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Called Synoptic · Where does the CRM disagree with the calls?
8,412records read
21claims cited
Evidence by source
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# revenue
Emily @Synoptic Ask Where does the CRM disagree with the calls?
Synoptic ASK 7 deals. 3 sit in Commit, but the buyer said next quarter.
Read 578 deals · 1,240 calls
SynopticAnswered
YouWhere does the CRM disagree with the calls?
7 deals. 3 sit in Commit, but the buyer said next quarter, and 4 list a champion who already left.
Read 578 deals · 1,240 calls
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Approve once in Slack. Every tool updates.
Synoptic drafts the change from the call. A person approves. Every approval is logged.
SynopticAPP8:00 AM
Apollo · Jordan
14 tasks waiting
9 overdue14 calls3 high priority
Q4 conference · call list · 14 calls · oldest 2 days
Open tasks
Spear · Jordan
6 prospects waiting
4 high fit1 trigger over a month old1 to monitor
Lena Fischer · Head of Platform at Acme Logistics · Approve
Omar Haddad · Director of IT at Northwind Health · Deny
+4 more
Review prospects
Deal desk · Acme LogisticsAcme Logistics · Rachel, VP Ops · $82k
Synoptic adds: Acme’s fiscal year starts in January, so the Q1 slip matches their budget cycle. The CFO joined the last two calls, and the same rep has a renewal with Acme’s parent company due in March.
The buyer moved the decision to Q1 on yesterday’s call. Proposed updates:
- HubSpotClose date → 15 Jan
- ApolloPause the Q4 sequence
- SpearReschedule follow-up to 8 Jan
ApproveEditSkip
Waiting for approval
✓ Approved by Jordan · 3 tools updated · logged
Datasets
Tables that fill themselves.
Every cell shows its source.
Open deals over $50k4 of 128 rows
| Deal | Buyer timeline | Champion | Pain | Next step |
|---|---|---|---|---|
| Acme Logistics | Q1, budget opens Jan | Rachel, VP Ops | Manual dispatch, 2 FTE | Security review |
| Northwind Health | This quarter | None named | Referral backlog | Pricing call, 28 Oct |
| Brightline Retail | Undecided | Sam, CFO | Stock-outs in Q3 | None set |
| Kestrel Bank | Legal, signing in Nov | Lee, Head of RevOps | Audit prep by hand | Redlines back |
Hover a source to see the record.
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Every deal, checked against every call.
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Synoptic
Working
You
Where does the CRM disagree with the calls?
Reading across 4 systems
Gmail
Salesforce
Slack
Gong
7 deals. , but .
8,412 records checked
Read 578 deals · 1,240 calls
Evidence attached
Every claim traces to its source
Gmail · Salesforce · Slack · Gong
Search reads the top ten. Synoptic reads every deal.
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Every deal, checked against every call.
Revenue IntelligenceYou
Where does the CRM disagree with the calls?
7 deals. 3 sit in Commit, but the buyer said next quarter, and 4 list a champion who already left.
Read 578 deals · 1,240 calls
01Connect
Reads only. Writes need your approval.
02Ask wide
One question across every deal at once.
03Check
Every claim opens the record behind it.
One deal. Every word on it.
Account IntelligenceYou
What did we promise this account?
Three open commitments. SSO was promised for March, and training was asked for twice and never booked.
Read 46 calls · 212 emails on this account
01Pick a deal
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02Ask deep
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03Check
Each answer links to the exact line.
Every call. Not just the last one.
Conversation IntelligenceYou
Which objections came up most this quarter?
Three, across 64 deals. Price came up most, and onboarding time came second.
Read 310 calls
01Connect
Gong, meeting notes and recordings.
02Ask across calls
Hundreds of calls, one question.
03Get the quote
Every claim plays back the line.
Hear it before the forecast call.
Pipeline AlertsThis week in #pipeline
Commit deal, buyer said next quarter
On today’s call: “Realistically we’re looking at Q1.” Stage still Commit in Salesforce.
Promise due today, nothing sent
Revised pricing was promised for Friday. No email found after the call.
Competitor named twice this week
Two calls on the same deal mention another vendor. Competitor field is blank.
01Choose what matters
Commit deals, big renewals, a region.
02We watch
Every new call, email and update.
03You hear first
In Slack or email, with the record attached.
The knowledge layer your agents call, over MCP.
For Agents (MCP)agentcalls synoptic_ask over MCP
“Which deals have a competitor in play?”
6 deals. 4 named the same competitor on calls, and none of the 6 mention it in the CRM.
Read 578 deals · 1,240 calls · 11 sources returned
01Connect once
Add the Synoptic context layer as an MCP server.
02Agents ask
Any MCP client asks it, mid-task.
03Grounded
Every answer comes back with its sources.
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Open any claim. See the record, and who can see it.
Evidence4 cited · 8,412 read
YouWhy are late-stage deals stalling?
SynopticMissing Salesforce sync is the most common blocker in late-stage deals. It has already cost at least one closed deal, buyers are raising it before procurement, and six open opportunities worth $340K are waiting on it.
Gong· 2026-09-14
On a discovery call, the prospect’s VP of Sales ties a team-wide rollout directly to a Salesforce sync.
“Honestly, if it had a Salesforce sync we’d roll it out to the whole team next quarter. Without it, my reps won’t live in two places.”
Discovery call · VP of Sales — 2026-09-14
Open in Gong ↗Visible to you
Slack· 2026-09-19
An account executive reports a closed-lost deal where the missing integration was the deciding factor.
“Lost the deal. They loved the product, but they needed Salesforce and we couldn’t commit to a date.”
#deals — 2026-09-19
Open in Slack ↗Visible to you
Gmail· 2026-09-22
A buyer’s procurement lead makes the Salesforce integration a condition of signing.
“Before we move to contracting, can you confirm the Salesforce integration timeline? It’s a hard requirement on our side.”
Procurement thread · Head of RevOps — 2026-09-22
Open in Gmail ↗Visible to you
HubSpot· 2026-09-25
Six late-stage opportunities, $340K in total, name Salesforce sync as the open blocker.
“Champion confirmed budget. Blocker is Salesforce sync — revisit once the integration ships.”
Open deals · 6 opportunities · $340K — 2026-09-25
Open in HubSpot ↗Visible to you
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Being able to ask one question across all our customers was something I was really missing.
Founding CS
I haven't seen a quote that I know exists and it didn't find.
PM
I needed to know which systems every customer expects us to integrate with. Synoptic pulled it from calls I didn't even have access to.
CS Lead
Our CEO has recorded every call for three years. I thought it was the most pointless thing in the world. Now I see this and, OK, it wasn't pointless.
PM
Talk to us
Prove it on your pipeline.
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