSV or JSON file and maps each column to a field:

1. Open the object you want to fill — say Contacts.
2. Choose Import, then upload your file.
3. Match each column in your file to a Syncek field. Unmapped columns are skipped, so you can bring in only what you need.
4. Review the preview and confirm.

Duplicate detection runs on import, so re-importing an updated file updates the matching records instead of creating copies.

Build a pipeline

A pipeline is how a record moves from start to finish — a sales deal from New to Won, a hiring candidate from Applied to Hired. Each pipeline is a set of ordered stages, and every record sits in exactly one stage at a time.

To set one up:

• Open the object the pipeline belongs to (for a sales pipeline, that is Deals).
• Switch to the Board view to see records as cards grouped by stage.
• Rename the default stages to match your process, and drag a card between columns to move it forward.

Because stages are just a field, you can filter, sort, and report on them like any other data — no special reporting tool required.

Invite your team

Syncek is built to be shared. Invite teammates from Settings → Members:

• Enter their work email and choose a role. Roles control who can change the data model versus who can only edit records.
• Each person gets their own view of the same shared data — the records, pipelines, and views live in the workspace, not on any one account.
• Activity like notes and updates is attributed to whoever made it, so the team always has context.

Where to go next

You now have a workspace, your data, a pipeline, and a team. From here:

• Create a view — a saved filter and sort — for each way your team slices the data (for example, "My open deals this quarter").
• Add the custom fields your process depends on before they become a habit to track in your head.
• Keep an eye on the Changelog — Syncek ships improvements continuously, and new capabilities land there first.