SaleSyntra

SaleSyntra puts your customers and your working week in the same app. Follow a deal from the first call to the signature, then check the shift you are on and clock in, without opening a second tool or walking back to the office computer. This is a workplace app. Your employer sets up the account and decides which parts you can see, so you will need sign in details from them before you can use it. CUSTOMERS AND SALES Your customer list Every account you look after, with contacts, phone numbers, addresses and the fields your company decided to track. Search it, tag it, and open a record while you are standing in front of the customer. Deals and pipeline See your opportunities by stage, with value, currency and expected close date, and move a deal forward as it happens rather than at the end of the week. Products and line items sit on the deal, so the number on the record is the number you quoted. Calls, meetings and follow ups Log what was said while it is fresh, attach a file, and set the date you need to come back to it. Nothing waiting for you gets lost between visits. Leads Take in new enquiries, qualify them, and turn the ones worth keeping into customers. Tasks and projects Work through what has been assigned to you, keep your own to do list, and follow delivery work with milestones once a deal is won. Targets and reports Check where you stand against your target, and run the reports your company has saved, on the phone instead of asking someone to send a spreadsheet. YOUR WORKING WEEK Your shifts See your published roster for the weeks ahead, with start and end times, breaks and the unit you are working in. Changes made by your planner show up on your phone. Clock in and out Record the start and end of your working day, and your breaks, in a couple of taps. If your employer has enabled it, the app records the location of the punch so the time sheet shows where the work happened. Time off Request holiday, sick leave or any other absence your company offers, see how many days you have left, and follow your request through to the decision. Managers can approve or reject from the same screen. Your working time Check what you have worked against what was planned, day by day and over the whole period, so there are no surprises at the end of the month. YOUR TEAM Chat and company news Message colleagues, share a file, and read announcements and events posted by your organisation. Conversations stay inside your company. Your HR profile Look up your own employment details, contract information and documents, and send requests to HR without paperwork. Learning Take the courses your employer has assigned and see what you still have to complete. BUILT FOR WORK SaleSyntra is used by companies in retail, hospitality and professional services. Every organisation gets its own isolated database schema, hosted in the European Union, and permissions decide exactly what each person can open. Your data is not sold, not mined and not used for advertising. There are no ads in this app. Privacy policy: https://salesyntra.com/privacy Data deletion: https://salesyntra.com/delete-data Questions: [email protected]