Data Stream
Data Stream captures relationship intelligence fast, drop a quick message or speak via audio-to-text right after a meeting, call, or chat. Everything's stored raw, timestamped and name-stamped, viewable by anyone with access: a traceable log from across your organisation.
What people like you are dealing with every day.
We regularly speak with people at all levels within luxury and high touch organisations and the same problems keep coming up.
They're talking with UHNW individuals every day and these are some of the biggest issues they face.
"We have no way of capturing relationship data quickly…"
"I need to be able to capture the key details after an interaction quickly because it’s difficult to remember all of the valuable information…"
"We’re needing a way to ensure that any of the relationship data we’re capturing can be checked and tracked…"
"We’ve had our data teams looking at how we’re tracking what we’re capturing in our CRM. They’re frustrated by the lack of an audit trail…"
"We need to be able to see when and who shared what about a customer…"
"I try my best to capture information but I forget where I've put it. Sometimes it's in a notebook, sometimes it's on my phone, notes, teams. By the time I do have access I forget…"
"There is so much information being captured about our customers that is just not relevant, that it's hard to know what's useful and what's not…"
How the Data Stream can help you?
The Data Stream is built for fast, easy capture of relationship intelligence the detail gained through meetings, calls, WhatsApps, and other client interactions that fades quickly if not recorded.
Using the feel of tools you already know, you can drop in a quick message or speak via audio-to-text.
Everything is stored securely in raw format with a timestamp and name stamp, viewable by anyone with the right access creating a traceable, historic log of inputs from across your organisation.
Frequently Asked questions
Syncrasy turns the intelligence locked inside your people's heads into a living, organisational memory so every client feels known, every employee is prepared, and every relationship gets stronger with time.
How is this different from our CRM? We already have one.
Isn't this just another system my team won't use?
I don't trust AI to brief me before I meet an important client. What if it's wrong?
How do I know the information is still relevant and not years out of date?
Who added this, and when? Our current field can be overwritten by anyone.
Our DPO is concerned about relationship data on personal phones and in scattered documents. How does Syncrasy fix that?
When someone leaves, or is dismissed on the spot, can we revoke their access instantly?
Can we control exactly who sees which client's intelligence?
We're on Salesforce / Bullhorn / Microsoft / Google. Will it actually connect?
We've been burned by tools that took months to set up. How long does this take?
If we ever leave, can we get our data out cleanly?
We're changing CRM right now. Will we lose our relationship intelligence?
There are a lot of half-baked AI startups. Why should we trust you with our most valuable data?
READY TO PROTECT YOUR ORGANISATIONAL MEMORY?
Book a short exploration call to find out if Syncrasy is the right fit for your organisation.