Imagine juggling a dozen software tools daily just to keep your agency running smoothly. Sarah, a seasoned digital agency founder, once spent hours ping-ponging between apps managing prospects, clients, and payments—until Synup OS revolutionized her workflow. This platform condenses everything—from lead generation to invoicing—into one seamless, white-labeled interface, giving agencies control and clarity like never before.
The Power of a Unified Client Portal
A unified client portal dashboard is at the heart of Synup OS (formerly Clientjoy), transforming how agencies manage client relationships and deliver services. By centralizing every interaction, document, and transaction within a single, branded environment, agencies can offer a seamless, professional experience that builds trust and drives retention.
Customizable White-Label Agency Software for Branding Consistency
One of the most powerful features of Synup OS is its fully customizable, white label agency software. Agencies can tailor the portal with their own domain, logo, and color scheme, ensuring every client touchpoint reflects their unique brand identity. This level of branding consistency not only enhances professionalism but also reinforces the agency’s value proposition at every stage of the client journey.
Custom domains for a branded client login experience
Personalized logos and color palettes for visual consistency
White-labeled interface keeps the agency front and center
Research shows that white-label portals significantly improve client engagement and retention by making clients feel connected to the agency’s brand, rather than a generic software provider.
Central Hub for Documents, Proposals, and Invoices
The unified client data platform within Synup OS acts as a single source of truth for all client interactions. Clients can securely access proposals, contracts, invoices, and project updates from one central location, eliminating the confusion of scattered emails and multiple file-sharing tools.
All documents and communications in one place
Easy access to proposals, contracts, and invoices
Secure file sharing and document management
This centralized access reduces management complexity for both agencies and clients, streamlining workflows and minimizing the risk of missed communications or misplaced files.
Streamlined Communication and Collaboration
Synup OS is designed to streamline client communication, reducing the back-and-forth emails that often slow down projects. Agencies can embed apps, share live links, and provide real-time updates directly within the portal. Secure file sharing and collaborative document editing further enhance the client experience, making it easy to review, approve, and sign proposals or contracts.
Embed third-party apps for real-time project updates
Share live links and documents securely
Collaborate on proposals, contracts, and quotes
By consolidating all client interactions in one portal, agencies reduce client confusion and foster a transparent, collaborative relationship. As Lux Lungo, CEO & Project Lead, notes:
“Finally this is something that helps me engage with my existing Clients.” — Lux Lungo, CEO & Project Lead
Integrated Tools for Payments and Client Relationship Management
The portal goes beyond communication and document sharing. Agencies can issue invoices, collect payments, and track financial transactions directly within the platform. Automated reminders and multi-currency support simplify billing for both local and international clients. This integration of client relationship management and financial tools ensures that every aspect of the client lifecycle is managed efficiently and transparently.
Send and track invoices in multiple currencies
Collect payments securely via Stripe, Paypal, and Payoneer
Automated reminders for outstanding payments
With everything accessible from a single, branded dashboard, Synup OS empowers agencies to deliver a superior client experience, streamline operations, and focus on scaling their business.
Streamlining the Sales Pipeline for Agencies
Managing an agency sales pipeline can be complex, especially when teams juggle a dozen or more disconnected tools. Synup OS, formerly known as Clientjoy, addresses this challenge by offering a unified platform designed to streamline every stage of the sales journey—from initial lead generation to final payment. By consolidating essential sales pipeline management features into a single, white-labeled portal, agencies can eliminate tool clutter, improve efficiency, and drive better results for both their teams and clients.
Convert Website Visitors into Prospects with Tailored Web Forms
One of the standout lead generation tools within Synup OS is its customizable web forms. Agencies can embed these forms directly on their websites to capture visitor information and instantly convert interest into actionable leads. This seamless process ensures that no opportunity slips through the cracks, and every website visitor can be nurtured into a potential client. The ability to tailor forms to specific campaigns or services further enhances targeting and lead quality.
Two-Way Email and Calendar Integration for Seamless Follow-Ups
Effective sales pipeline management relies on timely communication and follow-ups. Synup OS integrates directly with both Google and Microsoft email and calendar systems, enabling real-time syncing of messages, meetings, and tasks. This two-way integration means that every interaction—whether it’s a scheduled demo or a follow-up email—is automatically tracked and updated within the platform. As a result, agencies can manage their sales pipelines without switching between multiple tools, reducing administrative overhead and minimizing missed opportunities.
Track Email Opens and Prospect Engagement for Better Targeting
Understanding how prospects engage with outreach efforts is critical for optimizing sales strategies. Synup OS provides detailed tracking of email opens and responses, giving agencies valuable insights into prospect interest and engagement levels. These real-time updates help sales teams prioritize follow-ups, refine messaging, and focus efforts on the most promising leads. Enhanced visibility into prospect behavior leads to more targeted communication and higher conversion rates.
Create Custom Activities and Tasks to Manage Lead Progression
Managing the progression of leads through the sales pipeline is simplified with Synup OS’s custom activities and task management features. Agencies can assign tasks, schedule meetings, and set reminders for each opportunity, ensuring that every lead is nurtured at the right time. Real-time updates keep the entire team aligned, improving collaboration and accountability. This level of organization is especially valuable for agencies that previously relied on 12 to 31 different tools to manage their workflows.
Real-time pipeline updates enhance team collaboration and client tracking.
Opportunity tracking ensures no lead is overlooked.
Integrated lead generation capabilities have helped agencies acquire at least 10% more net new logos in the first year.
“Simplest way to acquire and engage prospects” — Lazlo L, Founder & UI/UX Designer
By centralizing lead generation, communication, and activity tracking, Synup OS empowers agencies to build and manage their sales pipelines with greater efficiency and clarity. The result is a streamlined, automated sales workflow that supports both new client acquisition and ongoing client engagement—all within a single, customizable platform.
Automation and AI to Accelerate Closures
For agencies aiming to accelerate deal closures and streamline client engagement, Synup OS (formerly Clientjoy) delivers a powerful suite of automation and AI-driven tools. By integrating automated sales workflows and client engagement automation into every stage of the prospect-to-payment journey, Synup OS helps agencies minimize delays, reduce manual workload, and foster higher client retention.
E-Signing Contracts, Proposals, and Estimates
One of the most significant bottlenecks in agency operations is the time spent waiting for clients to review and sign documents. Synup OS addresses this challenge with robust e-signature capabilities for contracts, proposals, and estimates. Agencies can send documents for signature directly through the platform, enabling clients to sign from any device. This not only reduces turnaround time but also ensures a seamless and professional experience. As a result, agencies can move deals forward faster and avoid unnecessary back-and-forth, a benefit often cited by users in their feedback.
AI-Powered Outreach with JoyAssist
Outreach efficiency is critical for agencies looking to accelerate deal closures. Synup OS features JoyAssist, an AI-powered writing assistant designed to draft cold emails and replies that warm up leads. By leveraging AI, agencies can quickly generate personalized, engaging messages that resonate with prospects. This reduces friction in outreach and follow-up sequences, ensuring that no opportunity slips through the cracks. Research shows that AI assistance in sales outreach can significantly improve response rates and shorten sales cycles, making JoyAssist a valuable asset for agencies seeking to scale their operations.
Public Scheduler for Effortless Meeting Bookings
Scheduling meetings is often a pain point in the sales process, with endless emails exchanged to find a suitable time. Synup OS solves this with a public scheduler, allowing prospects and clients to book meetings directly based on real-time availability. This feature not only speeds up the booking process but also enhances the client experience by eliminating unnecessary delays. The integration with Google and Microsoft accounts further streamlines onboarding, making it easy for new clients to get started without friction.
Reusable Document Templates for Consistent Communication
Maintaining consistency across client communications is essential for building trust and professionalism. Synup OS enables agencies to create and reuse document templates for proposals, contracts, and estimates. These templates can be customized with agency branding, packages, and pricing, ensuring that every client receives a tailored yet consistent experience. By reducing the need to draft documents from scratch, agencies save valuable time and maintain a high standard of communication throughout the client journey.
Automation Shrinks Administrative Workload
The combined power of automation and AI in Synup OS significantly reduces the administrative burden on agency teams. Automated sales workflows handle repetitive tasks such as sending follow-up emails, tracking engagement, and issuing reminders for outstanding payments. This allows agency founders and teams to focus on high-value activities like client strategy and business development, rather than getting bogged down in manual processes.
“Most CRMs end after 'Closed Won.' This helps me engage with existing clients.” — Lux Lungo, CEO & Project Lead
Anecdotal evidence from users highlights reduced turnaround times and improved engagement, with agencies reporting faster deal cycles and higher client satisfaction thanks to these automation features. By integrating e-signatures, AI-powered outreach, automated scheduling, and reusable templates, Synup OS empowers agencies to accelerate deal closures and deliver exceptional client engagement at scale.
Financial Management Made Easy for Agencies
Managing finances is often one of the most challenging aspects of running an agency. Synup OS (formerly Clientjoy) addresses this head-on, offering a streamlined approach to proposal and invoicing, revenue generation automation, and client lifecycle management. Designed for digital marketing, design, IT, and consulting agencies, Synup OS brings together all the tools needed to simplify billing, payments, and financial tracking—empowering agencies to focus on growth rather than administrative tasks.
Flexible Invoicing for Every Client Scenario
Synup OS enables agencies to issue one-time, split, and recurring invoices with just a few clicks. This flexibility supports a wide range of client arrangements, from single projects to ongoing retainers. Agencies can also bill in multiple currencies, making it easy to serve international clients and expand into new markets without financial friction. Multi-currency billing not only increases market reach but also eliminates the need for manual currency conversions, reducing errors and saving time.
One-time invoices for project-based work
Split payments for milestone-based billing
Recurring invoices for retainer and subscription services
Multi-currency support for global clients
Seamless Payment Processing with Leading Integrations
To further streamline revenue generation automation, Synup OS integrates with popular payment processors, including Stripe, Paypal, and Payoneer. This ensures agencies can accept payments from clients worldwide with minimal friction. The integration supports direct payment collection from the client portal, reducing the steps required for clients to pay and improving cash flow for agencies.
Multiple payment processor integrations
Direct payment links in invoices
Secure and reliable transactions
Automated Payment Reminders to Reduce Delays
Late payments can disrupt agency operations and strain client relationships. Synup OS tackles this with automated payment reminders that notify clients of upcoming or overdue invoices. This automation reduces the administrative overhead of manual follow-ups and helps agencies maintain a healthy cash flow. As Julie K., Founder & Marketer, shares:
“Automated reminders saved me so much time and energy.”
By automating reminders, agencies can focus on delivering value rather than chasing payments, significantly reducing accounts receivable delays.
In-Depth Financial Reporting for Smarter Planning
Transparency and strategic planning are essential for agency growth. Synup OS provides in-depth financial reports and analytics that give agency leaders a clear view of revenue, outstanding invoices, and payment trends. These insights support better decision-making, allowing agencies to plan expenses, forecast revenue, and identify opportunities for improvement within their client lifecycle management process.
Detailed revenue and expense tracking
Customizable financial dashboards
Exportable reports for accounting and tax purposes
With real-time analytics, agencies can maintain financial health, ensure transparency, and build trust with clients—all from a single, unified platform.
Unified Financial Operations for Agency Success
By combining robust proposal and invoicing features, seamless payment integrations, automated reminders, and actionable analytics, Synup OS eliminates the complexity of agency financial management. Agencies can serve clients globally, automate repetitive tasks, and gain the financial clarity needed to scale with confidence.
Real Stories: How Synup OS Transformed Agencies
The journey from prospect to payment is often filled with complexity for agencies, but Synup OS (formerly Clientjoy) has proven to be a game-changer for many. Through real-world experiences, agency founders and leaders have shared how this unified operating system has not only simplified their workflows but also accelerated agency growth and improved client retention strategies.
Founder Lazlo L., a UI/UX Designer, describes Synup OS as the “simplest way to acquire and engage prospects.” For Lazlo, the platform’s opportunity tracking tools have been instrumental in building a more organized and effective sales pipeline. By capturing website visitors through customizable web forms and seamlessly integrating with email and calendar systems, his agency can now nurture leads with greater precision. This streamlined approach to client lifecycle management ensures that no opportunity slips through the cracks, directly contributing to higher conversion rates and more consistent agency growth acceleration.
Beyond the initial sale, Synup OS stands out for its commitment to ongoing client engagement. Lux Lungo, CEO & Project Lead, highlights a common pain point with traditional CRMs: “Most CRMs end after ‘Closed Won.’ This helps me engage with existing clients.” With Synup OS, agencies can maintain meaningful relationships long after the deal is closed. Features like automated email sequences, reusable document templates, and a public scheduler allow agencies to continue delivering value, fostering trust, and encouraging repeat business. This extended engagement is a cornerstone of effective client retention strategies, reducing churn by ensuring clients feel supported at every stage of their journey.
Financial management is another area where Synup OS delivers measurable impact. Julie K., Founder & Marketer, notes, “Automated reminders saved me so much time and energy.” The platform’s invoicing automation, multi-currency support, and integration with major payment processors like Stripe and PayPal have streamlined the entire billing process. Agencies can issue one-time or recurring invoices, track payments, and send reminders without manual intervention. This not only accelerates cash flow but also frees up valuable time for agency leaders to focus on growth initiatives rather than administrative tasks.
The collective feedback from users underscores the operational efficiency and client satisfaction that come from adopting an all-in-one platform. Agencies report reduced tool complexity, as Synup OS consolidates prospecting, engagement, document management, and payment processing into a single, white-labeled portal. This unified approach has led to happier clients, as they benefit from a seamless and professional experience tailored to their needs.
Positive user testimonials validate Synup OS’s effectiveness in supporting agency growth acceleration and client lifecycle management. By automating routine tasks, improving communication, and providing actionable insights through analytics, the platform empowers agencies to scale without sacrificing service quality. The result is a measurable reduction in client churn and a stronger foundation for organic business growth.
In conclusion, the real stories of agency founders and leaders demonstrate that Synup OS is more than just a software solution—it is a catalyst for transformation. By unifying every stage of the client journey, Synup OS enables agencies to deliver exceptional service, retain clients, and achieve sustainable growth in an increasingly competitive landscape.
