Agency OS
Keep record of all data on your clients
Create custom fields for your business needs to track important data about your leads and customers.
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Create custom fields for your business needs to track important data about your leads and customers.
Capture, organize, and retrieve every piece of client information that matters - your way. Custom fields in Synup OS let you store anything from business details to internal notes, giving your agency total flexibility and control.
Important client info, like ad budgets, Slack contacts, or client background details, often ends up in random notebooks, post-its, or buried in emails. This leads to missed follow-ups & confusion.
Synup OS helps you organize and search for client-related data efficiently.
Why stop at the data you already know? Synup OS helps you fill in the blanks with AI-powered enrichment built directly into custom fields.
Ask questions like:
Let our built-in AI researcher find and populate the data automatically, no Googling required. This helps you make client records more complete and actionable, and empower your teams with up-to-date, enriched context.
Quickly check how each client is performing across different marketing channels. Spot where they need urgent help or where you can upsell new solutions.
Stop searching and start knowing. Our customizable client summary table makes it effortless to surface exactly what you need, instantly.
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Use dynamic filters to slice data by tool usage, risk, engagement, billing status, and more. Combine AND/OR logic to create advanced views
Choose which columns you want to see and hide what’s irrelevant. Save and reuse your most important filters for daily ops and team reporting.
Stop forcing one-size-fits-all systems to work for your agency. With Synup OS, every field can be yours, designed for your workflow, your clients, and your success.
Sydekick handles listings, reviews, social, SEO, and more — so your team can focus on strategy. See it work on your business in minutes.