Features
The CRM that opens like a spreadsheet.
Records, pipelines, email and the whole history of an account, in one place your team already knows how to use.
What Syncek does
Records
It opens as a table. Sort it, filter it, edit a cell in place, the way you already work in the file you keep today.
Export
Sorted byAnnual RevenueStatusisActiveSearch...New Account
AccountDomainIndustryEmployeesAnnual RevenueStatusEmailOwner
Mercadonamercadona.esRetail105,000$38,800,000,000Activeinfo@mercadona.esSarah Chen
Spotifyspotify.comMedia7,400$15,700,000,000Activepartners@spotify.comSalva Moreno
Airbnbairbnb.comTravel7,300$11,100,000,000Activebusiness@airbnb.comSarah Martin
Zalandozalando.comE-commerce15,900$10,700,000,000Activeinfo@zalando.comChris Taylor
Shopifyshopify.comE-commerce8,100$8,880,000,000Activesales@shopify.comNina Patel
Stripestripe.comFintech8,500$5,100,000,000Activesales@stripe.comSarah Chen
Revolutrevolut.comFintech10,100$3,300,000,000Activebusiness@revolut.comSalva Moreno
Klarnaklarna.comFintech4,200$2,800,000,000Activepartners@klarna.comSarah Martin
Deliveroodeliveroo.comDelivery3,800$2,700,000,000Activebusiness@deliveroo.comChris Taylor
Datadogdatadoghq.comAnalytics5,200$2,700,000,000Activesales@datadoghq.comNina Patel
Boltbolt.euMobility4,000$2,100,000,000Activeinfo@bolt.euSarah Chen
Adyenadyen.comFintech4,100$2,000,000,000Activesales@adyen.comSalva Moreno
Slackslack.comSoftware2,500$1,700,000,000Activesales@slack.comSarah Martin
Glovoglovoapp.comDelivery3,500$1,700,000,000Activepartners@glovoapp.comChris Taylor
Wisewise.comFintech6,000$1,500,000,000Activebusiness@wise.comNina Patel
Figmafigma.comSoftware1,300$900,000,000Activesales@figma.comSarah Chen
Cabifycabify.comMobility1,200$700,000,000Activeinfo@cabify.comSalva Moreno
Notionnotion.soSoftware900$500,000,000Activeteam@notion.soSarah Martin
50 of 164 countAdd calculationAdd calculationAdd calculationSum $114,940,000,000Add calculationAdd calculationAdd calculation
Export
Sorted byAnnual RevenueStatusisActiveSearch...New Account
AccountDomainIndustryEmployeesAnnual RevenueStatusEmailOwner
Mercadonamercadona.esRetail105,000$38,800,000,000Activeinfo@mercadona.esSarah Chen
Spotifyspotify.comMedia7,400$15,700,000,000Activepartners@spotify.comSalva Moreno
Airbnbairbnb.comTravel7,300$11,100,000,000Activebusiness@airbnb.comSarah Martin
Zalandozalando.comE-commerce15,900$10,700,000,000Activeinfo@zalando.comChris Taylor
Shopifyshopify.comE-commerce8,100$8,880,000,000Activesales@shopify.comNina Patel
Stripestripe.comFintech8,500$5,100,000,000Activesales@stripe.comSarah Chen
Revolutrevolut.comFintech10,100$3,300,000,000Activebusiness@revolut.comSalva Moreno
Klarnaklarna.comFintech4,200$2,800,000,000Activepartners@klarna.comSarah Martin
Deliveroodeliveroo.comDelivery3,800$2,700,000,000Activebusiness@deliveroo.comChris Taylor
Datadogdatadoghq.comAnalytics5,200$2,700,000,000Activesales@datadoghq.comNina Patel
Boltbolt.euMobility4,000$2,100,000,000Activeinfo@bolt.euSarah Chen
Adyenadyen.comFintech4,100$2,000,000,000Activesales@adyen.comSalva Moreno
Slackslack.comSoftware2,500$1,700,000,000Activesales@slack.comSarah Martin
Glovoglovoapp.comDelivery3,500$1,700,000,000Activepartners@glovoapp.comChris Taylor
Wisewise.comFintech6,000$1,500,000,000Activebusiness@wise.comNina Patel
Figmafigma.comSoftware1,300$900,000,000Activesales@figma.comSarah Chen
Cabifycabify.comMobility1,200$700,000,000Activeinfo@cabify.comSalva Moreno
Notionnotion.soSoftware900$500,000,000Activeteam@notion.soSarah Martin
50 of 164 countAdd calculationAdd calculationAdd calculationSum $114,940,000,000Add calculationAdd calculationAdd calculation
Data model
Some of the field types
Currency, Number, Text, Date, Datetime, Time, Boolean, Multi-select, Rating, Select, Stage, Address, Email, Full name, Link, Phone, Image, Reference, Relationship, Team, User
Basics
Currency, Number, Text
Date and time
Date, Datetime, Time
Selection
Boolean, Multi-select, Rating, Select, Stage
Contact
Address, Email, Full name, Link, Phone
Relations and media
Image, Reference, Relationship, Team, User
A revenue column that knows it is money. Real field types, more than 20, so a column can be sorted, filtered and totalled instead of only read.
Export
Sorted byAnnual RevenueStatusisActiveSearch...New Account
AccountDomainIndustryEmployeesAnnual RevenueStatusEmailOwner
Mercadonamercadona.esRetail105,000$38,800,000,000Activeinfo@mercadona.esSarah Chen
Spotifyspotify.comMedia7,400$15,700,000,000Activepartners@spotify.comSalva Moreno
Airbnbairbnb.comTravel7,300$11,100,000,000Activebusiness@airbnb.comSarah Martin
Zalandozalando.comE-commerce15,900$10,700,000,000Activeinfo@zalando.comChris Taylor
Shopifyshopify.comE-commerce8,100$8,880,000,000Activesales@shopify.comNina Patel
Stripestripe.comFintech8,500$5,100,000,000Activesales@stripe.comSarah Chen
Revolutrevolut.comFintech10,100$3,300,000,000Activebusiness@revolut.comSalva Moreno
Klarnaklarna.comFintech4,200$2,800,000,000Activepartners@klarna.comSarah Martin
Deliveroodeliveroo.comDelivery3,800$2,700,000,000Activebusiness@deliveroo.comChris Taylor
Datadogdatadoghq.comAnalytics5,200$2,700,000,000Activesales@datadoghq.comNina Patel
Boltbolt.euMobility4,000$2,100,000,000Activeinfo@bolt.euSarah Chen
Adyenadyen.comFintech4,100$2,000,000,000Activesales@adyen.comSalva Moreno
Slackslack.comSoftware2,500$1,700,000,000Activesales@slack.comSarah Martin
Glovoglovoapp.comDelivery3,500$1,700,000,000Activepartners@glovoapp.comChris Taylor
Wisewise.comFintech6,000$1,500,000,000Activebusiness@wise.comNina Patel
Figmafigma.comSoftware1,300$900,000,000Activesales@figma.comSarah Chen
Cabifycabify.comMobility1,200$700,000,000Activeinfo@cabify.comSalva Moreno
Notionnotion.soSoftware900$500,000,000Activeteam@notion.soSarah Martin
50 of 164 countAdd calculationAdd calculationAdd calculationSum $114,940,000,000Add calculationAdd calculationAdd calculation
Views
Everyone opens their own version. Columns, filters and sorts saved per view, over one set of records.
Collaboration
Two people, one table. Everyone sees who is on which cell, and the value being typed before it is saved.
Export
Sorted byAnnual RevenueStatusisActiveSearch...New Account
AccountDomainIndustryEmployeesAnnual RevenueStatusEmailOwner
Nina PatelYou
Mercadonamercadona.esRetail105,000$38,800,000,000Activeinfo@mercadona.esSarah Chen
Spotifyspotify.comMedia7,400$15,700,000,000Activepartners@spotify.comSalva Moreno
Airbnbairbnb.comTravel2400Nina Patel$11,100,000,000Activebusiness@airbnb.comSarah Martin
Zalandozalando.comE-commerce15,900$10,700,000,000Activeinfo@zalando.comChris Taylor
Shopifyshopify.comE-commerceChris Taylor8,100$8,880,000,000Activesales@shopify.comNina Patel
Stripestripe.comFintech8,500$5,100,000,000Activesales@stripe.comSarah Chen
Revolutrevolut.comFintech10,100$3,300,000,000Activebusiness@revolut.comSalva Moreno
Klarnaklarna.comFintech4,200$2,800,000,000Activepartners@klarna.comSarah Martin
Deliveroodeliveroo.comDelivery3,800$2,700,000,000Activebusiness@deliveroo.comChris Taylor
Datadogdatadoghq.comAnalytics5,200$2,700,000,000Activesales@datadoghq.comNina Patel
Boltbolt.euMobility4,000$2,100,000,000Activeinfo@bolt.euSarah Chen
Adyenadyen.comFintech4,100$2,000,000,000Activesales@adyen.comSalva Moreno
Slackslack.comSoftware2,500$1,700,000,000Activesales@slack.comSarah Martin
Glovoglovoapp.comDelivery3,500$1,700,000,000Activepartners@glovoapp.comChris Taylor
Wisewise.comFintech6,000$1,500,000,000Activebusiness@wise.comNina Patel
Figmafigma.comSoftware1,300$900,000,000Activesales@figma.comSarah Chen
Cabifycabify.comMobility1,200$700,000,000Activeinfo@cabify.comSalva Moreno
Notionnotion.soSoftware900$500,000,000Activeteam@notion.soSarah Martin
50 of 164 countAdd calculationAdd calculationAdd calculationSum $114,940,000,000Add calculationAdd calculationAdd calculation
Figma
DetailsComments2
Identity
NameFigma
Legal NameFigma, Inc.
Trade NameFigma
CodeFIG
DescriptionDesign platform
Show all fields (1 more)
Classification
TypeClient
SegmentMid-Market
SectorPrivate
IndustrySoftware
VerticalSoftware
Show all fields (2 more)
Lists1
Q1 Pipeline9d
OverviewActivityEmailsNotes3Team1
Search subject or body...Has attachmentsInbound
MR
Re: Long time, quick updatemaya.reyes@figma.comGood to hear from you. Timing might actually be good; we're re-evaluating the stack.
SC
Long time, quick update2Sarah Chen, sales@syncek.comIt's been a while. We've shipped a lot since we last spoke.
Inbox
The thread stops living in one person's mail. Connect a mailbox and each message files itself against the record it belongs to.
Figma
DetailsComments2
Comments· 2OpenResolvedAll
Chris TaylorSep 09, 2026· edited
Excellent work on this. The client will be very happy with the results.
👀1✅1
Nina PatelSep 09, 2026· edited
Thanks, I picked it up from here. The renewal call is booked.
🙌2
OverviewActivityEmailsNotes3Team1
Highlights
Status
Active
Annual Revenue
$ 4,200,000.00
Owner
Sarah Chen
Primary Contact
Sarah Martin
Employees
1,240
Industry
Software
Activity
Salva MorenoSegmentfromSMBtoMid-Market1h
Salva MorenoSectorfromPublictoPrivate2h
Salva MorenoTypefromSMBtoClient3h
Notes3
Chris TaylorAccount ResearchSep 08, 2026
Nina PatelRelationship SummarySep 08, 2026
Sarah ChenRenewal PlanSep 07, 2026
Context
A handover that is not a conversation. Notes, comments and the full history sit where the next person will look.
Follow-up
The inbox knows what is still owed a reply. Set a thread to Follow up or Waiting and it stays in the queue until it is answered, per person rather than per mailbox.
Sorted byReceivedView settings
StatusSubjectFromAccountsReceived
Follow upPricing for the next twelve monthsnina@spotify.comSpotify2h
Follow upContract redline, clause 8legal@zalando.comZalando5h
WaitingRenewal date confirmationops@airbnb.comAirbnb9h
Follow upOnboarding call next weekteam@shopify.comShopify26h
DoneInvoice 2026-114 paidbilling@stripe.comStripe30h
NewIntro from the partner eventhello@klarna.comKlarna48h
WaitingSecurity questionnairetrust@datadoghq.comDatadog52h
Follow upQuote for 40 seatssales@deliveroo.comDeliveroo70h
DoneSeat count updatedit@revolut.comRevolut74h
NewKickoff agendapm@bolt.euBolt96h
WaitingHandover to the new ownerana@adyen.comAdyen120h
Pipeline
The same records, as a board. Drag a card into the next column and the record moves with it.
New39
Aisha Cohen
Description:Warm referral from…
Owner:Sarah Chen
Source:Social Media
Rating:
Estimated Value:$351,611
Next Follow-up:Sep 25, 2026
7d
Tomas Ferreira
Description:Saw the Product Hunt…
Owner:Nina Patel
Source:Social Media
Rating:
Estimated Value:$96,295
Next Follow-up:Sep 22, 2026
7d
Priya Raman
Description:Downloaded the guide…
Owner:Chris Taylor
Source:Organic Search
Rating:
Estimated Value:$143,900
Next Follow-up:Sep 28, 2026
4d
Attempting40
Barbara Novak
Description:Downloaded the pricing…
Owner:Sarah Martin
Source:Referral
Rating:
Estimated Value:$436,778
Next Follow-up:Sep 20, 2026
7d
Marcus Bell
Description:Registered for updates…
Owner:Salva Moreno
Source:Referral
Rating:
Estimated Value:$238,768
Next Follow-up:Sep 12, 2026
7d
Lucia Ferrari
Description:Asked about the integration…
Owner:Sarah Chen
Source:Event
Rating:
Estimated Value:$512,040
Next Follow-up:Sep 16, 2026
2d
Connected40
Kwame Flores
Description:Responded positively…
Owner:Sarah Chen
Source:Organic Search
Rating:
Estimated Value:$213,636
Next Follow-up:Sep 14, 2026
7d
Hannah Weiss
Description:Clicked through the campaign…
Owner:Nina Patel
Source:Organic Search
Rating:
Estimated Value:$245,715
Next Follow-up:Sep 22, 2026
7d
Diego Salas
Description:Booked a second call…
Owner:Chris Taylor
Source:Partner
Rating:
Estimated Value:$388,120
Next Follow-up:Sep 19, 2026
1d
Qualified24
Ingrid Sorensen
Description:Budget confirmed for…
Owner:Salva Moreno
Source:Referral
Rating:
Estimated Value:$604,300
Next Follow-up:Sep 13, 2026
3d
Omar Haddad
Description:Security review under…
Owner:Sarah Martin
Source:Website
Rating:
Estimated Value:$471,880
Next Follow-up:Sep 17, 2026
5d
Yuki Tanaka
Description:Pilot agreed for…
Owner:Sarah Chen
Source:Partner
Rating:
Estimated Value:$729,450
Next Follow-up:Sep 21, 2026
2d
Disqualified17
Peter Lindqvist
Description:No budget this year…
Owner:Chris Taylor
Source:Ads
Rating:
Estimated Value:$38,400
Next Follow-up:Oct 15, 2026
21d
Renata Alves
Description:Chose another tool…
Owner:Nina Patel
Source:Content Marketing
Rating:
Estimated Value:$57,960
Next Follow-up:Oct 22, 2026
18d
Felix Braun
Description:Not a fit, too large…
Owner:Salva Moreno
Source:Other
Rating:
Estimated Value:$21,750
Next Follow-up:Oct 27, 2026
26d
TemplatesNew template
Sarah Chen
Follow-up after a first call
Thanks for your time today.
Nina Patel
Pricing and next steps
Thanks for your time today.
Chris Taylor
Renewal reminder
Thanks for your time today.
Sarah Martin
Welcome to Syncek
Thanks for your time today.
Edit template
NameFollow-up after a first call
SubjectGood to meet you, Name › Full Name
VariablesLead
Hi Name › First Name,
Thanks for your time today.
The notes are already on your record.
VariablesCancelSave
Templates
Write it once, send it all week. Save the reply you write over and over, with the record's own fields inside it, and the editor marks any field that would go out blank.
File columnAttribute
Company NameAccount
WebsiteDomain
SectorIndustry
HeadcountEmployees
ARR 2026Annual Revenue
Owner emailOwner
Notes 2023Choose a field
Data previewFirst 6 rows
mercadona.esspotify.comairbnb.comzalando.comshopify.comstripe.com
Import
Bring the file you already keep. Match each column to a field once. Re-importing an updated file updates the records instead of doubling them.
Record
One page holds the whole story. Fields, activity and the email thread, without opening a second tab.
Figma
DetailsComments2
Identity
NameFigma
Legal NameFigma, Inc.
Trade NameFigma
CodeFIG
DescriptionDesign platform
Show all fields (1 more)
Classification
TypeClient
SegmentMid-Market
SectorPrivate
IndustrySoftware
VerticalSoftware
Show all fields (2 more)
Lists1
Q1 Pipeline9d
OverviewActivityEmailsNotes3Team1
Highlights
Status
Active
Annual Revenue
$ 4,200,000.00
Owner
Sarah Chen
Primary Contact
Sarah Martin
Employees
1,240
Industry
Software
Activity
Salva MorenoSegmentfromSMBtoMid-Market1h
Salva MorenoSectorfromPublictoPrivate2h
Salva MorenoTypefromSMBtoClient3h
Notes3
Chris TaylorAccount ResearchSep 08, 2026
Nina PatelRelationship SummarySep 08, 2026
Sarah ChenRenewal PlanSep 07, 2026