CRM
Enable contacts, companies and opportunities when you need client management. Choose the views that fit your team.
Good work starts with a clear idea. Collect it here, give it a little structure, and see where it takes you.
| Project | Status | Owner |
|---|---|---|
| In progress | ML | |
| Planned | AR |
A shared project, from the first idea to the next review.
| Task | Status | Assignee | Due date |
|---|---|---|---|
| In progress | JL | Oct 28 | |
| To do | AR | Oct 30 | |
| To do | ML | Nov 2 | |
| In progress | JL | Nov 4 | |
| Done | ML | Oct 26 |
Plans, meetings and task deadlines, with a clear view of the week.
Quotes, invoices and payments, connected to your client work.
| Document | Company | Status | Amount |
|---|---|---|---|
| Studio North | Paid | €600 | |
| Local Collective | Paid | €850 | |
| Studio North | Sent | €2,400 | |
| Atelier | Draft | €1,200 |
The files behind your projects, with their context close by.
| Name | Type | Owner | Size |
|---|---|---|---|
| Folder | ML | — | |
| PNG | JL | 860 KB | |
| ML | 240 KB | ||
| MD | AR | 12 KB |
The people, projects and conversations behind every relationship.
| Company | Domain | Account owner | City |
|---|---|---|---|
| atelier.example | JLJonas Leroy | Lyon | |
| common-ground.example | MLMaya Laurent | Nantes | |
| local-collective.example | ARAlex Rivera | Paris | |
| maison-ripple.example | JLJonas Leroy | Bordeaux | |
| olive-studio.example | ARAlex Rivera | Lille | |
| open-field.example | MLMaya Laurent | Strasbourg | |
| paper-and-co.example | JLJonas Leroy | Rennes | |
| studio-north.example | MLMaya Laurent | Dijon |
Client work, with the people and the next step in view.
| Opportunity | Company | Status | Amount |
|---|---|---|---|
| Studio North | Proposal | €1,800 | |
| Atelier | Proposal | €3,200 | |
| Studio North | New | €4,800 | |
| Local Collective | Meeting | €950 |
Explore a prepared conversation with Syna, in the context of your work.
How could I structure a team handbook?
Start with a small structure that is easy to keep useful.
An interactive example with sample data. Explore the tabs to look around.
A closer look at CRM.
Applications are available according to your instance configuration and workspace installation.
CRM
Enable contacts, companies and opportunities when you need client management. Choose the views that fit your team.
Choose the CRM starting point or enable CRM navigation when client work becomes part of your day.
Keep people and companies in table views, then follow opportunities through a pipeline. Open a record to find its related activities and tasks.
Create or join a workspace. Choose a starting template for your own work, study, team or organization, or begin with an empty space.
Write your first page, preview a Notion export, or plan your next project. Organize your pages and keep useful templates close.
Invite your team and choose their access. Open the applications installed for your workspace and shape the navigation around your day.
Your workspace, taking shape
An idea worth keeping
A next step with a home
The right people, in the loop
More possibilities, at your pace
A few things you might wonder.
A modular workspace for knowledge, projects, calendars, files and client work, with optional finance and AI applications. Start with the tools that fit your work and add more when you need them.
Yes. In Bureau, choose Import, select Notion and drop an HTML or Markdown & CSV export ZIP. Preview the pages and hierarchy, then choose a destination. Include subpages and files in the export; HTML preserves more formatting. Permissions, comments, database formulas and Notion view settings are not recreated.
No. Choose a starting workspace template or begin from scratch. Applications depend on what your administrator has made available and installed. CRM navigation is optional.
Yes. An account can belong to several workspaces. Switch between them from the workspace menu; membership and permissions apply separately in each workspace.
Your workspace requires an account and the appropriate access permissions. Sharing a document is a separate, explicit action. Invite only the people who need access and choose their role.
Use Get started to open the account page. Sign in or create an account, then create or join a workspace. Your instance administrator manages application availability and hosting.
A2E Suite
Syna