AI-Powered Sales Operating System

Run Your Sales. Smarter. Faster. With Syntrixa360.

Capture every lead, understand customer conversations, automate follow-ups and give your team the right next action — all in one intelligent platform.

AI-PoweredSales FocusedEasy to UseAction Oriented

Dashboard

Welcome back, Admin

Total Leads

2,453

+12.5%

Active Opportunities

861

+8.2%

Follow-ups Due

256

+5.4%

Conversions

128

+15.7%

Sales Pipeline

New Lead
1289
Contacted
856
Qualified
428
Proposal
214
Negotiation
142
Won
186

Sales Trend

Trusted by growing businesses across industries

Global DistributorsParas IndustriesShreeji Import ExportNexgen Trading Co.Vardhman EnterprisesOceanic Exports

Sample business names shown for illustration.

The Challenge

Sales Is Hard. We Make It Easier.

Every day, sales teams face challenges that cost time, revenue and growth.

Leads Everywhere

Leads come from WhatsApp, email, calls and the website — and get scattered across tools.

Follow-ups Get Missed

Manual follow-ups lead to delays, missed opportunities and lost potential customers.

Conversations Are Lost

Important customer conversations sit across different apps, inboxes and devices.

No Clear Next Step

Sales executives don't know what to do next or which lead to prioritise.

No Visibility for Managers

Managers lack real-time visibility into team activity and pipeline health.

Sales Forecasting Is Hard

Without reliable data, forecasting future sales and planning resources is difficult.

The problem isn't lack of leads. It's what happens after the lead arrives.

See How Syntrixa360 Helps
The Solution

From Lead to Loyal Customer — All in One Flow

Syntrixa360 brings structure, intelligence and automation to every step of your sales process.

1. Lead Capture

Leads come from website, WhatsApp, email, calls and other sources.

2. Organize & Track

Leads are organised, assigned and tracked in one unified system.

3. Conversations

Sales conversations happen across channels and are logged automatically.

4. AI Understands

AI analyses conversations to understand intent, need, priority and context.

5. Follow-up & Next Action

The system suggests follow-ups and next best actions automatically.

6. Conversion

Take action, close the deal and build long-term customer relationships.

7. Repeat Business & Referrals

Delight customers, win repeat orders and build long-term relationships.

Core Features

Everything You Need to Run Sales Smarter

Powerful features that help your team capture leads, build relationships and close more deals.

Lead Management

Capture leads from all channels and organise them in one centralised system.

Customer 360° View

A complete view of every customer, interaction, history and opportunity.

Conversation Intelligence

Understand conversations and extract important insights automatically.

AI Follow-ups

AI identifies follow-up opportunities and suggests when to reach out.

Next Best Action

Recommends the right next action for every lead and opportunity.

Sales Pipeline

Track every opportunity across stages and move deals forward efficiently.

For Sales Executives

Everything You Need. Right When You Need It.

Syntrixa360 gives every sales executive a focused workspace with priorities, follow-ups, customer history and next actions.

  • Today's Priorities

    See your top tasks, follow-ups and high-priority leads for the day.

  • Smart Follow-ups

    Never miss a follow-up. Get reminders and AI-suggested actions.

  • Customer History

    View complete conversation history, interactions and opportunities.

See the Executive Workspace

My Workspace

Welcome back, Rahul

Today's Tasks

12

Pending

Follow-ups Due

8

Due Today

High Priority Leads

7

Needs Attention

Open Opportunities

15

Active

My Follow-ups

Acme Industries Pvt. Ltd.

Follow-up for Quotation

High

Global Traders

Product Demo Follow-up

Medium

Bright Star Exports

Price Discussion

Low

Next Best Actions

Call Acme Industries

Customer requested revised quotation.

Call

Send Catalog to Global Traders

They showed interest in new products.

Send

Schedule Demo with Bright Star Exports

Follow-up pending for demo.

Schedule

Manager Dashboard

01 May – 31 May 2024

Total Leads

3,265

+18.6%

Active Opportunities

1,289

+14.3%

Follow-ups Due

412

+8.7%

Conversions

186

+21.4%

Revenue (Expected)

₹2.48 Cr

+16.8%

Sales Pipeline

New Lead
1289
Contacted
856
Qualified
428
Proposal
214
Negotiation
142
Won
186

Leads Source

Website
31%
WhatsApp
27%
Email
19%
Referral
13%
Call
10%

Sales Trend

Team Performance

ExecutiveLeadsConv %
Rahul Sharma64222.6%
Neha Verma51224.0%
Amit Kumar47823.3%
Pooja Singh42120.5%
For Managers & Owners

Complete Visibility. Better Decisions. Higher Sales.

Get real-time visibility into your entire sales team, pipeline and performance — so you can make confident decisions.

  • Real-time Sales Visibility

    See what's happening across your team and pipeline in real time.

  • Track Team Performance

    Compare executives, monitor activities and measure results.

  • Monitor Pipeline Health

    Know how many opportunities are in each stage and what to focus on.

See the Manager Dashboard
Industries We Serve

Built for Businesses That Sell to Businesses

Syntrixa360 is designed for B2B companies with complex sales cycles, multiple customers, repeat orders and active follow-ups.

Wholesale & Distribution

Manage enquiries, dealers, distributors and repeat orders efficiently — every lead and follow-up in one place.

  • Dealer & distributor management
  • Repeat order tracking
  • Enquiry to order conversion

Export & International Trade

Handle international enquiries, quotations, documentation and follow-ups with complete visibility.

  • International enquiries
  • Quotation & negotiation tracking
  • Customer communication history

Manufacturing

Convert product enquiries into long-term customer relationships and streamline your sales process.

  • Product enquiry management
  • Requirement tracking
  • After-sales & support tracking

Trading Businesses

Manage multiple product lines, suppliers and customers while keeping every opportunity on track.

  • Multi-product management
  • Supplier & customer tracking
  • Order & fulfilment tracking
Why Syntrixa360

More Than a CRM. Built Around Sales Execution.

Traditional CRMs store data. Syntrixa360 is designed to help your team act on it.

Traditional CRM
Syntrixa360
Stores customer data
Captures full sales context
Manual follow-up
AI-assisted follow-up
Data-centric
Action-centric workflow
Static reports
Actionable insights
Manual next-action decisions
Next-action recommendations
Product Screenshots

See Syntrixa360 in Action

Explore the screens that help your team capture, prioritize and close more deals.

Owner Dashboard

Welcome back, Admin

Total Leads

3,265

+18.6%

Active Opportunities

1,289

+14.3%

Follow-ups Due

412

+8.7%

Conversions

186

+21.4%

Revenue (Expected)

₹2.48 Cr

+16.8%

Sales Pipeline

New Lead
1289
Contacted
856
Qualified
428
Proposal
214
Negotiation
142
Won
186

Leads Source

Website
31%
WhatsApp
27%
Email
19%
Referral
13%
Call
10%

Sales Trend

Team Performance

ExecutiveLeadsConv %
Rahul Sharma64222.6%
Neha Verma51224.0%
Amit Kumar47823.3%
Pooja Singh42120.5%

Complete visibility into leads, pipeline, team performance and expected revenue in one screen.

Business Impact

Turn Sales Activity Into Better Sales Execution

Syntrixa360 is designed to help your team work with more focus, consistency and visibility.

Fewer Missed Opportunities

Designed to surface every pending follow-up before it goes cold.

Better Follow-up Discipline

Helps teams build a consistent daily follow-up rhythm.

Faster Sales Execution

Can reduce time spent deciding what to do next.

Better Customer Visibility

Complete customer context available before every conversation.

Stronger Team Accountability

Activity and ownership stay visible to managers.

Better Sales Planning

Pipeline and trend data designed to support planning.

Who Is It For

Who Is It For?

Syntrixa360 is built for B2B businesses and sales teams that want to sell more, follow up better and build lasting customer relationships.

B2B Businesses

Businesses that sell products or services to other businesses.

  • Manage leads from multiple sources
  • Track conversations in one place
  • Improve follow-ups and conversions
  • Build long-term customer relationships

Sales Teams

Sales teams that want to be more productive and effective.

  • Know what to do next
  • Never miss an important follow-up
  • Prioritize high-potential leads
  • Close more deals, faster

Wholesale & Distribution

Distributors and wholesalers dealing with large product catalogs and repeat orders.

  • Track repeat orders and patterns
  • Manage dealers & distributors
  • Improve order fulfillment
  • Increase customer retention

Export & International Trade

Exporters and importers managing global inquiries and deals.

  • Manage international leads
  • Track deal status across countries
  • Stay on top of documentation
  • Build global customer trust

Manufacturing Companies

Manufacturers selling to dealers, distributors or end customers.

  • Handle complex sales cycles
  • Share product & price information
  • Track quotations and orders
  • Improve on-time delivery & service

Trading Businesses

Trading companies dealing in multiple products and markets.

  • Manage multiple suppliers & buyers
  • Track stock & deals efficiently
  • Automate follow-ups
  • Increase repeat business

Businesses with Repeat Orders

Businesses with existing customers and recurring business.

  • Never miss a repeat order
  • Set reminders for re-order cycles
  • Improve customer satisfaction
  • Grow long-term relationships

Businesses Dependent on Follow-ups

Businesses where follow-ups are key to closing deals.

  • Automate follow-ups
  • Get reminded at the right time
  • Keep conversations warm
  • Close more with consistency

If you sell, follow-up and build relationships, Syntrixa360 is for you.

One platform. Every step. Better results.

Trust & Security

Built with Security in Mind

Role-Based Access

Give owners, managers and executives the access level they need.

User Permissions

Control what each user can view, create and edit.

Data Protection

Encrypted transport and access controls around your sales data.

Activity Tracking

Track user activity for internal accountability.

Secure Infrastructure

Hosted on managed cloud infrastructure with regular backups.

FAQ

Frequently Asked Questions

Ready to streamline your sales process?