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Syncly360: The Elite Plan For Teams

The ultimate centralized ecosystem built to scale growing teams. Engineered for up to 10 users across the Real Estate, Mortgage, and Home Services industries, The Elite Plan completely replaces fragmented multi-app tech stacks. This tier takes the core power of our automated marketing engines and combines it with advanced multi-user workflow tracking, frictionless financial integrations, and our entire library of proprietary enterprise software suites.

Team Operations, Marketing & Automation

  • Multi-User Workflow Automations: Sophisticated, team-wide "set-and-forget" triggers that manage your pipeline, automatically route and assign leads, track team tasks, and ensure zero drop-off.

  • DFY (Done-For-You) Funnels & Custom Websites: High-converting sales funnels and professional, SEO-optimized web designs that establish instant authority and reflect your team's unique brand.

  • Ads & Social Planner: Enterprise-grade ad templates for Facebook, Instagram, and Google, paired with a unified collaborative calendar to automate your team's organic social media presence.

  • DFY Email Templates: A comprehensive library of professionally written, industry-specific email sequences designed to nurture cold leads into closed deals automatically.

  • Essential Client Resource Guides: Value-add toolkits including Buyer/Seller Guides, Document Checklists, Credit Score Guides, Home Buy Steps, and Home Maintenance Worksheets to educate and convert prospects.

Estimates, Contracts & Financial Integrations

  • Invoicing & Estimates: Generate professional, itemized quotes and job estimates on the fly, then instantly convert them into finalized invoices with a single click upon client approval.

  • Documents & Contracts: Securely build, store, and organize all team business files, legally binding service agreements, and industry contracts tied directly to specific client profiles.

  • Syncly360's e-Signature: A robust, built-in digital signature solution designed to eliminate the friction of traditional paperwork and remove the need for costly third-party applications.

  • Accounting & Payment Gateways: Deep, native integrations with QuickBooks to sync invoices and financial data, alongside Stripe, PayPal, and Square to accept client payments instantly online or in the field.

  • Gusto Payroll Integration: Connect your business generation and project management data directly to your payroll system for frictionless employee and contractor compensation.

  • Seamless Integration Dashboard: Track every single team interaction—from a funnel click or email reply to a processed contract or invoice payment—with real-time ROI tracking.

Multi-Industry Enterprise Software Suites

Real Estate Industry Suite

  • ReApp360: A comprehensive real estate transaction management engine designed to keep every deal organized, compliant, and moving forward seamlessly.

  • IDX Powered Websites: Direct, real-time MLS property data syncing so your prospects always have access to the most accurate local listings.

Mortgage Industry Suite

  • LoanApp360: A robust Point of Sale (POS) and Loan Origination System (LOS) integration that simplifies the lending process from application to closing, featuring integrated Mortgage Call Reporting (MCR).

  • RateCaddy: Advanced, interactive mortgage calculators and dynamic rate displays to engage clients and capture high-intent leads (Requires PPE Integration).

Home Services Industry Suite

  • Fleet Manager: A centralized logistics and tracking hub designed to coordinate team vehicles, manage mobile assets, and optimize routing for property tours and field operations.

  • Project Manager: A powerful milestone and task-tracking system built to oversee complex construction and home services projects, keeping your entire crew aligned and on schedule.

Plan Details:

  • User Seats: Up to 10 Users

  • Monthly Fee: $550

  • Set-Up Fee: $1,495 (One-time)

  • Annual Savings: Save 10% on all annual plans

Frequently Asked Questions

Can I Cancel Anytime?

Yes! You can cancel anytime, but unfortunately we do not offer any refunds, due tot he level of work and customization required for each account. Although, if you give us a chance, we know you're gonna love us!

Are there additional fees?

The monthly subscription covers your access to the platform and allows for you to have the number of users purchased within that plan. The only other fee that may be charged is for usage of SMS & Email. However, these charges are minimal. For example, just $10 dollars will give you about 10,000 emails or 1,000 text messages. Unless you are running an extremely large business or marketing campaign, these numbers are usually sufficient for most small businesses.

Do you offer support?

YES! We provide you with video how to tutorials that provide a step-by-step guide, and even Live Chat tech support. If that's not enough, we also offer an on-demand Zoom support. You will have all the help you need to be fully successful!

Do I get training?

We want to make sure you are set up for success, so we set up weekly trainings to help you get set up and train you on how to use Syncly360 on a day to day basis. You'll be greeted with an hour long training session and technical set up call. You'll experience a white-glove onboarding experience to get you ready to grow your business.

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333 University Avenue, Ste 200, Sacramento CA 95825

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© Syncly360 2026