Unify customer success, support, delivery and revenue with AI that works across your entire organization.
The CRM doesn't know about the open ticket. Renewals live in a spreadsheet. The context that saves an account is buried in someone's inbox. Every handoff drops something — and it shows up as churn.
Live health scores, risk exposure and save plays — spot the account slipping away weeks before it churns.
Every ticket carries the account, the history and the SLA. One queue, no swivel-chair between tools.
Boards, timelines and gates for the onboarding and implementation work that keeps customers live.
Forecasts, readiness and playbooks turn every renewal and expansion into a plan, not a scramble.
An operator's AI that reads every account, drafts the work and surfaces what needs you — with sources shown.
Team messaging, a managed phone line, SMS and WhatsApp — with call recaps and promises captured for you.
Copilot reads the whole account, drafts the email, builds the renewal plan — grounded in your real data, every claim cited, every action yours to approve.
Every answer cites the accounts, tickets and threads it read.
From save-play emails to renewal decks — it does the first 90%.
Previewed, permissioned and logged. Approve, edit, or automate.
Syndeo Copilotgrounded · citedTeam messaging, a managed phone line, SMS and WhatsApp — in one place. Call recaps and the promises you made are captured automatically and pinned to the account.
Illustrative — from teams consolidating onto Syndeo
Your data is yours. Copilot only ever acts within the permissions you set — and everything it does is logged.
Request access in minutes. Bring your team, connect your tools, and let Syndeo hold the whole picture.