Synapze

Level Up - Cdvll

About this app

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.