Learn Syncdo
Short lessons for the owner, the team and the phone. Each one is a single task.
Start here
Five lessons for your first day, in order.
- 01
Install Syncdo and connect your WhatsApp number
WhatsApp Web · You install the Syncdo extension in Chrome and sign in with your email.
- 02
Import your leads from a CSV or Excel file
Dashboard · You bring a whole list of leads into Syncdo at once.
- 03
Add a teammate
Dashboard · You invite a teammate, give them a licence and set their role.
- 04
Call through your list with the Rapid Dialer
Android app · The Rapid Dialer lets you call one lead, then move to the next lead without going back to the list.
- 05
Call a lead from the dashboard and log how it went
Dashboard · You start a call from your computer, and your Android work phone places it.
Pick your path
Every lesson is a written guide. Each one gets its video as the video is released.
Rep and telecaller
WhatsApp Web, the Android app and the dashboard, one task at a time. 36 lessons.
WhatsApp Web
- Find your way around the Syncdo barEvery planWritten guide
- Start your day from the All leads listEvery planWritten guide
- Add a lead from a chatEvery planWritten guide
- Add unsaved chats as leadsEvery planWritten guide
- Update a lead: stage, fields and a noteEvery planWritten guide
- Find a lead with searchEvery planWritten guide
- Filter your leads and save the filterEvery planWritten guide
- Use your saved filtersEvery planWritten guide
- Find your templates fastEvery planWritten guide
- Sort templates into categoriesEvery planWritten guide
- Send one message to a filtered listEssentials and IntelligenceWritten guide
- Send a brochure, price list and photos in one templateEvery planWritten guide
- Schedule a sendEssentials and IntelligenceWritten guide
- See and cancel scheduled sendsEssentials and IntelligenceWritten guide
- Set a reminderEssentials and IntelligenceWritten guide
- Close and reopen remindersEssentials and IntelligenceWritten guide
- Catch up from the notifications bellEvery planWritten guide
- See who's waiting on your replyEvery planWritten guide
- Repeat a message on a schedule (cadence)Essentials and IntelligenceWritten guide
- Follow up with a sequenceEssentials and IntelligenceWritten guide
- Track a deal on a leadEssentials and IntelligenceWritten guide
- Create a deal and mark it WonEssentials and IntelligenceWritten guide
- Close a deal as lostEssentials and IntelligenceWritten guide
- Mark a lead Lost with a reasonEvery planWritten guide
- Draft a reply with AIIntelligenceWritten guide
- Read the AI summary and suggested templatesIntelligenceWritten guide
- Write safer bulk messages with spintaxEvery planWritten guide
- Keep your work groups one click awayEssentials and IntelligenceWritten guide
- Read a lead's activity and chatEvery planWritten guide
Android app
- Know who is calling, and log the callEvery planWritten guide
- Get reminders on your phoneEssentials and IntelligenceWritten guide
- Check today's calls on your phoneEvery planWritten guide
- Add a caller as a leadEvery planWritten guide
Dashboard
- Start your day on the dashboard homeEvery planWritten guide
- Add a lead from another countryEvery planWritten guide
iPhone web app
- Use Syncdo on your iPhoneEssentials and IntelligenceWritten guide
Owner and admin
Your team, your settings and your reports. 25 lessons.
WhatsApp Web
- Create a templateEvery planWritten guide
- Teach Syncdo about your businessIntelligenceWritten guide
Android app
- Set up the Android appEvery planWritten guide
Dashboard
- Choose your call outcomesEvery planWritten guide
- Add your own lead fieldsEssentials and IntelligenceWritten guide
- Change your lead stagesEssentials and IntelligenceWritten guide
- Keep personal chats out of SyncdoEvery planWritten guide
- Add a reminder typeEvery planWritten guide
- Set your names, country and currencyEvery planWritten guide
- Bring leads in from a Google SheetEssentials and IntelligenceWritten guide
- Build your first automationEssentials and IntelligenceWritten guide
- Choose a plan and upgradeEvery planWritten guide
- Add a second WhatsApp number, or archive oneEvery planWritten guide
- Set up deal stages and lost reasonsEssentials and IntelligenceWritten guide
- Set your send windowEssentials and IntelligenceWritten guide
- Manage what the AI knowsIntelligenceWritten guide
- Read your team's numbers in ReportsEvery planWritten guide
- See one person's numbersEvery planWritten guide
- Give a lead to a teammateEvery planWritten guide
- Remove a teammate without losing their leadsEvery planWritten guide
- Read your deals boardEssentials and IntelligenceWritten guide
- Work your leads in ContactsEvery planWritten guide
- Work your reminders on the dashboardEssentials and IntelligenceWritten guide
- Slice your leads in PipelineEvery planWritten guide
- Bring website enquiries in as leadsEvery planWritten guide
Questions, answered
Is there a free trial?
No. Paid plans start when you pay; there is no trial period.
If you want to try Syncdo first, use the free plan. It needs no card and does not expire, and you can upgrade from Settings, then Billing, whenever you are ready.
What do I need before I start?
A computer with Google Chrome, and a WhatsApp number that is signed into WhatsApp Web on it. That is all.
Syncdo is a Chrome extension that adds a panel inside WhatsApp Web at web.whatsapp.com. It does not sign you into WhatsApp and it does not replace it. It will not appear in the WhatsApp desktop app, in the phone app, or on any other website.
It works with regular WhatsApp and WhatsApp Business alike. You do not need the WhatsApp Business API, and you do not need a separate business number.
Does Syncdo work on iPhone?
Yes. On iPhone, use the web app at app.syncdo.co for leads, follow-ups, calling and templates. Caller ID and automatic call logging work on Android phones.
What is the dashboard, and how do I sign in?
The dashboard is at app.syncdo.co. It is where you see all your contacts in a table, filter and export them, import a spreadsheet, manage your team, and change settings. Sign in with the same email address you connected the extension with; you get a code by email, not a password.
The panel inside WhatsApp Web is for working one chat at a time. The dashboard is for working the whole list.