Inside WhatsApp Web

No switching apps

Your pipeline, beside the chat.

Syncdo adds a panel inside WhatsApp Web. Move a lead through your own stages, add a note, set a follow-up, read the whole history — without opening anything else or losing your place in the conversation.

✓Your own stages, custom fields and filters
✓Notes and full conversation history on every lead
✓Follow-up reminders, with overdue ones surfaced

How it works

1Open any WhatsApp chat
2The Syncdo panel shows that lead's stage, notes and history
3Update the stage, add a note, or set a follow-up — without leaving the chat

See how it works →

Leads

Rajesh Kumar

Follow-up: Today

Hot

Suresh Traders

Follow-up: Tomorrow

Interested

Patel Hardware

Follow-up: Fri

Contacted

Inside WhatsApp Web

Write less, close more

The reply, already written. In your words.

Syncdo reads the whole thread and your Knowledge Base — your prices, your policies, your answers — and drafts a reply ready to send. Review it, change a word if you want, insert it into the composer in one click.

✓Reads the full conversation, not just the last line
✓Grounded in your own prices and policies, so it doesn't invent numbers
✓Drafts in English, Hindi or Hinglish
✓Nothing sends on its own — you review every draft

How it works

1Click "Draft Reply" in the panel
2Syncdo reads the thread and your saved business knowledge
3Review, tweak, and insert into the composer in one click

See how it works →

✨ Draft Reply

Insert Reply ↩

Inside WhatsApp Web

Catch up instantly

Two hundred messages, in three lines.

Tap Analyse on a conversation you haven't seen in weeks and Syncdo reads the whole history for you: what the customer wants, what's still pending, and the last thing that happened. It stays on the lead until you refresh it.

✓What they want, what's pending, what happened last
✓Reads the full thread so you don't scroll back
✓Stays on the lead once run — refresh it whenever you want it current

How it works

1Open a chat you haven't seen in a while
2Tap Analyse — Syncdo reads the full history for you
3A three-line summary tells you where things stand

See how it works →

AI Summary

Analysed 2h ago↻

Wants

Pricing on 50 units, delivery before month end.

Pending

Revised quote after the bulk discount was agreed.

Last

You promised the quote by Friday. They said thanks.

Read from 214 messages you didn't have to scroll back through.

Inside WhatsApp Web

Nothing slips

The follow-up you meant to do.

Set a follow-up on any conversation in seconds — an hour, tomorrow morning, a date you pick. Overdue ones surface first, and when one falls due your phone tells you. Three types out of the box, and you can add your own.

✓Follow-up, Todo and Meeting out of the box — Meetings carry a length
✓Overdue follow-ups surface first, so the oldest debt gets paid
✓Due reminders arrive on your phone as push notifications
✓Add your own types in Settings, and archive ones you stop using

How it works

1Set a follow-up on a chat — a quick option, or a time you pick
2Syncdo holds it against that lead and surfaces it when it is due
3Your phone notifies you; mark it done or reschedule in a tap

See how it works →

Follow-ups

1 overdue

Follow-up

Verma Distributors

Overdue by 2 days

Meeting30 min

Anand Supplies

Today, 3:00pm

Todo

Patel & Co

Tomorrow, 10:00am

Mark doneReschedule

Inside WhatsApp Web

Send in seconds

Save it once. Send it personal.

Save the replies you send most as templates, with merge fields like {{name}} and {{company}} that fill in each customer's own details, and your catalogue attached. Organise them by category and send a polished message in one tap.

✓Merge fields fill in each contact's own details
✓Attach your catalogue PDF or product photos to any template
✓Organise by category and find the right one fast
✓See which templates you actually use

How it works

1Open the Templates tab in the Syncdo panel
2Search or browse by category
3Tap to insert — merge fields fill in from the contact's details

See how it works →

AllPricingOrderPayment

Price Enquiry Reply

Hi {{name}}, thanks for your interest! It's ₹{{price}} per unit — shall I confirm your order?

Order Confirmation

Hi {{name}}, your order is confirmed — {{qty}} units. Thank you!

Inside WhatsApp Web

Reach the right customers

The right message, to exactly the right people.

Filter your contacts down to who should hear something — by stage, city, product interest, or any field you keep — then send each of them their own version of a template, from your own WhatsApp, one at a time.

✓Target by any filter — stage, city, tags, custom fields
✓Every message merge-filled per contact, never a generic blast
✓Skip anyone you messaged recently with built-in exclude filters
✓Paced like a person: 30–90 seconds apart, bursts of 25–35, 150 a day

How it works

1Filter your contacts to the segment you want to reach
2Pick a template — details merge in for each person
3Review who's included, then send; messages go out naturally spaced

See how it works →

AllPricingOrderPayment

Price Enquiry Reply

Hi {{name}}, thanks for your interest! It's ₹{{price}} per unit — shall I confirm your order?

Order Confirmation

Hi {{name}}, your order is confirmed — {{qty}} units. Thank you!

In the dashboard

Know where you stand

Deals, values, and who did what.

The dashboard is where you set Syncdo up and see how you are doing. Deals sit on a board in your own stages, each with a value and a won or lost outcome, so "how much is closing this month" has an answer instead of a guess. Every stage change, reassignment and field edit is recorded with who made it and when.

✓A board in your own deal stages, with values and won/lost outcomes
✓Activity history: who changed what, and when
✓Business groups, cadences and sequences for the follow-up you'd otherwise forget
✓Team roles — owner, admin, manager, rep — with seats per user on both paid plans

How it works

1Open a lead's deal from the panel or the dashboard
2Give it a value and move it through your deal stages
3The board totals each stage, and the history records who moved it

See how it works →

Deals

₹13.8L open

Quoted

₹4.2L

Sunrise Traders

₹2.4L

Patel & Co

₹1.8L

Negotiating

₹6.5L

Verma Distributors

₹6.5L

Won

₹3.1L

Anand Supplies

₹3.1L

Activity

Priya moved Anand Supplies to Won · 2h ago

Rahul reassigned Patel & Co · yesterday

In the dashboard

Teach it your business

Tell it once. It answers that way every time.

Type a fact the way you would say it to a new employee — your rates, your payment terms, your delivery policy. Syncdo confirms what it understood, stores it, and every AI draft from then on follows it instead of inventing an answer.

✓Say it in your own words — no forms, no field names to learn
✓Nine categories: pricing, payment terms, policies, reply rules, FAQs and more
✓Every AI draft is checked against your saved rules before it is written
✓Owners and admins keep control of what the business says

How it works

1Open Teach AI in the dashboard and type a fact in your own words
2Syncdo repeats back what it understood and saves it under a category
3Every draft it writes from then on follows that rule

See how it works →

Teach AI

“we give 8 percent off if they order more than 100 units”

Got it — saved under Pricing/Rates.

Saved knowledge

Pricing/Rates

Bulk orders above 100 units get 8% off list.

Payment Terms

30% advance, balance on delivery. No credit under ₹50,000.

Policies

Delivery is 3–5 working days within the state.

Nine categories, from pricing and payment terms to reply rules.

In the dashboard

Reporting

How the month is actually going.

New leads, deals won, follow-ups completed — each compared against the period before. Plus what is waiting on you right now, which is a different kind of number and is shown differently rather than given an invented trend.

✓Flow figures compared against the preceding period of equal length
✓Snapshot figures — awaiting reply, overdue, no next step — with no invented comparison
✓Changes as absolute numbers, never percentages
✓Pick the period; the comparison window follows it

How it works

1Open the dashboard and pick a period
2Flow figures compare against the window immediately before it
3Snapshot figures show what is true right now

See how it works →

This month

vs previous 30 days

New leads

Deals won

−4

Follow-ups completed

Right now

Awaiting reply

Overdue

No next step

In the dashboard

Housekeeping, fast

Change two hundred contacts in one go.

Filter the contacts table, tick the rows, pick a field and apply. Stage, owner, or any field you keep — updated together instead of one record at a time, with skips reported rather than swallowed.

✓Lead stage, deal stage, owner, and any custom field you have defined
✓Reassign a whole list to a colleague, or unassign it
✓Skips are reported with a reason — never a silent partial success
✓Free on every plan

How it works

1Filter the contacts table to the rows you want
2Tick them and pick the field to change
3Apply — Syncdo reports what was updated and what was skipped

See how it works →

24 selectedLead StageHot ▾Apply to 24

✓Verma DistributorsInterested

✓Anand SuppliesContacted

✓Patel & CoInterested

22 updated, 2 skipped. Two contacts have no open deal, so their deal stage was left alone.

On your phone

Away from the desk

The follow-up finds you.

Install Syncdo on your phone and a follow-up falling due arrives as a notification. Open it and the lead is there — their stage, their deal, their history. Send a template with the details already filled in, or tap to call.

✓Reminders arrive as push notifications, not another tab to remember
✓Send a template with merge fields already rendered — you see the message before it goes
✓Click-to-call opens your phone's dialler; one tap for WhatsApp
✓Installs from the browser — no app store, no separate login

How it works

1Open the dashboard on your phone and add it to your home screen
2Allow notifications when Syncdo asks, after your first reminder
3A follow-up falls due, your phone buzzes, and the lead is one tap away

See how it works →

SSyncdo · now

Follow-up due

Verma Distributors — send the revised quote

Verma Distributors

HotNegotiating · ₹6.5L

Ready to send

Hi Rakesh, sharing the revised quote for 50 units at ₹210 each.

Call

On your phone

Straight to the dialler

One tap, and it is ringing.

Open a lead on your phone and tap call — your own dialler opens with their number already in it. No scrolling a chat for the number, no copying, no retyping a digit wrong.

✓Your phone's own dialler, with the number already filled in
✓Straight from the lead, so their stage and history are on screen first
✓WhatsApp one tap away on the same screen
✓Syncdo does not log, record or time the call

How it works

1Open a lead in Syncdo on your phone
2Tap call — your dialler opens with their number ready
3The call happens on your phone, exactly as it normally would

See how it works →

SSyncdo · now

Follow-up due

Verma Distributors — send the revised quote

Verma Distributors

HotNegotiating · ₹6.5L

Ready to send

Hi Rakesh, sharing the revised quote for 50 units at ₹210 each.

Call

Everything your sales team needs. Inside WhatsApp.

Your pipeline, beside the chat.

How it works

The reply, already written. In your words.

How it works

Two hundred messages, in three lines.

How it works

The follow-up you meant to do.

How it works

Save it once. Send it personal.

How it works

The right message, to exactly the right people.

How it works

Deals, values, and who did what.

How it works

Tell it once. It answers that way every time.

How it works

How the month is actually going.

How it works

Change two hundred contacts in one go.

How it works

The follow-up finds you.

How it works

One tap, and it is ringing.

How it works

Stop losing leads in WhatsApp. Start closing them.