The agentic CRM for agencies whose work doesn’t fit into one inbox.
Sydbar keeps every client’s story, from mail, calls, scope and code. Its agents answer the routine, chase what’s owed and draft the rest, inside rules you set.
Client mail arrives sorted by client. Bots, receipts and newsletters never reach Needs you.
The agreement, the milestones, the repo and the invoices sit beside every email from them.
Delivered work becomes the invoice. Overdue money comes to the front, with its reason.
Deadlines at risk, overdue payments, bills due and new work come to the front of Needs you, each with its reason on the row. Jev reads the mail; your correction wins.
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Connect GitHub and Linear to a client. Sydbar reads merged pull requests and closed issues against the milestones the client signed, tells you when one looks delivered, and shows the client the same progress in their portal.
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Sydbar drafts the invoice from the signed scope and the client record, shows where every number came from, and attaches the PDF to the email. Nothing goes out until you press Send.
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Made the day you add them. The scope of work to sign, each milestone's progress, their invoices, and notes back to you. A private link, no login.
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The day to day
Client mail is buried under notifications, receipts and newsletters.
One inbox that only lets people in.
Bots, receipts and newsletters stay out. Run more than one agency or brand? Each gets its own inbox, side by side.
Ten clients in one inbox blur together.
Every email with its client.
Mail lands with the client it's from, beside their contacts, deal stage and history. On day one, Sydbar suggests your clients from your mail.
Every reply starts with digging through old threads and docs.
The whole story beside every email.
Who they are, what you agreed, each milestone and whether it's invoiced. The client's page adds their GitHub and Linear progress.
Everything looks urgent, so what matters slips.
What needs you, in order.
Needs you lists only the people waiting on you, with due follow-ups and flagged mail first. Pulse shows every inbox at a glance.
Delivered work goes uninvoiced, and overdue invoices go unnoticed.
Paid for everything you deliver.
When a milestone looks delivered in GitHub or Linear, Sydbar tells you and drafts its invoice from the agreed scope. Open money and overdue invoices sit on one page.
Nothing leaves outside your rules. Agents send only the kinds of email you hand them, after an undo window you can cancel in, and everything else waits for you. No invoice is marked paid and nothing is written to your tools until you approve it. Your own AI agent works through the same rules over MCP.
