Osynk CRM

The whole operation,
in one governed workspace.

Records, pipeline, inbox, appointments, documents — and AI agents that work inside boundaries: one job each, only the tools that job needs, and a record of every call.

Building on Osynk CRM

New capability is described, reviewed, then assembled.

Say what you do — the workspace assembles the records, screens, schedules and rules it needs, imports the data, and the agents arrive already wired to all of it.

01 · DESCRIBE

Say what you do

In your own words — patients and chairs, or technicians and service vans. Your vocabulary becomes the workspace's vocabulary.

02 · REVIEW

Approve what it proposes

The workspace proposes the records, screens, schedules and rules it needs. A person approves the proposal before anything runs.

03 · ASSEMBLED

Work arrives connected

Modules wire together and your data imports. The agents start already connected to the records they work on.

osynk · new workspace BUILDING
module library · 18 available
osynk platform
your workspace · modules
your app assembles here
workspace ready 412 records imported
We run a dental clinic. Three chairs. Patients, appointments, SMS reminders, treatment plans.
describe your business · osynk assembles what it needs

— Described, reviewed, then assembled.

The workspace

Everything the routine runs on.

One system of record, one set of controls, one place the agents work.

Records & pipeline

Accounts, contacts and deals on boards shaped like your process — the records the agents read and enrich.

The inbox, connected

Email becomes structured work: orders, quote requests and follow-ups land on the right record, not in a pile.

Appointments & scheduling

Calendars, capacity and reminders — booked, confirmed, and on the record.

Documents & quotes

Generated from approved templates, with exact totals supplied by calculation tools — never worked out in prose.

Agents on the routine

Each agent gets one job and a granted toolset, with a spend ceiling a run cannot pass. People keep the decisions.

Everything on the record

Who acted, which tool, what happened, in what order — and it exports.

— Same governance at every level.

In the box

And the tools around the routine.

Grouped the way teams reach for them — all in the same governed workspace, all covered by the same record.

Data tools

Forms Required fields, validated at entry — including the single-use requests agents send when data is missing.
Sheets Structured tables the workspace and its agents can read and update.
Knowledge libraries The documents your team and agents draw on, kept in one governed place.

Marketing

Newsletters & campaigns Written, reviewed and sent from the workspace — unsubscribes handled on the record.
Presentations & proposals Generated from corporate templates and approved layouts.
Email branding Approved blocks, logos and layouts, reused everywhere mail goes out.

Operational

Appointments & booking Calendars, capacity and public booking pages, with reminders.
Consent Collected, versioned and provable — on the record like everything else.
Approvals & audit Declared limits, human sign-off, and an exportable trail.

— The routine work, and everything around it.

See it working

The workspace is open.

A full CRM, live right now. Read-only — click anything, break nothing. For how the boundaries work, read the full story.

Live workspace

Orders moving, agents working, records filling in.

No sign-up, no sales call. Read-only — click anything, break nothing.