Synapze

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.