Transform your data into decisions

Data & Consulting

At the heart of Synergy lies Data & Consulting, a powerhouse team of consultants, mathematicians, economists, engineers, actuaries, data scientists, and industry specialists. We blend real-world business insight with deep technical skill to turn raw information into clear direction, giving leaders the confidence to move faster and grow smarter.

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Your data, all in one place

360° BI Dashboards

Spot issues early and keep your team aligned with a single real-time dashboard.

Behind the scenes, a secure AWS data hub pulls and refines your data, streaming instant insights into Power BI, Tableau, or Looker—so you can focus on decisions, not data cleanup.

Real-time visibility of the metrics that matter

Fully integrated with Power BI, Tableau, or Looker

Zero manual effort — your data, always ready

Built for how your sales team actually works

Custom CRM

We help you design and implement a CRM that fits your sales process, not the other way around. From pipeline tracking to automation, everything flows in one place—fully integrated into your workflow.

Customized to your sales pipeline, team, and stages

Seamless integration with WhatsApp, email, and calendar tools

Built on HubSpot, Salesforce, or GoHighLevel — your choice

From chaos to clarity, at scale

Expan$ión: Data Strategy Framework

Expan$ión is our flagship consulting framework to help you organize your data, automate your operations, and scale with confidence. Designed for founders, operators, and growth-stage teams.

Map, clean, and structure your data from day one

Implement the right tools, not more tools

Gain strategic clarity with actionable metrics

Automate the boring. Scale what matters.

Automations

Automate your apps, data, and workflows into a self-driving operation.

We design no-code and low-code flows (n8n, Make, Zapier, Salesforce Flow, custom APIs) that capture leads, sync CRMs, trigger invoices, and update dashboards—so your team can focus on growing the business while your processes run 24/7.