SyncMaster - CRM Tool

Connect client relationships with live workflows...

SYNCMASTER

Client context.
Project delivery.
Everyday operations.

SyncMaster brings the business-facing parts of the platform into focus: the clients you work with, the projects you deliver, and the operational records that support your team.

Maintain client and enquiry information, plan work through task boards and sprints, track project time, and organize equipment, suppliers, and support requests with clear records and ownership.

Explore HRMS

PLATFORM CAPABILITIES

The modules behind
your business workspace.

From a client profile to a project task or assigned asset, organize the information your team needs to move work forward.

Keep client context close to the work.

Maintain client profiles with company and contact details, and link clients to their projects. Capture inbound enquiries with the sender's business information, message, and supporting documents.

  • Client profiles and company contact details
  • Client-linked projects and a client dashboard
  • Inbound enquiry records with document attachments
  • Search, date filters, and record management
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Client profile

Record structure
  • 01Name & email
  • 02Company & address
  • 03Phone & designation
  • 04Linked projects

Inbound enquiry

Company, contact, location, message, and documents.

PROJECTS & DELIVERY

From client context
to coordinated work.

Keep the project, its team, task hierarchy, sprint plan, and time entries connected throughout delivery.

  1. 01

    Establish the project

    Link a client, set the project dates and priority, and assign the delivery team.

  2. 02

    Plan the work

    Configure board columns, organize the backlog, and plan tasks into sprints.

  3. 03

    Coordinate delivery

    Assign work, track dependencies, and keep task comments and files together.

  4. 04

    Review progress

    Review the project dashboard, change history, and project-linked time sheets.

Flexible task boards

Use configurable status columns, task priorities, assignees, and sprint backlogs to organize delivery.

Work with context

Keep epics, stories, tasks, subtasks, dependencies, comments, and attachments alongside project work.

Project-linked time

Record hours against a project and task, and review individual and team time sheets.

Product illustration of an equipment inventory workspace on a laptop
Asset management illustration

ASSETS & ASSIGNMENTS

Your equipment.
A clearer record.

Track the details behind each asset: what it is, where it belongs, when it was purchased, and which serial number is assigned.

  • Asset type, brand, category, quantity, and serial numbers
  • Vendor, purchase date, cost, location, and warranty date
  • Assignment information and assigned/unassigned status
  • Asset images and CSV bulk upload
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OPERATIONS & SUPPLIERS

Clear ownership.
Organized follow-up.

Bring operational requests and supplier information out of scattered conversations and into structured, searchable records.

Operational ticket management

Categorize requests, set priorities, identify departments and owners, and update ticket status. Keep comments, media, forwarding actions, and change history with the ticket.

Category Priority Assignee Status

A maintained supplier directory

Store supplier company details, business domains, contact information, addresses, websites, and supporting documents. Search the directory and preview or download attached files.

Company Contact Documents

ACCESS, CONTEXT & VISIBILITY

Work together.
Keep the right context.

Role-based access

Control access to modules and actions through assigned role permissions, with permission-aware screens and controls.

Files with their records

Keep supporting documents with enquiries and suppliers, and attachments with projects, tasks, and tickets.

Dashboards and history

Review project and client views, task progress, and project or ticket history to understand the work in context.

PLATFORM WALKTHROUGH

SyncMaster
in action.

A walkthrough of client records, project delivery, assets, and operational workflows.

Video coming soon

Request a Demo
Illustrated project workspace, used as a poster for the upcoming walkthrough
Coming SoonSyncMaster walkthrough

FREQUENTLY ASKED QUESTIONS

A closer look
at SyncMaster.

What does SyncMaster manage?

SyncMaster brings together client profiles, inbound enquiries, project management, task boards, sprints, time sheets, asset records, supplier profiles, and operational tickets. These capabilities support client-related work and day-to-day business operations.

Can projects be linked to clients?

Yes. Project records support a client relationship along with managers, team leaders, team members, priorities, dates, and attachments. A project dashboard and client-facing project views provide additional context for delivery.

How are assets and operational tickets managed?

Assets have inventory and serial-number details, purchase and warranty information, and assignment records. Operational tickets have categories, departments, priorities, owners, status updates, comments, and history. Supplier profiles are maintained in a separate directory.

How is access to modules controlled?

The platform uses role-based module and action permissions. Access to screens and actions is evaluated against the user's assigned permissions rather than giving every user the same access.

How can SyncMaster help us with workforce management?

SyncMaster helps coordinate your workforce through project team assignments, task boards, sprint planning, and project-linked time sheets. Asset assignments and operational tickets keep equipment and support requests connected to their owners.

For employee records, attendance, leave, payroll, and broader HR workflows, explore our dedicated HRMS solution.

HRMS

SYNCMASTER

Bring clients, delivery,
and operations into view.

Discuss the modules and workflows that matter to your organization.