Internal systemOperating systemInternal product

Syntelligence OS

CRM, documents and a client portal on one dataset

CRM, documents, billing and a client portal connected to one database.

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The module is shown with demonstration data. Production data is private.

A Syntelligence project led by Paweł Paruzel. About the company and founder →

Demonstration dataSyntelligence OS
Sales pipeline
Syntelligence OS — Sales pipeline
The Syntelligence OS CRM module: sales stages, contact cards and next actions. A public demo with a fictional business.
Project scope

Syntelligence OS

The need

Client data and project work were spread across separate tools, each storing its own copy of the contact.

What we built

One self-hosted platform: lead pipeline, scheduling, multi-channel analytics, invoicing and a client portal, multi-tenant with role-based access.

How it works

A contact is one record, and the work around it happens in one place rather than being exported between tools.

CRMLead pipeline
DocumentsContracts and invoicing
RolesAccess permissions
PortalClient workspace

Frequently asked questions

What does the project cover?

One self-hosted platform: lead pipeline, scheduling, multi-channel analytics, invoicing and a client portal, multi-tenant with role-based access.

How can I view the project?

The module is shown with demonstration data. Production data is private.

Your project

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