# Relationship management tools for the entire customer journey

## Get strategic about account planning

#### Account planning is critical to customer success and account growth

- [**Plan for success and growth**  
Create account plans to guide your account management activities. Map the important players, track renewal dates, identify opportunities, and set goals for each of your key accounts.](/content/tour/customer-success.html#panel1/index.html)
- [**Retain more customers**  
Utilize quarterly business reviews to discover churn risks and opportunities for customer expansion. Easily share reviews across your organization and track changes over time.](/content/tour/customer-success.html#panel2/index.html)
- [**Capitalize on sales opportunities**  
Track new sales and upsell opportunities and link them to your account plans. Use sales pipeline reports to measure progress and forecast revenue.](/content/tour/customer-success.html#panel3/index.html)

### Grow revenue

Create account plans to discover and close new revenue opportunities

### Retain Customers

Strengthen customer relationships and identify & address risks early

### Collaborate Better

Leverage your entire organization to service and grow accounts

## Demonstrate your efforts and successes

- [**Highlight your activities**  
A lot of relationship-building consists of activities that aren’t visible to many of the stakeholders. Share your emails, meetings, and call notes so everyone gets a view into your day-to-day work.](/content/tour/customer-success.html#panel1/index.html)
- [**Share your insights**  
Capture your customer insights in notes that can be tagged by topic or business process, and shared easily across teams.](/content/tour/customer-success.html#panel2/index.html)
- [**Report your status**  
Create reports for activities and progress towards goals and issue resolutions. Share those with executives and other stakeholders so they can stay informed without pestering you for updates.](/content/tour/customer-success.html#panel3/index.html)

## Collaborate with your team and beyond

### Sell as a team

Enlist colleagues from across teams to help you close more opportunities

### Expand coverage

When you share the information that’s usually trapped in email and other platforms, teammates can easily cover for each other

### Escalate painlessly

Managers and execs can get up-to-speed quickly to help resolve customer issues and drive key opportunities forward

## Organize everything in one place

#### Synap connects the [email](/content/tour/integrations.html#email-providers/index.html), [help desk](/content/tour/integrations.html#help-desk-software/index.html), and [sales automation](/content/tour/integrations.html#crm-software/index.html) tools your teams already use, gathering critical customer data in one place.

### Everyone’s customer activities together

Everyone’s emails, support tickets, and notes are automatically organized by company or account. They become a lasting and searchable part of the customer story.

### Complete Customer directory

Synap gathers the contact information from across your team, and across your tools, to automatically create a universal contact list for every customer you need to talk to.

### Never miss a thing

Star the relationships that are most important to you, and get notified when something important happens with your customer. You’ll know when teammates trade emails with the customer, or open a support ticket, saving a lot of email CCs and forwarding.

## Work from anywhere

Synap works across desktop and mobile devices. It’s the full version of the app available on all popular devices, optimized for large and small screens, keyboards or touch. With Synap for Gmail, it even works from your inbox.

## Get set-up in minutes

Your time is best spent fostering customer relationships. Just log in with your email, and you can set up your Synap team in minutes. Synap automatically adds your contacts, organizing them by company. It even finds addresses, photos, bios, and more for many people and companies.

> I really like the visibility Synap gives me into everything we do and how it automatically creates a client narrative anyone can absorb quickly.

Justin Chiles

Chief Operations & Delivery Officer

## See how Synap can help you grow your customer accounts