Now in development 2026

Work, intelligently.

The CRM where every deal is a project. Pipeline stages trigger task workflows. Completion drives revenue. One surface for everything.

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synari — Deals
Workspace
Home
My Tasks
CRM
Contacts
Accounts
Deals
Projects
Acme Onboarding
Q2 Expansion

Sales Pipeline

Board List Timeline
$2.4M pipeline

Lead

3
Nova Analytics POC
$85K
Meridian SaaS Migration
$120K

Qualified

2
Acme Corp Expansion
$500K
3/5
TechFlow API License
$210K

Proposal

2
Vertex Platform Deal
$340K
7/8
Orbit Design System
$95K

Negotiation

1
GlobalBank Enterprise
$750K
11/12
0%
less context-switching
0x
faster deal-to-project handoff
0%
activity visibility
Your CRM doesn't know
what happens after the deal.

Sales closes in one tool. Onboarding lives in another. Tasks scatter across Slack, spreadsheets, and email. Revenue falls through the cracks between handoffs.

Deals close, then disappear

The CRM marks "won" and that's it. No project, no tasks, no accountability for what comes next.

4+ tools to manage one customer

CRM for the deal. PM tool for tasks. Spreadsheet for onboarding. Email for updates. Nothing connects.

No single source of truth

"What's the status of the Acme deal?" requires checking three apps and asking two people.

CRM Spreadsheet for tracking PM Tool for tasks TODAY: DISCONNECTED synari CRM + Projects + Tasks — unified
Everything in one surface.

Synari fuses CRM pipeline management with Asana-style project execution. Deals become projects. Tasks drive deals forward. Automation connects everything.

Deal Rooms

Open any deal and see its linked project, tasks, contacts, and full activity timeline. No tab-switching. One view, every signal.

Lead
Qualified
Proposal
$340K
Negotiation
Won

Automation

Stage changes trigger project creation. Task completion advances deals. Set it once.

Deal → Won Create project Assign CSM

My Tasks

Your personal command center. Every task from every deal and project, with full CRM context.

Send NDA to Acme Acme
Pricing proposal Mar 18
Technical review Vertex

Every view you need

Board, list, timeline, calendar. Same data, different lens. Switch instantly. Filter anything.

Board List Timeline Calendar

Pipeline Intelligence

Weighted forecasts, stage velocity, win/loss patterns. Know where every dollar is and why.

Ship deals, not spreadsheets.

Synari is in active development. Be among the first to experience CRM fused with project intelligence.

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