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Companysync
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OUR CORE
Features
At CompanySync.io, we are your partners in driving efficiency and growth. Our powerful CRM platform, powered by Perfex CRM, is designed to meet the diverse needs of businesses.
Effortlessly manage all your client information with CompanySync, designed to securely organize customer details, communication records, and project data in one place..
Unlock the power of your data with CompanySync's advanced AI capabilities. Our CRM analyzes client interactions and project data to provide actionable insights that help you understand customer behavior, identify trends, and optimize strategies.
Elevate your sales process with CompanySync's automation tools. Effortlessly manage leads and streamline workflows, enabling your team to concentrate on what truly matters—closing more deals.
Create meaningful connections with your clients using CompanySync's personalized communication features. Our CRM enables you to tailor your outreach based on comprehensive customer profiles, including preferences and past interactions.
24/7 Intelligent AI Agents to Replace your Call Center.
Simplest CRM Solution
Experience the ease of managing your customer relationships with CompanySync, the simplest CRM solution on the market. Our user-friendly interface allows you to access all essential features without the steep learning curve
Transform your marketing efforts with CompanySync's integrated digital marketing tools. Centralize and organize your customer data to create targeted campaigns that resonate with your audience. Automate sms marketing, segment your audience based on behaviors and preferences, and track campaign performance—all from one intuitive platform.
Achieve a clear view of your business performance with CompanySync's robust analytics tools. Real-time dashboards showcase essential metrics, sales trends, and customer engagement, empowering you to make quick, data-driven decisions. Analyze customer behavior and track sales performance to uncover growth opportunities and pinpoint areas for improvement.
Simplify your HR processes with CompanySync's powerful Human Resource Reporting tools. Transform employee data into actionable insights to monitor key metrics like turnover rates, engagement, and productivity. Create customized reports on attendance, training progress, and performance evaluations to uncover trends and tackle challenges with confidence.
Project Management System
Optimize your project workflows with CompanySync's integrated Project Management System. Our CRM allows you to plan, execute, and monitor projects seamlessly, ensuring that every task is organized and on track.
Achieve unmatched efficiency with CompanySync's Fully Automated Project Management tools. By automating routine project tasks, our platform frees you to concentrate on strategic priorities, eliminating the hassle of manual processes.
Maximize your productivity and minimize wasted effort with CompanySync's time-saving project management features. Our CRM centralizes all project-related information in one intuitive platform, eliminating the need to switch between multiple tools and reducing the time spent searching for updates. Automate routine tasks such as status updates, reminders, and follow-ups to ensure that nothing falls through the cracks.
Scale seamlessly with CompanySync's Highly Scalable Project Management tools. Designed to grow with your business, our platform handles increasing project complexity and team sizes effortlessly. Add users, customize workflows, and manage larger volumes of tasks with ease, ensuring peak performance at every stage of growth.
Our Team
Meet Our Team
Meet our diverse and talented team of professionals who are passionate about empowering businesses like yours. Each member brings unique expertise and a commitment to excellence, ensuring that we deliver exceptional service and innovative solutions tailored to your needs.
Kevin Stone
Founder and CEO
Satish Singh
Chief Technology Officer
Raffy Bacquaino
Senior Marketing & Production Coordinator
Susan, AI Agent
Client Communications Manager
Testimonials
What Users Says
Hear What Our Customers Have to Say About Our CRM Solution
CompanySync.io has made it so much easier to manage my clients. The tools save me a ton of time, and now I can focus on closing jobs. Their team is super helpful—I’d recommend them to anyone!
Joel Tovar
Joel's Roofing
With CompanySync.io, our marketing campaigns have become incredibly efficient. The ability to segment our audience and automate emails has boosted our engagement rates significantly. The detailed analytics provide insights that help us refine our strategies, making a real difference to our bottom line.
Marlene Solomon
Wolfe Enterprise
As a small business owner, I was overwhelmed with managing customer data and communications. CompanySync.io has simplified everything. The centralized database makes it easy to access information, and the customer support team is always there to help. It’s a fantastic tool for any growing business!
Miguel Guillen
Guillen Roofing
Pricing Plans
Starter
$59.97
Small businesses or freelancers with minimal needs
- Up to 5 users
- Manage up to 100 active clients
- Track up to 250 active leads
Features:
- Project Management
- Basic task and project tracking.
- Client Management: Essential client records and history tracking.
- Lead Management
- Track and convert leads into clients.
- Document Management: Upload and store documents (5GB limit).
- Estimates and Invoices: Create simple estimates and invoices.
- Appointment Scheduling
- Calendar integration.
- Email Integrations
- Basic email communication.
- Reporting: Basic reports for clients, leads, and project progress.
- Support
- Email support.
Pro
$99.99
Growing businesses with expanding operations.
- Up to 10 users
- Manage up to 500 active clients.
- Track up to 200 active leads
Features (all Starter Plan features plus):
- Project Management: Advanced tools like Gantt charts and milestones.
- Client Management: Advanced tracking, tagging, and segmentation.
- Lead Management: Scoring, funnel stages, and automated nurturing.
- Automated SMS Reminders: For appointments and due payments.
- Customizable Invoices: Branded invoices and payment tracking.
- Document Management: Enhanced version control and 20GB storage.
- Accounting Module: Expense and income tracking with basic reports.
- Work Order Management: Generate and assign work orders.
- Task Management: Set reminders for deadlines.
- Calendar Sync: Integration with Google and Outlook.
- Advanced Reporting: Insights on leads, sales, and project timelines.
- Support: Priority email support with limited live chat
Ultimate
$149
Established businesses with large teams and clients.
- Up to 25 users
- Manage up to 2,500 active clients.
- Track up to 1,000 active leads
Features (all Pro Plan features plus) :
- Client Management: Advanced segmentation, tagging, and custom fields.
- Lead Management: Bulk import/export, advanced scoring, and automation.
- Customizable Workflow Automation: Create and manage workflows.
- Marketing Tools: Bulk email and SMS campaigns.
- HR and Payroll: Employee management, timesheets, and payroll tools.
- Advanced SMS Module: Bulk SMS with automation capabilities.
- Role-Based Access Control: Permissions by roles (e.g., admin, manager).
- Document Management: Unlimited storage with recovery options.
- API Access: Integration with third-party applications.
- Custom Dashboards: Fully customizable analytics dashboards.
- Advanced Cloud Backup: Secure backups with retention controls.
- Comprehensive Reporting: Exportable detailed analytics.
- Mobile App: Full data access and functionality on mobile devices.
- Support: 24/7 priority support with a dedicated account manage
Frequently Asked Questions
With our CRM solution, you'll gain a 360-degree view of your customers, optimize your sales process, and build long-lasting relationships that drive success.
- Basic Plan ($59/month): Best for small businesses with core CRM needs.
- Professional Plan ($99/month): Ideal for growing businesses needing advanced features.
- Enterprise Plan ($149/month): Perfect for larger teams requiring extensive scalability.
- Choose Your Plan.
- Sign Up Online.
- Complete Onboarding.
- Access Your Account.
- Accessing your data in CompanySync.io is straightforward and user-friendly. Here’s how you can view and manage your information:
- Log In to Your Account: Start by logging into your CompanySync.io account using your credentials.
- Navigate to the Dashboard: Once logged in, you'll land on your customizable dashboard, where you can see an overview of key metrics and insights at a glance.
Yes! We provide a flexible refund policy and 15 days trial to ensure customer satisfaction.
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675 Alpha Dr. Suite E&K, Highland Heights, Ohio 44143 USA