Customer Journey
Pipeline boards, stages, entry/exit conditions, and CRM modes (B2B, B2C, Mixed)
The FIND → WIN → KEEP → GROW Framework
Zyntro structures the entire customer journey around four phases — FIND (attract and capture), WIN (qualify and close), KEEP (onboard and retain), and...
Building Your Customer Journey
Describe how your business works in a few sentences, choose your business model, and Zyntro’s AI builds a complete multi-stage pipeline with entry/exi...
Pipeline Phases and Stages
Each stage in your pipeline has a name, phase assignment, description, entry criteria, exit criteria, and fulfillment requirements. Together they defi...
Stage Actions and Automation
When a contact enters or exits a pipeline stage, Zyntro can automatically assign team members, update CRM fields, send hyper-personalized emails or SM...
The Kanban Board
The Kanban board shows your contacts as cards organized by pipeline stage — color-coded by phase. Drag and drop to move contacts between stages, or le...
Board Settings and Customization
Edit your pipeline structure in the Growth Engine Roadmap — rename stages, adjust entry/exit criteria, reorder stages, customize phase colors, add or ...
How the Pipeline Moves Automatically
In traditional CRMs, humans move contacts through pipeline stages. In Zyntro, every interaction — form fills, SI passes, email replies, meeting bookin...
