syncConnected to SyncSense — receiving live calendar data
Dashboard
Professional Mode
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Google not connected
Connect Google Calendar
Pull your real appointments and schedule into the CRM. AI will cross-reference contacts with calendar events automatically.
Connect Outlook Calendar
Pull Microsoft 365 or Outlook.com appointments alongside Google Calendar. Events from both accounts appear in a unified view.
contacts
Total Contacts
0
in your CRM
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Meetings This Week
—
connect Google
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Follow-ups Due
0
overdue or today
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AI Analyses Run
0
this session
AI Daily Brief
Powered by Claude — mode-aware intelligence
Click Generate to get your AI-powered daily brief based on your contacts, calendar, and mode.
Recent Contacts
Last added or updated
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No contacts yet
Add your first contact to get started
Upcoming Appointments
Connect Google to see live events
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No calendar connected
Connect Google Account above to see your real appointments
Paste text, drop images or upload a CSV — Claude extracts contacts, events and notes instantly
auto_awesome0 / 10 scans this month
Paste Text
Copy from phone, email or any source and paste here
Ctrl+V
Import a File
Upload exported contacts, notes or text backup
.csv.txt.xml
upload_file
Drop your file here
or click to browse Android: SMS Backup & Restore (.xml) · iOS: TextKeep (.csv)
descriptionfile.csv
Your file is read on this device only and never uploaded to our servers.
Upload Screenshots
Business cards, calendar screenshots, text message pics — drop or paste (Ctrl+V)
0 images
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Drop screenshots or images here
or click to browse · or Ctrl+V to paste PNG, JPG, WEBP · multiple files OK
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AI Analysis
Events & contacts extracted by Claude
Ready
bolt
Instant analysis
Paste text or drop a screenshot — Claude reads it in seconds
Analyzing with Claude…
Extracting contacts and events
Contacts Found
Events Found
Notes & Action Items
Tips
smartphone
iPhone: Enable iMessage on Mac → right-click message → Copy → paste here
android
Android: Long-press message → Copy, or Share → Gmail → copy body
forum
Slack & Teams: Select messages in any channel or DM → Copy → paste in the Paste Text box — Claude extracts contacts, meetings & action items
upload
CSV Import: Export contacts from any app or address book and upload the .csv file
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Privacy: Images go directly to Anthropic's API and are never stored on our servers
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Business cards: Photo a card and drop it here — Claude reads all fields automatically
Share your screen · scroll through contacts or messages · AI extracts and adds to CRM
Ready
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1. Share Screen
Click Start below
chat
2. Open Contacts
Go to your app or messages
swipe_vertical
3. Scroll Slowly
AI captures every 2s
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4. AI Analyzes
Click Stop when done
Live Screen Share
Click Start to begin
0:00
videocam
Screen preview appears here
Choose a window, then navigate to your contacts or messages
timer
Capture every
Captured Frames
0 frames
AI Analysis
Claude reads screen frames and extracts CRM data
Done
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Ready to analyze
Share your screen and scroll through your contacts. Claude reads every frame.
Analyzing frames…
Claude is reading all captured frames
Contacts Found
Events Found
Notes & Action Items
Tips for best results
Use Chrome or Edge on desktop (HTTPS required)
Share a specific window, not your whole screen
Keep the shared window visible — don't minimize it
Scroll slowly so each contact is visible for 2+ seconds
Works great for address books, contact lists, business card photos
Total Outstanding
$0
0 unpaid
Paid This Month
$0
0 invoices
Overdue
$0
0 overdue
Total Invoiced (YTD)
$0
0 invoices
Invoices
All invoices
receipt
No invoices yet
Click "New Invoice" to create your first invoice
Total This Month
$0.00
0 expenses
Mileage This Month
0 mi
$0.00 reimbursable
Pending Approval
$0.00
0 items
Year to Date
$0.00
0 categories
Expense Log
All expenses
receipt_long
No expenses yet
Click "Add Expense" or scan a receipt with the AI scanner
AI Receipt Scanner
Drop or paste a receipt — Claude creates the expense entry
Scanned
receipt
Drop receipt image here
or click to browse · Ctrl+V to paste JPG, PNG, PDF receipt photos
Quick Mileage
$0.67/mi
Reimbursable amount$0.00
Rate: $/mile
Category Breakdown
No expenses to show
Image → Calendar Invite
Upload a picture of any schedule — sports rosters, pay calendars, shift sheets, flyers — and AI turns it into calendar invites you add to your own calendar
Upload Schedule Images
Calendar pics, rosters or pay schedules — drop, browse or paste (Ctrl+V)
0 files
add_photo_alternate
Drop a photo or screenshot of a schedule
or click to browse · or Ctrl+V to paste
PNG, JPG, WEBP · multiple files OK
How it works
1
Upload a picture of the schedule you want on your calendar.
2
AI extracts every event — review and tweak the details.
3
Add to your calendar via a downloadable .ics invite or an Add-to-Google-Calendar link.
🛡
Privacy: images go straight to Anthropic's API and are never stored.
Extracted Events
Review, tweak, then add to your calendar
Done
event_note
No events yet
Upload a schedule image and AI will pull out the events
Analyzing schedule…
Claude is reading every date, time and event in your image
Bot Token: Connects live — loads channel history automatically. Needs a Slack App with channels:history scope.
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Privacy: Messages go directly to Anthropic's API. No message content is stored by SyncSense.
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What Claude finds: Names, emails, phone numbers, scheduled meetings, action items, follow-up tasks, and any contacts mentioned in conversation.
Connect Microsoft Teams
Use a Graph API token or paste messages directly
Disconnected
Option 1 — Microsoft Graph API Token
Add Graph permissions to your Azure App: codeChat.ReadcodeChannelMessage.Read.All — same Azure app as Outlook calendar works if scopes are added.
Teams connected
tips_and_updates
Connected Outlook Calendar?
or
Option 2 — Paste Teams Messages
Select messages in Teams → Copy → paste below. Works instantly with no token.
Teams & Channels
Select a team and channel
messages
Paste Teams Messages
Copy from any Teams channel or chat
Ctrl+V
0 messages loaded
AI Analysis
Claude extracts contacts, meetings and action items
Done
Ready to analyze
Paste Teams messages or connect via Graph API token.
Analyzing Teams messages…
Contacts Found
Meetings & Events
Action Items
Notes
Tips
content_copy
Paste messages: In Teams hover a message → ⋯ → Copy, or select multiple → Copy. Paste here.
key
Reuse Outlook token: If already connected Outlook Calendar, add Chat.Read to the same Azure app and reuse the token.
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Privacy: Messages go directly to Anthropic's API. Nothing is stored by SyncSense.
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Meeting transcripts: Export Teams meeting chat or transcript → paste — Claude extracts all attendees, action items and decisions.
Groups
Group
0 contacts
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—
Images
Quick Actions
Details
Notes
AI Contact Analysis
Mode-aware intelligence
Click Analyze to get AI insights about this contact based on your mode and their profile.
Meeting Prep Brief
Before your next appointment
Generate a meeting prep brief to review key talking points and action items before your next appointment.
Suggested Follow-up
Draft a personalized follow-up message based on your last interaction and contact profile.
Appointments with this Contact
event_busy
No appointments yet
Use Schedule to log an appointment here. Connected-calendar events mentioning this contact also appear automatically.
Notes & Log
notes
No notes yet
Add your first note about this contact
Activity Log
Events this month
0 appointments
AI CRM Assistant
Mode-aware — powered by Claude
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Hello! I'm your AI CRM assistant. I know your contacts, calendar, and current professional mode. Ask me anything about your clients, prep for meetings, or draft communications.
Suggested Prompts
Context Active
Contacts loaded0
Calendar events—
Active modeConsulting
AI scans this month0 / 5
10 scans on Basic plan
Draft with AI
Personalised emails, follow-ups, proposals & SMS — written in seconds
Source
add_photo_alternate
Drop, paste, or click to upload a screenshot
A conversation, email, or message image
Message type
Channel
Tone
Add context (optional)
Draft
Your generated message appears here
edit_note
Pick a source, message type, channel and tone — then hit Draft message.
Writing your message…
Subject
Message
groups
Total Contacts
0
across all stages
trending_up
Active Pipeline
0
in progress
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Won / Closed
0
this quarter
schedule
Avg. Response
—
days between touches
Contacts by Stage
AI Recommendations
Click Analyze for AI recommendations across your entire contact base.
Simple, transparent pricing
All plans include full CRM access, Google & Outlook calendar, AI features, and unlimited contacts
Yes — upgrades take effect immediately. Downgrades apply at the end of your billing cycle.
What counts as an AI scan?
Each time Claude analyzes text, images, or a file in Quick Capture, Screen Capture, or the AI Assistant chat counts as one scan. Scans reset on the 1st of each month.
How does team billing work?
Plans are per workspace, not per seat. All team members on Pro and Platinum have full access to every AI feature — Quick Capture, Screen Capture, AI Assistant, Receipt Scanner, Slack/Teams analysis, and more. Pro ($15/mo) gives up to 3 users sharing 50 AI scans/month; Platinum ($36/mo) gives up to 5 users sharing 150 scans/month.
Who manages the team and billing?
The workspace Owner (first person to sign in) controls invitations, role changes, and plan upgrades. Team members have full CRM access but cannot manage billing.
How is pricing calculated?
Each plan is priced so that Claude API costs represent approximately 40% of the plan price at maximum scan usage (blended 80% text + 20% vision scans). This ensures sustainable pricing while keeping AI features genuinely useful. Typical usage costs far less than the maximum.
Is there a free trial?
Yes — start on Basic at $5/month with no commitment. Upgrade to Pro or Platinum whenever your team grows or you need more AI scans.
Current Plan
Basic
1 user · Free forever
Team seats used
1 / 1
Team Members
1 of 1 seat used
group
Sign in to manage team
Connect your Google or Outlook account to set up team access.
Choose a Plan
Basic
Starter
$5/month
check_circle1 user
check_circleFull CRM access & all permissions
check_circleGoogle & Outlook calendar
check_circle10 AI scans / month
radio_button_uncheckedTeam members
Pro
Popular
$15/month
check_circleUp to 3 users
check_circleFull CRM access for all members
check_circleGoogle & Outlook calendar
check_circleAll members can use AI features
check_circle50 AI scans / month shared
check_circleOwner controls invites & plan
⭐ Best Value
Platinum
Max Team
$36/month
check_circleUp to 5 users
check_circleEverything in Pro
check_circleFull permissions for all members
check_circleAll members can use AI features
check_circle150 AI scans / month shared
check_circleOwner controls invites & plan
Role Permissions
Permission
Owner
Member
View contacts & calendar
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check_circle
Add & edit contacts
check_circle
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Delete contacts
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Create & manage groups
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Run AI features (quota shared)
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Export contacts
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Invite team members
check_circle
cancel
Remove team members
check_circle
cancel
Change member roles
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cancel
Change plan / billing
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cancel
Connected Calendar Accounts
Accounts count toward your plan's per-workspace limit. The Owner can add multiple accounts if they are the sole user.
Basic: 1G + 1O
No calendar accounts connected yet.
Basic: 1 Google + 1 Outlook · Pro: 3 Google + 3 Outlook · Platinum: 5 Google + 5 Outlook
Owner can add all accounts personally if they are the only user in the workspace.
Sidebar Navigation
Show or hide tabs you don't use. Dashboard, Contacts and Settings are always visible.
Workspace
calendar_monthCalendar
view_kanbanPipeline
receiptInvoices
receipt_longExpenses
add_circleQuick Capture
screen_shareScreen Capture
event_availableImage → Invite
Intelligence
auto_awesomeAI Assistant
insightsInsights
Admin
workspace_premiumPlans & Pricing
groupTeam
Legal Documents
Paste hosted PDF URLs — links appear in the sidebar footer and landing page.
Both links open in a new tab when clicked from sidebar or landing page.
How to host a PDF for free
1. Notion: Create a page → Share → Publish to web → Copy link
2. Google Drive: Upload PDF → Share → Anyone with link → Copy URL
3. Dropbox: Upload → Share → Direct link (change dl=0 to dl=1)
4. Your website: Upload to /public folder → paste full URL
Google Calendar
Not connected
Outlook Calendar
Microsoft 365 / Outlook.com
Not connected
Connect your Microsoft 365 or Outlook.com account to pull appointments alongside Google Calendar.
SyncSense Integration
This CRM can receive calendar conflicts and contact data from SyncSense via the postMessage bridge. When embedded in SyncSense, data flows automatically.
Bridge status: Standalone
Data Management
About
SyncSense CRM v1.0
Professional mode-aware CRM with Google Calendar integration and Claude AI intelligence.
Designed to integrate with the SyncSense AI SaaS platform via postMessage bridge.
Disclaimer: SyncSense CRM is not to be used for HIPAA-protected data or any other sensitive information. SyncSense AI CRM is a business productivity tool and is not intended for managing or storing any patient information. Users are responsible for all data they provide.
Invite a team member to join your SyncSense CRM workspace. They sign in with their own Google or Microsoft account — no password needed.
All invited users join as Members with full CRM access. Only the workspace Owner can invite, remove users, or change the plan.
Sign-in method
Invitees authenticate via their own Google or Outlook account. The email above must match their Google/Microsoft account email.
Invite Link Generated
Share this link with your team member. Link expires in 7 days.
workspace_premium
Upgrade Your Plan
Pro
$15/month
API costs ≤31% of plan at max usage
✓ Up to 3 users
✓ Full access for all members
✓ All 3 members get full AI access
✓ 50 AI scans / month shared across team
✓ Owner manages team & plan
Platinum ⭐
$36/month
API costs ≤39% of plan at max usage
✓ Up to 5 users
✓ Full access for all members
✓ All 5 members get full AI access
✓ 150 AI scans / month shared across team
✓ Owner manages team & plan
Basic: $5/mo · Pro: $15/mo · Platinum: $36/mo Priced so AI API costs ≤ 40% of plan at maximum scan usage.
Connect Stripe for live billing. Upgrades take effect immediately.
person
—
—
Owner
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Add Expense
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delete_sweep
Delete Old Expenses
Delete expenses older than:
0 expenses will be deleted
receipt
New Invoice
paletteInvoice Branding
add_photo_alternate
Brand Colour
Header accent
Bill To
Line Items
Subtotal$0.00
Discount-$0.00
Tax$0.00
Total$0.00
Invoice Preview
upload_file
Import Contacts
upload_file
Drop your contacts file here
.csv · .xlsx · .xls · or click to browse
descriptionfile.csv
How to export a CSV / Excel file
• Google Contacts: contacts.google.com → Export → Google CSV or Outlook CSV
• Outlook: File → Open & Export → Import/Export → Export to a file → Comma Separated Values
• Excel: File → Save As → CSV (Comma delimited) or upload .xlsx directly
• iPhone: Use iCloud.com → Contacts → Select All → Export vCard → convert with online tool
• Any CRM: Export contacts as CSV from your current CRM
Click Export in the left sidebar (or select contacts first to export a subset)
3
Choose Google CSV (includes all fields) or Outlook CSV → click Export
4
Switch to the CSV / Excel tab and upload the downloaded file
SyncSense only requests calendar read access from Google — no contacts API scope is used.
Exporting a CSV from Google Contacts is the fastest and most private approach.
Export from Outlook
Outlook Desktop: File → Open & Export → Import/Export → Export to a file → Comma Separated Values (.csv) → upload on the CSV/Excel tab
Outlook.com / Office 365: People → Manage → Export contacts → Export as .csv → upload on the CSV/Excel tab
vCard (.vcf): Export a contact as .vcf from Outlook or iPhone and upload below
contact_page
Drop .vcf / vCard files here
One or multiple contacts — .vcf format · or click to browse