Choose your starting point

A workspace built around
the work you actually do.

Start with the workflow that needs clarity. Keep your team focused on what comes next.

01 / For client-service teams

Client work,
under control.

Move assignments from “who’s doing this?” to reviewed and complete.

  • Assigned work and deadlines
  • Review and revision queues
  • Files, comments, and activity history
  • Manager and employee views
02 / For teams managing prospects

Follow-ups
with a next step.

Keep research, decisions, and follow-ups connected to each prospect.

  • Prospect stages and ownership
  • Research and qualification history
  • Follow-up dates and notes
  • Qualified prospect-to-client conversion
03 / For homeschool families

A clearer school day.
For everyone.

Give students a plan they can follow and parents a view of what needs them.

  • Student day and week views
  • Parent review and corrections
  • Scheduling and progress views
  • Curriculum import and planning

From scattered to visible

See the next step.
Keep the work moving.

Explore a sample workflow. These illustrations use fictional data and show the kinds of work each DataSync module supports.

    Discuss this workspace ↗
    Sample workflow

    Illustrative product walkthrough · not a live customer workspace