xero
Xero
Product descriptions, base prices, draft invoices, credits and payment visibility.
ACCOUNTING THE CONNECTED COMMERCIAL PLATFORM
Bringing the
whole business
into view.
From the first conversation to the financial result. Connect your customers, sales, operations and finance in one clear commercial workspace.
One customer story.
Every commercial perspective.
Every commercial perspective.
THE VIEW THAT CONNECTS IT ALL Illustrative workspace
JD
YOUR COMMERCIAL PICTURE
This quarter ⌄A clearer view of growth.
Weighted pipeline£428,500Across 24 opportunities
Confirmed backlog£186,200Scheduled for delivery
Revenue forecast£312,800Next three months
The road ahead
Forecast revenue
£120k£80k£40k£0
Keep the next step in sight.
3 opportunities need a follow-up this week.
Connected commercial dataIllustrative data
01 Relationships
02 Revenue
03 Results
BUILT TO BRING YOUR SYSTEMS TOGETHER
XeroJoiinMicrosoft 365Your LIMS ↗
A SHARED VIEW. A STRONGER BUSINESS.
See how the
whole story connects.
Customer relationships shape your pipeline. Your pipeline shapes delivery. Delivery shapes revenue.
Synlumo brings those connections into one workspace, giving commercial leaders, account teams and finance the context to make the next decision with confidence.
Meet your commercial workspace01 / CONNECT
Know the relationship.
Every company, contact, conversation and commitment in one connected account history.
02 / COORDINATE
Keep work moving.
Turn enquiries into proposals, agreed scope and coordinated delivery—with clear ownership at every step.
03 / UNDERSTAND
See the financial result.
Bring pipeline, backlog, invoicing and margin into the same commercial picture.
FROM OPPORTUNITY TO OUTCOME
A connected journey.
A clearer next step.
Carry the context forward, from the first enquiry to the final invoice.
THE RELATIONSHIP, IN CONTEXT
Start with the complete customer picture.
Connect companies, contacts, sites and parent organisations. Capture every enquiry, assign ownership and build a relationship history your whole team can use.
- Account structures and decision makers
- Lead qualification and follow-up reminders
- Documents, activities and shared history
CLIENT WORKSPACEAcorn Life Sciences
Active accountAccount ownerJamie Davies
Connected sites3 locations
Open opportunities4 opportunities
Next actionQuarterly account review
Illustrative workspace
YOUR COMMERCIAL WORKSPACE
Everything in perspective.
Purposeful tools for the teams behind every customer relationship and commercial result.
CONNECTED BY DESIGN
Bring your
systems into
the conversation.
Your commercial workspace connects with the tools behind your accounts, financial reporting, everyday collaboration and laboratory delivery.
Discuss your integrationsjoiin▥
Joiin
Connect the commercial picture with your wider financial reporting and group perspective.
FINANCIAL REPORTINGMicrosoft 365
Outlook calendars and activities, Teams meeting links and coordinated follow-through.
EVERYDAY COLLABORATION⌘
Your LIMS
Job references, delivery status, released work and billable quantities linked to the commercial order.
LABORATORY OPERATIONS✦YOUR SYNLUMO BRIEFINGAI assistant
A little more prepared.
A lot more in control.
Here’s what deserves your attention today.
01
Prepare for the conversation.
Bring account history, open proposals and previous actions into your meeting brief.
02
Keep the commitment.
Draft minutes, assign actions and prepare the follow-up while the context is fresh.
03
Spot what needs a nudge.
Surface overdue opportunities and next steps that need an owner.
INTELLIGENCE THAT MOVES WORK FORWARD
Know what matters.
Act with context.
Start the day with a clear plan. Walk into meetings prepared. Keep the next commercial action in focus.
Synlumo’s AI assistant supports the work around your relationships, with drafts for your team to review and act on.
◈
Clarity comes with control.
Permissions, audit history, configurable workflows and integration monitoring support the way your business operates.
A BETTER VIEW STARTS HERE
01 — 16 modules. One connected view.Let’s bring your
business into view.
Explore how Synlumo can connect your customer relationships, commercial operations and financial performance.
Talk to our team Enquiries through Scientific Holdings