01 · Before
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.
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.
02 · During
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.
03 · After
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.
Sources, CRM actions and approval points are configured for your deployment.
Why sales leaders take a look
More than a notetaker. Your sales motion, running.
A recording tells you what was said. Sales OS decides what your seller needs next, from your playbook and everything the business already knows about the buyer.
Built around
Your methodology, not a generic summary.
Briefs, CRM fields and follow-ups follow the way your team sells. Your existing schema and sales methodology guide the implementation.
Who’s in control
Your sellers review before anything moves.
- CRM updates are proposed
- Follow-ups are drafted
- Your rep reviews before anything moves
We agree on the records, fields, supported actions and approval points for your deployment.
Your tools
Keep what works. Fill the gaps.
Draws onSalesforceHubSpotYour meeting recordingsTranscriptsCalendar and email
Sales OS captures meetings itself, and can also draw on the recordings and transcripts you already have. We confirm the connections during setup.
One foundation
The story marketing tells is the one sellers follow up with.
Marketing OS, Conversion OS and Sales OS share the same knowledge foundation. Start with Sales OS alone, and add the others when you are ready.
Why this, not another recorder
Capturing the call is the start. Following through is the job.
Notetakers remember the meeting. Your CRM keeps the record. Only Sales OS carries the call all the way to the next step.
Approach Before the callDuring the callAfter the call Next step
A meeting notetakerBuilt on the tool’s template Old notes, if foundA transcriptA summary to paste Up to your rep
Your CRM, kept by handBuilt on whoever updates it History, if readNotes typed liveFields, when there’s time Up to your rep
Sales OSBuilt on your sales playbook A brief: know, ask, aimNeeds and commitmentsCRM updates and a follow-up Ready to approve
Built for your organization
Easy for one person. Safe for the whole company.
Your team gets AI it can use every day. Leadership keeps every campaign, conversation and follow-up on the playbook it set, checked before it goes out, and on the record.
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Everyone prompts their own version
Everyone works from your playbook.
Leadership sets positioning, claims and playbooks once. Every request, from every team, uses the current version.
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Unapproved claims reach buyers
Nothing goes out unchecked.
Claims, brand and playbook rules are checked on every piece. Then the person you name approves it.
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Nobody can say what changed
Every change is on the record.
See who changed what and when, and restore any earlier version.
Ready for your security, legal and procurement review
The questions they ask first, with straight answers.
- SOC 2Independently audited security controls
- HIPAAFor teams handling protected health information
- No training on your dataYour data is never used to train AI models
- You own itYour data, knowledge and everything we create
Before you start
A little more, if you’re curious.
Questions sales leaders ask before they start.
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.
How is this different from a meeting notetaker?
A notetaker records and summarizes the call. Sales OS is configured around your sales methodology and what your business already knows about the buyer, so it prepares the brief before the meeting and proposes the CRM updates and follow-up after it, for your seller to review.
What should we budget?
Every engagement is quoted to your business: a one-time implementation to build your first system, then a monthly fee to run and improve it. Starting prices for each OS are on our pricing page, and your statement of work sets the final numbers.
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.
What happens next: a 30 to 45 minute call. We show Synapsa on scenarios from your business, then work through how it would run in your environment.