Scheduled Campaigns
WhatsApp and email campaigns with template sync, recurrence, audience segments, and send-time scheduling.
View pitchDeployments
CRM across channels
Single contact profile across channels with identities, timelines, segments, and list-based campaign targeting.
Elevator pitch
Stop duplicating contacts per channel. Syntra CRM merges WhatsApp, SMS, email, and voice identities into one profile with timelines, segments, and campaign lists.
The problem
- Customer data is fragmented across messaging, email, and voice systems.
- Campaigns target stale spreadsheets instead of live segments.
- Agents lack context when a customer switches channels mid-conversation.
How Syntra solves it
- CRM auto-links channel identities to a single contact record.
- Timelines aggregate messages, verifications, and flow sessions.
- Segments and lists feed Engage campaigns and inbox routing.
Expected outcomes
1
profile per customer
8
channel identities
Live
segment refresh
Implementation steps
- Enable CRM in your workspace plan and connect channels.
- Identity merge rules link phone, email, and social IDs automatically.
- Create segments from tags, behavior, or imported CSV lists.
- Use segments in Engage campaigns and inbox team filters.
Sales collateral
One customer. Every channel. One record.
Unified contacts with identities, timelines, and segments for campaigns and agent context.
- Cross-channel identity resolution
- Activity timelines from inbox, flows, and verify
- Segments and lists for campaign targeting
- Agent context in every inbox thread
Teams outgrowing spreadsheets and channel-siloed contact lists.
Related solutions
Conversations & Agent Handoff
Bots on WhatsApp, Telegram, and web chat with agent takeover, handback, tickets, and SLA timers.
View pitchReady to deploy this solution?
Open the developer console to apply presets, bind channels, and go live.