FIRM · CRM & CLIENT PORTAL
Your client relationship and your sales pipeline, in the same tool as production.
From the first contact to conversion into a file, and a dedicated access through which each client drops their documents in their own space. The firm's CRM and client collaboration on the same data as the accounting.
- SYSCOHADA revised 2019
- 17 OHADA countries
- Native XAF & XOF
- Bank + Mobile Money statement import
- Native FR & EN
- Financial statements export
Why manage your client relationship with SynkriaOps?
A CRM built for an accounting firm, not a generic sales tool bolted next to production.
A CRM native to the firm
From prospect to file, no re-keying
The sales pipeline made visible
The client collaborates in their file
From the sales relationship to collaboration on the file
A complete firm CRM on the sales side, a dedicated client access on the collaboration side, on the same data as accounting production.
Contacts and companies
Opportunities and Kanban pipeline
Activities and tracking
Client access and document drop
Client and team invitations
Firm dashboard and real time
All your client files, and their state.
The firm's consolidated portfolio: every file, its type and what it needs, on one screen.
Portefeuille dossiers
| Dossier | Type | Statut |
|---|---|---|
| SARL Demo | PME | 2 pièces à lettrer |
| Ets Fotso & Fils | TPE | À jour |
| Négoce du Littoral | PME | À jour |
| Pharmacie du Marché Central | TPI | Exercice à clôturer |
| BTP Nord Sarl | PME | À jour |
Why trust us
SYSCOHADA notes generated automatically with your financial statements.
- SYSCOHADA revised 2019
- NF203 standard
- Full isolation between files
- FEC export
- Sealed, tamper-proof entries
CRM, conversion, client portal: your questions
What firms ask us about client relationship and collaboration.
Is the CRM really integrated with the accounting?
Yes. The firm CRM is native: contacts, companies, opportunities and activities live in the same tool as accounting production, tax and financial statements. You do not juggle a separate sales tool and the accounting tool.
How do I convert a prospect into a client file?
A company tracked in the CRM converts into a client in one click: it becomes a file with its own ready-to-use SYSCOHADA chart of accounts, isolated from the others. You move from sales tracking to production without re-keying the record.
How does the sales pipeline work?
Opportunities spread across configurable stages, shown on a Kanban board: you drag an opportunity from one stage to the next and reorder the stages to fit your sales process. Each opportunity keeps its activity history.
What does the client see and do in their file?
By invitation, your client accesses their own file: they drop and capture their documents (by photo, scan or import, with OCR extraction) and follow progress. Row Level Security isolation guarantees they never see any file but their own.
How do I invite a client or a team member?
Access to a file is granted by explicit invitation, with distinct roles: a firm team member and the client themselves do not have the same rights. No data from one file is visible from another during onboarding.
Do documents dropped by the client appear in real time?
Yes. As soon as the client enters or captures a document in their file, it flows to the firm side without refreshing the page, via WebSocket sync. The firm dashboard, the trial balance and the general ledger update live.
Discover more features
The client relationship connects with production and steering the firm.
Multi-file accounting production
Internal firm management
Purchases, expenses and OCR
Chartered-accountant universe
Back to the firm universe.
Ready to centralise your client relationship?
14-day free trial, no credit card, supported by our team. Track your prospects, convert them into files and let your clients drop their documents, without switching tools.