Bsynced CRMYour All-in-One Sales Platform

Manage deals, contacts, email, WhatsApp, proposals, and insights — all in one place. Built for teams that want to close more deals, faster.

Get Started

Quick Setup Checklist

📊

Pipeline & Deals

Visual Kanban pipeline with deal cards, health scores, tags, custom fields, and a full-featured deal detail modal covering notes, emails, activities, documents, and proposals.

Explore Pipeline

📥

Leads Inbox

Capture inbound and outbound leads with intelligent scoring, sequence automation, and one-click conversion to deals. Never lose a lead again.

Manage Leads

👥

Contacts

Centralized contact database linked to deals. Call, email, or message via WhatsApp directly from the contact panel. Import and export in bulk.

View Contacts

✉️

Mail (Gmail & IMAP)

Full inbox inside the CRM. Compose with a rich editor, AI-powered writing assistant, smart subject suggestions, HTML rendering, and email tracking.

Set Up Mail

💬

WhatsApp Messaging

Send individual and broadcast messages using approved templates with named variables. Link conversations to contacts and manage them from a single inbox.

Connect WhatsApp

📋

Web Forms

Build custom lead capture forms or integrate Google Forms. Embed them on your site and convert submissions to leads with a single click.

Build Forms

📄

Proposals & E-Signatures

Create professional proposals from your product catalogue, send for e-signature, and track every open, view, accept, or decline in real time.

Create Proposals

📈

Insights & Reports

Pipeline metrics, revenue forecast, deal health at-risk analysis, goal tracking, email open rates, and AI-powered analysis — all visualised beautifully.

View Insights

⚡

Automation Sequences

Build multi-step sequences triggered by lead or deal events. Send emails, add tags, change stages, wait, and notify your team — automatically.

Automate Workflows

📅

Booking Scheduler

Share a booking link, define meeting types, set your availability, and sync with Google or Outlook calendar. Prospects book themselves in.

Set Up Booking

🛒

Marketplace

Enable or disable add-ons per workspace. Unlock WhatsApp, calling, booking, proposals, sequences, and more from the add-on catalogue.

Browse Add-ons

⚙️

Settings & Admin

Workspace settings, user management, teams, SMTP/IMAP/Gmail OAuth, per-tenant WhatsApp, Twilio, Slack, custom fields, terminology, and billing.

Configure Settings

Why Bsynced CRM?

Bsynced CRM is a multi-tenant SaaS platform built for agencies and businesses that need a white-label, fully configurable CRM without the enterprise price tag.

Feature	Bsynced CRM
Visual Kanban pipeline	Yes
Built-in email (Gmail + IMAP)	Yes
WhatsApp messaging	Yes
AI writing assistant	Yes
Proposal e-signatures	Yes
Booking scheduler	Yes
Automation sequences	Yes
Per-tenant settings	Yes
Multi-workspace admin	Yes

Ready to start?

Head to the Quick Setup Checklist to get your workspace configured in under 15 minutes.