Run your whole business with connected management software, Syra and AI agents. Bring communications, CRM, sales, operations, finance and commerce into one suite, with more of the routine work moving automatically.
Ava Stone
Inbound call · AI voice agentAnswer, qualify and book. Voice agents connect the call to the customer and the work that follows.
From the first conversation to the work, the team and the money. See how the tools come together in a system built around you.
Explore all 16 departments and 263 listed feature areas. Open a department, then a tool to see what it does. Plan access is shown alongside the features.
263 feature areas · 16 departments
Open the product guideSyra is your AI business assistant. She knows your business, works across the tools on this page, and learns more about you every time you talk to her. Each entry below says who it is for.
Syra is an assistant who knows your business and your account. You ask her in plain English, by typing or by talking, and she answers from your real data or does the job for you. She is on every page, so help is never more than a click or a sentence away.
Details in the feature guideThese are the things Syra does on every account, for customers and for Sysevo's own team alike. Ask her in plain English and she finds the answer in your real data, gives you advice, or does the job for you. She only sees what your role allows, and anything that sends to a customer, spends money or deletes something waits for your approval first. The two entries after this one list what only customers' Syra does, and what only Sysevo staff's Syra does.
Details in the feature guideOn top of everything in What Syra Can Do for You, your own Syra works with the parts of Sysevo your business runs on, from your customers and appointments to your reviews, quotes and finances.
Details in the feature guideSysevo's own team gets a Syra built for running Sysevo: triaging enquiries, working the pipeline, preparing quotes and proposals, and looking after customer accounts. What each person can ask for depends on their role.
Details in the feature guideFor Sysevo's own sales team, Syra is the manager who always knows the numbers. She reads the dialer, call lists, callbacks and pipeline in real time, so reps and managers can ask a question out loud and get the answer without opening a report.
Details in the feature guideThese are things Sysevo staff's Syra does not do yet, or does only in part. Each one is being built, and until it lands the work is done on the page itself.
Details in the feature guideSyra is being extended so that anything you can do in Sysevo, you can simply ask her to do. In the areas below she can already take you to the right page, and she is gaining the ability to take action for you in each one.
Details in the feature guideSyra gets to know you the way a great personal assistant does. Every conversation teaches her something about you and how you like things done, so she becomes more useful, and more tailored to you, the more you talk to her.
Details in the feature guideSyra is more than a way to look things up. She thinks like a seasoned sales consultant, revenue lead, marketing director, copywriter, operations lead and voice-agent designer, and she gives you a clear recommendation backed by your own numbers.
Details in the feature guideYou can have a real, spoken conversation with Syra, hands free, and she gets on with the work while you talk. It is the fastest way to ask a question between meetings or on the move.
Details in the feature guideSyra does real work in your account, so everything she does is visible, checked and under your control. You decide what happens, and you can always see what she did.
Details in the feature guideSyra gives you your day at a glance and a brief that comes to you, so she is useful before you have even asked a question.
Details in the feature guideThis is where you tell Syra about yourself and your business, and decide how she works for you. The more she knows, the better her help fits.
Details in the feature guidePhone agents that answer and make your calls, the intelligence behind every call, and the AI that replies to your email and website visitors.
The home screen for your AI phone agents. It shows at a glance what your agents did today, this week or this month, so you can see in seconds whether the phones are being handled well and where to look next.
Details in the feature guideAI receptionists and callers that answer and make phone calls in a natural voice. They qualify leads, book appointments, answer questions and hand over to a person when that is the right thing to do, around the clock and without anyone on your team having to pick up.
Details in the feature guideDraw exactly how a call should go. Each step of the conversation is a box on a canvas and the lines between them are the decisions the agent makes, so even complex calls stay easy to follow and easy to change.
Details in the feature guideEvery setting that shapes how one agent sounds, thinks and behaves on a call, gathered on one page. This is where you fine-tune an agent once it is working, so it fits your business exactly.
Details in the feature guideUpload a list and let an AI agent ring through it for you. Use it for appointment reminders, re-engaging old customers, qualifying new leads or setting appointments, at a scale no team could match and always within calling laws.
Details in the feature guideA list of everyone who asked to be rung back, and when. The AI hears the request on the call, schedules it for the time the caller asked, and your agent makes the call, so a promise to call back is never forgotten.
Details in the feature guideEvery call gets an outcome code automatically, based on what was actually said. You always know where each number stands, what to do next, and who must never be called again.
Details in the feature guideKeeps your outbound calling legal and your account in good standing. The legal calling hours for each country and US state are built in, so your agents never ring someone at a time they should not.
Details in the feature guideAbilities your agents use during a call to get real work done, such as booking an appointment, checking stock or transferring to a person. You build a tool once and give it to as many agents as you like.
Details in the feature guideThe documents your agents read from so they answer accurately, such as price lists, FAQs, policies and brochures. When your information changes, you update the document and every agent that uses it knows straight away.
Details in the feature guideThe numbers your agents answer and call from. You can get new local numbers, bring your own provider or keep your existing number and forward it, so customers keep ringing the number they already know.
Details in the feature guideWatch every call your agents are handling right now. It is the easiest way to see your AI at work and to check how a conversation is going while it is still happening.
Details in the feature guideEvery call your agents have had, with the recording, the full transcript and an AI summary. It is the complete record of what your customers said and how your agents responded.
Details in the feature guideEvery call is read by AI the moment it ends. You get a summary, the caller's mood, what they wanted and what happens next, plus any detail you ask it to capture, and all of it lands in your CRM without anyone typing a word.
Details in the feature guideWhat happens automatically because of what was said on a call. Follow-up no longer depends on someone remembering, because the right task, appointment or message is set up the moment the call ends.
Details in the feature guideYour agents remember everyone who calls. A returning caller is greeted by name, is never asked again for what they already told you, and carries on from where the last conversation left off, just as they would with a receptionist who knows them.
Details in the feature guideA living profile for every person who has called you, built automatically from their conversations and kept up to date in real time. It gives your team the full picture of a caller without anyone writing notes.
Details in the feature guideA library of natural-sounding AI voices for your agents. Finding the right voice matters because it is the first thing your customers hear, so you can listen to any voice before you use it.
Details in the feature guideGive your agents your own voice, or the voice of someone on your team, from a short recording. Customers who already know you hear a familiar voice, even when the AI is taking the call.
Details in the feature guideWhat your calls cost, how much you have left and how to top up, so your agents never go quiet because an account ran dry.
Details in the feature guideHow your agents are really performing, from answer rates and call outcomes to cost per call and where your callers are. It turns every call into numbers you can act on.
Details in the feature guideConnect Sysevo's voice platform to your own systems and AI tools. Your developers get proper keys, documentation and examples, so integrations are quick to build and easy to maintain.
Details in the feature guideAn AI that reads the email arriving in your connected inboxes and drafts or sends replies in your voice. Every reply is checked for safety before anything leaves, so you get the time back without losing control of what is said in your name.
Details in the feature guideA chat window on your website where visitors can talk to you, with AI drafting the replies and your team answering from one shared inbox. Visitors get fast answers and you never miss an enquiry because nobody saw it.
Details in the feature guidePhone tools built into the line itself, with nothing to set up. Your agents will be able to work phone menus, hand calls over on every carrier and handle the practical parts of a phone call the way a person would.
Details in the feature guideTeam chat, video meetings, email, texting, enquiries and notifications, all in one place and all connected to your customers.
Built-in team messaging, like Slack, but connected to your CRM. Conversations can point to real leads, clients and appointments, so your team talks about the work right next to the work itself.
Details in the feature guideVideo meetings inside Sysevo that are recorded, transcribed and summarised by AI. Guests join from a link with no account needed, and everyone gets the notes afterwards without anyone having to take them.
Details in the feature guideA full email client inside Sysevo for your own mailbox. Every new person who emails you becomes a lead automatically, so no enquiry sits unnoticed in a personal inbox.
Details in the feature guideText your customers from your own business number, in every country you work in. Conversations are two-way, opt-outs are handled for you and you always know exactly how many credits you are using.
Details in the feature guideEvery enquiry that reaches you in one place, whether it came through a call to your AI agent, a form, an email or a booking. Each one arrives already qualified, so your team knows who to call first and what to say.
Details in the feature guideWhere your enquiries come from, set up in one place. You create a channel, connect its sources, and every enquiry it collects flows into your inbound inbox with its source attached.
Details in the feature guideOne notification centre for everything that needs your attention. You decide how you hear about each kind of event, so important things reach you and the rest stay quiet.
Details in the feature guidePersonal and shared reminders so nothing slips. Quick to add and hard to ignore, they make sure the small promises you make during the day actually get kept.
Details in the feature guideHelp articles, documentation and a direct line to the Sysevo team. Whether you want to learn something yourself or talk to a person, help is one click away.
Details in the feature guideA public help centre for your own customers, where they can find answers for themselves, with your website chat and AI support desk behind it for anything the articles do not cover.
Details in the feature guideEvery customer conversation in one inbox, whether it arrived by email, text, WhatsApp, website chat or social message, with call summaries alongside. Each customer's messages read as one story, whatever channel they used.
Details in the feature guideReply to Instagram and Facebook messages and comments from Sysevo, with your AI agent answering when you are away, so social enquiries are handled as quickly as a phone call.
Details in the feature guideCompany news, policies and key links in one place your whole team actually reads, with proof that important messages have been seen.
Details in the feature guideAdvertising, email, automated follow-up, reviews, prospecting and WhatsApp, with every lead flowing straight into your CRM.
A plain-English control room for your Facebook and Instagram advertising. It shows what your ads are spending and earning, flags the ads that are wasting money or deserve more, and lets you act on those findings in one click without opening Meta Ads Manager.
Details in the feature guideOne page showing every marketing platform connected to your account, whether each connection is healthy, and a record of everything done through it. It is where you stay in control of what Sysevo is allowed to do on your behalf.
Details in the feature guideA library of reusable messages for email, LinkedIn and WhatsApp, used by your campaigns and sequences. Good templates mean the whole team sends consistent, well-written messages without starting from scratch.
Details in the feature guideThe contact lists your campaigns and sequences are sent to, with an honest count of who will really receive a message. You always know the true size of a list before you send.
Details in the feature guideOne-off email sends to a contact list, sent from your own verified domain. Use them for newsletters, offers and announcements, with the results feeding straight into your performance numbers.
Details in the feature guideAutomated follow-up that keeps going whether or not anyone remembers. You build a series of steps across channels, enrol people, and Sysevo runs it for you, stopping the moment someone replies.
Details in the feature guideAutomatic emails that go out when a lead reaches a stage in your pipeline. The moment a deal reaches proposal, for example, the customer can receive a personal email with their proposal, without anyone remembering to send it.
Details in the feature guideEverything to do with online reviews in one place. Gather more of them, answer every one, and see your combined rating across platforms, because your reviews are often the first thing a new customer reads.
Details in the feature guideA prospect database built into your CRM. Describe the customers you want and get real people and businesses with contact details, ready to go straight into your call lists or CRM.
Details in the feature guideA drag-and-drop designer for branded emails. You will be able to build newsletters, announcements, offers and campaign emails from ready-made blocks in your own colours and fonts, test them on every screen, and use them everywhere Sysevo sends email.
Details in the feature guidePages built to turn visitors into leads, bookings and sales, joined into funnels. An ad or email sends people to a page, the page captures them, and the next step, whether a booking, a payment or a thank-you, follows automatically.
Details in the feature guideA complete business website, built and hosted by Sysevo and connected to everything else. Bookings, forms, live chat, payments, reviews and your AI agents will all work on it from day one.
Details in the feature guidePlan, write, approve and schedule posts for all your business pages from one calendar, then see exactly how each post performed and what it brought in.
Details in the feature guideCreate, launch and test Facebook and Instagram campaigns from inside Sysevo in plain English, instead of wrestling with Meta Ads Manager.
Details in the feature guideYour WhatsApp Business number inside Sysevo. You get a shared inbox for your team, an AI agent that replies for you, approved message templates, broadcasts and automated chat flows, all in one place.
Details in the feature guideAn AI that answers your customers on WhatsApp in your voice, around the clock, and hands over to a person the moment it should. Customers get an instant reply, and your team only steps in when they are really needed.
Details in the feature guideThe approved messages WhatsApp lets you send first, such as reminders, confirmations and offers, and the broadcasts that send them to many opted-in customers at once. Templates are checked against Meta's rules as you type, so they get approved first time.
Details in the feature guideChat automations you build by clicking, on desktop or phone. Menus, questions, bookings and hand-offs run by themselves, so common conversations are handled end to end without anyone typing.
Details in the feature guideThe next chapter for WhatsApp. Connecting will take one click, and the agent will understand what customers send and get things done right in the chat.
Details in the feature guideBe found on Google. A blog on your website, AI help writing articles that rank, and a clear view of the searches that bring you customers.
Details in the feature guideOne place to create marketing content in your brand voice, from a single brief. Describe what you want to promote once and get posts, ads, emails, page sections, images and short videos to match.
Details in the feature guideYour Google Ads account in plain English, alongside your Meta advertising. You will see what it costs, what it earns and what to change, without needing to be an advertising specialist.
Details in the feature guideKeep your Google listing accurate and active for every location, from one place. Your details, posts, photos, questions and reviews will all be managed alongside the rest of your marketing.
Details in the feature guideTurn happy customers, partners and influencers into a sales channel, with tracked links and rewards paid automatically.
Details in the feature guideEvery campaign on one calendar. Emails, posts, ads, WhatsApp broadcasts, events and landing pages will be planned together, each campaign with its own budget and goal.
Details in the feature guideKnow which marketing actually produces customers. Every lead, booking and sale will be traced back to the ad, email, post or call that started it.
Details in the feature guideEverything your team needs to find, win and look after customers, from leads and the pipeline to the calendar, the dialer and the AI calling that fills them.
The dashboard is the first screen you see after signing in. It shows how the business is doing today and points you to what needs doing next, so you never have to go looking for the important numbers.
Details in the feature guideLeads is the list of every prospect your business is working on. It shows who each person is, where they came from, how interested they are and who is responsible for them, so every enquiry gets followed up.
Details in the feature guideThe lead profile puts everything about one prospect on a single page. Anyone picking up the lead can see the whole story in seconds and take the right next step.
Details in the feature guideContacts is one record per person for everyone your agents and your team have spoken to, with duplicates merged together. It is the place to see your whole relationship with someone, whether or not they ever became a lead.
Details in the feature guideThe pipeline is a visual sales board. Each deal is a card that you drag through your stages, from first contact to won, so you can see at a glance where every opportunity stands and what it is worth.
Details in the feature guideThe calendar holds your team's appointments and availability in day, week, month or agenda views. It connects to the calendars you already use, so bookings never clash with your real diary.
Details in the feature guideBooking links are shareable pages where customers book time with you, much like Calendly but built into Sysevo. Every booking lands in your calendar and your CRM on its own, with no copying between systems.
Details in the feature guideThe closer dashboard is a focused workspace for the people who win your deals. It shows the appointments booked for them today and this week, with everything they need to prepare.
Details in the feature guideGive your AI agent a list of people to call and it rings everyone on it, recording the outcome of each call. You see what the campaign is likely to cost before it starts, so there are no surprises.
Details in the feature guideNot every call is a sales lead, but many still need someone to act on them. Guest Relations turns those calls into cases, so complaints, callback requests and questions are handled rather than forgotten.
Details in the feature guideThe Power Dialer is a calling workspace built for sales teams. Reps work from a shared queue, see everything about a prospect before they dial, and have each call logged and recorded when it ends. Growth and Command add call review and coaching scores.
Details in the feature guideCall lists are the lists of prospects your team calls from the dialer. You load a list once and decide how it is shared across the team, then watch progress as it is worked.
Details in the feature guideThe callback desk lists every callback your team has promised, in the order they are due, so no promised call is ever missed.
Details in the feature guideCall review is a library of every call your team has made, searchable by what was actually said. It is where managers coach and where reps find the conversations worth following up.
Details in the feature guideCustomers who ring your numbers reach the right person, even when that person is away from their desk. You decide which numbers your team uses, who answers them and which AI agent steps in when nobody is free.
Details in the feature guideVerified callers are phone numbers your AI agents have already rung and proved reach the right person, but where no sales conversation has happened yet. They are warm, working direct lines, collected into a pool your team can work, so reps spend their time talking to real people rather than dialling dead numbers and switchboards.
Details in the feature guideDecide for yourself what makes a number a verified caller, and set the guardrails around how your team works the pool. Every business sells differently, so the proof you trust and the rules your reps follow should be yours to choose.
Details in the feature guideCustomer accounts is where you manage every business you look after. It shows the health of each account, the people in it, its plan and its history, so your team knows which customers need attention.
Details in the feature guideDemo studio lets you show a prospect exactly what an AI agent sounds like on a real phone call. It is the most convincing demo there is, because the prospect hears it on their own phone.
Details in the feature guidePrice a deal and prove its value while you are still talking to the prospect. The calculator works from your own price list, and the qualifier turns the prospect's own numbers into a clear return on investment.
Details in the feature guideCheckout recovery shows everyone who started to pay but did not finish, what those sales are worth, and wins them back automatically. It turns lost payments into revenue without anyone chasing by hand.
Details in the feature guideBooking links for a whole team rather than one person, and your Apple calendar kept in step in both directions alongside Google and Outlook. Customers always get a time that works, with the right person.
Details in the feature guideCPQ stands for configure, price and quote. It helps your team build complex quotes correctly every time, with discount rules that protect your margins.
Details in the feature guideA forecast your team actually stands behind. Each rep commits their number, managers adjust it, and AI shows how likely it really is to land.
Details in the feature guideDivide your market fairly across your team and plan how to win and grow your most important accounts.
Details in the feature guideIf partners bring you business, deal registration lets them log the deals they introduce, avoids arguments over who found a customer, and keeps them informed as the deal progresses.
Details in the feature guideTasks, forms, files, contracts, proposals, quotes, reports, projects and your company wiki, plus the tools that keep day-to-day operations running.
Task boards that keep the whole team's work organised and visible, from sales follow-ups to day-to-day operations. Tasks also create themselves from calls, chats and sequences, so nothing agreed with a customer is forgotten.
Details in the feature guideBuild beautiful forms without code, like Typeform or Jotform, and every submission lands straight in your CRM as a lead or an update. Use them for enquiries, bookings, surveys, feedback, event sign-ups and more.
Details in the feature guideSecure cloud storage for the whole business, like Google Drive, but connected to your CRM and team chat. Keep contracts, brochures, recordings and files in one organised place and share them safely.
Details in the feature guideCreate, send and e-sign contracts inside Sysevo, without paying for a separate e-signature service. Every signature is tracked, and every contract sits on the customer's record.
Details in the feature guideProfessional sales proposals written by AI in your own branding, in seconds. They are grounded in what you sell, how you price it and your terms, so every proposal is accurate and on-brand.
Details in the feature guideProfessional quotes that customers can accept and pay a deposit on online. When a quote is paid, the deal moves to Won by itself.
Details in the feature guideBuild your own dashboards from ready-made widgets and have them emailed to anyone on a schedule. Owners and managers get the numbers they care about without logging in.
Details in the feature guideA Notion-style workspace for your company's documents, wikis and databases, with live numbers from Sysevo built in. It becomes the single home for how your business works.
Details in the feature guideTell Sysevo who you are, what you sell and how you like to do business, once. It powers AI-written proposals and quotes. Command also applies your branding across your portal and public pages.
Details in the feature guideDeliver the work you have sold, from the first brief to go-live. Every project has its own command centre, so scope, tasks, milestones, meetings, files, risks and notes are all in one place.
Details in the feature guideRun your events from invitation to the door. Publish events, manage who is coming and check guests in with a quick QR scan on your phone.
Details in the feature guideHandle your customers' support requests from one desk, with your own help articles and downloadable resources alongside. Nothing gets lost in an inbox and every request has an owner.
Details in the feature guideBuild your own "when this happens, do that" automations across the whole of Sysevo, without code. Every run is recorded, so you can always see what happened and why.
Details in the feature guideKnow what stock you have, where it is and when to reorder, and keep a register of everything the business owns. Stock updates itself as you sell, so the numbers are always right.
Details in the feature guideSend the right person to the right job, give them everything they need on site, and bill the customer the moment the work is done.
Details in the feature guideTurn your standard procedures into checklists people actually follow, with proof that each important step was done.
Details in the feature guideSee who is free, who is overloaded and whether you can take on the next piece of work, before you commit to it.
Details in the feature guideTrack time against clients and projects, and turn it into invoices without retyping a thing.
Details in the feature guideAny request that needs a yes, from equipment and spending to access or a change, is raised, routed and approved in one place, with a clear record of every decision.
Details in the feature guideBook meeting rooms, desks and shared equipment, welcome visitors properly, and keep your spaces running smoothly.
Details in the feature guideEvery vehicle, driver and running cost in one place, with reminders before anything important lapses.
Details in the feature guideRecord what went wrong, fix the cause and prove it is fixed, so the same problem does not happen twice.
Details in the feature guideInvoicing, getting paid, bookkeeping, reporting, tax, purchasing and an AI CFO, all in one place and all connected to the rest of your business.
A complete finance system for your business, built into Sysevo. It shows the money coming in and going out, what you are owed and what you owe, and how healthy the business is, all updated automatically from the rest of the platform.
Details in the feature guideCreate professional invoices, send them with a Pay button, and get paid online faster. Invoices link to the customer, the deal and your books, so everything stays in step.
Details in the feature guideKeep track of everything you owe suppliers and everything the business spends, with receipts attached and approvals built in.
Details in the feature guideProper financial statements, produced from your live books and ready to hand to your accountant, your bank or your investors.
Details in the feature guideDecide what each part of the business should spend, then watch real spending against it as it happens rather than finding out at year end.
Details in the feature guideTax set up correctly for your country in one step, and every currency you trade in kept in line with live exchange rates.
Details in the feature guideA finance adviser who reads your live numbers and answers in plain English. Ask "Can I afford to hire?", "Who owes me the most?" or "Why were margins down last month?" and get a real answer from your own figures.
Details in the feature guideTake payments online through your own payment provider and see every payment in one place. The money goes straight to your account.
Details in the feature guideGet paid from anywhere, whether it is a link in a message, a QR code on your counter or a pay button on your website.
Details in the feature guideEverything you sell, described and priced once and used everywhere, from payment links and quotes to AI-written proposals.
Details in the feature guideFrom quote to money in the bank with no retyping. When a customer accepts a quote, the invoice, payment link and pipeline update all happen by themselves.
Details in the feature guideControl what the business buys, from choosing suppliers to raising purchase orders and handling expense claims, with everything flowing into your books.
Details in the feature guideDecide who signs off on spending, and make sure nothing over the limit goes through without them.
Details in the feature guideTrack where your spare cash is invested alongside your day-to-day cash flow, so you see the full financial position of the business in one place.
Details in the feature guideIf you trade through more than one company or in several countries, bill every customer from the right company with the right currency and tax.
Details in the feature guideEverything about your own Sysevo plan in one place, including what it includes, what you have used and what you will be charged next.
Details in the feature guideCharge customers automatically on a schedule for memberships, retainers, service plans and instalments. Failed payments are recovered for you and every charge lands in your books.
Details in the feature guideYour bank accounts and payment providers send their transactions into Sysevo every day, and each one is matched to the invoice, bill, payout or expense it belongs to. Your books stay up to date without the manual work.
Details in the feature guideThe rest of getting paid, handled for you. Issue credit notes, refund customers without leaving Sysevo, and have overdue invoices chased politely and persistently until they are paid.
Details in the feature guidePhotograph a receipt or forward one by email and the expense fills itself in, with the supplier, date, amount, tax and category ready for you to confirm.
Details in the feature guideAccountant-grade control of your books, with your own chart of accounts, manual journals, period locking and a complete record of every change.
Details in the feature guideKeep your accountant's software in step with Sysevo. Invoices, bills, payments and contacts sync with Xero, QuickBooks and Sage, so nobody types anything twice.
Details in the feature guideGive your team physical and virtual company cards with limits you control, and every purchase lands in your books with its receipt attached.
Details in the feature guideSee how much cash you will have week by week for the next 13 weeks and month by month for the next year, and test big decisions before you make them.
Details in the feature guideYour VAT, GST or sales tax return prepared from your books, checked for problems, and ready to file or hand to your accountant.
Details in the feature guideBring payroll into your books without retyping, and hold and report on accounts in every currency you trade in.
Details in the feature guideWhen reminders are not enough, hand an overdue debt to a collections partner in one click, with everything they need already attached.
Details in the feature guideA guided month end with a checklist that largely runs itself, so the books are closed on time, every time.
Details in the feature guideYour company domain, a work mailbox for everyone on the team, matching signatures, and the checks that keep your email out of spam.
Give everyone on your team a work email address on your own domain, hosted and managed inside Sysevo. Every conversation lands in the same place as the customer's CRM record, so nothing is stuck in someone's personal inbox.
Details in the feature guideOne signature design for the whole company, filled in for each person automatically, so every email your team sends looks professional and consistent.
Details in the feature guideConnect your company domain for mail and sending, with the exact DNS records to add and a check that tells you when it is working. Emails from your own domain are more trusted and more likely to be read.
Details in the feature guideKeep your email out of spam folders. A live check of each domain's security records and anything that failed to send shows problems before they cost you replies.
Details in the feature guideThe rest of a full company email service, managed alongside your mailboxes, so you will never need a separate email provider for the day-to-day jobs.
Details in the feature guideKnow every laptop and phone your team uses for work, keep them secure, and lock them if they are lost.
Details in the feature guideShare logins and secrets safely across the team, without spreadsheets or chat messages.
Details in the feature guideEvery app the business pays for, who uses it and what it costs, so nothing renews by surprise and nobody pays for seats they do not use.
Details in the feature guideYour team raises IT requests in one place, so nothing gets lost in chat and every request is tracked to done.
Details in the feature guideWhat your calls, customers, team, money and systems are telling you, surfaced by AI before you have to go looking.
Every question your team and customers ask Syra, turned into signals about what people want, what frustrates them and what she could not answer. It is a constant, honest read of what your users need, without running a survey.
Details in the feature guideWhat was said across every call, by your AI agents and your people, turned into facts you can act on. You no longer need to listen to recordings to know what customers are telling you.
Details in the feature guideWalk into every sales meeting knowing everything. A brief is assembled for you, a queue tells you which deal needs you and why, and you can see when a prospect reads your proposal.
Details in the feature guideExactly what your AI and phone services cost, by service, by customer and by minute, and how much each account is using against its allowance. Spending is visible early, long before a bill arrives.
Details in the feature guideProof that everything automatic is actually running. Call analysis, caller memory, CRM updates, live calls, uptime and scheduled jobs are watched for you, so you find out about a problem before your customers do.
Details in the feature guideWhat is working and what needs attention across your sales, spotted for you and explained in plain English. Instead of hunting through reports, the important changes come to you.
Details in the feature guideAlerts for anything unusual, without you setting thresholds. A number that moves far outside its normal range will tell you by itself, and explain the likely reason.
Details in the feature guideA written briefing on the whole business every week. It will tell you what changed, why it changed and what you need to decide next, all drawn from your real numbers.
Details in the feature guideWhat your market and your competitors are doing, drawn from your calls, your leads, your reviews and the web. You will know what customers say about the alternatives before you lose a deal to one.
Details in the feature guideA forecast of your revenue built from your pipeline, bookings, subscriptions and history, plus metrics you define yourself without any code.
Details in the feature guideBuild the exact dashboards each team needs, from any data in Sysevo, without writing code.
Details in the feature guideYour Sysevo data in the tools your analysts already use, kept up to date automatically.
Details in the feature guideCompany goals broken down into team and personal objectives, and tracked automatically from live numbers, so everyone can see how their work moves the business forward.
Details in the feature guideSell anywhere, whether online, in person, through gift cards, memberships or loyalty, with every sale tied to one customer record and one set of books.
A complete online shop on your own domain, built from your product catalogue and connected to your payments, stock, CRM and books from the start.
Details in the feature guideTake payments in person on a phone, tablet or card reader, using the same products, customers and books as your online sales.
Details in the feature guideSell digital and printed gift cards and vouchers online and in person, and let customers spend them anywhere you take payment.
Details in the feature guideReward customers for coming back with points, tiers and perks that work online, in person and over the phone.
Details in the feature guideSell memberships, class packs and session passes, and let members book what their plan includes themselves.
Details in the feature guideShip orders without the paperwork, with rates at checkout, labels in a click and tracking sent to the customer automatically.
Details in the feature guideSell on Shopify, WooCommerce, Amazon and other marketplaces while Sysevo keeps your products, stock, orders and customers in step.
Details in the feature guideRun sales and offers across your store, till, payment links and bookings from one place.
Details in the feature guideRecover lost sales and turn first-time buyers into regulars with messages that send themselves at the right moment.
Details in the feature guideKnow exactly what you have, where it is and what to order, across your online store, shops and warehouses.
Details in the feature guideKeep the customers you win. A portal of their own, feedback after every interaction, health scores and referrals, especially valuable for B2C and service-based businesses from barbers and hotels to marketing agencies and insurance brokers. What your customers see is tailored to your business and your industry.
A branded portal where your own customers sign in to see everything they have with you, from invoices and bookings to documents, projects and messages. It is especially valuable for B2C and service-based businesses, from barbers and hotels to marketing agencies and insurance brokers, and what each business's customers see is tailored to that business and its industry.
Details in the feature guideAsk your customers how you are doing at exactly the right moments, and act on every answer. Surveys run themselves, and every unhappy customer reaches someone who can help.
Details in the feature guideKnow which customers are thriving and which are about to leave, before they tell you. Health scores bring together everything you know about a customer into one number you can act on.
Details in the feature guideWelcome every new customer in the same great way, with steps that run by themselves and a clear view of anyone who is stuck. A strong start is the best protection against losing a customer later.
Details in the feature guideNever miss a renewal again, and spot the customers who are ready to buy more from you.
Details in the feature guidePrepare a business review for any customer in minutes, built from what actually happened on their account. Regular reviews show customers the value you deliver and keep them with you.
Details in the feature guideTurn happy customers into reviews, referrals and case studies by asking at the moment they are happiest.
Details in the feature guideA branded online space where your customers ask questions, share tips and hear your news. A good community answers questions before they reach your support team.
Details in the feature guideYour people, their roles and the numbers that show how everyone is doing, from targets and coaching to leave, payroll and development.
Bring your whole team into Sysevo and decide exactly what each person can see and do. Everyone gets the tools their job needs, and nobody sees what they shouldn't.
Details in the feature guideSet targets for the whole business, each department and every person, then watch progress against them in real time. Leaderboards, trends, alerts and personal scorecards all come from the same numbers, so everyone is looking at one version of the truth.
Details in the feature guideManagers see how the whole sales team is doing and what needs their attention, while each rep gets a focused view of their own numbers and the next thing to do. Nobody has to dig through reports to know where they stand.
Details in the feature guideEvery call your team makes is reviewed and scored by AI, reps can get a suggestion for what to say next during a live call, and managers can listen in silently to support them. Coaching becomes a daily habit instead of an occasional review.
Details in the feature guideNew leads and handovers are shared out fairly among the people who are actually available to take them. Leads reach someone straight away instead of waiting in a queue, and nobody is overloaded while others sit idle.
Details in the feature guideYour scripts, objection answers and sales documents kept in one library, so every rep says the right thing and new starters get up to speed quickly.
Details in the feature guideCommission is worked out on every deal and paid to your team without spreadsheets, so people always know what they have earned and managers always know what is owed.
Details in the feature guideEverything about when people work, in one place. Leave is requested and approved in a tap, hours are captured accurately, and rotas are built in minutes with the right people on every shift.
Details in the feature guidePay your team from the same place you manage them. Hours, leave, commission and expenses are already in Sysevo, so each pay run is prepared for you and only needs checking.
Details in the feature guideLook after people from the day they apply to the day they leave. Hire faster with one shared pipeline, set every new starter up the same way, and close every door properly when someone moves on.
Details in the feature guideHelp your people grow and stay. Reviews are built on real numbers, training is assigned and tracked, feedback is gathered anonymously, and great work is recognised where everyone can see it.
Details in the feature guideOne secure record for every person, a self-service app for your team, an org chart that keeps itself current, and roles and headcount plans that match how the business is really organised.
Details in the feature guideContracts, policies, data protection, risk and access control, handled in one place so the business stays protected as it grows.
Manage every contract from the first draft to its renewal, including approved wording, negotiation, signature and the promises made inside it.
Details in the feature guideKeep your policies in one place and make sure the right people have read and accepted them, with proof you can show.
Details in the feature guideHandle personal data properly, from requests made by the people you hold data on to consent records and how long data is kept.
Details in the feature guideKnow your biggest risks and what you are doing about them, and handle incidents in a way you can show to anyone who asks.
Details in the feature guideOne record of who did what, and when, across your whole account, so you can always answer "who changed this?".
Details in the feature guideLet your team sign in with your company identity provider, and have people added and removed automatically as they join and leave.
Details in the feature guideKeep track of the licences, insurance, certificates and registrations your business and your people rely on, so none of them is ever allowed to lapse.
Details in the feature guideOne front door for anything that needs a legal eye, and a proper file for every matter.
Details in the feature guideA safe way for anyone to raise a concern, anonymously if they choose, handled only by the right people.
Details in the feature guideHow your account is set up, branded, connected and kept secure, from the done-for-you build to your integrations, your data and the protections around them.
Sysevo builds your account for you. You answer questions about your business once, and your AI agents, pipeline, emails and booking page are set up from your answers, so you start with a system that already fits your business rather than a blank screen.
Details in the feature guideSettings is where your account is set up, all in one place. Some sections depend on your plan and your role, so each person sees the settings that are relevant to them.
Details in the feature guideYour own login and the protections around your account. Everything here is about making sure you, and only you, can get into your account.
Details in the feature guideBusiness verification confirms who your business is, so outbound calling and local phone numbers stay compliant with the rules in your country. It is a one-off step that protects your numbers from being blocked.
Details in the feature guideSysevo connects to the systems you already use, so information and messages flow between them without anyone copying and pasting.
Details in the feature guideIf you rely on a tool Sysevo does not connect to out of the box, request it here and follow the request until the connection is live.
Details in the feature guideMake Sysevo look like your own business, both to your team and to your customers.
Details in the feature guideUse Sysevo wherever and however you work, on a phone, a tablet or a desktop, and move faster once you know your way around.
Details in the feature guideHelp from the Sysevo team whenever you need it, with more personal support on higher plans.
Details in the feature guideYour data belongs to you, and you can take it out of Sysevo whenever you need to, from wherever it lives.
Details in the feature guideThe security centre is a live view of your account's security, covering threats, blocks, limits and spending guards, watched around the clock.
Details in the feature guideVerify the businesses and people you work with. Collect their documents, review them in one place and approve or reject each one with a reason.
Details in the feature guideTell everyone who uses your account about planned maintenance, an incident or news, with a banner on their home screen.
Details in the feature guideThe finishing touch for full white-label. Your team and your customers use Sysevo on your own web address and in a mobile app with your name and icon.
Details in the feature guideRun several locations from one account, each with its own hours, numbers, agents, calendars and team, and compare them side by side.
Details in the feature guideSysevo as a native app for iPhone and Android, built for running your business from your pocket.
Details in the feature guideMove over from your old systems in an afternoon. Contacts, deals, products, invoices and their history are brought in and matched up for you.
Details in the feature guideA safe copy of your account where you can try out changes, train new staff and test connections without touching a single live customer.
Details in the feature guideExclusive to Command. Put your logo and colours on the pages your customers use to book, pay, sign, review and order, and manage your reseller brands in one place. Booking, payments, signing and file sharing are available on lower plans too, with Sysevo branding. Industry pages also require the matching portal.
Your own branded page where customers choose a time and book it themselves, with no back-and-forth over email. It works on any device and needs no account.
Details in the feature guideA professional quote your customer opens in their browser, accepts and pays for on the spot. It turns a quote into money without printing, scanning or chasing.
Details in the feature guideYour AI-written proposal delivered as a branded web page rather than an attachment, so it looks polished on any device and you know when it is read.
Details in the feature guideA clean checkout that tells your customer exactly who they are paying, what for and how much, then takes the payment. Nothing about it looks unfamiliar or untrustworthy.
Details in the feature guideThe page where your customer signs a contract online, on any device. It makes signing quick and clear, so contracts come back signed sooner.
Details in the feature guideYour forms, in your branding, for customers to fill in on any device. Every answer goes straight into your CRM.
Details in the feature guideA branded page, reached from a link or a QR sticker on your counter, that makes it easy for happy customers to leave a review.
Details in the feature guideSend a customer a single file or a whole folder with one link, instead of large email attachments.
Details in the feature guideHow your customers join your video calls and watch them back, with no account and nothing to download.
Details in the feature guidePublic event pages where people see what is on and register, and invitations they can reply to in one click.
Details in the feature guideEverything a restaurant's guests use, from ordering online and ordering at the table to managing a reservation.
Details in the feature guideDirect booking pages, so guests book with you rather than through a marketplace that takes a commission.
Details in the feature guideA page where your suppliers see the purchase orders you have sent them and send you their invoices, without needing a login.
Details in the feature guideIf you manage properties on behalf of their owners, each owner gets their own login to follow their properties, which saves you a great many phone calls.
Details in the feature guideSell Sysevo under your own name through a network of partners. Each partner gets their own portal to bring in customers, send offers and track what they earn.
Details in the feature guideRun several brands from one account, each with its own look, web address, email, prices and customers, so each brand feels completely separate to the people who use it.
Details in the feature guideControl exactly what every account under you can use, from features and plans to wallets, phone numbers and AI models.
Details in the feature guideA clear, branded page for anyone who wants to stop hearing from you, so opt-outs are respected everywhere and your sending reputation stays healthy.
Details in the feature guidePublic pages for the paperwork around your business, so an NDA or a partner application never needs a printer.
Details in the feature guideExtra screens built for your industry and using its own language, on top of everything above.
A practice workspace built for vets. Every call becomes a case, the AI assesses how urgent it is, and the team hands over cleanly from one shift to the next.
Details in the feature guideA practice workspace for dental clinics, built around your fee schedule, your emergencies and reaching patients who are due back.
Details in the feature guideReservations, ordering and the kitchen in one place for restaurants, with your AI agent answering the phone and taking bookings.
Details in the feature guideEverything you need to run a short-let business, from properties and bookings to cleaning, maintenance, guest messages and the profit each property makes.
Details in the feature guideAn agency workspace for estate agents, covering listings, viewings, valuations, buyer matching and commission, with AI on every call.
Details in the feature guideA recruitment desk for permanent and contract placements, covering jobs, candidates, submissions, interviews, placements and rebates.
Details in the feature guideA workspace for insurance brokers, built around your book of business, renewals and keeping clients.
Details in the feature guideFor promoters, venues and agencies, covering shows, events, venues, talent and settling the money after the night.
Details in the feature guideSell and run tours, trips and boat excursions, covering your fleet, your catalogue, bookings, manifests and the day's takings.
Details in the feature guideFor marketing agencies, a place to run your own outreach and deliver work for your clients.
Details in the feature guideFor claims and call-centre operations, covering cases, lead lists and calling at volume.
Details in the feature guideFor agencies and build teams, a workspace showing each person the clients and projects assigned to them, with everything behind each one.
Details in the feature guidePlan labels follow the product guide. Usage limits and industry-specific access are detailed there. Compare the plans
See how departments fit into a real business journey. Your workflows, rules and approvals shape how each handover works.
From the first enquiry to a signed agreement.
A caller, a form submission or an email creates the starting point.
AI Agents · CommunicationKeep the contact, conversation and pipeline stage together.
CRM & SalesPrepare a quote, book a meeting or raise the work to be done.
Operations & DocsShare a branded contract and payment page, with the records connected.
Finance · White LabelIllustrative journeys. Automation and approval rules are configured for your business.
Talk or type to Syra to find answers, prepare work and take supported actions across your connected tools. Keep the business context behind the conversation, with your team in control.
From the language your team uses to the pages your customers see, shape the platform around the way you operate.
Purpose-built portals and delivery workspaces bring industry-specific screens into the connected system. Explore the exact portal areas in the directory above.
Find your industryBooking, payment, signing, ordering and shared-file pages can carry your brand. Explore white-label access and customer-facing experiences.
Explore white labelIntegrations, APIs and developer tools help connect Sysevo to existing services. Your setup is scoped around the data and workflows you need.
See the connectionsYour demo is a working conversation about what you need. We scope the setup, connect the right tools and help your team get ready to use them.
Book a demoYour call types, customer journeys, existing systems and the people involved.
Agents, business tools, data and workflows configured around the agreed scope.
Review the end-to-end journey, approval rules and handovers with the team.
See the product feature guide for the itemised capabilities, or talk to us about your own workflows.
The product guide lists 263 feature areas across 16 departments, covering AI agents, communication, marketing, CRM and sales, operations, finance, team tools, security, white label, industry portals, IT, Syra, intelligence, commerce, customer success and compliance. Access and limits depend on your plan and the scope of your setup.
Yes. Voice agents are one part of the platform. Your demo helps establish which connected tools your business needs first, and which plan fits the agents, capacity and departments you want to use.
Syra is the AI business assistant inside Sysevo. She uses business knowledge and the tools available to her to help you find information, prepare work and understand what is happening. Actions that need approval stay under your control; the feature guide explains her capabilities and the audiences they are available to.
Your setup is scoped around your business. Integrations can connect existing systems, while built-in tools can bring more of your work into Sysevo. The team will help map the right approach during the demo and setup.
Each feature in the product guide carries a plan label. Use the plans page for the full comparison, including allowances and restrictions, and confirm your required workflows with the team before your setup is scoped.
Tell us what you want to improve. We’ll walk through the platform around your business.