SyncFunnel
Built for service businesses ready to scale

Turn Every Lead Into an Opportunity.

SyncFunnel gives service businesses the systems, automation and visibility they need to capture, follow up and convert more leads — without relying on spreadsheets or manual processes.

See How It Works
app.syncfunnel.com / sales-pipeline
Live Automations

Active Sales Pipeline

$48,750 in open opportunities

39 leads

New Lead

12

Contacted

8

Estimate

6

Follow-Up

4

Won

9

Conversion

34.8%

Active Follow-ups

247

Ad Attribution

Google Ads
Meta Ads
Google LSA

Built for growing service businesses

Amanda's MaidDr. StairsBrevard Home CleaningLume EducationCarolina's Stone, Marble & GraniteSF Quality Cleaning

100,000+

Leads Managed

1,670+

Automations Running

500,000+

Messages Sent

40+

Businesses Using SyncFunnel

The Real Problem

More leads don't fix a broken sales process.

Many service businesses invest thousands of dollars in marketing but still manage their leads through spreadsheets, disconnected tools and manual follow-ups.

The result?

Leads fall through the cracks

Without a centralized system, leads get buried between inboxes, spreadsheets and random notes.

Follow-ups happen too late

Speed is everything. Manual follow-ups mean high-intent prospects close with a faster competitor.

No visibility into where leads come from

You cannot scale what you cannot see. Channel attribution becomes pure guesswork.

No clear sales process

Every team member works differently, creating unpredictable conversion rates and lost revenue.

SyncFunnel turns that fragmented process into one connected system.

Platform Overview

Everything your sales process needs. Connected.

From the first interaction to the closed deal, SyncFunnel keeps your leads, conversations, appointments and follow-ups in one place.

CRM

Centralized lead contact records & pipeline stages

Conversations

Unified inbox across SMS, Email, WhatsApp & DM

Automation

Smart workflows, triggers and auto-follow-ups

Appointments

Two-way calendar sync with smart reminders

Tracking

Full-funnel attribution for Google & Meta Ads

Reviews

Automated 5-star reputation generation on close

Payments

Invoicing and payment requests inside chat

AI

24/7 AI chat, voice qualification & auto-booking

Key Metrics

Active leads

127

+18%

Win rate

34.8%

+6.4%

Pipeline value

$284K

+14%

Lead Flow — Last 30 Days

Continuous capture & attribution

Demo environment

437

Leads

186

Appointments

64

Closed Won

Lead Management

Every lead. One pipeline.

Stop managing opportunities across spreadsheets, inboxes and multiple apps. SyncFunnel gives your team one place to see every lead and exactly where they are in your sales process.

  • Custom sales pipelines
  • Lead status tracking
  • Contact history
  • Lead source tracking
  • Tasks and opportunities
Sales PipelineAuto-Stage Progression
New Lead2

Sarah Mitchell

Google Ads$2,400

James Carter

Meta Ads$1,800
Contacted2

Emily Rodriguez

Organic$3,200

David Park

Referral$1,500
Estimate1

Linda Thompson

Google LSA$4,100
Follow-Up1

Robert Lee

Direct$2,750
Won2

Anna Kowalski

Google Ads$5,300

Mark Davis

Meta Ads$3,900

Automated Follow-Up

Follow up automatically. Stay human.

Most leads don't convert after the first interaction. SyncFunnel keeps the conversation moving automatically so opportunities don't disappear because someone forgot to follow up.

Lead Received

Lead captured from Google/Meta ad

Instant SMS

Speed-to-lead text delivered in < 30s

Email Follow-Up

Tailored nurture email sequence

Sales Reminder

Team notified to call priority lead

Appointment

Consultation booked directly on calendar

Follow-Up

Quote & proposal follow-up cadence

Review Request

Automated review request after service

SMS automation
Email automation
Appointment reminders
Lead nurturing
Reactivation campaigns
Internal notifications
SMSEmailPhoneWhatsAppFacebookInstagram
S

Sarah Mitchell

Yes, Thursday works!

J

James Carter

Can you send the quote?

E

Emily Rodriguez

Thanks for quick reply!

Hi Sarah! Thanks for reaching out about commercial sales automation for your business. When are you free for a 15-min call?
Yes, that works! How about this Thursday at 2:00 PM?
Booked! We've scheduled that slot and sent a calendar invite to your email.

Unified Communication

Every conversation in one place.

Give your team a complete view of every customer interaction without jumping between multiple apps.

SMSEmailPhoneWhatsAppFacebookInstagram

One contact. One conversation history.

Tracking & Attribution

Know exactly where your leads come from.

Stop guessing which marketing channels are actually generating opportunities.

Lead Source Distribution

Demonstrative data
Google Ads142 leads (32%)
Meta Ads98 leads (22%)
Google Local Services76 leads (17%)
Organic Search54 leads (12%)
Client Referrals38 leads (9%)
Direct / Website29 leads (7%)

Channel Conversion Table

Multi-touch attribution
ChannelLeadsAppointmentsOpportunitiesConversions
Google Ads142643814
Meta Ads9841249
Google LSA76523116
Organic5422157
Artificial Intelligence

AI that works inside your sales process.

Use AI to respond faster, qualify leads, automate conversations and help your team handle more opportunities without adding more manual work.

AI Chat
AI Voice
Lead Qualification
Automated Responses
Appointment Booking

SyncFunnel AI Agent

Online 24/7 · Instant Qualification

Speed: 0.8s
Hi! Saw your Google ad — do you handle commercial HVAC maintenance in Austin?
Hello! Yes, we handle commercial HVAC across greater Austin. What is the approximate square footage or number of rooftop units?
About 3,200 sq ft office building with 4 units.
Got it. We have a certified tech available for an on-site evaluation tomorrow at 10:00 AM or 2:00 PM. Which works best for you?
2:00 PM works great!
Confirmed AppointmentBooked! I've reserved your slot for 2:00 PM tomorrow and sent a calendar confirmation with technician details.

The Transformation

From scattered tools to one connected system.

WITHOUT SYNCFUNNEL

Fragmented manual chaos
SheetsGmailNotionWhatsApp WebCalendly
  • Spreadsheets
  • Manual follow-ups
  • Separate inboxes
  • Lost leads
  • No attribution
  • Manual reminders
  • No visibility

WITH SYNCFUNNEL

One Connected System
SyncFunnel

Centralized infrastructure

  • Centralized CRM
  • Automated follow-ups
  • Unified conversations
  • Structured pipeline
  • Lead tracking
  • Automated reminders
  • Real-time visibility

Our Approach

We don't just give you software. We build the system.

Unlike standard software vendors, SyncFunnel partners with you to analyze, architect, build and maintain your entire sales machinery.

01

Understand

We analyze your current lead flow, sales process and communication touchpoints.

02

Build

We configure your CRM, pipelines, tracking, integrations and custom automations.

03

Launch

Your team receives the complete system, hands-on training and operational playbooks.

04

Optimize

We continuously fine-tune workflows, tracking and conversions as your revenue grows.

Integrations

Connect the tools you already use.

SyncFunnel plugs seamlessly into your existing tech stack.

GoogleAds, Analytics & Workspace
MetaFacebook & Instagram Ads
StripePayments & Invoicing
SquarePOS & Card Processing
Zapier5,000+ App Connections
MakeAdvanced Workflow Logic
WhatsAppOfficial Business API
InstagramDirect Message Sync
FacebookMessenger & Lead Forms
+ 500+And many more.

SynCake Ecosystem

Sales and operations. Finally connected.

For service businesses that need more than sales automation, SyncFunnel connects seamlessly with SynCake — extending your workflow from lead generation and sales into scheduling, teams, routes and service operations.

MarketingEtapa 01
LeadEtapa 02
SyncFunnelSales Engine
CustomerEtapa 04
SynCakeField Operations
ServiceEtapa 06

Use SyncFunnel independently or connect it with SynCake for an end-to-end business workflow.

About SyncFunnel

Engineered specifically for service businesses.

We aren't a marketing agency or a generic software reseller. SyncFunnel builds, configures, and delivers a robust sales infrastructure so service companies never lose another qualified opportunity.

Purpose-Built for Service Companies

Unlike generic CRMs designed for SaaS or retail, SyncFunnel fits the actual workflow of home services, contractors, healthcare and specialized services.

We Build The System With You

We don't just hand you a login. Our team designs the funnels with a CRM that centralizes communication channels and configures automations.

Built to Scale to Millions in Pipeline

Whether handling 100 leads a month or 10,000, our automated follow-up engine guarantees sub-minute response times, precise tracking and complete organization.

Simple, Transparent Investment

Choose the system your business needs.

Essentials

$97/month

Setup: $1,000

Ideal for businesses that need to structure and streamline their sales process.

  • CRM
  • Standard Pipeline
  • Lead Tracking
  • Standard Automations
  • Appointment Calendar
  • Reputation Management
  • Initial Training
Most Popular

Professional

$297/month

Setup: $1,500

For growing teams that need advanced tracking, follow-up automations and AI.

  • Everything in Essentials
  • Customized Pipeline
  • Advanced Tracking
  • Performance Reports
  • Lead Reactivation
  • Integrations
  • Ongoing Support
  • AI Support

Usage-based services such as phone, SMS, email, WhatsApp and AI may have additional usage costs.

FAQ

Frequently asked questions.

Your leads shouldn't depend on manual follow-up.

Build a sales system that captures, tracks and follows up with every opportunity automatically.

See how SyncFunnel can fit your current sales process.