The only CRM where finance, support, projects and people all work from the same customer records, so nothing is copied between tools and nothing falls out of date.
Full access, no card required.
Finance raises the invoice, delivery opens, the commission accrues and support inherits a customer. Nobody was told.
The views
The deal record
Everything about a deal on one page: the key facts on the left, every conversation and meeting in the middle, and the work in progress on the right. Open it before a call and you have the whole story. Hand it to a colleague and they are up to speed in ninety seconds.
Nothing has gone back on the 6-month term since Monday. Draft the revised schedule?
Add products, services and pricing. Drives invoices.
Expected is calculated from the amount and the stage weighting. You cannot type it, which is why moving a deal one stage moves the forecast the same second.
Leads, contacts and companies
Three views of one account: the leads the AI found for you, the contacts who will make the decision, and the company that ties them all together.
Converting is stamped on the lead. Convert the same one twice - a double click, or two people working the same list - and you get the existing deal back rather than a second one to merge later.
Build the quote from your price catalogue, generate the contract from the quote, and raise the invoice with the same totals and currency. When the payment arrives, it is matched to the invoice. Nothing is retyped at any step, so the price the client sees is the price you invoice.
Create the contract on the deal and it fills itself in from the details already there. You sign, the client signs, and the signed PDF is saved on the deal permanently with both timestamps and a verification code. No separate e-signature tool, and no hunting through an inbox for the final version.
Each stage has its own win probability, and the forecast weights every open deal by it, so the number reflects what is genuinely likely to close. It is always built from the live pipeline, so Monday's review shows Monday's deals. And if the gap between forecast and total pipeline keeps growing, deals are piling up early and not closing - you see it while you can still act.
Every contact belongs to a company, so opening the company shows its people, its deals, its invoices and its support tickets in one place. A deal that depends on a single contact gets flagged before that becomes a problem, and deals with no company attached can all be found and fixed in one go.
Every task has a type and belongs to a deal, so a manager can see at a glance that a rep has fourteen proposals to send and no meetings booked. When a deal goes quiet, the pipeline creates the follow-up task by itself, so cold deals get chased instead of just noticed.
Deals, contacts and companies take fields of your own: text, numbers, dates, money, a tick box or a picker with your own options. Decide which show on the card, which appear in the filters, and which have to be filled in before a deal can be saved.
Name your own stages and give each one a win probability. Switch off skipping stages or moving backwards, and a move that breaks the rule is refused with the reason. Set a stage to warn you, tell the manager, or move a deal to lost by itself after so many days with no update.
A deal that sells a service with steps of its own carries that flow too: documents in, licence issued, visas stamped, handed over. It runs beside the sales stage instead of replacing it, so the pipeline can say won while delivery shows where the work has reached.
Photograph a business card, forward a message, or say you are out at a meeting. It goes onto the right record as a contact, a note or a status, with no app to open and no form to fill in.
The app carries the pipeline with you. Read the deal on the way in, log the call before you forget it, and clock in from site. It is the same work you see at your desk, not a cut-down copy of it.
Bring your data in
Connect the system you are leaving and the importer reads its export as it comes. Column names from the big six are already known, so the mapping arrives filled in and you correct it rather than build it.
Every row is validated before anything is written, and a second import updates what it matches instead of creating it twice.
Every capability
What each one does, how you set it up, and who can use it. Reports and Analytics is part of Sales too; its page is on the way.
Workspace
Everything on this page is written up in full in the help centre, by the people who built it.
What Sales covers and how it fits together.
Working the board, the deal itself, and how a pipeline behaves.
The three panels of the record people spend most of their day in.
Who you are selling to, and where new business comes from.
Follow-up, contracts and signatures.
How the pipeline is actually performing.
Anything longer lives in the help centre.
As many as you want, each with its own stages. A team that sells differently gets its own board rather than bending itself to somebody else's.
No. Nothing in NearSync counts your records, so the number you hold is a question for your business and not for your plan.
Yes. A deal keeps the currency it was sold in, and every total you read is converted into the one your company reports in.
Yes, in every plan. It brings you sourced leads from the data providers you choose, and each one waits for you to accept it before it becomes anything.
Setup takes about thirty minutes. Import your deals, and finance, support and projects can see them straight away, with no integrations to build.