Sales OS
Arrive prepared.
Follow through.
Make more time to sell.
Sales OS captures buyer conversations, structures what matters, and puts it to work in meeting prep, CRM updates, and follow-up. Configured around your sales methodology and tools. Built and maintained by Synapsa.
Built around your sales motion.
Operated alongside your team.
Give selling its time back
Your sellers should be selling.
You hire sellers to understand buyers, build trust, and move opportunities forward. Yet the work around every conversation keeps taking time from the conversation itself.
PreparationFinding the history. Reading the notes. Working out what matters for this call.
CaptureTaking notes while trying to listen. Remembering the details that need to go somewhere else.
Follow-throughUpdating fields. Writing the recap. Making sure the commitment becomes the next step.
Let the system carry more of that work, so your people can give the buyer their attention.
What Sales OS is
The system behind a seller who’s ready.
A meeting-intelligence system configured for your sales team. Synapsa builds it around how you sell, what you need to know about a buyer, and where that knowledge needs to go.
Bring buyer conversations and meeting records into the system.
Organize the needs, stakeholders, and next steps your team needs to know.
Prepare the brief, the CRM updates, and the follow-up around your review rules.
Walk in ready
for the buyer.
Their priorities, the open questions, and your sales approach come together before the meeting. Your rep can spend the conversation moving forward.
Less searching. More preparation that counts.A clear plan
for the next step.
KnowLimited capacity to manage rollout.
AskWho will own implementation?
AimAgree requirements before proposing a pilot.
Be in the conversation.
Keep what matters.
Capture the meeting and organize the buyer’s needs, stakeholders, and commitments. Your seller stays focused on listening, asking, and building the relationship.
The useful detail becomes usable knowledge.
Rollout conversation“If RevOps can confirm the rollout plan, we can move to a pilot.”
Keep the deal moving.
Lose the busywork.
Turn the conversation into a summary, proposed CRM updates, and a follow-up draft. The system carries the details into the next action, with the review points your team agrees on.
The commitment survives the call.Ready for the record.
- Stakeholder
- RevOps
- Next action
- Share rollout plan
- Stage
- Unchanged
To: Priya
Your rollout plan
Thanks for walking through the requirements. Here’s the plan for your RevOps team to review.
Illustrative buyer scenario. Sources, CRM actions, and approval points are configured for your deployment.
A few practical questions
Make it work for your team.
Do we have to change our current meeting tools?
No. Sales OS includes the capabilities you need for meeting capture, summaries, preparation, and follow-up. It can also draw on recordings, transcripts, and buyer context from the tools you already use. We confirm the connections during setup, so you can keep what works and fill the gaps.
Can it update the fields our team actually uses?
CRM updates are part of the Sales OS foundation. We agree on the records, fields, supported actions, and approval points for your deployment. Your existing schema and sales methodology guide the implementation.
What does our team need to do?
Set the priorities, approve the knowledge and sales playbooks, and review the work at the agreed checkpoints. Synapsa configures and tests the system, enables your team, and maintains it within the separately agreed operating scope.
Can we start with Sales OS?
Yes. Start with the preparation or follow-through work that matters most to your team. You do not need all three operating systems. We scope additional sources, systems, and workflows as you expand.
Sales OS
Let the next conversation start further ahead.
Bring the preparation or follow-through work that slows your team down. See Sales OS live, and explore what it would take to build it around the way you sell.