Everything your revenue team touches — and what to do next.
Keepsync CRM brings companies, opportunities, cases and revenue into one place, then adds the analytics most CRMs make you build yourself — forecasting, revenue-leakage tracking, and per-team performance. Here’s the real product, screen by screen.
demo@keepsyncsystems.com · Demo@321Your whole business, the moment you log in
The overview opens with the numbers that matter — companies, open pipeline, won and realized revenue, open cases and renewals coming due — then goes a step further. A “What needs attention” panel surfaces aging cases and renewals due soon, while “Act on these first” ranks your highest-value, highest-probability opportunities, so a rep knows exactly where to start the day.
- Live KPI tiles
- Renewals radar
- Prioritized opportunity queue
- Aging-case alerts
Prebuilt reports for every corner of the business
Sales, revenue, customers, cases and renewals each arrive with ready-made reports — won deals, pipeline by stage, sales by salesperson, transactions by status, voids and refunds, cases by priority, and more. Choose a report, set a date range, and export. Grouped reports roll their figures up automatically, and a custom builder covers anything the presets don’t.
- 12 prebuilt reports
- Grouped roll-ups
- Date-range filters
- One-click export
- Custom builder
Where revenue comes from — and where it leaks
Most CRMs stop at “won.” Keepsync keeps counting. Revenue health separates gross won from net revenue and shows precisely what you lost to voids, refunds and chargebacks, with the chargeback rate beside it. Conversion metrics — win rate, average deal size, average sales cycle — sit next to a full pipeline funnel, so you can see both how well deals close and what’s quietly eroding the total.
- Gross vs net revenue
- Leakage breakdown
- Win rate & cycle time
- Pipeline funnel
- Company & team views
Three numbers your leadership can trust
Forecasting is built on your own historical win rate, not a guess. Every open opportunity adds to the total in proportion to how likely it is to close, producing three figures: committed — money already won, your safe floor; likely — the weighted, realistic number; and best case — the ceiling if everything lands. An expected-to-close-by-month view plots likely against best case, and the same forecast breaks down by stage, by salesperson and by department.
- Committed / Likely / Best case
- Weighted by win rate
- Close-by-month view
- By stage, rep & team
Run every team like a company within your company
Each department gets its own performance view: net won, open pipeline, revenue leakage, win rate, headcount, deals closed and open cases, with a contribution bar showing its share of the whole. It’s the fastest way to see which teams are carrying revenue, which are leaking it, and where attention is needed next.
- Per-team net won & pipeline
- Leakage by team
- Win rate & contribution
- Headcount & workload
About half the price of comparable CRMs
Per user, billed annually. Start free, then pick a plan — the forecasting and analytics others charge a premium for arrive at the Professional tier, still under half their price. No hidden charges.
Starter
- Companies, contacts & pipeline
- Cases, tasks & products
- Dashboard & report exports
- Unlimited records
- Email support
Growth
- Everything in Starter
- Full Report Centre + custom reports
- Renewals tracking
- Team roles & permissions
Professional
- Everything in Growth
- Business Insights & revenue leakage
- Forecasting — committed / likely / best case
- Priority support
Enterprise
- Everything in Professional
- Departments & multi-team analytics
- Guided onboarding & data import
- SSO & admin controls
- Dedicated support · volume 25+
Prefer monthly billing? Starter $8 · Growth $15 · Professional $22 · Enterprise $36 per user/mo. Same features, cancel anytime.
See Keepsync CRM with your own data.
Start a free trial and load in a handful of companies and deals — the dashboard fills out in minutes.