Growth systems for B2B teams
Attio for revenue, ClickUp for operations, AI throughout the business. We're an Attio Expert Partner, and we build all three properly.
Expert Partner
Working with global teams
What We Do
How we help teams
Synix is a revenue and business operations agency that works with B2B teams across three areas: revenue operations and go-to-market, business operations, and AI and automation.
On the revenue side, we work with teams to optimise Attio or HubSpot, and we work with leadership on go-to-market strategy and sales processes.
On the operations side, we implement ClickUp for teams that need a proper system for how work gets managed. See how we implement ClickUp or read the 3B1 case study to see a full agency build in one workspace.
Across the business we help them get setup with Claude and ChatGPT as their AI-partners, and build automations with Zapier and Make to connect fragmented systems.
Industries We Work With
SaaS & Software
Agencies & Consultants
Professional Services & MSPs
Advisory Firms
Plus other B2B teams that have a sales team or manage ongoing client engagements.
Where we focus
01
Revenue Operations & GTM Consulting
We help teams build a functioning revenue operation, CRM implementation, pipeline setup, sales process design, and go-to-market strategy. We work with Attio and HubSpot.
Attio
HubSpot02
Business Operations
We implement and configure ClickUp for teams that need a proper system for how projects are managed, work is tracked, and teams stay aligned.
ClickUp03
AI & Automation
We build automations and AI-powered workflows that remove manual work from your business, using Claude and Zapier.
Claude
ZapierOUR STACK
Core Tools We Implement
Attio
As an Attio Expert Partner, we implement Attio CRM for teams that need a proper revenue system: pipeline architecture, contact management, and reporting built around how your team sells.
Learn moreClickUp
We implement ClickUp from the ground up: process mapping, workspace structure, automations, templates, reporting, AI agents and team training.
Learn moreHubSpot
As a HubSpot Solutions Provider, we implement and manage HubSpot across the full CRM: pipeline setup, deal management, sales automation, and reporting.
Claude
Claude is a leading AI with multiple tools including Cowork and Code allowing teams to increase their output with AI workflows, agents, and business automation.
ALSO WORKING WITH
Zapier
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ZapierOur Approach
How an engagement works
01Discovery
We start by understanding how your business operates, where the friction is, and what you're trying to achieve.
02Audit & map
We document your current processes, tools, and workflows to identify the gaps and where time is being lost.
03Agree on the solution
We recommend the right tools and approach for your situation, agree on scope and timelines, and get started.
04Implement
We set everything up properly: configured for your workflows, with your team trained and documentation in place.
05Optimise & support
We stay involved to make sure it sticks, refine the setup, and build on the foundation as you grow.
Interested in learning more?
If you want to get your revenue systems, operations, or automation in better shape, book a call and we can talk through where you are and what makes sense.
Have a question?
Send us a message and we'll get back to you within 24 hours.