Change how it works, without waiting for anybody.
Your own fields on any record, your own boards built from your own data, and workflows that run the parts nobody should be doing by hand. Set up by the people who use it, not by a developer and not by us.
Full access, no card required.
A leave request over five days asks a skip-level manager, writes the answer to attendance, tells the requester on WhatsApp and posts the month to a board. One workflow, four departments.
What it solves
Four problems this solves.
These are the reasons a business ends up running on spreadsheets beside the software it bought. Here is how each one goes away.
Every business tracks something the software did not think of. In most tools that is a request to the vendor, and the answer is a spreadsheet kept alongside the system that was supposed to replace spreadsheets. Here you add the field yourself, on any record, and it behaves like the ones we shipped.
Middleware moves a copy of a record from one system to another and hopes both sides stay in step. When it breaks it breaks quietly, and the first sign is a customer telling you. NearSync automations run on the records themselves, so there is no copy to fall behind.
A rule that fires invisibly is a rule nobody trusts, so people keep doing the work by hand as well. Every workflow here runs dry first and shows you exactly what it would have done, and every real run keeps the trail of what it touched.
A phone number, an email domain, the templates every channel sends and the times people can be booked are usually four separate jobs in four separate tools. They are one page each here, and every department is already wired to them.
Automations
It runs dry before it runs for real.
Build it on a canvas, with branches, approvals and waits. Then run it against your real data without touching anything, and read exactly what it would have done. Nothing goes live on hope, which is the reason people trust it enough to stop doing the work twice.
Custom fields
Your own fields, on any record.
Add what your business actually tracks, to deals, contacts, employees or anything else. It filters, it reports and it shows up in automations exactly like the fields that came with the product, because there is no difference underneath.
Custom boards
Build the board your team actually works from.
Pick the records, pick the columns, and group it the way the work happens. It reads live data rather than a saved copy, so a board somebody built in March is still right in November.
Data management
Bring it in, keep it clean, take it out.
Import what you already have, find the duplicates and the records nobody has touched in a year, and export any of it whenever you want. It is your data, and being able to leave with it is not a feature we should be charging for.
Keep your CRM clean. Review imports, fix broken records, and work through guided queues.
Guided queues scan for deals without parties, deals with no pipeline, stale deals, duplicates and formatting issues. Review what NearSync AI suggests, fix in bulk, and undo any fix within 24 hours.
NearSync AI cross-references conversation phone numbers, company names and email domains continuously. Any record that loses its link will surface here for review.
Scheduling
What people can book, and with whom.
Set the meeting types, the availability and the routing, then share a link. The booking lands on the right person's calendar and against the right record, so the context is already there when the call starts.
Define how people book time with your team and where each type routes.
Setup
Your email domain, sending properly, on day one.
Connect the domain you already send from and messages go out as you rather than as us. Inbound lands in the right department queue, and the templates every channel uses are written once and shared.
Provision shared inboxes that route directly to an HQ. Mail tosupport@in.meridiangroup.ae lands in Support HQ's inbox; same pattern for any HQ.
Domains you own that can receive mail and serve as the FROM on outbound replies. The default platform host stays available as a fallback.
Every capability
Eight areas, one page each.
What you can do with each one, how to set it up, who can use it and what it does not do.
Your data
Conversations
Foundation
What reads it
Everything you change here shows up everywhere else.
Operations is not a settings screen off to one side. It is where the other departments get their shape.
A field you add shows up on the deal, in the filters and in the reports, without anybody rebuilding a view.
An approval step is a workflow. You decide how many people sign off and in what order before money moves.
Onboarding is a workflow that starts the day an offer is accepted, so nobody chases the same six tasks by hand.
Chat intents read what an incoming message is about, so it reaches the right queue without somebody triaging it first.
The guides, in full
Guides for whoever sets this up, and for whoever has to live with it afterwards.
Start here
What Operations covers, the order to build it in, and how it feeds every other department.
Automations
From a first workflow to branching, loops and sequences.
Your data
Shape it, bring it in, keep it clean, take it out.
Email and domains
Addresses that receive mail, on your own brand.
Channels
Phone, chat and the messages every channel sends.
Meetings and booking
What people can book, and what the platform looks for when you meet.
Procedures and insights
The work people do by hand, and how it is all performing.
The questions we get asked.
Anything longer lives in the help centre.
How many automations can we build?
As many as you want, across every department. Nothing counts your workflows or the number of times they run.
Can we add our own fields?
Yes, to any record, without a developer. Your fields behave like the ones we shipped, including in filters and reports.
Can we test an automation before it touches anything?
Yes. Every workflow runs dry first and shows you exactly what it would have done, so nothing goes live on hope.
Do booking links cost extra?
No, scheduling is in every plan. People book the time you make available, and it lands on the right person's calendar.
Shape it around how you already work.
Half an hour on the boards, fields and workflows your company actually runs on, with your own records in front of you.