Syntri Teams

Your territory rules. Every rep’s next move.

Organize account coverage, prepare every seller’s day and keep qualification context moving from BDR to AE to manager, in one system. Parts run in Teams workspaces today; the rest is labelled as in development or planned.

Discuss a Teams evaluation Try ATLAS

Teams is not self-service and has no published price. Individual Plus, Pro and Ultra plans are unchanged.

Illustrative concept · Synthetic organization and sellers. Rules-based territory proposals are Planned; no live workspace is shown.

What Teams does

One system, from territory rules to every rep’s day.

Every hire, departure and reorganization restarts the territory spreadsheet, and every handoff loses context. Teams brings that work into one place. Here is all of it at a glance; each part is labelled with what exists today.

01Territories
See coverage across the team, then turn your own territory rules into reassignment proposals people approve.
Teams evaluationCoverage viewsPlannedRules engine
See it below
02Handoffs
BDRs hand qualified meetings to AEs with the evidence attached; AEs accept, reject or ask for more.
Teams evaluationHandoffs and SQO criteria
See it below
03Supervised agents
Ask Syntri answers questions today; bounded research missions will prepare drafts for human review.
Teams evaluationAsk SyntriIn developmentMissions
See it below
04Ramp and coaching
Training paths built around real work, private coaching notes and 1-on-1 preparation for managers.
Teams evaluationTraining and coachingPlannedReadiness milestones
Explore
05CRM health
Find records reps stopped trusting and propose fixes with sources, applied only after an authorized decision.
ConceptReview and write-back
Explore
06Engage and ROI
Keep your engagement tools or add certified execution later, and model the value with assumptions you control.
PlannedEngage channelsAvailable todayROI model
See it below

Available todayBuilt on the rep workflow you can buy today:Signal ArenaDaily Attack PlanBlitz ModeOutbound ArchitectPractice Room

See every capability and its status72 capabilities in 11 families

Available today: Included in individual Plus, Pro or Ultra plans, within each plan’s limits.
Teams evaluation: Built for Teams workspaces. Access is arranged through an agreed evaluation; Teams is not generally available.
In development: Being built and not available. Scope and timing may change.
Planned: On the Teams roadmap and not built yet.
Concept: A direction we are exploring. It needs separate certification and approval before any release.

ATLAS Territory Command

Coverage, distribution and rebalancing, moving toward organization-defined territory rules and reviewable proposals.

Explore territories

ATLAS Territory Command: capability, who it serves, the problem, the value and status
Capability	Who it serves	Problem it addresses	Practical value	Status
Territory coverage and distributionSee how accounts and signals are spread across the team.	Managers, RevOps	The coverage picture lives in a spreadsheet someone rebuilds.	One view to start a coverage conversation.	Teams evaluation
Coverage gaps and strategic coverageHighlight accounts that look under-covered, including strategic tiers.	Managers, RevOps	Important accounts go quiet without anyone noticing.	Questions to ask before quarter-end, not after.	Teams evaluation
Rebalance scenario modelingModel a rebalancing scenario and record the proposal before anything moves.	Managers	Rebalancing is decided without seeing the knock-on effects.	Discuss a change with its consequences visible.	Teams evaluationModeling only; executing a rebalance is not enabled
Manager account assignmentAn authorized manager assigns an individual account owner.	Managers	Ownership changes happen in side conversations.	A deliberate, attributable owner change.	Teams evaluation
Reviewable assignment proposalsGroup several owner changes into one proposal, with status and history.	Managers, RevOps	Bulk changes are hard to review and harder to explain later.	A record of what was proposed and what was applied.	In development
Divisions and business-unit rulesDefine divisions or product lines, with one owner per coverage group.	RevOps, sales leaders	One account, several product lines, one owner field.	Coverage that matches how you actually sell.	Planned
Seller capacity and tier-weighted workloadWeight workload by your own account tiers and each seller’s capacity.	RevOps, managers	Equal account counts hide very unequal workloads.	Balance by effort, not by row count.	Planned
Geography, timezone and segment rulesMatch accounts to sellers by region, timezone, industry or segment.	RevOps	Accounts land with sellers who cannot work them well.	Fewer assignments that need fixing later.	Planned
Named and protected relationshipsKeep named accounts and active opportunities with their owner.	Managers, AEs	Reorganizations break relationships mid-deal.	Rebalancing that respects what is already working.	Planned
New-rep allocation and departure proposalsPropose an onboarding allocation for a new seller, or new owners when one leaves.	Managers, RevOps	Every hire or departure restarts the spreadsheet.	A reviewable starting point the same day.	Planned
Approval before consequential changesRoute owner changes on strategic accounts to an authorized approver.	Sales leaders	High-stakes ownership changes happen without sign-off.	Clear responsibility for every consequential move.	Planned
Approved territory into seller workflowsCarry an approved assignment into each rep’s accounts and daily plan.	Reps, managers	The new territory and the rep’s daily work drift apart.	Reps start from the plan the organization agreed.	Planned

Bird Eye and Whitespace

Zoom out from individual rep work to the whole territory.

See the coverage view

Bird Eye and Whitespace: capability, who it serves, the problem, the value and status
Capability	Who it serves	Problem it addresses	Practical value	Status
Bird EyeA team-wide overview of coverage and ownership.	Managers	You cannot see the whole territory without asking every rep.	The questions worth asking, in one place.	Teams evaluation
Whitespace FinderFind accounts in your territory that nobody is working.	Managers, RevOps	Uncovered accounts are invisible until a competitor wins them.	Candidates to discuss and assign deliberately.	Teams evaluation
Team members and team reportMembership and a manager report on team activity and coverage.	Managers	Status updates are assembled by hand.	A shared starting point for the weekly review.	Teams evaluation

Ask Syntri and Syntri Command

Conversational help today in Teams workspaces; supervised, bounded research missions in development.

Explore supervised agents

Ask Syntri and Syntri Command: capability, who it serves, the problem, the value and status
Capability	Who it serves	Problem it addresses	Practical value	Status
Ask SyntriAsk questions about your accounts and team using authorized workspace information.	Reps, managers	Answers are scattered across tabs and reports.	Faster orientation before a call or a review.	Teams evaluation
Run MissionA durable, multi-step mission for bounded research and preparation, with human approval.	Reps, managers	Account research is repetitive and inconsistent.	Prepared work to review, not unreviewed actions.	In development
NavigatorInterprets the mission and coordinates the approved steps.	Behind the mission	Multi-step requests drift from the goal.	A plan you can read before it runs.	In development
ScoutIdentifies company candidates against your configured ICP.	Behind the mission	Target lists start from guesswork.	Candidates with a stated reason.	In development
AnalystResearches accounts and supporting business evidence.	Behind the mission	Research quality varies by rep and by day.	Evidence gathered the same way every time.	In development
FinderIdentifies relevant people and evaluates contact information through permitted sources.	Behind the mission	Unverified contacts waste outreach.	Contacts labelled with how far they are verified.	In developmentLive discovery disabled pending approvals
WriterPrepares evidence-grounded email and LinkedIn drafts.	Behind the mission	Drafts drift away from the research.	Drafts that cite what they rely on.	In development
AuditorChecks evidence, constraints, policy, estimated cost and approval readiness.	Behind the mission	Nobody checks the work before it reaches a person.	Problems flagged before review, not after sending.	In development

CRM health

Import today; human-reviewed record corrections as a future, certified workflow.

Explore CRM health

CRM health: capability, who it serves, the problem, the value and status
Capability	Who it serves	Problem it addresses	Practical value	Status
CSV import and field mappingBring accounts in from a spreadsheet and map the fields.	Reps, RevOps	Getting started means retyping your book.	Your existing accounts, in minutes rather than days.	Available today
CRM account importImport accounts from a connected HubSpot, Salesforce or Pipedrive account.	RevOps	Account data lives in the CRM.	Start from your system of record.	Teams evaluationRead and import only; confirmed per workspace
Record-quality detectionSurface stale fields, likely duplicates, conflicting values and missing required fields.	RevOps	Reps lose time to records nobody trusts.	A reviewable list of what looks wrong and why.	Concept
Proposed corrections with provenanceShow current and proposed values side by side, with source and review status.	RevOps, record owners	Fixes are made without evidence or a trail.	Every proposed change explains itself.	Concept
Approved write-backApply approved corrections only through separately certified CRM write permissions.	RevOps, admins	Blind AI overwrites damage the system of record.	Nothing changes in your CRM without an authorized decision.	ConceptNo CRM write-back exists today

BDR and SDR execution

The individual seller workflow, available today, that Teams builds on.

See the rep workflow

BDR and SDR execution: capability, who it serves, the problem, the value and status
Capability	Who it serves	Problem it addresses	Practical value	Status
Signal ArenaReview relevant account changes and their evidence.	BDRs, SDRs	Too many accounts, no reason to pick one.	A reason to look closer, with its source.	Available today
Daily Attack PlanOrganize a prioritized working day.	BDRs, SDRs	Mornings disappear deciding where to begin.	A ranked queue with the context behind it.	Available today
Blitz ModeWork through an approved block, keep your place and log call outcomes.	BDRs, SDRs	Focus breaks between tabs.	One account and its guide in view.	Available todayLogs outcomes; not a dialer
Outbound ArchitectPrepare editable call, email and LinkedIn drafts from account context.	BDRs, SDRs	Blank-page outreach.	A relevant first draft to edit.	Available today
Account intelligenceCompany information, current signals and research history in one profile.	BDRs, SDRs, AEs	Context is spread across tools.	One place to prepare for a conversation.	Available today
Lookalike DiscoveryExplore companies similar to a seed account.	BDRs, SDRs	Finding the next good account.	Adjacent accounts with a starting point.	Available todayNet-new discovery on Pro and Ultra
Competitive IntelligencePrepare competitor and account intelligence cards.	BDRs, SDRs, AEs	Competitor questions catch reps off guard.	Prepared context before the call.	Available todayMonthly card allowance by plan
Practice RoomRehearse conversations and review practice feedback.	BDRs, SDRs	The first attempt is on a live prospect.	Try a different opener first.	Available todayVoice practice on Pro and Ultra
Meetings and outcomesTrack meetings and log their outcomes.	BDRs, SDRs, managers	Meeting outcomes go unrecorded.	A record of what happened next.	Available today
Quota and commission trackingTrack progress against goals and expected earnings.	BDRs, SDRs	Reps cannot see where they stand.	Pace you can act on mid-month.	Available today

BDR to AE coordination

Handoffs that carry qualification context, with explicit human decisions.

Explore handoffs

BDR to AE coordination: capability, who it serves, the problem, the value and status
Capability	Who it serves	Problem it addresses	Practical value	Status
Qualified meeting handoffsA BDR submits a meeting with its context; the AE accepts, rejects or asks for more information.	BDRs, AEs	AEs receive a calendar invite and none of the reasoning.	Context and responsibility travel together.	Teams evaluation
Handoff response trackingSee which handoffs are on time, at risk or overdue for a decision.	Managers, AEs	Handoffs wait without anyone noticing.	Decisions that do not stall.	Teams evaluation
SQO criteria templatesDefine the criteria a qualified opportunity should meet.	Managers, RevOps	Every rep qualifies differently.	A shared definition to qualify against.	Teams evaluation
Handoff quality reviewReview handoff decisions and patterns across the team.	Managers	Rejected handoffs never become coaching.	Patterns worth a conversation.	Teams evaluation
AE workspaceA workspace for AEs to receive, review and work handoffs.	AEs	AEs rebuild account history before the first call.	Prepared context on arrival.	Teams evaluation
BDR and AE pairingsPair BDRs with the AEs they hand off to.	Managers	Unclear who receives which handoffs.	A known path for every handoff.	Teams evaluation
Qualification ContractYour own required fields, evidence, disqualifiers, unknowns, rework and approval roles.	RevOps, sales leaders	A universal framework rarely fits your sale.	Qualification judged against your standard.	Planned

Ramp and coaching

Training built around real sales work, and coaching with better context.

Explore ramp and coaching

Ramp and coaching: capability, who it serves, the problem, the value and status
Capability	Who it serves	Problem it addresses	Practical value	Status
Training modules, quizzes and pathsBuild modules, quizzes and learning paths, and assign them to the team.	Managers, enablement	Onboarding content lives in scattered decks.	One path every new rep follows.	Teams evaluation
Coaching HubReview rep context and record coaching actions.	Managers	Coaching starts from activity totals.	Feedback tied to the work itself.	Teams evaluation
Private coaching notes and scorecardsManager coaching notes and rep scorecards, kept private to the manager.	Managers	Coaching history is lost between conversations.	Continuity from one session to the next.	Teams evaluation
1-on-1 preparationShared preparation for manager and rep one-on-ones.	Managers, reps	One-on-ones start with status updates.	More of the meeting spent on the work.	Teams evaluation
Team goalsSet and track goals for the team.	Managers	Goals live outside the workflow.	Goals visible beside the work.	Teams evaluationOn eligible Teams plans
Ramp milestones and readinessA structured path through ICP, territory, research, practice, outreach and qualification, with readiness milestones.	Managers, enablement	Readiness is judged by feel.	Visible progress toward a first useful task.	Planned

Team communication

Context that stays attached to the work.

See how context travels

Team communication: capability, who it serves, the problem, the value and status
Capability	Who it serves	Problem it addresses	Practical value	Status
In-app notifications and digestsNotifications and digests for handoffs and team activity.	Everyone	Updates get lost in email.	The change, where the work is.	Teams evaluation
Account-linked discussionsQuestions, feedback and decisions attached to an account or a handoff.	BDRs, AEs, managers	Context is split across chat and the CRM.	The conversation stays with the account.	Planned
Shared next steps and ownership decisionsAgreed next steps and owner decisions recorded beside the account.	BDRs, AEs, managers	Nobody remembers who agreed to what.	One visible next step and owner.	Planned

Syntri Engage

Optional, certified execution beside your existing engagement tools.

Explore Engage

Syntri Engage: capability, who it serves, the problem, the value and status
Capability	Who it serves	Problem it addresses	Practical value	Status
Single sends from a connected Gmail mailboxSend an approved message from your own connected Gmail account.	Reps	Copying drafts between tools.	One reviewed message, sent by the rep.	Teams evaluationGmail only, where connected
Call outcome loggingRecord call outcomes during a Blitz block.	Reps	Call results go unrecorded.	Outcomes captured while you work.	Available today
Guided outreach steps and callbacksScheduled steps and callbacks for approved outreach.	Reps	Follow-ups depend on memory.	The next touch is never forgotten.	Planned
Rep-initiated browser callingCalls a rep starts from the browser, one at a time.	Reps	Switching to a separate phone tool.	Fewer tools in the call block.	Concept
Suppression, opt-out and receiptsRespect suppression and opt-outs, and keep a receipt of each engagement.	RevOps, compliance	Outreach without a trail is a risk.	Evidence of what was sent and why.	Concept
Reply awarenessNotice replies so the next step reflects them.	Reps	Follow-ups ignore a reply that already came in.	Outreach that reacts to the prospect.	Concept

Administration and RevOps

Roles, membership, budgets and the policies that govern the workspace.

See RevOps controls

Administration and RevOps: capability, who it serves, the problem, the value and status
Capability	Who it serves	Problem it addresses	Practical value	Status
Roles and permissionsAdmin, manager, AE and rep roles with role-based access.	Admins	Everyone sees everything, or nothing.	Access that matches responsibility.	Teams evaluation
Membership and invitationsInvite members individually or in bulk and manage seats.	Admins	Onboarding a team one account at a time.	A controlled way to add people.	Teams evaluationArranged with Syntri during evaluation
Credit allocation and requestsAllocate research credits across reps and approve requests.	Admins, managers	Usage is either uncapped or blocked.	Controlled spending on research.	Teams evaluation
Billing administrationWorkspace billing settings for administrators.	Admins	Billing questions go to whoever bought it.	One place for the administrator.	Teams evaluation
Divisions and team structureModel divisions, teams and reporting lines.	RevOps	Flat teams do not match real organizations.	Structure that mirrors your org chart.	Planned
Territory policies and approval workflowsCodify who may change ownership and who approves.	RevOps, sales leaders	Policy lives in someone’s head.	Consistent decisions across managers.	Planned
Audit recordsA readable record of consequential changes and who made them.	Admins, RevOps	Nobody can say why an account moved.	Answers in seconds, not archaeology.	Planned
Data retention and access controlsWorkspace-level retention and access policies.	Admins, security	Retention is not configurable today.	Policy you can set, not request.	Planned
Onboarding and offboarding proceduresRepeatable steps when people join, change roles or leave.	Admins, managers	Departures leave orphaned accounts.	Nothing falls through when people move.	Planned

ROI and measurement

Transparent assumptions today; measured outcomes in the product later.

Model your scenario

ROI and measurement: capability, who it serves, the problem, the value and status
Capability	Who it serves	Problem it addresses	Practical value	Status
ROI scenario modelAn editable, assumption-based scenario on this site.	Sales leaders, RevOps, finance	Value claims you cannot inspect.	A calculation you control and can explain.	Available todayPlanning tool on this website
Baseline and value reviewAgree a baseline at the start of an evaluation and review it together.	Sales leaders	Nobody remembers what “before” looked like.	An honest comparison on your own process.	Teams evaluationPart of the evaluation process
In-product value ledgerRecord operational changes the product supported, for later review.	Sales leaders, RevOps	Value evidence is anecdotal.	Evidence collected as the work happens.	Planned

The tile illustrations are decorative and synthetic.

ATLAS Territory Command

Set the rules. See the proposal. Decide what changes.

Your organization defines divisions, tiers, capacity and protected relationships. ATLAS is designed to turn them into a proposal people review: what moves, why, and what still needs a decision. Try it on a fictional firm.

Halden AssuranceFictional audit firm · 3 divisions · 3 regions · 27 accounts · Synthetic

Illustrative territory simulation. No live CRM or workspace changes.

Internal Audit

AveryWest

JoiningLeaving

15/12

T1Halcyon HealthNamed
T2Brightwater County
T2Larkspur Credit Union
T1Marlow Pharma
T1Granby Capital
T2Thornbury Trust

BlakeCentral

JoiningLeaving

7/12

T1Redfern ManufacturingNamed
T1Calder Insurance
T3Wexford MillsOpen deal

CaseyEast

JoiningLeaving

8/10

T1Merrow Bank
T2Ostrander University
T2Juniper TransitExternal
T3Ashgrove City

External Audit

DanaWest

JoiningLeaving

7/12

T1Halcyon HealthNamed
T1Keel Energy
T3Fenwick Retail

EmeryCentral

JoiningLeaving

14/12

T1Corvane LogisticsOpen deal
T2Vantor Systems
T1Calder Insurance
T1Stroud Freight
T1Orrin LabsRestricted

FinleyEast + Central

JoiningLeaving

7/12

T1Merrow Bank
T2Quarry Point Utilities
T2Tidewater PortOpen deal

GrayCentral + East

JoiningLeaving

0/6

UnassignedRisk Advisory has no sellers yet

T3Tallis FoodsExternal
T3Pinecrest SchoolsInternal
T1Elmstead HospitalInternal
T3Bellhaven SchoolsExternal
T2Ardent MutualAdvisory
T2Sablewood GroupNo divisionNo data

Proposal for the default rules: 8 moves, 5 need approval, 4 exceptions. 0 changes applied.

Review the proposalProposed changes 8Exceptions for a person 4

Proposed assignment changes. Nothing is assigned until an authorized person approves.
Account	Coverage	Today → Proposed	Why	Review
Elmstead HospitalTier 1 · East	Internal Audit	Unassigned → Casey	Was unassigned	Manager approval
Stroud FreightTier 1 · Central	External Audit	Emery → Finley	Balances Tier 1 accounts	Manager approval
Brightwater CountyTier 2 · Central	Internal Audit	Avery → Blake	Owner outside the account’s region	Manager approval
Juniper TransitTier 2 · Central	External Audit	Casey → Emery	Owner works another division	Manager approval
Vantor SystemsTier 2 · East	External Audit	Emery → Finley	Owner outside the account’s region	Manager approval
Bellhaven SchoolsTier 3 · Central	External Audit	Unassigned → Emery	Was unassigned	Review
Pinecrest SchoolsTier 3 · Central	Internal Audit	Unassigned → Blake	Was unassigned	Review
Tallis FoodsTier 3 · West	External Audit	Unassigned → Dana	Was unassigned	Review

Held with their owner: Corvane Logistics, Halcyon Health, Redfern Manufacturing, Tidewater Port, Wexford Mills (named or open deal).

Outside allowed region0
No seller in this coverage group works the account’s region.
Protected relationship0
The named or active-opportunity owner is leaving. A manager decides the next owner.
Sellers at capacity1
Every eligible seller would exceed the capacity you set.Thornbury Trust
No eligible seller1
No seller is assigned to this coverage group.Ardent Mutual
Missing segmentation data1
Division or region is blank, so no rule can place it.Sablewood Group
Restricted account1
Excluded by policy and left for an authorized person.Orrin Labs

Illustrative concept. Synthetic firm, sellers, rules and capacities; Tier 1–3 are the customer’s own classification, separate from Syntri’s Strike, Signal and Monitor bands. Not ATLAS output, not a live workspace, and not a claim that every rule shown is available today.

Handoffs

The meeting arrives with its reasoning.

One packet of evidence travels from BDR to AE to manager. Every decision stays with a named person, and nothing is created in your CRM. Press play, or pick a stage.

RevOps and admins define the qualification standard, ownership and pairings that every handoff is judged against.

BDRResearches and qualifies
AEReviews and decides
ManagerSees status and patterns

Corvane LogisticsDraftPendingPendingNeeds infoAcceptedAccepted · on time

Evidence: New operations leader; hub expansion
Problem · Timing: Confirmed Review this quarter
Budget owner: UnknownAE askedConfirmedNot discussed yet“Who signs off on network tooling?”Finance approval path named

BDR

The BDR captures what the conversation established.

Evidence, the qualification fields your organization requires, what is still unknown and the proposed next step.

The BDR decides it is ready to submit.

BDR → AE

The packet goes to the paired AE.

The meeting and its context arrive together, so the AE does not reconstruct the account from a calendar invite.

Submission starts the AE’s response clock.

The AE reviews the context and open questions.

The AE sees what was observed, what was established and what is unknown, against the qualification criteria.

Accept, reject with a reason, or ask for more information.

AE → BDR

A specific question goes back to the BDR.

Instead of a silent rejection, the AE asks for what is missing, here the budget owner, and the packet returns with the question attached.

The BDR answers and resubmits.

The AE accepts and owns the next step.

Acceptance is an explicit, attributable decision. The context stays attached for the first meeting.

Ownership of the next step is clear.

Manager

The manager sees status, timing and patterns.

Which handoffs are on time, at risk or overdue, and which rejection reasons repeat, as material for coaching.

Coaching starts from the work, not a total.

Teams evaluationAccept, reject and needs-info decisions, response tracking and SQO criteria exist for Teams workspaces; a configurable Qualification Contract is planned. Illustrative workflow with a synthetic account: no opportunity or CRM entry is created.

Handoffs and the Qualification Contract

Supervised agents

Agents prepare the work. People decide.

Six roles carry a bounded mission from goal to a review queue, and stop at a human decision every time. Nothing is sent from a mission.

Teams evaluationAsk SyntriIn developmentRun Mission and the six roles

Syntri Command · Run MissionIn development

Human approval boundary

You

State a bounded goal.

A person describes what to prepare and the limits: which accounts, how many, which channels, and what it may spend.

Produces: A mission request with explicit scope.
Boundary: Nothing starts until the request is in scope.

Example request

Prepare first-touch drafts for three Tier 2 logistics accounts in my territory that changed leadership this quarter.

3 accounts max
Email + LinkedIn
Spend limit set
My territory only

Navigator

Turn the goal into a readable plan.

Navigator interprets the request and lays out the approved steps, so you can see what will happen before it runs.

Produces: A step-by-step plan with estimated cost.
Boundary: Requests outside policy are declined, not improvised.

1Select candidates from your territory against the ICP
2Research leadership change and supporting evidence
3Identify one relevant person per account
4Prepare one email and one LinkedIn draft each
5Check evidence, policy and cost, then queue for review

Scout + Analyst

Find candidates. Gather the evidence.

Scout identifies companies that match your configured ICP. Analyst researches them and records the business evidence and its source.

Produces: Accounts with evidence and the reason each one fits.
Boundary: Evidence is cited; gaps are marked unknown.

Corvane LogisticsNew operations leader announcedExample source · press release
Tidewater PortExpansion of a regional hubExample source · company news
Juniper TransitLeadership change not confirmedMarked unknown

Finder

Identify the right people.

Finder looks for relevant people through permitted sources and labels how far each contact detail is verified.

Produces: People to consider, with verification status.
Boundary: It never invents a person. Unverified details stay labelled.

VP Operations · CorvaneRole confirmed from a public sourceEmail not verified · drafting only
Director, Network Planning · TidewaterRole found in a saved contactEmail not verified · drafting only

Writer

Prepare drafts grounded in the evidence.

Writer prepares email and LinkedIn drafts that rely on the recorded evidence, for a person to edit.

Produces: Editable drafts that cite what they use.
Boundary: Drafts only. Nothing is sent from a mission.

Draft email · Corvane Logistics

Congratulations on the new operations role. When a network changes leadership, the first quarter is usually when coverage plans get revisited…

Uses: leadership announcement (example source)

Auditor + You

Check the work. Then a person decides.

Auditor checks evidence quality, constraints, policy and cost, and flags anything that is not ready. You approve, edit or discard each draft.

Produces: A review queue with every flag explained.
Boundary: Approval is explicit, per item, and expires if left.

Every claim cites recorded evidence
Within account and channel limits
Contact email not verified
Estimated cost within the limit you set

Your decision: approve, edit or discard. Approving a draft does not send it.

Conceptual workflow · Synthetic example. Syntri Command is in development and is not available. No execution, provider response, contact discovery or sending is shown or implied.

How supervised agents work

ROI and measurement

See the value in under a minute.

Every number below is an assumption you can change. Recovered time is capacity, not cash; you decide how much of it becomes useful value. Seller preparation and manager administration are separate pools of time, so nothing is counted twice.

Your teamSellerspeoplePreparation time potentially reclaimedmin / seller / day

Realization

How much of the modeled capacity becomes useful value in your organization. These are hypothetical levels, not Syntri benchmarks.

Conservative25%Moderate50%Full capacity100%

Open the full model: rates, territory events and your own costs

Realization-adjusted value

$42,800/ year

at 50% of $85,600 labor-equivalent capacity

Seller hours potentially reclaimed: 1,200 hours$60,000 labor-equivalent
Manager / RevOps hours potentially reclaimed: 320 hours$25,600 labor-equivalent
Combined capacity: 1,520 hours38 aggregate 40-hour person-weeks across the organization, not per person

Territory-to-Execution Launch

Start from your rules, not a generic setup.

A proposed launch pathway for teams that move forward after an evaluation. Each step ends with something your team can check. Timing, scope and terms are agreed in writing before work begins.

Territory rules workshop
You evaluateWhether your rules can be stated clearly enough to test.
Data-readiness review
You evaluateGaps in segmentation, ownership and required fields.
Configure the agreed workflow
You evaluateThat access and permissions match responsibility.
First reviewable plan
You evaluateWhether the proposal is explainable and correct by your rules.
Team activation and training
You evaluateAdoption by the people who do the work.
Baseline and value review
You evaluateWhat changed in your process, measured your way.

Proposed process. No activation timeline, refund, booked-meeting, pipeline or revenue guarantee is offered on this website.

Teams questions

Before you scope an evaluation.

Is Syntri Teams available today?

Teams workspaces exist and are being evaluated with a small number of teams. Teams is not generally available and cannot be bought online. Each capability on these pages carries its current status: Available today, Teams evaluation, In development, Planned or Concept.

How is Teams priced?

Teams pricing is discussed directly with Syntri as part of a scoped evaluation, because it depends on the workflow, roles and seats involved. Individual Plus, Pro and Ultra plans keep their published prices.

Does Syntri change territories or CRM records by itself?

No. ATLAS can model a rebalancing scenario and an authorized manager can assign an owner; executing a rebalance is not enabled. Consequential changes are designed to require a human decision, and no CRM record is changed by Syntri today.

Do AI agents act without approval?

No. Ask Syntri answers questions with authorized workspace information. Syntri Command missions are in development and are designed to prepare work for human review, with explicit approvals and no autonomous sending.

How does a rollout work?

It starts with your rules and your data, not a generic setup: a territory rules workshop, a data-readiness review, configuration of the agreed workflow, a first reviewable plan, team activation and a baseline review. Timing and terms are agreed before work begins.

Syntri Teams

Bring your territory rules.

Share how your team is organized, how territories change and where handoffs lose context. The evaluation starts from your process.

Discuss a Teams evaluation Model your ROI scenario

The contact page opens your email app. You send the message there; opening it does not submit an inquiry, schedule a meeting or confirm access.

Your territory rules. Every rep’s next move.

01Territories

02Handoffs

03Supervised agents

04Ramp and coaching

05CRM health

06Engage and ROI

Internal Audit

External Audit

UnassignedRisk Advisory has no sellers yet

The BDR captures what the conversation established.

The packet goes to the paired AE.

The AE reviews the context and open questions.

A specific question goes back to the BDR.

The AE accepts and owns the next step.

The manager sees status, timing and patterns.

State a bounded goal.

Turn the goal into a readable plan.

Find candidates. Gather the evidence.

Identify the right people.

Prepare drafts grounded in the evidence.

Check the work. Then a person decides.

Territory rules workshop

Data-readiness review

Configure the agreed workflow

First reviewable plan

Team activation and training

Baseline and value review

Before you scope an evaluation.

Bring your territory rules.