One platform. Every tool your business needs.
Powered by AI that learns how you work. Replace the fragmented SaaS stack with a single system that connects your CRM, finances, marketing, operations, and communications.
The average small business uses 42 different apps.
Half go unused. You're paying for chaos.
How it works
Three layers. One platform.
Each layer builds on the last. Start with the tools, add AI agents when ready, and benefit from cross-client intelligence automatically.
Native Business Tools
Built-in CRM, invoicing, bookkeeping, marketing, scheduling, and communications. Data flows natively between every module — no integrations needed.
AI Agents
Automate customer-facing and internal work. Grounded in your Knowledge Base, validated in Shadow Mode before going live. Never hallucinates — always cites sources.
Cross-Client Intelligence
Learns what works across industries. Client #1 teaches the system. Client #100 onboards in minutes with pre-configured automations for their vertical.
Your choice
Start fresh or bring your tools.
Use Synervaite as your OS
Start with our native CRM, invoicing, marketing, and operations tools. Everything connected from day one. No migration needed — just sign up and start building your Knowledge Base.
Connect your existing stack
Keep Salesforce, QuickBooks, or HubSpot. Synervaite connects via OAuth, audits your data, and layers AI on top. Migrate at your own pace.
Capabilities
Everything your business runs on. Built in.
Activate only what you need. Every capability is AI-powered, connected to your Knowledge Base, and runs in the background without micromanagement.
Native CRM, pipeline management, AI lead scoring, follow-up automation, and deal tracking.
Customer Communication
Handles inbound customer messages with contextual, brand-consistent responses
Lead Qualification
Scores and routes inbound leads based on business criteria
Deal Tracking
Manages pipeline and opportunity updates with forecasting
Company Management
Create, look up, and manage company records — link contacts and deals to a parent company entity
Task Management
Creates, assigns, completes, and monitors CRM tasks (calls, emails, meetings, to-dos, follow-ups) linked to contacts, leads, deals, or companies
Trust, not blind faith
AI that proves itself before you trust it.
Every AI agent starts in Shadow Mode — observing, proposing, comparing. It only goes live when you're confident it works.
Send follow-up email to lead
Confidence: 94%
“Hi Sarah, following up on our conversation about the kitchen remodel. I've attached the estimate...”
Sent follow-up email to lead
2 hours later
“Hi Sarah, following up on our conversation about the kitchen remodel. Here's the estimate we discussed...”
Action matched. Tone aligned.
AI watches every action in your business and proposes what it would do.
Side-by-side: what AI proposed vs what humans actually did.
When match scores are high enough, promote to active. You stay in control.
Verticals
Pre-configured for your industry.
Start with proven automations for your vertical. Customize from there.
Contractor
- →Auto-schedule follow-ups after job completion
- →Invoice on site visit close
- →Review requests after service
Restaurant
- →Reservation management + waitlist
- →Supplier reorder alerts
- →Review response within 2 hours
Law Firm
- →Client intake qualification
- →Billing time categorization
- →Document-based KB for case prep
E-Commerce
- →Abandoned cart follow-up sequences
- →Inventory restock alerts
- →AI product descriptions
MedSpa
- →Appointment reminders + rebook nudges
- →Treatment plan follow-ups
- →Review solicitation post-visit
Marketing Agency
- →Client reporting automation
- →Content calendar generation
- →Campaign performance alerts
Real Estate
- →Lead scoring by property interest
- →Showing schedule optimization
- →Market report generation
Professional Services
- →Proposal drafting from KB
- →Time tracking categorization
- →Client health score monitoring
Security
Enterprise security. Small business simplicity.
AES-256 Encryption
Every token, every credential encrypted at rest with AES-256-GCM. Zero plaintext.
Row-Level Security
Every database table has RLS policies. Your data is isolated — always.
Financial Governance
No AI agent can execute a financial transaction without human approval. Period.
SOC 2 Readiness
Built for SOC 2 Type II from day one. Audit trail on every action.
Provenance Tracking
Every configuration change records who did it, when, and why — human or AI.
Shadow Mode
AI proves itself before it touches anything. No blind trust, ever.
Pricing
Start with what you need. Grow into what you want.
Every plan includes the Knowledge Base, AI Insights, and native business tools. Higher tiers unlock agents, automation, and intelligence.
Introductory pricing. All plans billed monthly. Cancel anytime.
Ready to replace your SaaS stack?
Start with a free audit. No commitment. See what AI finds in your business — then decide what to automate.