Synapze

Android app by Level Up - Cdvll. Business · Level Up - Cdvll

Store rating
Unknown
Store rating count
Unknown
Download price
Free to download
In-app purchases
Not listed in captured metadata
Version
1.0.15
Listing last refreshed
2026-09-17

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Store description excerpt

Synapze is the mobile CRM designed for insurance brokers. Manage your leads, contracts, and client onboarding directly from your phone, wherever you are. **Lead Management** View, create, and track your leads in real time. Filter by pipeline stage (qualification, proposal, quote, signature) or by acquisition channel (WhatsApp, phone, email). Access the complete interaction history with one click. **Visual Sales Pipeline** Track your opportunities at every stage: from discovery to conversion. Dashboard with real-time KPIs, conversion rates, and breakdown by channel. **Intelligent Requirements Gathering** Complete requirements directly in the field using forms tailored to each product category. Track completion rates and generate automated quotes. **Integrated Telephony** Call your prospects directly from the application thanks to integrated VoIP telephony. Call history, post-call qualification, and centralized follow-up. **WhatsApp Conversations** Access the complete history of your WhatsApp conversations with prospects. Messages, documents, and media are accessible on the go. **Document Management** View and share your clients' documents: quotes, contracts, supporting documents. Everything is centralized and accessible. **Team and Roles** Manage your team with tailored roles: manager, salesperson, administrator, and administrator. Each user only has access to the data within their scope. Synapze is published by LevelUp. This application is designed for insurance brokerage professionals.

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