Nobody trusts the CRM
The same customer twice, deals parked in stages that ended months ago.
Sales & CRM
Sales agents that keep the numbers straight
Leads scored as they come in, stalled deals flagged, revenue read from your ERP — and a 06:00 brief so your team starts the day knowing where to push.
Before Syzygia
Where the hours go today
Revenue lives in the ERP
Sales numbers need an export and a pivot table every time someone asks.
Weekly reporting is manual
Someone stitches the pipeline and the numbers together every Friday.
Actions & connectors
From lead to revenue, kept up to date
Real actions with the connectors you use: you connect each account once, and agents only reach what you allow.
Pipeline
Up to five pipelines, with your stages
Kanban or list view, a funnel dashboard, win rate and cycle time — and an admin decides which tabs and customers each person sees.
New businessKanban
OLOrtega LogisticsProposal
SMSol de Mayo FoodsDiscovery
TSTandem StudioWon
PRPampa RetailNo contact 9d
Leads
Leads in from a spreadsheet, scored
Drop a CSV or Excel file or add leads in chat: each one gets an ideal-customer fit score from 0 to 100, and duplicates are flagged.
leads-october.xlsx148 imported
MRMora RetailICP 92
LTLumo TechICP 78
OLOrtega LogisticsDuplicate
Activity
Every touch logged, stalled deals in view
Log calls and meetings in plain language; deals with no touch for 5, 7 or 14 days are flagged. Prospects are never contacted on your behalf.
Log a touch
Called Sol de Mayo Foods — they want a quote by Friday
✓ Logged. Sol de Mayo Foods moved to Proposal; next step Friday.
Sales straight from your ERP
Sales orders, invoices and customers read from your ERP — never changed — with a daily sales report and a Monday Excel workbook.
Sales this monthRead-onlyRevenue$482k+8%
Orders1,214+3%
Avg. order$397−2%
The pipeline, summed up at 06:00
Each weekday at 06:00: deals that advanced, deals without a touch and what is due to close. On Mondays the sales brief adds revenue from your ERP.
Pipeline brief06:00
To: Sales team
4 deals moved · 2 stuck · $86k closing this week
Ask Syzzy, on WhatsApp
Your CEO agent answers from live company data in the Hub or on WhatsApp, sets the reminders you ask for and sends summaries by email or WhatsApp.
Syzzy · WhatsAppWhich deals close this week?
08:02
3 deals worth $86k: Ortega Logistics, Lumo Tech and Mora Retail. Pampa Retail has had no contact for 9 days.
08:02
FAQ
Frequently asked questions
Does it replace my CRM?
It is an in-house CRM inside Syzygia: up to five pipelines with your own stages, leads, activities, deals and accounts. It does not sync with an external CRM today.
Do the agents email prospects?
No. They organize, analyse and report; outreach stays with your team.
Can they change data in our ERP?
No. ERP data is read-only by design. These sales agents are in beta and enabled per workspace — ask us in your demo.
Bring one process to the demo
In 30 minutes we map it to the right agents, check which connectors it needs and show you what the result looks like.