01
The conversation becomes context.
Calls, forms, emails and bookings become the beginning of a customer story. Capture the enquiry, its source and the details your team needs.
Less copying. More context.CRM and sales automation software
Your customers.
The full picture.
Manage contacts, leads, pipelines and follow-ups in one CRM. Connect sales with communications, operations and finance, so your team can carry the customer story into the work.
Your customersYour next stepsConnected by AI
THE RELATIONSHIP ENGINEInteractive example
Call received
“Can we talk about a workspace installation?”
Source attached to the customerAva StoneStone & Co.
One relationship. The useful details.
ContextCall summary captured
OwnerMia Chen
OpportunityWorkspace installation
NEXT STEP, CONNECTED
Discovery meeting
The person, the work and the team.
Useful context. Connected actions.Sales. Scheduling. Client relationships. Connected.Follow the customer journey
See the whole picture
The CRM.
In 66 seconds.
Watch how enquiries, sales, scheduling and client work fit together.
One relationship. Every moving part.
The customer is the centre.
The work connects around them.
Explore how the pieces fit. Choose a connection to follow the work.
CONNECTED CRMChoose a connection
Customer storyConnected by Syra01 / 05
Enquiries
The first hello becomes a relationship.
Bring calls, forms and email into the customer story. Keep the source, useful details and ownership together so the next person can pick up with context.
The starting pointA new workspace enquiry
The connected recordAva’s contact & lead profile
The next piece of workAn owner and a follow-up
Core CRM · All plansExplore enquiries
The work, connected
From “someone called”
to “here’s what’s next”.
Configured automation turns conversations into useful work. Follow one example through the CRM.
02
The record knows what happened.
A person, an opportunity and a clear owner. Configured call-to-CRM actions bring summaries, fields and outcomes into the right place.
One relationship. A connected next step.03
The next move is already in view.
Prepare the proposal. Book the meeting. Create the follow-up. Connect the work to the customer, with your workflow and approval rules around it.
The work moves. Your team stays in control.Customer intelligenceIllustrative workflow01 / 03AS
Ava StoneStone & Co. · Workspace enquiry
The signal
A useful conversation. Captured.
Ava needs a workspace installation quote and wants to discuss the brief next week.
Call summarySaved to the customer journey
Choose a step to explore the workflow.
The sale, in perspective
A clear pipeline.
A stronger next move.
Give every opportunity a stage, an owner and a next action. Your team can move it manually; configured events keep it in step with the customer journey.
New enquiry0
Capture the opportunityQualified1
ASStone & Co.
Workspace installation
$5,000Mia Chen
Prepare the offerProposal0
Agree the offerWon0
Begin the workConversations with context
Power dialer, shared call lists, callback desk, team lines and verified callers start on Launch.
Explore the toolsBetter-prepared opportunities
Growth adds lead sourcing, enrichment, demo studio and ROI qualification.
Explore the toolsA wider view of sales
Growth adds coaching, forecasts, account planning and CPQ; Command adds partner deal registration.
Explore the toolsScheduling, inside the relationship
A time that works.
A team that’s ready.
Booking links, team availability and customer context belong together. Every appointment connects to the calendar and the CRM.
Your calendars, connectedGoogle, Outlook and Apple calendar connections.
The right person, availableIndividual, round-robin and collective team booking.
A useful handoverCloser workspace, reminders and the context for the meeting.
Mia ChenDiscovery · 30 minutes
EXAMPLE WEEK · OCTOBER 2026
Make time for
the next conversation.
Illustrative availability · Europe/London
Choose a day and time to see the customer handover.
Beyond the won deal
A customer relationship.
With room for the whole story.
Keep ongoing conversations, commercial records and customer work together. Growth adds customer accounts and delivery workflows to the core relationship.
S
Stone & Co.
Customer workspace · Example
OwnerMia ChenRelationshipOnboarding
People. Promises. Progress.The customer, in context
The whole relationship.
Ready to pick up.
AS
Ava StoneDecision maker · Workspace project
Call summaryWorkspace brief and preferences captured.
Next conversationDiscovery meeting with Mia.
Ongoing supportGuest-relations cases and customer enquiries.
Illustrative workspace. Plan and setup determine available tools.Explore the Command client portal
The whole CRM, clearly
Everything behind
the next good decision.
Explore the capabilities by the work they help you do. Plan labels keep the inclusions clear.
The person, not just the next lead.
Bring the first enquiry and the relationship into a clear customer record.
Leads & contact profilesAll plans
Source, ownership, notes, tags, custom fields and the full relationship history.
Connected enquiry captureAll plans
Phone, email, forms and booking enquiries flow into the inbound workspace with their source attached.
Caller memory & call-to-CRMAll plans
Call context, summaries and configured actions keep the customer record and follow-up work connected.
Import, export & clean recordsAll plans
CSV import, field mapping, duplicate management, filters and bulk actions.
Lead sourcing & qualificationGrowth+
Build prospect lists, enrich records, score interest and route the right opportunities to your team.
Voice, email, SMS, meeting, storage and team allowances vary by plan. Provider charges may apply.Compare all features & usage limits
A setup that fits your business
Start connected.
Grow with more capability.
02
Growth
Advanced sales, customer accounts, projects and workflow automation.
10 team seatsDiscuss Growth03
Command
The branded client experience, partner deal registration and wider finance controls.
25 team seatsDiscuss CommandThe useful details
Before we connect
your customer story.
What is included in the CRM?
Leads, contacts, enquiry capture, profiles, pipeline, scheduling, booking links and sales calling are part of the core CRM. Quotes, proposals, contracts, payments, tasks, email follow-up and files connect to the same customer journey. Growth adds deeper sales, customer-account and automation tools; Command adds the branded client experience and wider controls. The plans comparison shows the exact inclusions and usage limits.
What does the CRM update automatically?
Configured call-to-CRM actions bring conversation details into the customer record and create the next pieces of work, such as tasks, follow-ups or pipeline updates. Forms, enquiries, bookings and payment events also connect to the customer journey. We configure triggers, routing and approvals around your business so your team controls which actions run automatically.
Can I manage existing clients as well as prospects?
Yes. Contacts and guest-relations cases support the ongoing relationship. Growth and Command add customer accounts, account history, project delivery and customer-support workflows. Tasks, documents, files and commercial records help keep the work connected after the deal is won.
How does scheduling work?
Share booking links, manage team availability and connect Google, Outlook or Apple calendars. Public bookings connect to the calendar and CRM, with team scheduling, round-robin and collective booking. The closer workspace brings appointments together with the context needed for the conversation.
Can I import data or connect an existing system?
Import contacts through CSV and map the fields you need. APIs, MCP tools, webhooks and configured integrations connect customer workflows to other systems. We agree the data mapping, integrations and migration approach during implementation.
How do we get started?
Book a demo so we can map your enquiries, pipeline, customer journeys and team responsibilities. Sysevo is delivered as a custom-scoped setup, including configuration and handover. Your quote confirms the plan, implementation timetable and support.
Are all the features shown included in every plan?
The core CRM, scheduling and sales calling start with Launch. Advanced capabilities are marked Growth+ or Command in the explorer. Sending, voice, meetings, storage and team allowances depend on your plan, and provider charges may apply. Compare the full features and usage limits on the plans page.
Make the next move
Less keeping records.
More building relationships.
Show us your customer journey. We’ll show you how the CRM, your team and the work can move together.
Custom-scoped configuration, connected workflows and a clear handover.Related readingAll articles
- 01Zanus AI CRM Integration and Lead HandoffsCheck how a Zanus AI conversation becomes a usable CRM record, including contact matching, deal ownership, next actions and failed integration recovery.CRM
- 02CRM Follow-Up Reminders | Build a System That Closes the LoopCRM automated reminders eliminate missed follow-ups by triggering at the right moment with the right context. Learn how they work and why manual systems fail.CRM
- 03CRM and E-Signature Integration | How to Keep Records in SyncCRM e-signature integration automates contract signing and syncs data directly to your customer records. Learn how it works, what it costs, and when to use it.CRM