Your DigiSyncro System

Your DigiSyncro CRM

(Within 30 Days and Beyond)

Your DigiSyncro System (CRM) is the powerhouse that keeps everything running smoothly behind the scenes.

It’s where all your customer data, calls, and automations come together in one place.

We’ll preload your account with ready-made templates and automations built for businesses like yours. You can use this right away or customise them to match how your team works.

Once your onboarding is complete, it’s your turn to start shaping your CRM. Our team will be here to guide you every step of the way, and if you ever need extra help, you can:

  • Access the built-in Knowledge Base for quick answers

  • Watch DigiByte videos for in depth instructions

  • Use our 24/7 live chat support for instant assistance

  • Or, if you prefer a more hands-on approach, we can connect you with a CRM specialist to build automations and additional features tailored to your business (additional cost applies).

Our role and support

Your CRM is not a fully setup and ready to go system. Like any software system it provides the structure and tools for you to customise for your business.

We are here initially to ensure you login and get started, and ongoing are available for any technical issues that may hold you up. Things like building automations, websites, or any other customisation are your responsibility.
A good way to think of the CRM is a tool that you will continue to modify and adapt to the needs of your business. It is extremely powerful and can drive your business processes.

Accessing Call Recordings, Summaries and Data

Your CRM gives you full visibility into how your Voice AI Employee is performing. From within your DigiSyncro dashboard, you can:

  • Listen to call recordings (if enabled) to review real conversations

  • Read call summaries and transcripts automatically created by your AI

  • View enquiry details and customer data collected during each call

These tools make it easy to refine your automations and continuously improve your customer experience.

Who Should Manage It

We recommend nominating one person in your business to “own” the CRM, someone who’s organised, curious, and enjoys building systems and processes.

Think of It Like Another Digital Employee

Once you show your CRM how you want things done, it will keep doing them automatically, from sending follow-ups and messages to managing leads and bookings.

Your CRM will grow with your business. The more you use it, the smarter and more powerful it becomes.

And remember, we’re here to support you every step of the way.