Everything Synviora does, stated plainly

A real sales CRM — pipeline, activities and forecasting, not a contacts list.

• Contacts & leadsLeads, customers, suppliers and partners with search, filters and pagination.
• Lead conversionPromote a qualified lead to a customer and open a deal in one step.
• Activities & tasksCalls, meetings, emails, tasks and notes with due dates and overdue tracking.
• Record timelineUnified per-contact history of deals and activities.
• Deals & pipeline boardDrag-and-drop pipeline, stage rules, win/loss reasons and value by stage.
• Multiple pipelinesSeparate sales processes for different products or teams.
• Inbound webhooksSigned inbound events — used by Riya voice AI to create leads from calls.
• Accounts / companiesA company entity above contacts, with group hierarchy and account-level deals.
• CSV import & exportGuided import with column mapping, dry-run preview and per-row errors; filtered export.
• Duplicate detection & mergeExact and fuzzy matching on name, email and phone, with a merge that repoints related records.
• Bulk actionsReassign, retag, field-update or soft-delete up to 500 records at once.
• Custom fields & layoutsAdd your own typed fields to contacts, accounts, deals and activities.
• Tags & segmentationColour-coded tags across contacts, accounts, deals and activities, with bulk apply.
• Saved views & filtersPersist a filter set as a named view, private or shared with the team.
• Stage history & rottingEvery stage move recorded with time-in-stage, plus a stale-deal report.
• Products & price booksCatalogue with per-currency price books, attached to quotes and deals.
• Quotes from dealsLine-item quotes with discounts, tax breakdown and a locked lifecycle.
• Sales forecastingProbability-weighted pipeline by stage, win rate and stage velocity.
• Assignment rulesRound-robin and load-balanced lead routing from a user pool.
• Lead & deal scoringRule-based lead scoring that ranks contacts as they change.
• Workflow automationTrigger-based rules with conditions and actions, and a run log.
• Email integrationTwo-way email over your own SMTP/IMAP, with consent enforced, open/click tracking and inbound sync to contacts.
• Email templates & sequencesMerge-field templates and multi-step nurture sequences.
• Calendar & schedulingMeetings, shareable booking pages with availability, an ICS feed, and two-way Google & Outlook sync.
• Web forms & lead captureEmbeddable public forms that create de-duplicated leads with consent.
• Attachments & documentsFiles on any CRM record, stored per-tenant with short-lived signed download links.
• Reminders & notificationsDue-date reminders for tasks and follow-ups, with an in-app notification centre.
• Territory managementGeographic and segment rules with a hierarchy; most-specific match wins.
• CRM reports & dashboardsConversion funnels, win rates, activity leaderboards and cohorts.
• Approval processesRequest and decide approvals on deals and quotes; no self-approval.
• Guided sales processEnforce a stage-by-stage playbook with mandatory fields before a deal advances.
• Telephony & click-to-callPlace, log and record calls from the record via your provider, with a call history. Transcription to follow.
• WhatsApp & SMS outreachOne-off and automated WhatsApp and SMS via your provider keys, consent enforced, with a per-contact history.
• E-signatureSend proposals and contracts for signature over a secure link, and track status.
• Document templatesMerge record data into proposals, contracts and letters.
• Customer & partner portalA secure portal where customers view their quotes, documents and meetings, and accept or decline quotes — no account needed.
• Recurring revenue trackingMRR, ARR, ARPA and churn across subscription customers.
• Deal splits & commissionsSplit credit across reps and auto-calculate commission on won deals.
• Competitor trackingRecord who you are up against and your win rate against each.
• Consent & DNC compliancePer-contact marketing consent and opt-out, enforced on every outbound send.
• Mobile appBetaInstallable, offline-capable app — pipeline, contacts and activity logging from a phone.
• Targets & leaderboardsIndividual quotas with live attainment and a sales leaderboard.
• AI contact enrichmentSummarise and enrich contacts from their activity and notes.
• AI email & follow-up draftingDraft replies and follow-ups from the record context.
• AI pipeline forecastingPlain-language risk read on your open pipeline.
• AI next-best-actionSuggest the next step on a deal from its context and history.

Accounting, tax and live e-invoicing clearance — built region-first.

• Sales invoicingCreate, issue and cancel tax invoices with line items and multi-currency.
• Tax engineIndia GST (CGST/SGST/IGST), UAE VAT 5%, KSA VAT 15%. Unit-tested rules.
• KSA — ZATCA Phase 2 e-invoicingInvoice clearance and reporting against Fatoora, with device onboarding.
• India — GST IRP e-invoicingIRN generation and signed QR via the NIC Invoice Registration Portal.
• Clearance trackingPer-invoice regulator status, response payload and automatic retries.
• UAE — PINT-AE / PeppolBetaPeppol-ready via an accredited service provider, ahead of the 2026/27 mandate.
• Expenses & categoriesBetaRecord and categorise spend against the chart of accounts.
• Payments & receiptsBetaRecord payments against invoices and track outstanding balances.
• Chart of accountsBetaRegion-appropriate default chart, editable per tenant.
• Quotes & estimatesComing 2026Send quotes, convert accepted ones straight into invoices.
• Recurring invoicesComing 2026Subscription and retainer billing on a schedule, with auto-send.
• Credit & debit notesComing 2026Regulator-compliant adjustments linked to the original invoice.
• Purchase orders & billsComing 2026Accounts payable: POs, supplier bills and three-way matching.
• Manual journals & general ledgerComing 2026Double-entry journal entries with a full GL view.
• Bank reconciliationComing 2026Import statements and match transactions against invoices and expenses.
• Financial statementsComing 2026P&L, balance sheet, trial balance, cash flow and ageing.
• VAT / GST returnsComing 2026Period returns from your ledger — VAT201, GSTR-1 and GSTR-3B.
• GSTR-2A/2B reconciliationComing 2026Match supplier filings against your purchase register to protect input credit.
• India — e-way billComing 2026Generate, update and cancel e-way bills alongside e-invoices.
• Multi-GSTIN / multi-VRNComing 2026Several tax registrations under one organisation.
• Multi-entity / multi-branchComing 2026Several legal entities or branches under one organisation.
• Customer statements & dunningComing 2026Account statements and automated payment reminders.
• Online payment collectionComing 2026Pay-by-link on invoices via Razorpay, with auto-reconciliation.
• Inventory & stockComing 2026Items, stock levels, valuation and cost of goods sold.
• Fixed assets & depreciationComing 2026Asset register with scheduled depreciation postings.
• Budgets & varianceComing 2026Set budgets per account or cost centre and track variance.
• FX revaluationComing 2026Period-end revaluation of foreign-currency balances.
• Approval workflowsComing 2026Multi-step approval on invoices, bills and expenses above a threshold.
• Compliant archivingComing 2026Tamper-evident retention for the statutory period per region.
• Certificate & CSID managementComing 2026Onboarding, renewal and rotation of e-invoicing signing credentials.
• Sales orders & delivery notesComing 2026Order-to-invoice flow with packing slips and partial fulfilment.
• Vendor managementComing 2026Supplier master with terms, balances and purchase history.
• Automatic bank feedsComing 2026Live transaction import from your bank, not just file upload.
• Cash-flow forecastingComing 2026Projected position from receivables, payables and recurring commitments.
• Cost centres & dimensionsComing 2026Tag every transaction by department, project or location for analysis.
• Project accounting & job costingComing 2026Revenue, cost and margin per project, fed by timesheets.
• KSA — Zakat computationComing 2026Zakat base and return workings alongside VAT. Required for Saudi entities.
• India — TDS & TCSComing 2026Withholding at source on payments and collections, with return workings.
• Withholding tax (UAE & KSA)Coming 2026Withholding on cross-border payments per treaty and local rules.
• Period close & lockComing 2026Lock a closed period so historical books cannot be altered.
• Accountant accessComing 2026Scoped external access for your auditor or accounting firm.
• Opening balances & migrationComing 2026Import trial balance and open items when moving from another system.
• Multi-warehouse stockComing 2026Stock by location with transfers and per-warehouse valuation.
• Batch & serial trackingComing 2026Traceability with expiry handling for regulated goods.
• Landed costsComing 2026Apportion freight, duty and clearing charges into item cost.
• Refunds & write-offsComing 2026Customer refunds and bad-debt write-off with correct tax treatment.
• Customer & vendor portalComing 2026Customers view invoices and pay; vendors submit bills.
• Mobile appComing 2026Raise invoices, capture receipts and approve bills from a phone.
• AI document extractionComing 2026Pull line items and totals out of supplier bills and receipts.
• AI auto-categorisationComing 2026Suggest ledger accounts and tax codes for expenses and bills.
• AI anomaly detectionComing 2026Flag unusual spend, duplicate bills and margin drops.
• AI cash-flow insightsComing 2026Explain movements and project position in plain language.

People, payroll and regional labour compliance — WPS, GOSI, EPF and gratuity.

• Employee directory & profilesComing 2026Central record for every employee, with documents and history.
• Org chart & reporting linesComing 2026Reporting hierarchy, departments, cost centres and locations.
• Employee self-serviceComing 2026Staff update their own details, view payslips and raise requests.
• Onboarding & offboardingComing 2026Checklists, document collection, asset handover and exit clearance.
• Attendance & time trackingComing 2026Clock-in/out with geo and biometric device integration.
• Shift scheduling & rostersComing 2026Build rosters, manage swaps and track coverage.
• Leave managementComing 2026Policies, accrual rules, approval chains and balances.
• Regional holiday calendarsComing 2026Per-country and per-emirate public holiday calendars.
• Timesheets & project timeComing 2026Log time to projects and clients, feeding billing.
• Payroll processingComing 2026Salary structures, allowances, deductions and off-cycle runs.
• Payslips & tax statementsComing 2026Generated payslips and year-end statements per region.
• WPS filing (UAE & KSA)Coming 2026Wage Protection System files in the bank-accepted format.
• GOSI & SaudizationComing 2026GOSI contributions and Nitaqat/Saudization ratio tracking.
• India statutory (EPF, ESI, PT, TDS)Coming 2026Provident fund, state insurance, professional tax and TDS on salary.
• Gratuity & end-of-serviceComing 2026Accrual and settlement per UAE and KSA labour law.
• Expense claims & reimbursementComing 2026Staff submit claims that post straight into Finance.
• Performance managementComing 2026Goals and OKRs, review cycles, 360 feedback and ratings.
• Recruitment & ATSComing 2026Job postings, candidate pipeline, interview scheduling and offers.
• Documents & expiry trackingComing 2026Contracts, IDs, visa and Iqama expiry with automatic reminders.
• Asset allocationComing 2026Issue and recover laptops, phones and equipment per employee.
• Training & certificationsComing 2026Track mandatory training, renewals and certification expiry.
• Announcements & policiesComing 2026Company-wide notices with acknowledgement tracking.
• HR analyticsComing 2026Headcount, attrition, cost-per-hire and absence trends.
• Mobile self-serviceComing 2026Attendance, leave and payslips from a phone.
• Probation & confirmationComing 2026Probation tracking with confirmation and extension workflows.
• Salary revisions & incrementsComing 2026Increment cycles, arrears and revision history per employee.
• Bonus & incentivesComing 2026Variable pay, commissions from CRM and performance-linked bonuses.
• Loans & salary advancesComing 2026Advances with instalment recovery through payroll.
• Overtime & shift differentialsComing 2026Overtime rules and premium rates per regional labour law.
• Attendance regularisationComing 2026Correction requests, comp-off and approval trails.
• Visa & work permit workflowsComing 2026Gulf visa, labour card and permit lifecycle with renewal alerts.
• Medical insurance managementComing 2026Policy enrolment, dependants and renewals — mandatory in the Gulf.
• Emiratisation & MOHRE (UAE)Coming 2026Nationalisation quota tracking and MOHRE contract compliance.
• Mudad & Qiwa (KSA)Coming 2026Integration with Saudi labour platforms for contracts and wage filing.
• Travel & business tripsComing 2026Trip requests, per-diems and air ticket entitlements.
• Payroll posting to FinanceComing 2026Payroll journals posted straight into the general ledger.
• Engagement & pulse surveysComing 2026Anonymous surveys with trend reporting.
• Succession & competenciesComing 2026Competency framework, skill gaps and succession planning.
• Exit interviews & F&FComing 2026Structured exit feedback and full-and-final settlement.
• HR helpdeskComing 2026Employee queries as tickets, sharing the Support engine.
• Multi-country payrollComing 2026Run payroll across India, the UAE and Saudi Arabia in one place.
• AI CV screeningComing 2026Rank applicants against a job description with reasoning.
• AI attrition riskComing 2026Flag employees at risk of leaving from engagement signals.
• AI policy assistantComing 2026Answer staff questions from your handbook and policies.

Multi-channel helpdesk with SLAs, a knowledge base and a customer portal.

• Ticket managementComing 2026Create, assign, prioritise and resolve tickets with full history.
• Multi-channel intakeComing 2026Email, web form, live chat, phone and WhatsApp into one queue.
• SLA policies & escalationComing 2026First-response and resolution targets with automatic escalation.
• Assignment & routing rulesComing 2026Round-robin, skill-based and load-balanced assignment.
• Queues & teamsComing 2026Departmental queues with their own agents and business hours.
• Business hours & calendarsComing 2026Per-region working hours driving SLA clocks.
• Canned responses & macrosComing 2026Reusable replies and one-click multi-step actions.
• Knowledge baseComing 2026Searchable articles, categories and versioning.
• Customer self-service portalComing 2026Customers raise and track tickets and read the knowledge base.
• CSAT & feedback surveysComing 2026Post-resolution satisfaction surveys with trend reporting.
• Agent collision detectionComing 2026See when a colleague is already replying to the same ticket.
• Internal notes & @mentionsComing 2026Private collaboration threads on a ticket.
• Merge, split & link ticketsComing 2026Combine duplicates and relate tickets to a parent issue.
• Time tracking on ticketsComing 2026Billable and non-billable time, feeding Finance.
• Contracts & entitlementsComing 2026Support contracts, hour banks and per-customer SLA tiers.
• CRM linkageComing 2026Tickets attached to the same contacts and accounts as your pipeline.
• Automations & triggersComing 2026Event and time-based rules for tagging, routing and notifying.
• Live chat widgetComing 2026Embeddable chat that converts into tickets.
• Multi-brand helpdeskComing 2026Separate portals, addresses and branding per product line.
• Community forumsComing 2026Public Q&A that deflects repeat tickets.
• Support reports & dashboardsComing 2026First response, resolution time, backlog ageing and agent load.
• Agent mobile appComing 2026Respond to tickets from a phone.
• Social channelsComing 2026Facebook, Instagram, X and Telegram messages as tickets.
• Call centre integrationComing 2026Inbound and outbound calls with recording attached to the ticket.
• Ticket types & custom formsComing 2026Different intake forms and fields per request type.
• Custom fields & tagsComing 2026Your own fields and tags on tickets, with saved views.
• Bulk actions & saved viewsComing 2026Act on many tickets at once from a shared filtered view.
• Tasks & subtasksComing 2026Break a ticket into assignable steps with their own owners.
• Approvals on ticketsComing 2026Internal sign-off before a refund, credit or change is applied.
• Problem & change managementComing 2026ITSM workflows linking incidents to root causes and changes.
• Asset & configuration registryComing 2026Track customer assets and link them to tickets.
• Service catalogueComing 2026Requestable services with defined fulfilment workflows.
• Field service & dispatchComing 2026Schedule on-site visits, track technicians and capture signatures.
• Warranty & partsComing 2026Warranty validation and spare-part consumption against Finance stock.
• Spam filtering & blocked sendersComing 2026Keep noise out of the queue automatically.
• Multilingual knowledge baseComing 2026Articles in English and Arabic with per-locale search.
• Deflection analyticsComing 2026Measure which articles prevent tickets being raised.
• Quality assurance reviewComing 2026Score agent replies against a rubric and coach from it.
• Workforce schedulingComing 2026Forecast volume and roster agents to meet SLA.
• AI suggested repliesComing 2026Draft responses from your knowledge base and past resolutions.
• AI triage & sentimentComing 2026Auto-classify, prioritise and detect frustrated customers.
• AI knowledge base draftingComing 2026Turn resolved tickets into knowledge base articles.

Users, roles, security and the shared foundation every module runs on.

• Users & rolesOwner, admin, member and read-only roles enforced on every route.
• Schema-per-tenant isolationEach tenant gets its own Postgres schema — not a shared table with a filter.
• Multi-currency & localePer-tenant currency, timezone and locale. English and Arabic with full RTL.
• Authentication & sessionsJWT access/refresh tokens with per-tenant binding and rotation.
• Rate limitingRequest throttling to protect shared capacity.
• Two-factor authenticationBetaTOTP-based MFA for tenant users.
• Audit trailComing 2026Field-level change history across every record, with actor, timestamp and IP.
• Granular permissionsComing 2026Per-module and per-field permissions beyond the four built-in roles.
• Record-level sharingComing 2026Owner-only visibility, team hierarchies and explicit sharing rules.
• Recycle bin & restoreComing 2026Recover deleted records within a retention window.
• Notification centreBetaIn-app notification centre plus transactional email. Push and per-user preferences to follow.
• Public API & outbound webhooksComing 2026Documented REST API with keys, plus outbound webhooks with retries and a DLQ.
• Integration credentialsEncrypted per-tenant credentials for email, messaging, telephony and e-sign.
• SSO / SAMLComing 2026Single sign-on against your identity provider.
• Data export & erasureComing 2026Full tenant export and subject-erasure requests for GDPR/DPDP.
• Custom domain & brandingComing 2026Your own domain, logo and colours across the tenant app.
• Mobile appBetaInstallable offline-capable app for phones and tablets.
• Reporting & dashboardsComing 2026Cross-module report builder, saved dashboards and scheduled delivery.
• AI assistantAsk about your data in plain language across every module.
• AI credit meteringPer-tenant credit balance with a monthly allowance and top-up packs.
• AI retrieval over your documentsComing 2026Grounded answers over your own invoices, contracts and policies.
• AI natural-language reportsComing 2026Describe the report you want and get it built.
• AI voice interfaceComing 2026Talk to the assistant, powered by the Riya voice stack.