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SyncSense CRM

The AI-Powered CRM for
Professional Teams

Contacts, calendar, pipeline, expenses and AI analysis — built for small professional teams. Secure data storage, read-only calendar access.

Start 7-Day Free Trial Basic plan · then $5/month · cancel anytime View Pricing Plans for Every Team Size
✓ 7-day free trial — full Basic CRM, then only $5/month
✓ Data secured on encrypted servers
✓ Calendar access is read-only
✓ 9 professional industry modes
✓ AI-drafted emails, follow-ups & proposals
Everything You Need

Built for Professional Sales Teams

One platform for every tool you use — connected, AI-powered, and always ready to help you communicate.

Full CRM

Full contact management with custom fields, groups, activity logs and pipeline stages tailored to your profession.

Calendar Sync

Connect Google Calendar and Outlook with read-only access. View all appointments in one unified, secure calendar.

Pipeline

Visual Kanban pipeline with mode-aware stages — from Medical visits to Legal matters to Finance reviews.

AI Analysis

SyncSense AI reads receipts, schedules, business cards, contact groups and screen captures.

Expenses

Track vehicle mileage, scan receipts with AI, export CSV reports, manage reimbursements with IRS rates.

Contact Groups & AI Analysis

Organize contacts into custom groups, then let AI analyze an entire group at once to surface insights, patterns and next-best actions.

Quick Capture

Paste text, upload CSV, or drop images — Claude extracts contacts and events in seconds.

Screen Capture

Share your screen and scroll through contacts — AI captures frames and extracts data automatically.

Draft with AI

Generate personalised emails, follow-ups, proposals and SMS messages from your CRM contacts or any pasted conversation thread. One click to send.

Draft with AI

Write every message in seconds,
not minutes

SyncSense AI drafts personalised outreach, follow-ups, proposals and check-ins — pulling context straight from your CRM contact record, or from any pasted email thread or screenshot.

6 message types
Initial outreach · Follow-up · Proposal · Check-in · Thank you · SMS
Contact-aware drafts
AI uses the contact's stage, mode fields, notes and history automatically
3 channels · 5 tones
Email · SMS · LinkedIn DM · Professional / Friendly / Concise / Formal / Casual
One-click send
Copy, open in Mail, send SMS, or paste into LinkedIn — all from one screen
DRAFT WITH AI — Follow-up · Email · Professional
To
AC
Alex Chen · Acme Corp · Proposal Stage
Subject
Following up on our proposal — next steps for Q2
Hi Alex,
I wanted to follow up on the proposal I sent over last week. Given Acme Corp's Q1 targets and the timeline we discussed, I think this is a strong fit for moving forward before end of quarter.
Would you have 20 minutes this week to walk through any questions? I'm happy to adjust the scope or pricing structure to better match your needs.
Looking forward to hearing from you.
Best,
Your Name
Copy
Open in Mail
Regenerate
234 chars · 1 scan used
9 Professional Modes

The CRM adapts to your profession

Switch modes and every field label, pipeline stage, and AI prompt changes to match exactly how you work.

Med Device Sales — Add Contact
Target Identified ▾
MED DEVICE SALES FIELDS
NPI Number
NPI Number
Surgical Specialty
Surgical Specialty
Hospital / Health System
Hospital / Health System
Department / Floor
Department / Floor
Est. Procedures/Month
Est. Procedures/Month
Current Device/Brand
Current Device/Brand
Contract / GPO End Date
Contract / GPO End Date
GPO / IDN Affiliation
GPO / IDN Affiliation
Internal Champion
Internal Champion
Budget Cycle
Budget Cycle
Priority
normal▾
Notes
Additional Images (business card, office, products, documents)
Real Estate — Add Contact
New Inquiry ▾
REAL ESTATE FIELDS
Contact Type
Contact Type
Price Range / Budget
Price Range / Budget
Preferred Neighborhoods
Preferred Neighborhoods
Property Type
Property Type
Beds / Baths Needed
Beds / Baths Needed
Purchase / Sale Timeline
Purchase / Sale Timeline
Pre-Approval Amount
Pre-Approval Amount
Current Address
Current Address
Motivation / Reason
Motivation / Reason
Referred By
Referred By
Priority
normal▾
Notes
Additional Images (business card, office, products, documents)
↑ Every mode has its own custom fields — switch between Med Device Sales, Real Estate, Legal, Finance and 5 more
9 Professional Modes

Built for Your Industry

Switch modes to change field labels, AI prompts, pipeline stages and accent colours across the entire CRM.

Med Device Sales

Surgeons, procedure volume, GPO/IDN contracts, device evaluations, OR relationships

Pharma

Prescribers, DEA number, formulary, Rx volume, sample management

Legal

Bar number, matters, retainer status, billable hours, case tracking

Finance

AUM, risk profile, account type, review cycles, advisor tracking

Real Estate

Buyers & sellers, price range, pre-approval, showings, offers, referral tracking

Consulting

Project stage, budget, decision makers, timelines, engagement status

Construction

Contractors, bid tracking, job sites, project phases, bonded status

Insurance

Policyholders, renewal dates, premiums, carriers, coverage limits

General Sales

Leads, deal value, decision makers, budget, pipeline velocity

Built-In Invoicing

Create, send and track invoices

Professional invoices with your branding, auto-filled from CRM contacts. Export as PDF or send by email in one click.

SyncSense Consulting
billing@syncsense.io
San Francisco, CA 94105
+1 (415) 555-0100
INVOICE
INV-0042
SENT
Issued
Jan 15, 2025
Due
Feb 14, 2025
Bill To
Acme Corporation — Alex Chen
789 Market St, San Francisco CA 94103
alex.chen@acmecorp.com
DescriptionQtyUnit PriceTotal
Strategy consulting — Q4 2024 20 $250.00 $5,000.00
Process audit & report 1 $1,800.00 $1,800.00
Workshop facilitation (2 days) 2 $2,000.00 $4,000.00
Subtotal$10,800.00
Discount (5%)-$540.00
Total Due$10,260.00
Notes & Payment Terms
Payment due within 30 days. Bank transfer or card accepted. Thank you for your business.
⬛ Download PDF
Send by Email
Edit Invoice
Mark as Paid
↑ Invoices include your logo, brand colour, and auto-populate client details from your CRM contacts
Simple Pricing

Plans for Every Team Size

Simple, transparent pricing. No hidden fees, no per-seat charges beyond your plan limit.

Basic
$5/month
1 user · billed monthly
7-DAY FREE TRIAL
Start Free Trial
✓ Full CRM access
✓ Up to 750 contacts
✓ 1 team member
✓ 1 Google + 1 Outlook account
✓ 10 AI scans per month
✓ Quick Capture & AI Scan
✓ Expense tracking
Most Popular
Pro
$15/month
Up to 3 users · billed monthly
Upgrade to Pro
✓ Everything in Basic
✓ Up to 3 team members
✓ Up to 2,000 contacts
✓ 3 Google + 3 Outlook accounts
✓ All 3 users get full AI access
✓ 50 AI scans / month shared
✓ Shared calendar & contacts
Best Value
Platinum
$36/month
Up to 5 users · billed monthly
Upgrade to Platinum
✓ Everything in Pro
✓ Up to 5 team members
✓ Up to 3,500 contacts
✓ 5 Google + 5 Outlook accounts
✓ All 5 users get full AI access
✓ 150 AI scans / month shared
✓ Full team management
FAQ

Frequently Asked Questions

Where is my data stored?
Your contacts, pipeline records, calendar events and expenses are encrypted and stored on secure SyncSense servers. Your data is protected with industry-standard encryption in transit and at rest.
Is my data private when I use AI features?
Content you send to AI features (text, images, receipts) is processed securely by SyncSense AI. We recommend not including highly sensitive personal data (SSNs, financial account numbers) in AI inputs.
What counts as an AI scan?
Each time SyncSense AI processes content, it counts as one scan. This includes: Quick Capture (text, file or screenshot), Screen Capture (frame analysis), Receipt Scanner (expense receipts), AI Assistant chat, Draft with AI (generating any email, SMS, or message draft), Analyze Group (scanning a contact group for CRM insights), Contact History Scan (AI calendar relationship scan for a contact), and AI Daily Brief. Scans reset on the 1st of each month and are shared across all team members on your plan.
How does team billing work?
Plans are per workspace, not per seat. Pro ($15/mo) gives up to 3 users sharing 50 scans. Platinum ($36/mo) gives up to 5 users sharing 150 scans. The workspace Owner manages invitations and billing.
Can I cancel at any time?
Yes. Cancel any time; your subscription stays active until the end of the billing period. No long-term commitments or cancellation fees.
Can SyncSense AI write my emails and messages?
Yes — the Draft with AI feature generates personalised emails, follow-ups, proposals, check-ins, thank you notes and SMS messages. You can draft from a CRM contact (AI uses their fields, stage and notes automatically) or paste any conversation thread or upload a screenshot. Choose your channel, tone and type, then copy, send by email, or open in SMS with one click. Each draft uses one AI scan.

Ready to try SyncSense CRM?

Try the full Basic CRM free for 7 days — then just $5/month, the price of a cup of coffee. Cancel anytime.

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