Transform Your PEO Business with Our Cutting-Edge CRM

In the highly competitive PEO landscape, staying organized, efficient, and responsive is non-negotiable. That’s why our CRM system is a game-changer for businesses in the PEO, ASO, EOR, and staffing industries. Specifically designed to address the unique challenges of these markets, our platform empowers you to effortlessly manage clients, brokers, agents, and prospects—all in one place.


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Why Choose Our CRM?

Take your PEO business to new heights by leveraging a CRM that understands your needs, enhances productivity, and fuels success. Let’s redefine what’s possible for your business—sign up today and experience the difference!

Streamline Operations

Gain instant access to detailed client information, agent activities, and submission statuses, helping you keep every aspect of your business on track.

Increase Efficiency

Automate communications, monitor market interests, and track submissions with ease, giving your team more time to focus on building relationships and closing deals.

Data-Driven Decisions

With real-time insights and reports on closing ratios, retention rates, and prospecting statuses, you’ll always stay ahead of the curve.

Expand Your Network

Connect with thousands of PEOs, brokers, and staffing firms within the system, broadening your opportunities for collaboration and growth.

Comprehensive Tools for Seamless Client Management

Stay ahead of client and prospect needs with our CRM's built-in suite of tools. From email and text communication to scheduling, accounting, and detailed reporting, our platform provides everything you need to manage your business efficiently. These features work together to streamline operations, improve communication, and ensure no detail is overlooked, empowering your team to focus on what truly matters.


Effortless Matching for Optimal Client Retention

Our CRM simplifies the process of connecting clients with the ideal PEO, ASO, EOR, or staffing firm. By leveraging advanced filtering systems, it ensures that only markets meeting the client's specific needs are considered. This precision-driven approach not only saves time but also fosters stronger client relationships, ultimately boosting retention rates. With our CRM, businesses can confidently match clients to the perfect market, creating lasting partnerships and driving success.

Market Filtering

Utilize the CRM's built-in tools to exclude markets that don't align with the client's specifications.

Revolutionizing Matchmaking with Synergized CRM

Our CRM redefines matchmaking by integrating advanced tools to connect clients with the perfect PEO. By analyzing underwriting criteria, client-specific needs, and pricing requirements, our built-in filtering system ensures unmatched precision by excluding PEO markets that don’t meet client requests. With features like streamlined submissions, market outreach, and retention monitoring, our CRM enhances efficiency at every step. This centralized and tailored approach saves time, reduces costs, and drives client satisfaction—making it the ultimate solution for seamless matchmaking and unparalleled results.


Matchmaking Powered By AI

Simplify matchmaking and onboarding with customized tools that connect clients to ideal market solutions. Harness AI to eliminate poor fits and achieve precision in pairing markets with the right clients. Manage submissions, monitor progress, and streamline onboarding effortlessly through an intuitive platform.

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Smart Market Match

Elevate your business by leveraging AI to pair you with the perfect market. Say goodbye to mismatched opportunities.

Precision Pairing

Our cutting-edge AI filters out unsuitable matches, ensuring you connect with the right clients and markets every time.

AI-Matched Success

Experience seamless matchmaking powered by AI—find the market tailored to your needs without the hassle.

Marketing & Prospecting

Streamline your prospecting efforts with a comprehensive dashboard designed to manage leads, track interactions, and optimize client relationships.

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Prospect Insights

Stay ahead with real-time updates on your potential clients to build stronger relationships and close deals effectively.

Pipeline Power

Streamline your prospect management process and maximize every opportunity with organized and actionable tools.

Hot Leads Hub

Focus on high-priority prospects and ensure timely follow-ups to turn promising leads into successful partnerships.

Market Management

Discover a comprehensive matchmaking dashboard for connecting businesses with PEOs, ASOs, and staffing firms. Access detailed company profiles, ratings, and marketing materials to streamline referrals and optimize onboarding processes.

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Market Manager

Build and personalize your market profiles effortlessly. Add contacts, filter services, and showcase offerings tailored to client needs.

Services Spotlight

Shine a light on your unique services. Manage offerings, contacts, and filters to make every connection count.

Profile Manager

Organize and update your market profiles with ease. From contacts to service filters, stay ahead with streamlined management.

Clients Relationships

Oversee client relationships, track submissions, monitor onboarding progress, and manage client statuses to ensure seamless communication and successful partnerships.

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Connect & Engage

Take charge of client relationships. Add contacts, track interactions, and ensure follow-ups to build lasting connections.

Strengthen Bonds

Streamline client management. Update profiles, initiate onboarding, and maintain steady communication to foster trust.

Relationship Navigator

Empower your workflow. Filter services, manage client details, and monitor progress to keep partnerships on track.

Referral Sources

Effortlessly organize and manage referral sources, track lead activity, optimize relationships with agents and brokers, and streamline onboarding processes for effective client matchmaking.

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Agent Dashboard

Take control of your network. Add new agents, track activity, and manage referrals to optimize your business relationships.

Broker Insights

Empower your decision-making. Filter brokers by activity status, company affiliation, and services offered to streamline operations.

Consultant Manager

Organize and enhance consultant profiles. Assign tasks, schedule follow-ups, and monitor progress for seamless collaboration.

Scheduler

Manage your professional network and streamline communications through your personalized dashboard. Stay on top of scheduled phone calls, client submissions, and onboarding tasks efficiently.

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Action Scheduler

Take charge of your daily tasks. Manage calls, meetings, and to-dos seamlessly with easy scheduling tools and reminders.

Smart Scheduler

Seamlessly organize your calls, meetings, and tasks. Schedule, track, and prioritize engagements across agents, markets, or any focus area.

Task Organizer

Simplify your workflow. Track progress, set priorities, and complete tasks efficiently, all in one convenient dashboard.

Accounting

Simplify accounting tasks with a centralized dashboard that tracks receivables, payables, and commission details. Generate and send emailable reports effortlessly to keep agents and clients informed with real-time data.

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Payables Tracker

Stay on top of your financial obligations. Monitor outstanding payments and ensure timely settlements.

Receivables Manager

Keep track of incoming payments. Generate reports, schedule reminders, and manage cash flow with ease.

Statement Generation

Streamline your accounting process. Track payables and receivables, generate detailed reports, and email them directly to stakeholders.