PortfolioManagement | Sync View Enterprise

The all-in-one enterprise software solution designed to streamline operations for window treatment and roofing businesses. Manage your ERP, CRM, HR, time tracking, quoting, and more—all from a single, powerful platform.

Data types

  • TeamMember
  • ContactSubmission
  • CareerApplication
  • Employee
  • HRActivity
  • OnboardingTask
  • Lead
  • DailyReport
  • WeeklyReport
  • Goal
  • Subscription
  • SkillDevelopment
  • PerformanceReview
  • SkillPath
  • EmployeeActivity
  • ReportSchedule
  • Client
  • AppSettings
  • BlogPost
  • Comment
  • Newsletter
  • EmployeeAchievement
  • Challenge
  • PermissionOverride
  • CRMInteraction
  • UserSession
  • UserEvent
  • TimeEntry
  • EmploymentProfile
  • PTOBalance
  • TimeOffRequest
  • PayrollPeriod
  • PTOPolicy
  • UserGoal
  • Permission
  • RolePermission
  • Deal
  • CRMTask
  • CRMNote
  • AuditEvent
  • PromotionRequest
  • OrgStructure
  • TerminationRecord
  • OnboardingTemplate
  • EmployeeOnboarding
  • UserRole
  • ActiveSession
  • CRMStageRequirement
  • TaskNotification
  • AIInsight
  • PortfolioEntity
  • FinancialMetric
  • AcquisitionTarget
  • EmployeeMultiRole
  • EnterpriseNotification
  • KPIRecord
  • EnterpriseActivityLog
  • ProductMetric
  • FinancialTransaction
  • PayrollRecord
  • DealActivity
  • DealTask
  • DealStageHistory
  • RepPerformanceScore
  • UnifiedActivityLog
  • SecurityPolicy
  • SecurityIncident