Syntri Teams preview · Capabilities are labelled by release status. Access is subject to an agreed evaluation. This page is not an enrollment offer.

CRM health · Concept

A cleaner working record. No blind AI overwrites.

The proposed workflow finds what looks wrong, explains why, proposes a correction with its source and waits for an authorized decision. This is a concept; no CRM write-back exists today.

Review a recordDiscuss a Teams evaluation
  1. DetectOwner left the team
  2. ExplainOwnership policy requires an active seller
  3. ProposeCasey, per territory rules
  4. Review and approveAn authorized person decides
  5. Apply when authorizedRequires certified write access · not available
Conceptual workflow · Synthetic example.

What it would look for

The records reps stopped trusting.

Every item becomes a review task with an explanation, never a silent edit.

  • Stale fields

    Values that have not been confirmed in a long time.

  • Likely duplicates

    Records that share a domain, address or name, for review.

  • Questionable contacts

    Employment or role details that look out of date.

  • Conflicting information

    Fields that disagree with each other or with sources.

  • Outdated ownership

    Owners who left or moved, or ownership outside policy.

  • Missing required fields

    Gaps that block segmentation, routing or qualification.

The correction review

Old value, new value, source, decision.

Try the decisions below. They stay on this page: there is no connection to any CRM, and the apply step is unavailable by design.

  1. Detect
  2. Explain
  3. Propose
  4. Review
  5. Approve
  6. Apply when authorized

Corvane LogisticsAccount record · synthetic example

Concept
Proposed corrections with current value, proposed value, source, review status and a local decision
FieldCurrent valueProposed valueSourceReview statusYour decision
Account ownerBlake (left the team)Casey, per your territory rulesOwnership policy and ATLAS proposalNeeds owner decision
Decision for Account owner
Primary contact titleDirector, LogisticsVP OperationsPublic announcement (example)Evidence attached
Decision for Primary contact title
Industry—Transportation and logisticsCompany description (example)Missing required field
Decision for Industry
Duplicate recordCorvane Logistics Inc.Review a possible mergeMatching domain and addressPossible duplicate
Decision for Duplicate record

Decisions here stay on this page. Approved corrections would apply only through separately certified, permission-scoped CRM write access.

Unavailable: Syntri has no CRM write-back today.

Conceptual workflow · Synthetic record. CRM hygiene and write-back are not available; the review, sources and decisions shown are examples.

CRM authority

Your CRM stays the system of record.

Authority is explicit at every level, from what Syntri may read to who may approve a change.

Read and import Available todayCSV import

Accounts arrive from CSV with field mapping, or from a configured HubSpot, Salesforce or Pipedrive connection in a Teams workspace.

Detect and propose Concept

Reviewable findings and corrections, each with its evidence and provenance, visible to the people responsible for the record.

Approve Planned

Corrections route to the record owner or RevOps according to your approval policy.

Write back Concept

Only through separately certified, permission-scoped CRM write access, approved by your organization. Not available today.

Capability directory

CRM capabilities and their status.

5 capabilities, each with what it does, who it serves and its status today. Access to anything marked Teams evaluation is confirmed in writing first.

Show all 5 capabilitiesCRM health
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.

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
CapabilityWho it servesProblem it addressesPractical valueStatus
CSV import and field mappingBring accounts in from a spreadsheet and map the fields.Reps, RevOpsGetting 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.RevOpsAccount 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.RevOpsReps 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 ownersFixes 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, adminsBlind AI overwrites damage the system of record.Nothing changes in your CRM without an authorized decision.ConceptNo CRM write-back exists today

Questions

CRM questions, answered plainly.

Does Syntri clean up our CRM today?

No. CRM hygiene is a concept. Today Syntri can import accounts from CSV, and from HubSpot, Salesforce or Pipedrive where a connection is configured. It does not write back to your CRM.

Would AI overwrite our records?

No. The proposed workflow detects and explains a likely problem, proposes a correction with its source, and waits for an authorized person to approve it. Applying a change would require separately certified, permission-scoped CRM write access.

Which system stays the record of truth?

Your CRM. Syntri reads what you approve and, in the proposed workflow, prepares reviewable corrections. Ownership and authority over the record stay with your team.

How would we know why a change was proposed?

Every proposed correction would show the current value, the proposed value, the source, a review status and the human decision, so the reasoning is preserved alongside the change.

Can we limit who approves corrections?

Approval roles are part of the intended design: corrections would route to the record owner or to RevOps according to your policy. Policy and approval workflows are Planned.

Syntri Teams

  • Teams overview

    The full territory-to-execution story and capability directory.

  • Territories

    ATLAS rules, coverage, Bird Eye and RevOps controls.

  • Handoffs

    BDR to AE handoffs and the Qualification Contract.

  • Agents

    Ask Syntri and supervised Syntri Command missions.

  • Ramp and coaching

    Onboarding through real work, and the Coaching Hub.

  • Engage

    Optional, certified execution beside your tools.

  • ROI

    A transparent, editable value scenario.

Syntri Teams

Bring your messiest records.

Share which CRM fields your reps stopped trusting, and who in your organization should approve a correction.

Discuss a Teams evaluationBack to Teams overview

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