Syncdo — WhatsApp CRM & AI Sales Assistant

Description

Turn WhatsApp Web into your CRM. Leads, pipeline, reminders and templates — plus AI that knows your business. Syncdo turns WhatsApp Web into a complete CRM for sales teams and MSMEs — no new app, no migration, no disruption. Install it, sign up right inside the panel, and your whole sales pipeline lives inside WhatsApp. 📋 A REAL CRM, INSIDE WHATSAPP Add leads, track deals, schedule reminders and meetings, and see full contact history — all without leaving WhatsApp Web. The tools you use all day are one tap away; setup stays out of the way. 💼 DEALS, NOT JUST A STATUS Open a deal on any contact — give it a name, what it's worth, which stage it's at, when you expect it to close. Mark it won, lost or cancelled when you know. A deal is a thing that happened, not a field that gets overwritten. A repeat customer builds a history: three orders won, one lost, each with its own value and date, all visible while you're talking to them. And because the forecast you entered is kept alongside what it actually closed at, you can see where your estimates run high. 📣 CAMPAIGNS THAT RUN THEMSELVES Set up a recurring campaign once and Syncdo keeps it going — weekly to customers, fortnightly to interested leads, monthly to the ones still deciding. It sends to a saved filter checked fresh every time, so a lead who moves stage joins or leaves on their own. Nobody maintains a list. Or build a sequence: a short arc that ends. Day 0, day 3, day 7 — a few messages in order, and the moment someone replies, it stops. No drip campaigns, no bots pretending to be you. Broadcasts can wait too. Send now, send at a chosen time, or make it repeat. Everything queued is visible in one place and cancellable in one tap. Scheduled work delivers while WhatsApp Web is open, paced against a safe daily limit so your number sends the way a person sends. ⏰ REMINDERS THAT DON'T SLIP Set a reminder with a date and a time — follow-ups, todos, meetings, or your own types like Site Visit, Discovery Call or Demo. Each type brings its own quick options and its own way of closing: Done, No-show, or Cancelled. Add a note so you remember why — "collect payment", "send rates", "call back after Diwali". Booking over an existing meeting warns you before you double-book. Overdue, today and upcoming are always visible, so nothing quietly ages out. Tie a message set to a meeting type and the confirmations send themselves. Move the meeting and the messages move with it; cancel it and they stop. 👥 GROUPS, SORTED Mark which of your WhatsApp groups are business and which aren't. The business ones sit together in the panel, one tap from open. Nothing from a group is ever read or stored — it's a shortcut, not a surveillance tool. 👥 YOUR WHOLE TEAM, ONE PIPELINE Invite your team, assign leads, and control who sees what. Owners and admins configure the workspace; reps work their own leads. Everyone connects their own WhatsApp number, and everyone's reminders stay their own. Reassign a lead and its open deal moves with it. ↩️ KNOW WHO'S WAITING ON YOU Syncdo tracks which conversations are waiting for your reply and which are waiting on the customer. One tap shows everyone you haven't answered. Finished with a chat? Mark it done — it comes back on its own the moment they message again. 👀 NOTHING SLIPS THROUGH Replied on your phone and forgot to save the lead? Syncdo shows recent WhatsApp chats that aren't in your CRM yet, so you can add them in one tap — or dismiss the ones that aren't business. 🔍 FIND ANY LEAD IN SECONDS Filter by stage, deal stage, tags, city, custom fields, reply status, assignee, reminder due date — combine conditions with match-all or match-any, and save the filters you use daily. The filters you save are the same ones your campaigns send to. 📉 LEARN WHY YOU LOSE Record a reason every time a deal is lost, from your own list. Because each deal keeps its own reason, the pattern survives — even for a customer who comes back and buys later. 🧠 AI THAT KNOWS YOUR BUSINESS Teach it your prices, product specs, delivery rules, and how you like to phrase things — once. From then on it doesn't guess. Every draft and summary reflects your actual business. ✍️ AI DRAFT REPLY On your instruction, AI writes a complete, ready-to-send reply — grounded in what it knows about your business and the real conversation. Review, edit if needed, insert with one click. It never sends on its own. 📊 AI CONVERSATION SUMMARIES Catch up on any chat in seconds — what the customer wants, what's pending, the last action taken. No more scrolling back through history. ✉️ SMART TEMPLATES Templates with variables like {{name}} and {{company}} that auto-fill from your contacts. Attach a catalogue or price list once and reuse it everywhere — campaigns and reminders reference the template rather than copying it, so fixing a price once fixes it everywhere, including messages already queued. Send the right message to 40 customers in the time it used to take for five. 🎯 BUILT FOR HOW YOU ACTUALLY SELL Steel traders, hardware dealers, pharma distributors, real estate brokers, coaching institutes, jewellery and textile businesses — any MSME that runs on WhatsApp. Customize your own lead stages, deal pipeline, fields, tags, reminder types and lost reasons. 🔓 YOUR DATA, NOT LOCKED IN A CHAT WINDOW Everything Syncdo captures — leads, deals, stages, notes, reminders, conversation history — is stored in a proper database behind a web dashboard you can open from any browser, whether WhatsApp Web is running or not. 🌍 GLOBAL + LOCAL Works in English, Hindi, and Hinglish. Built for businesses in India, the Middle East, Southeast Asia, Latin America, and anywhere WhatsApp is the primary sales channel. 🆓 FREE WHILE IN BETA Full access, no credit card. Sign up inside the extension in about 5 minutes. HOW IT WORKS Install this extension — it appears as a panel inside WhatsApp Web Open WhatsApp Web and click the Syncdo panel Enter your email, verify the 6-digit code, and you're in — your WhatsApp number is detected automatically Set up your stages, reminder types and templates, and teach the AI your prices, specs and rules Open any chat and get summaries and smart replies instantly WHAT'S NEW IN 1.10.0 Deals — open one on any contact with a value, a stage and an expected close date, then mark it won, lost or cancelled. Past deals stay as history you can see mid-conversation. A Groups view for separating business groups from personal ones. Small text throughout the panel is now easier to read, meeting accessibility contrast standards. REQUIREMENTS — Google Chrome or Microsoft Edge — A WhatsApp account (regular or Business — no WhatsApp API needed) Works alongside your existing WhatsApp. No migration. No disruption. No new app to learn.

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