A pipeline your agents can work.
Sales and Support agents need somewhere to put a lead, a call, a deal. Synapse ships a native CRM in the platform database — isolated per company, with an audit row on every write — instead of asking you to wire up a third-party tool on day one.
Contacts & companies
People and organisations, linked, with detail pages that hold everything attached to them.
Leads → deals
Idempotent lead conversion. Convert twice, get one deal. A default pipeline per company with stages you can edit.
Tasks, notes, activities
Due dates, role assignment, notes and activity history on any record. Deal pages show the attached work.
Retention & scrubbing
Lead retention rules and personal-data scrubbing built in, so the CRM does not become a liability.
A form on your site. A lead in your pipeline.
Mint a capture key in the cabinet, drop a form on your company website, and submissions post straight to the CRM. The key is public by construction — safe to embed — and the endpoint never leaks whether a key exists.
- Honeypot and fill-time signals are recorded, never rejected: likely spam is labelled but still listed
- Per-IP and per-key rate limits; a daily ceiling that flags instead of denying
- Consent text and URL captured with the lead
- Rotate or revoke keys any time
POST https://api.catalation.com/api/v1/public/crm/leads/<selector> Content-Type: application/json { "secret": "…", "lead": { "email": "ops@acme.example", "companyName": "Acme Field Ops", "message": "Need offline notes for 40 techs", "sourceUrl": "https://acme.catalation.app/contact", "consentClaimed": true, "consentText": "I agree to be contacted." } } 202 { "received": true }