Review the deal
Inspect deal quality, stakeholder coverage and forecast assumptions against the available evidence.
Explore revenue intelligenceGoverned revenue platform
See the revenue risk. Coordinate the response.
Shared evidence. Human authority. Accountable execution.
A shared view.
A coordinated next move.
SalesSynq is a governed revenue platform for people and AI agents. It connects sales, customer and delivery evidence with decisions, permissions and customer commitments. Teams can review revenue risk, coordinate supported actions and verify follow-through in one control plane, while keeping execution, delivery and customer acceptance distinct.
From a warning sign
to a coordinated response.
Follow a renewal from an unresolved customer requirement to an approved response and a tracked commitment.
Put the whole situation in view.
The customer needs a capability before renewing. Delivery is still open, but the CRM close date has not moved. Review the requirement, work and deadline together.
See the productDeal reviewCommitments
Platform renewalIllustrative example
Evidence to review
A commitment needs attention.
- Customer requirement
- Capability needed before renewal
- Linked delivery work
- Still open
- CRM close date
- This month
- 1Evidence
- 2Authorization
- 3Follow-through
Illustrative scenario. We confirm source coverage and supported actions for your workflow before onboarding.
Built for the whole
revenue relationship.
One connected view, from the forecast to the promise behind it.
Connect the handoff
Bring customer requirements and delivery dependencies into the commercial review, including outstanding commitments.
Explore cross-lifecycle riskCoordinate the work
Give people and AI agents a shared path from a proposed action to an approved response and an execution record.
Explore governed workflowsPeople and AI agents
Delegate the work.
Keep the authority.
Decide who may act, what they may change and when a person needs to approve. Keep the evidence behind the decision attached to the work.
Explore human and agent controlAction permissionsIllustrative policy
- Allowed
- Supported work can run within the permissions and limits you set.
- Approval required
- The proposed action waits for the required human decision.
- Blocked
- Prohibited actions stay blocked. Approval cannot bypass those limits.
Controls apply to supported actions routed through SalesSynq. Activity performed directly in another app remains outside these controls.
For the teams behind
every commitment.
Start with the decisions you own. Bring the other teams into the same review.
Bring the next move
into focus.
Private beta. Choose a starting point that fits the evidence and systems you have today.
For a connected workflow
Bring us a real decision.
Bring a deal risk, customer commitment or approval process. We’ll scope the sources, permissions and supported actions with your team.
Discuss your workflowScope and access confirmed before onboarding.
For an initial pipeline check
Start with a CRM export.
A read-only CSV or Excel audit checks the structure of your pipeline. It is a separate first step from a connected workflow.
- Status conflicts
- Missing or past close dates
- Stakeholder gaps
- Synq Score readiness
No CRM writeback. An export alone does not establish delivery status or customer acceptance. Unavailable checks are named.
A few things to know
Yes. Salesforce sync is in early access. Request assisted setup for read-only sync of accounts, contacts, leads, opportunities, products and available activity history. Export import remains available. We confirm availability and data coverage for your organization before onboarding. Coverage depends on your Salesforce edition and permissions, and scores require sufficient activity history. Self-service installation is not yet available.
SalesSynq brings evidence, customer commitments and action permissions into one workflow. Your team can see what needs attention, decide who may respond and review what happened. It supports human and AI-agent work through the same governed paths.
SalesSynq names source coverage and reliability gaps. When the applicable evidence and qualification checks do not support a result, it withholds that result instead of filling the gap with an invented answer.
Task creation, delivery and customer acceptance are separate milestones. SalesSynq records the observed result of a supported action and keeps outstanding commitment requirements visible. An execution record does not by itself prove that a customer accepted delivery or that revenue increased.
Supported actions routed through SalesSynq require the applicable permissions and approvals. Work can be allowed, held for human approval or blocked. These controls do not automatically cover edits made directly in another app or agent actions that bypass SalesSynq. The file audit makes no changes to your CRM.
Discuss a connected workflow with us, or start with a supported CSV or Excel CRM export. The read-only audit checks status conflicts, missing or past close dates, stakeholder gaps and Synq Score readiness. It names checks that could not run. An export alone does not establish delivery status or customer acceptance; connected workflows are scoped separately.