Insights
Capture and Leverage Frontline Insights. Gather real-world input from your team to inform better decisions and drive continuous improvement.
Smart Suggestions
For sales orgs Smart Suggestions automatically pulls in recent wins, active deals, and high-potential accounts to help reps reflect, plan, and share what matters. Less writing, more AI-driven insights — all tailored to each rep.
Insights
Capture What Matters across departments. Collect key wins, challenges, and focus areas in a structured, async format for reflection, updates, and shared learning.
Collaborate with Threads
Turn knowledge into team conversations. Share files, comment, reply, and collaborate directly on insights to unlock shared learnings and move faster together.
Out of the Box Standardized insights For Sales Teams
Synaply comes standard with 5 insights for your reps to report on. Wins, Focus, Deals, What’s Working?, and Challenges. These AI-driven insights are standardized across the whole org and will help you maintain continuous communication with your team on data that isn’t normally captured in a CRM, enabling better coaching and success.
Customization
Create Insights that matter to any team. Build and customize insights for any department or role, capturing the unique experiences and trends that drive your organization forward.
Insights Capture What Your Team Knows
They make frontline knowledge visible and accessible by capturing important context, successes, and challenges. Whether used for asynchronous updates, reflections, feedback, or sharing best practices, insights help keep everyone aligned and informed across teams.
Teams Share Insights Through Guided Prompts
Contributors capture what matters most, including wins, blockers, and focus areas, using structured prompts. Each entry is categorized for easy sharing, searching, and action. Smart suggestions encourage deeper reflection so updates become meaningful insights everyone can learn from.
Insights capture the tribal knowledge your team holds—the strategies, focus areas, and challenges that don’t fit neatly into traditional systems. They help teams stay aligned and informed without lengthy meetings. By providing rich qualitative data, insights enable managers to make smarter decisions and promote collaboration.
Yes! Managers can set team-specific insights to capture what’s most important for their team, while company admins can set org-wide insights to capture standardized AI-driven insights across every team.
Most teams complete Insights on a weekly or bi-weekly basis, but you can customize the frequency to fit your workflow.
Yes, we prioritize data security with industry-standard encryption and secure storage practices. Your data is safe with us.
Blogs, Insights and More
Dive into the latest trends, expert tips and inspiring stories
Why Sales Teams Need an Insight Engine, Not Another CRM Tool
Sales teams today drown in tools; however, a sales insight engine helps capture the key
🏆 Sales Coaching at Scale: Turn Sales Insights Into Coaching Gold With Synaply
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See How Teams Use Synaply to Turn Weekly Insights into Winning Strategies
Oasis Clothing Bank Scales Bin Expansion Strategy with Synaply’s Sales-Driven Visibility
“We’re growing across North America — but growth without insight is just chaos. Synaply helps
🏙️ MFS Property Services Modernizes Cold Outreach Strategy with Synaply
“The days of just grinding through cold calls without a feedback loop are gone. With
