Syncdo — WhatsApp CRM & AI Sales Assistant

Syncdo turns WhatsApp Web into a complete CRM for sales teams and MSMEs — no new app, no migration, no disruption. Install it, sign up right inside the panel, and your whole sales pipeline lives inside WhatsApp. 📋 A REAL CRM, INSIDE WHATSAPP Add leads, track deals, schedule reminders and meetings, and see full contact history — all without leaving WhatsApp Web. The tools you use all day are one tap away; setup stays out of the way. 💼 DEALS, NOT JUST A STATUS Open a deal on any contact — give it a name, what it's worth, which stage it's at, when you expect it to close. Mark it won, lost or cancelled when you know. A deal is a thing that happened, not a field that gets overwritten. A repeat customer builds a history: three orders won, one lost, each with its own value and date, all visible while you're talking to them. And because the forecast you entered is kept alongside what it actually closed at, you can see where your estimates run high. 📣 CAMPAIGNS THAT RUN THEMSELVES Set up a recurring campaign once and Syncdo keeps it going — weekly to customers, fortnightly to interested leads, monthly to the ones still deciding. It sends to a saved filter checked fresh every time, so a lead who moves stage joins or leaves on their own. Nobody maintains a list. Or build a sequence: a short arc that ends. Day 0, day 3, day 7 — a few messages in order, and the moment someone replies, it stops. No drip campaigns, no bots pretending to be you. Broadcasts can wait too. Send now, send at a chosen time, or make it repeat. Everything queued is visible in one place and cancellable in one tap. Scheduled work delivers while WhatsApp Web is open, paced against a safe daily limit so your number sends the way a person sends. ⏰ REMINDERS THAT DON'T SLIP Set a reminder with a date and a time — follow-ups, todos, meetings, or your own types like Site Visit, Discovery Call or Demo. Each type brings its own quick options and its own way of closing: Done, No-show, or Cancelled. Add a note so you remember why — "collect payment", "send rates", "call back after Diwali". Booking over an existing meeting warns you before you double-book. Overdue, today and upcoming are always visible, so nothing quietly ages out. Tie a message set to a meeting type and the confirmations send themselves. Move the meeting and the messages move with it; cancel it and they stop. 👥 GROUPS, SORTED Mark which of your WhatsApp groups are business and which aren't. The business ones sit together in the panel, one tap from open. Nothing from a group is ever read or stored — it's a shortcut, not a surveillance tool. 👥 YOUR WHOLE TEAM, ONE PIPELINE Invite your team, assign leads, and control who sees what. Owners and admins configure the workspace; reps work their own leads. Everyone connects their own WhatsApp number, and everyone's reminders stay their own. Reassign a lead and its open deal moves with it. ↩️ KNOW WHO'S WAITING ON YOU Syncdo tracks which conversations are waiting for your reply and which are waiting on the customer. One tap shows everyone you haven't answered. Finished with a chat? Mark it done — it comes back on its own the moment they message again. 👀 NOTHING SLIPS THROUGH Replied on your phone and forgot to save the lead? Syncdo shows recent WhatsApp chats that aren't in your CRM yet, so you can add them in one tap — or dismiss the ones that aren't business. 🔍 FIND ANY LEAD IN SECONDS Filter by stage, deal stage, tags, city, custom fields, reply status, assignee, import batch, date added, reminder due date — combine conditions with match-all or match-any, and save the filters you use daily. The filters you save are the same ones your campaigns send to. 📉 LEARN WHY YOU LOSE Record a reason every time a deal is lost, from your own list. Because each deal keeps its own reason, the pattern survives — even for a customer who comes back and buys later. ✉️ SMART TEMPLATES Templates with variables like {{name}} and {{company}} that auto-fill from your contacts. Attach a catalogue or price list once and reuse it everywhere — campaigns and reminders reference the template rather than copying it, so fixing a price once fixes it everywhere, including messages already queued. 🛡️ MESSAGES THAT DON'T LOOK AUTOMATED Sending identical text to many people is one of the fastest ways to get a WhatsApp number restricted. Syncdo varies your messages for you. Write alternatives directly in a template — {Hi|Hello|Hey} {{name}}, thanks for your {enquiry|message} — and every recipient gets a different combination. A button in the editor inserts them, and a line under the box tells you how many versions you have. This is on every plan, including Free. Bulk sends go out in small bursts with long pauses between them, at random intervals, rather than as one continuous stream. You can pause a run and resume it later — including the next day, if you've reached your daily limit. On Intelligence, a second button reads your message and writes the alternatives for you. You see the result and can edit it before saving. 🧠 AI THAT KNOWS YOUR BUSINESS (Intelligence plan) Teach it your prices, product specs, delivery rules, and how you like to phrase things — once. From then on it doesn't guess. Every draft and summary reflects your actual business. ✍️ AI DRAFT REPLY (Intelligence plan) On your instruction, AI writes a complete, ready-to-send reply — grounded in what it knows about your business and the real conversation. Review, edit if needed, insert with one click. It never sends on its own. 📊 AI CONVERSATION SUMMARIES (Intelligence plan) Catch up on any chat in seconds — what the customer wants, what's pending, the last action taken. No more scrolling back through history. 🎯 BUILT FOR HOW YOU ACTUALLY SELL Any small business that runs its sales on WhatsApp. Customize your own lead stages, deal pipeline, fields, tags, reminder types and lost reasons to match the way you work. 🔓 YOUR DATA, NOT LOCKED IN A CHAT WINDOW Everything Syncdo captures…