Everything Synviora does, stated plainly

A real sales CRM — pipeline, activities and forecasting, not a contacts list.

• Contacts & leadsLeads, customers, suppliers and partners with search, filters and pagination.
• Lead conversionPromote a qualified lead to a customer and open a deal in one step.
• Activities & tasksCalls, meetings, emails, tasks and notes with due dates and overdue tracking.
• Record timelineUnified per-contact history of deals and activities.
• Deals & pipeline boardDrag-and-drop pipeline, stage rules, win/loss reasons and value by stage.
• Multiple pipelinesSeparate sales processes for different products or teams.
• Inbound webhooksSigned inbound events — used by Riya voice AI to create leads from calls.
• Accounts / companiesA company entity above contacts, with group hierarchy and account-level deals.
• CSV import & exportGuided import with column mapping, dry-run preview and per-row errors; filtered export.
• Duplicate detection & mergeExact and fuzzy matching on name, email and phone, with a merge that repoints related records.
• Bulk actionsReassign, retag, field-update or soft-delete up to 500 records at once.
• Custom fields & layoutsAdd your own typed fields to contacts, accounts, deals and activities.
• Tags & segmentationColour-coded tags across contacts, accounts, deals and activities, with bulk apply.
• Saved views & filtersPersist a filter set as a named view, private or shared with the team.
• Stage history & rottingEvery stage move recorded with time-in-stage, plus a stale-deal report.
• Products & price booksCatalogue with per-currency price books, attached to quotes and deals.
• Quotes from dealsLine-item quotes with discounts, tax breakdown and a locked lifecycle.
• Sales forecastingProbability-weighted pipeline by stage, win rate and stage velocity.
• Assignment rulesRound-robin and load-balanced lead routing from a user pool.
• Lead & deal scoringRule-based lead scoring that ranks contacts as they change.
• Workflow automationTrigger-based rules with conditions and actions, and a run log.
• Email integrationTwo-way email over your own SMTP/IMAP, with consent enforced, open/click tracking and inbound sync to contacts.
• Email templates & sequencesMerge-field templates and multi-step nurture sequences.
• Calendar & schedulingMeetings, shareable booking pages with availability, an ICS feed, and two-way Google & Outlook sync.
• Web forms & lead captureEmbeddable public forms that create de-duplicated leads with consent.
• Attachments & documentsFiles on any CRM record, stored per-tenant with short-lived signed download links.
• Reminders & notificationsDue-date reminders for tasks and follow-ups, with an in-app notification centre.
• Territory managementGeographic and segment rules with a hierarchy; most-specific match wins.
• CRM reports & dashboardsConversion funnels, win rates, activity leaderboards and cohorts.
• Approval processesRequest and decide approvals on deals and quotes; no self-approval.
• Guided sales processEnforce a stage-by-stage playbook with mandatory fields before a deal advances.
• Telephony & click-to-callPlace, log and record calls from the record via your provider, with a call history. Transcription to follow.
• WhatsApp & SMS outreachOne-off and automated WhatsApp and SMS via your provider keys, consent enforced, with a per-contact history.
• E-signatureSend proposals and contracts for signature over a secure link, and track status.
• Document templatesMerge record data into proposals, contracts and letters.
• Customer & partner portalA secure portal where customers view their quotes, documents and meetings, and accept or decline quotes — no account needed.
• Recurring revenue trackingMRR, ARR, ARPA and churn across subscription customers.
• Deal splits & commissionsSplit credit across reps and auto-calculate commission on won deals.
• Competitor trackingRecord who you are up against and your win rate against each.
• Consent & DNC compliancePer-contact marketing consent and opt-out, enforced on every outbound send.
• Mobile appBetaInstallable, offline-capable app — pipeline, contacts and activity logging from a phone.
• Targets & leaderboardsIndividual quotas with live attainment and a sales leaderboard.
• AI contact enrichmentSummarise and enrich contacts from their activity and notes.
• AI email & follow-up draftingDraft replies and follow-ups from the record context.
• AI pipeline forecastingPlain-language risk read on your open pipeline.
• AI next-best-actionSuggest the next step on a deal from its context and history.

Users, roles, security and the shared foundation every module runs on.

• Users & rolesOwner, admin, member and read-only roles enforced on every route.
• Schema-per-tenant isolationEach tenant gets its own Postgres schema — not a shared table with a filter.
• Multi-currency & localePer-tenant currency, timezone and locale, set when the workspace is created.
• Authentication & sessionsJWT access/refresh tokens with per-tenant binding and rotation.
• Rate limitingRequest throttling to protect shared capacity.
• Two-factor authenticationBetaTOTP-based MFA for tenant users.
• Audit trailComing 2026Field-level change history across every record, with actor, timestamp and IP.
• Granular permissionsComing 2026Per-module and per-field permissions beyond the four built-in roles.
• Record-level sharingComing 2026Owner-only visibility, team hierarchies and explicit sharing rules.
• Recycle bin & restoreComing 2026Recover deleted records within a retention window.
• Notification centreBetaIn-app notification centre plus transactional email. Push and per-user preferences to follow.
• Public API & outbound webhooksREST API with tenant keys, plus outbound webhooks with signed deliveries and retries.
• Integration credentialsEncrypted per-tenant credentials for email, messaging, telephony and e-sign.
• SSO / SAMLComing 2026Single sign-on against your identity provider.
• Data export & erasureComing 2026Full tenant export and subject-erasure requests for GDPR/DPDP.
• Custom domain & brandingComing 2026Your own domain, logo and colours across the tenant app.
• Mobile appBetaInstallable offline-capable app for phones and tablets.
• Reporting & dashboardsComing 2026Cross-module report builder, saved dashboards and scheduled delivery.
• AI assistantAsk about your data in plain language across every module.
• AI credit meteringPer-tenant credit balance with a monthly allowance and top-up packs.
• AI retrieval over your documentsComing 2026Grounded answers over your own invoices, contracts and policies.
• AI natural-language reportsComing 2026Describe the report you want and get it built.
• AI voice interfaceComing 2026Talk to the assistant, powered by the Riya voice stack.