Solutions

Built for the people behind the pipeline.

Every role needs different context at a different moment. Find the individual workflow for prospecting, or explore how research, handoffs, coverage and coaching connect across your team.

Find your roleSee individual plans
  • Individual plans for BDRs and SDRs
  • Role-based workflows
  • Teams scoped with Syntri

How account context moves between roles

Illustrative example · not live workspace data

BDRsFind relevant accounts and plan the dayAccount contextRelevant signalWorking priorityIndividual plansSDRsPrepare relevant outreach across channelsAccount evidenceOutreach angleEditable draftIndividual plansAEsCarry qualification into discoveryKnown evidenceOpen questionsNext stepTeams evaluationSales ManagersReview coverage and coaching needsCoverage questionCoaching contextReview decisionTeams evaluationRevenue TeamsAgree the shared operating modelShared processHandoff standardNamed ownersTeams evaluation

For BDRsIndividual plans

Find relevant accounts and prepare the working plan.

Draws on the same account evidence as SDRs.

  • Account contextNorthwind Clinics, a regional care network
  • Relevant signalNew VP of Operations, with source and date
  • Working prioritySecond in today’s plan, reason shown
  • Suggested preparationAn opening angle to review before calling
See the BDR dayDetails below

For SDRsIndividual plans

Turn account evidence into outreach you edit and approve.

Works from the same evidence as BDRs, not after them.

  • Account evidenceExpansion into two new regions, cited
  • Outreach angleOperations workload after the expansion
  • Editable draftEmail and call opener, ready for your edit
  • Your decisionNothing is sent from Syntri on your behalf
See SDR preparationDetails below

For AEsScoped Teams evaluation

Receive a reviewable handoff, with the gaps made explicit.

Receives context from the BDR or SDR who qualified the account.

  • Known evidenceOperations owner named on the first call
  • Missing informationBudget timing has not been discussed
  • Proposed next stepDiscovery call, with an agenda to review
  • Human reviewerThe assigned AE accepts or returns the handoff
See Teams handoffsDetails below

For Sales ManagersScoped Teams evaluation

Review the work in context, then decide as a person.

Oversees and supports the work; does not sit in the handoff.

  • Coverage questionWhich priority accounts have no owner this week?
  • Coaching contextA rep asked to rehearse an opener first
  • Ownership issueTwo reps researching the same account
  • Review decisionThe manager decides; nothing is reassigned automatically
See Teams territoriesDetails below

For Revenue TeamsScoped Teams evaluation

Agree how research, qualification and review fit together.

The organization every role works within.

  • Shared processWho researches, who qualifies, who reviews
  • Handoff standardWhat a complete handoff must carry
  • OwnershipOne named owner for every next step
  • Available todayIndividual BDR and SDR workflows; team handoffs are scoped with Syntri
Explore Syntri TeamsDetails below
BDRs and SDRs start from the same account evidence. An AE receives a reviewable handoff. Managers review coverage and coaching across that work. Revenue teams agree the process around it. Lines show how context can move, not live data sharing.

Role-based solutions

Tools for every role
in revenue.

Different roles, different questions. Choose yours here or in the journey above to see the problem Syntri helps with, the relevant capabilities and the right next step.

Individual plans for BDRs and SDRs. AE, manager and revenue-team access requires a scoped Teams evaluation.

Choose your role

For BDRs

Individual plans

Know which accounts deserve attention, and why.

A long account list leaves the hardest decision to you.

Inspect the evidence in Signal Arena, turn relevant accounts into a Daily Attack Plan, then prepare the conversation in Outbound Architect. You decide what deserves your attention and review every draft.

  • Evidence firstAccount changes with their source and date.
  • A ranked dayA bounded queue with the reason for the order.
  • Focused blocksBlitz Mode keeps your place as you work.
  • Prepared outreachEditable drafts from the same context.

Less deciding where to begin. More context for the work.

Explore the BDR workflow

Today’s working blockExample queue

A reason for the order.

  1. 01
    Investigate the relevant changeAccount evidence + fit + freshness
  2. 02
    Follow up with contextReview the previous conversation first
  3. 03
    Prepare the next approachCheck the facts before you call

You review the priority. You choose the next action.

Illustrative workflow · Conceptual explanation, not a current product screen.

For SDRs

Individual plans

Turn relevant context into better-prepared outreach.

Research gets exhausting when every channel starts from scratch.

Carry account context into call, email and LinkedIn drafts, then edit the message for the person you are approaching. Rehearse a difficult opener in Practice Room before using it live.

  • Three channelsCall, email and LinkedIn drafts to edit.
  • Source attachedKeep the evidence behind each claim.
  • RehearsalVoice practice on Pro and Ultra; minutes apply.
  • Your wordsDraft preparation does not send messages.

A relevant starting point, across your outreach.

Explore the SDR workflow

Evidence → angle → your wordsDraft for review

Fictional example: a company announces a regional launch. The source context stays attached to the draft.

Review the evidence and tone before use. Nothing is saved or sent.

Illustrative workflow · Conceptual explanation, not a current product screen.

For Account Executives

Scoped Teams evaluation

Carry qualification and account context forward.

The meeting is booked. The context is scattered.

A useful handoff carries the account evidence, what the BDR learned, the unanswered questions and the agreed next step. Discuss handoff review and meeting-preparation needs in a scoped Teams evaluation.

  • Handoff contextWhat qualification established, and its source.
  • Open questionsSeparate evidence from assumptions about need.
  • OwnershipWho owns the next step after the handoff.
  • Discovery prepA useful starting point for the first meeting.

Discovery that starts where qualification ended.

Team workflow evaluation. An individual Plus, Pro or Ultra purchase does not grant AE access.

Discuss your handoff workflow

Carry forwardEvaluation topic

  • BDRQualification
  • ContextEvidence + open questions
  • AEDiscovery

The context behind the meeting.

  • Account evidence and its source
  • What the conversation established
  • Questions still unanswered
  • The agreed next conversation
Illustrative workflow · Scoped Teams evaluation; access and capabilities must be confirmed.

For Sales Managers

Scoped Teams evaluation

See territory coverage and discuss coaching needs.

Activity totals don’t show who is covering what.

Start with where accounts need attention, what reps are working through, and where more context would help. ATLAS, Bird Eye and Coaching Hub are areas to scope with Syntri; access and available operations must be confirmed.

  • Coverage questionsWhere accounts need attention, and who owns them.
  • Coaching contextFeedback that starts from the work itself.
  • Onboarding pathsDiscuss assigned training and team membership.
  • Human decisionsAnalysis never implies automatic reassignment.

Coaching conversations grounded in the territory.

Scoped Teams evaluation. Territory analysis does not imply automatic account reassignment or CRM cleanup.

Discuss coverage and coaching

Coverage → context → coachingEvaluation topic

Where does attention belong?

Account coverageReview ownership
Preparation contextDiscuss the approach
Coaching questionsAgree the support

Illustrative review topics; no live territory data, automated reassignment or performance metric.

Illustrative workflow · Scoped Teams evaluation; access and capabilities must be confirmed.

For Revenue Teams

Scoped Teams evaluation

Explore how context can be preserved between roles.

Context gets rebuilt at every handoff.

Bring BDRs, AEs and managers around the questions behind an account, a qualification decision and the next conversation. Scope the human handoffs your team needs first, and agree supported capabilities before an evaluation begins.

  • BDR researchEvidence and qualification to carry forward.
  • AE handoffUnresolved questions and the agreed follow-up.
  • Manager viewCoverage, handoff quality and support needs.
  • Your CRM staysNo replacement or automatic synchronization.

Continuity between people, with ownership made explicit.

Team access is arranged with Syntri. No CRM replacement, automatic synchronization or pipeline outcome is promised.

Discuss a connected workflow

Context moves between peopleEvaluation topic

Several decisions. A shared understanding.

  1. BDRResearch + qualification
  2. AEHandoff + discovery
  3. ManagerCoverage + support

Agree ownership and review boundaries before evaluating a team workflow.

Illustrative workflow · Scoped Teams evaluation; access and capabilities must be confirmed.

Two ways to work

Powerful individually. More connected as a team.

Work your own territory on a self-service plan today, or scope a team evaluation with Syntri. They are separate commercial paths.

Discuss a Teams evaluationExplore Syntri Teams
Self-service plans

Individual workflow

A personal prospecting workflow for one BDR or SDR, with published prices.

  • Account research and evidence
  • Daily prioritization with Blitz Mode
  • Outreach preparation across channels
  • Practice eligibility by plan (Pro and Ultra)
Compare individual plans
Scoped with Syntri

Teams evaluation

A conversation about your team’s process before any access is arranged.

  • Territory visibility questions
  • Coaching context for managers
  • Role coordination and handoffs
  • An agreed management workflow scope

No autonomous rebalancing, CRM cleanup or team messaging is promised.

Where each role starts

A more connected revenue motion.

Your CRM holds the record and your outreach tools execute your process. Syntri focuses on the account context, daily priority and preparation behind the next action.

See what each feature does

  • BDRs

    Choose accounts with a reason, then work a ranked day.

    Individual plansSee the BDR day

  • SDRs

    Prepare relevant outreach across call, email and LinkedIn.

    Individual plansSee SDR preparation

  • AEs

    Scope what a useful handoff into discovery should carry.

    Teams evaluationDiscuss scope

  • Sales Managers

    Discuss territory coverage and coaching from the work.

    Teams evaluationDiscuss scope

  • Revenue Teams

    Agree how context and ownership move between people.

    Teams evaluationDiscuss scope

Get started

Find the right path for your team.

Compare individual plans, or discuss the team questions you want to evaluate.

Explore individual plansExplore Syntri TeamsDiscuss a Teams evaluation

Teams scope and availability must be confirmed. The contact page opens your email app; it does not submit an inquiry.