Prospect Engagement Dashboard

Stop losing track of prospects.
Start engaging them
with intention.

SYNQ gives producers a unified pipeline view — pre-written outreach, account intelligence, engagement tracking, and relationship mapping. One place, no spreadsheets.

64
Active Accounts
3
Producers
57
Sequences Written
32
Solution Categories Mapped
What's inside

Everything your team needs
to move faster on accounts

🎯
Pre-Written Outreach
Email, LinkedIn, voicemail, and follow-up sequences crafted for every account. Copy and send — no drafting.
🧠
Account Intelligence
Trigger events, conversation hooks, displacement opportunities, deal sizes, and recommended solution recommendations — all pre-loaded.
📊
Live Pipeline KPIs
Total accounts, warm vs. cold split, sequences ready — your pipeline health at a glance across all three producers.
🗓️
Engagement Tracking
Log every touchpoint — conference, coffee chat, call, or dinner. Track contacts per account with personal notes.
🔗
Relationship Map
Visual force-directed graph showing every producer-account-contact relationship in your portfolio.
⚡
Quick Add & Bulk Import
Add a single prospect in seconds or bulk upload via Excel. New accounts are flagged pending until intel is generated.
Workflow

From prospect to pipeline
in three steps

01
Access your pipeline
Log in with your access code. Each producer's pipeline is separate — your view shows only your accounts, KPIs, and engagement history.
→
02
Expand any account
Click a row to open three tabs: Intel (triggers, hook, recommended solutions), Activity (engagement log, contacts), and Outreach (ready-to-copy email, LinkedIn, and voicemail sequences).
→
03
Track and act
Toggle lead status, log engagements, copy outreach sequences, and mark timelines. Pipeline stays current without a CRM.

Your pipeline. Always current.

64 accounts. 3 producers. Every outreach sequence written and ready.

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