Imagine juggling dozens of software tools daily just to keep your agency afloat—Sales tracking here, invoicing there, constant emails everywhere. That's the chaos many agency owners know all too well. Enter Synup OS: a platform built by agencies for agencies, designed to bring everything under one roof and help businesses grow smarter, not harder.
From Chaos to Control: How Synup OS Streamlines Agency Workflows
For many agency founders, the daily grind can feel like a juggling act—switching between a dozen different tools just to keep projects, clients, and payments on track. That’s where Synup OS, formerly Clientjoy, steps in as a true agency operating system, designed “by an agency, for agencies.” Instead of patching together 12 to 31 different software solutions, Synup OS brings everything under one roof, transforming chaos into operational clarity.
All-in-One Platform: Replacing a Stack of Apps
Imagine this: Jamie, a fictional agency founder, used to have 15 browser tabs open at all times—one for email, another for calendar, a CRM, invoicing software, e-signature tool, and more. Every day felt like a scavenger hunt for information. After switching to Synup OS, Jamie finally closed those tabs for good. Now, everything from sales pipeline management to client onboarding and payments happens in a single, easy-to-navigate dashboard. This consolidation doesn’t just save time—it slashes software costs and reduces the risk of things slipping through the cracks.
Custom Sales Pipeline Management: Track Opportunities Effortlessly
Synup OS stands out with its customizable sales pipelines, built specifically for agencies. Whether you’re a digital marketing firm, design studio, or IT consultancy, you can tailor pipelines to match your unique sales process. Each opportunity is easy to track, with custom stages, notes, and tags. Assign activities and tasks to team members, set reminders for follow-ups, and never lose sight of a lead again. As Lazlo L., Founder & UI/UX Designer, puts it:
"Simplest way to acquire and engage prospects while keeping track of opportunities."
Task Tracking Collaboration: Assign, Monitor, and Complete
Effective task tracking collaboration is at the heart of Synup OS. Agencies can assign tasks for every stage of the client journey—whether it’s a discovery call, proposal review, or project milestone. With clear activity assignments and deadlines, teams stay aligned and accountable. The platform’s activity feed and notifications ensure nothing gets missed, and everyone knows what’s next.
Two-Way Email and Calendar Integrations: Stay Organized, Always
One of the biggest workflow headaches for agencies is managing endless email threads and missed meetings. Synup OS solves this with seamless two-way integration with popular email and calendar platforms. Schedule meetings, send follow-up emails, and even monitor email opens—all without leaving the platform. This integration keeps your sales pipeline moving and your team focused on what matters most: building client relationships and closing deals.
More Than a CRM: Built for Real Agency Workflows
Unlike generic CRMs that stop at “Closed Won,” Synup OS is built for the full agency lifecycle. It supports everything from converting website visitors into prospects with customizable web forms, to sending proposals, enabling e-signatures, and automating payment reminders. Agencies can also leverage AI-powered tools like JoyAssist to generate cold emails and replies, making prospecting and communication faster and more effective.
Consolidates multiple tools into one comprehensive platform
Customizable sales pipelines for effortless opportunity tracking
Task tracking collaboration with clear assignments and deadlines
Two-way email and calendar integrations for seamless communication
With Synup OS, agencies finally have a purpose-built operating system that streamlines daily operations, reduces clutter, and empowers teams to focus on growth—not just managing the chaos.
Winning More Deals: Tools That Turn Prospects Into Clients
For agencies looking to master lead generation prospecting and accelerate deal closures, Synup OS (formerly Clientjoy) delivers a suite of tools designed to move prospects smoothly through the sales funnel. Built “by an Agency, for Agencies,” Synup OS understands the unique challenges digital marketing, design, IT, and consulting teams face when turning website visitors into loyal clients. Here’s how the platform’s client engagement automation features help agencies win more deals, faster.
Web Forms: Turning Website Visitors Into Qualified Leads
First impressions matter, and Synup OS makes it easy to capture them. The platform’s customizable web forms let agencies convert website visitors into qualified leads with minimal friction. These forms can be embedded directly on agency sites, landing pages, or campaign microsites, ensuring no opportunity slips through the cracks. Every submission is automatically added to the agency’s sales pipeline, ready for follow-up and nurturing.
JoyAssist AI: Effortless Email Outreach and Follow-Ups
Outreach is often the bottleneck in lead generation prospecting. Synup OS’s JoyAssist AI Writer changes the game by generating cold emails and replies in seconds. Whether it’s an initial introduction or a timely follow-up, JoyAssist helps agencies maintain consistent, personalized communication with prospects. This AI-driven approach not only saves time but also increases response rates, making it easier to nurture cold leads and keep the sales pipeline active.
E-Signing: Accelerate Deal Closures and Reduce Turnaround Times
Speed is a key factor in closing deals. Synup OS enables agencies to send contracts, proposals, and estimates for e-signing—a proven way to reduce turnaround times and eliminate delays caused by manual paperwork. Agencies can track when a document is opened, signed, or needs attention, allowing for quick follow-ups and fewer lost opportunities. Research shows that e-signing tools significantly cut TAT (turnaround time), helping agencies close deals while prospects are still engaged and interested.
Public Schedulers: More Meetings, Less Hassle
Booking meetings shouldn’t require endless back-and-forth emails. Synup OS’s public scheduler lets prospects book time directly on an agency’s calendar, instantly syncing with popular email and calendar systems. This feature removes friction from the booking process, leading to more meetings and faster movement through the sales funnel. Agencies report a noticeable increase in client meetings booked, thanks to the simplicity and transparency of the scheduler.
Custom Sales Pipelines and Automated Engagement
Every agency has its own sales process, and Synup OS supports this with customizable sales pipelines. Opportunities can be tracked at every stage, with activities and tasks assigned for follow-ups, calls, and meetings. Automated email sequences keep leads warm and engaged, ensuring no prospect is left behind. This level of client engagement automation means agencies can focus on high-value interactions rather than repetitive admin work.
Clientjoy goes beyond traditional CRMs by enabling ongoing engagement with existing clients.
— Lux Lungo, CEO & Project Lead
From capturing leads with web forms to nurturing them with AI-powered emails, speeding up deal closures with e-signing, and making meetings effortless with public schedulers, Synup OS provides agencies with everything they need to turn prospects into clients—and keep them engaged for the long haul.
Keeping Client Data and Collaboration in One Place
One of the biggest challenges for agencies today is keeping client data, documents, and communications organized and accessible. With Synup OS (formerly Clientjoy), agencies can finally say goodbye to scattered files, endless email threads, and confusing payment trails. The platform’s white-label client portal is designed to be the secure, branded hub for every client interaction, making client data consolidation and collaboration effortless.
White-Label Client Portals: A Fully Branded Experience
First impressions matter, and Synup OS lets agencies deliver a polished, professional image with every client touchpoint. The white-label client portal supports custom domains, logos, and color schemes, so agencies can reinforce their brand identity at every step. This level of branding customization not only builds trust but also boosts client confidence, which research shows can improve client experience and reduce churn.
Custom domains for a seamless, agency-branded URL
Personalized logos and color palettes to match your agency’s look
Clients access everything in one familiar, branded environment
Onboarding Templates and Secure Data Rooms
Getting clients up to speed is simple with Synup OS’s onboarding templates. Agencies can create step-by-step guides, checklists, and document requests, ensuring that every new client has a smooth start. Secure data rooms make it easy to share sensitive files, collaborate on projects, and store important documents—all with zero data leakage risk.
Onboarding templates for a consistent, efficient client intake process
Multi-file sharing for contracts, proposals, and creative assets
Granular permissions to control who sees what
Centralized Communication: App Embeds and Live Links
No more digging through email threads to find the latest proposal or invoice. Synup OS centralizes all client information with app embeds and live links inside the portal. This means clients and agency teams can access project updates, shared documents, and payment links in one place, dramatically reducing email clutter and miscommunication.
Embed calendars, project trackers, and more directly in the client portal
Live links ensure everyone always has the most current information
Streamlined communication keeps projects moving forward
Secure Document Sharing and Payments
Transparency is key to lasting client relationships. Synup OS enables agencies to securely share invoices, proposals, contracts, and payment requests directly through the portal. With support for document sharing payments and integrations with Stripe, PayPal, and Payoneer, clients can review, sign, and pay—all without leaving the portal.
One-click access to all shared documents and payment links
E-signing for faster turnaround on contracts and proposals
Automated reminders to keep payments on track
Julie K., Founder & Marketer: "Payment tracking and automated reminders are major time and energy savers."
By consolidating client data, documents, and payments in a secure, branded portal, Synup OS empowers agencies to deliver a seamless client experience. The result? Less administrative overhead, fewer missed communications, and more time to focus on growing the agency.
No More Stress Over Payments: Automated Invoicing and Reminders
Managing payments doesn’t have to be a headache for agencies. With Synup OS (formerly Clientjoy), agencies can finally say goodbye to the stress of chasing down invoices and worrying about late payments. The platform’s automated invoicing payments system is designed to support agency growth revenue by streamlining every aspect of billing and payment processing.
Flexible Invoicing for Every Agency Need
Every agency has unique billing requirements, and Synup OS rises to the challenge. Whether it’s a one-time project, a split payment for a larger engagement, or ongoing recurring services, the platform adapts to fit the way agencies work. Users can easily create:
One-time invoices for single projects or deliverables
Split invoices to accommodate milestone-based payments
Recurring invoices for retainer clients or subscription services
This flexibility ensures agencies can match their invoicing to their client relationships, making it easier to manage cash flow and client expectations.
Seamless Payment Processing with Leading Gateways
Payment processing is a breeze with Synup OS’s direct integrations. Agencies can connect with Stripe, Paypal, and Payoneer—three of the most trusted gateways in the industry. This not only speeds up the payment process but also gives clients the freedom to pay using their preferred method. For agencies working with international clients, multi-currency billing removes barriers and makes global business simple.
Automated Payment Reminders: No More Chasing Clients
Late payments can cripple agency growth revenue and disrupt financial planning. Synup OS tackles this issue head-on with automated payment reminders. Once an invoice is sent, the system automatically follows up with clients at set intervals, nudging them to pay on time. This feature has proven to significantly reduce late payments, as clients appreciate the gentle reminders and agencies avoid uncomfortable conversations.
Julie K., Founder & Marketer: “Automated reminders save us from chasing payments manually, freeing up time for growth.”
By automating these follow-ups, agencies can focus on delivering value to clients and scaling their business, instead of spending hours tracking down overdue payments.
Smart Financial Reporting for Better Decision Making
Understanding where your money is coming from—and where it’s going—is key to agency success. Synup OS provides detailed financial reports and analytics, giving agency owners a clear view of their revenue streams, outstanding invoices, and payment trends. These insights help agencies:
Plan budgets and forecast expenses with confidence
Identify clients who consistently pay late
Spot opportunities to improve cash flow
With everything in one place, agencies can make smarter decisions and set realistic growth targets, all backed by real-time data.
All-in-One Payment Management for Agency Growth
Synup OS’s invoicing features automate even the most complex billing needs. From supporting multiple invoice types to integrating with top payment gateways and sending automated reminders, the platform removes friction from the payment process. Agencies can serve clients worldwide with multi-currency support and keep their finances organized with robust reporting tools. It’s a complete solution for agencies ready to scale without the usual payment headaches.
The Human Side: Why Agencies Love Synup OS
When it comes to agency operational efficiency, the right technology can make all the difference—but for many agency founders, the real breakthrough comes when a platform actually changes the way they work and live. That’s exactly what Synup OS (formerly Clientjoy) delivers, according to a growing chorus of agency leaders who have experienced its impact firsthand. Built “by an Agency, for Agencies,” Synup OS isn’t just a collection of features—it’s a solution that addresses the daily pain points of running and growing a modern agency.
One of the most common struggles agency founders face is the constant juggling of multiple tools. From tracking leads to managing client communications, proposals, contracts, and payments, it’s easy to feel overwhelmed. Synup OS brings all these functions under one roof, and the relief is palpable. As Lazlo L., Founder & UI/UX Designer, puts it:
“A game-changer for managing our agency’s growth without burnout.”
This sentiment is echoed across the Synup OS community. Founders report significant time savings—hours each week that used to be lost to switching between platforms, chasing down client signatures, or manually tracking payments. Now, those hours are reclaimed, allowing leaders to focus on what matters most: scaling their business and nurturing client relationships.
The platform’s approach to client lifecycle management is another reason agencies are making the switch. With custom sales pipelines, automated reminders, and seamless integration with email and calendar systems, Synup OS ensures that no opportunity slips through the cracks. Agencies can convert visitors into prospects with web forms, nurture leads with personalized email sequences, and close deals faster with E-signing for contracts and proposals. The result? Agencies report up to a 15% reduction in client churn and a 10% increase in new client acquisitions within the first year of using the platform.
But the benefits aren’t just for agency teams. Clients themselves notice the difference. Onboarding becomes smoother, with branded client portals, onboarding templates, and secure data rooms that eliminate the confusion of scattered email threads. Communication headaches are replaced with clarity and convenience, as clients can access everything they need—from invoices to project files—in one place. This streamlined experience is at the heart of effective client retention strategies, helping agencies build trust and foster long-term partnerships.
One standout feature that users rave about is JoyAssist, the built-in AI writing assistant. For many agencies, crafting cold emails or proposal responses can feel like a creative drain. JoyAssist not only saves time but also sparks new ideas, making outreach efforts more engaging and effective. As Julie K., Founder & Marketer, shares, “Automated reminders and payment tracking are major time and energy savers.” This kind of feedback highlights how Synup OS empowers teams to work smarter, not harder.
Ultimately, Synup OS’s impact goes far beyond software. It’s about giving agency founders and their teams the freedom to focus on growth, creativity, and delivering exceptional client experiences. By unifying sales, engagement, and payments in a single, customizable platform, Synup OS helps agencies reclaim their time, reduce churn, and drive revenue. For agencies ready to move beyond the chaos of disconnected tools, Synup OS is more than a platform—it’s a partner in building a thriving, scalable business.
