From first login to a team that runs on evidence
You don't need a data team or a rollout project. Each guide below is one focused win, in the order that builds on itself — start at the top, or jump to the job in front of you.
Get set up
From zero to a working workspace — data in, team in, honest about what is live.
Set up your workspace in about 10 minutes
Walk the guided setup once — workspace, team, response promises, CRM — and land on a dashboard that already knows how your business runs.
Bring in your pipeline: connect a CRM or upload a spreadsheet
HubSpot, Salesforce, Zoho, Freshsales, Jira, Zendesk — or a plain spreadsheet. Get your deals in, see exactly what mapped, and accept the run with confidence.
Know which insights are live: Workspace readiness
SalesSynq never fakes confidence. The readiness page shows which insights are useful now, which are proven on your own data, and when the rest arrives.
Invite your team and control who sees what
Invitations, roles, teams, and permissions live in one Admin area — so everyone gets exactly the access their job needs, and nothing more.
Run your week
The daily and weekly habits: dashboard, deals, warnings, and one inbox.
Read your dashboard in five minutes
Business snapshot, at-risk actions, your day, quota attainment — the dashboard is a briefing, not wallpaper. Here is how to read it, and how to make it yours.
Find the deals that need you: the Deals board
Sort by Priority, cut with filter chips like “At risk” and “Stalled”, and let the board tell you where your next hour goes.
Read a deal page like an underwriter
Synq Score, Data trust, Progress trend, and five task-oriented tabs — everything a deal has done, and what it means, on one page.
Stop slipping deals: triage Early Warning
“Spot slipping deals before forecast surprises.” Work the queue, claim what is yours, and resolve every case with an auditable decision.
Start your day from the Pending inbox
One list for everything that needs a human — imports, identity decisions, integration health, risk, tasks, privacy. Clear it with coffee.
Lead your team
Response promises, safe AI, and the numbers that run a real revenue meeting.
Make follow-through automatic: response time rules
Decide how fast your team responds when something needs attention — then let the system enforce the promise with escalation, not memory.
Put the AI assistant to work — with you in charge
Ask questions in plain language, get suggestions with evidence, and set exactly how much the AI may do — from “manual only” to “auto-apply safe changes”.
See what’s changing: Synq Score, Top Movers, and the terminal
One score for the business, the biggest swings of the fortnight, and a live terminal for the room — three views that answer “how are we really doing?”
Reading is optional. Seeing your own pipeline isn't.
These guides are most useful with your own data. Request private-beta access, then follow them in an approved workspace with a supported source connected.
Private beta access is invite-only and requires approval.