Every Lead Accounted For.
Every Deal Moving Forward.
Dynreach pulls enquiries out of inboxes, WhatsApp threads and spreadsheets into one pipeline — with an owner on every lead, a next action on every deal, and a clean handoff to Dynatlas the moment you win.
One Pipeline, From First Enquiry to Signed Order
Most sales teams do not lose deals because the product was wrong. They lose them because an enquiry sat unread in a shared inbox, a callback was promised verbally, or the only person who knew the account context was on leave. Dynreach is built by Dynsimulation Technologies to close exactly those gaps.
Leads from web forms, WhatsApp, email, telephony and your own applications land in one queue with an owner attached. Deals move through pipeline stages you define, each carrying its value, history and next action. When one is won, the customer and quotation pass straight into Dynatlas so finance can invoice without re-keying anything.
Where Deals Leak — And What Dynreach Changes
What Your Team Actually Works In
Six modules that cover the funnel end to end — capture, pipeline, follow-up, quoting, reporting and control.
Omnichannel Lead Capture
Web forms, WhatsApp, email, landing pages, telephony and your own APIs all land in the same inbox — deduplicated, scored on entry and routed to a named rep.
- Duplicate detection on entry
- Rule-based routing and round-robin
- Source captured on every record
Configurable Deal Pipelines
Build the stages your team actually sells through, then drag deals across them. Each deal carries value, owner, expected close date and time-in-stage.
- Multiple pipelines per team or product
- Ageing and stale-deal flags
- Won / lost reasons on close
Follow-Ups That Fire Themselves
Every call, meeting and callback becomes a scheduled task with a reminder. Deals that go quiet resurface instead of ageing out of view.
- Task reminders on web and mobile
- Stage-entry triggers and templates
- Inactivity alerts to the deal owner
Quotations & Approvals
Build itemised quotes from your product catalogue, route discounts through an approval chain, and keep every revision against the deal.
- Catalogue-driven line items
- Discount thresholds by role
- Version history per quotation
Pipeline & Activity Reporting
Conversion by stage, where deals drop off, rep activity levels and weighted forecast — read from live data, not a spreadsheet someone updates on Fridays.
- Stage-by-stage conversion view
- Rep and team activity breakdown
- Exportable reports and scheduled digests
Access Control & Audit Trails
Managers, team leads and agents see exactly what their role permits. Every edit, reassignment and stage change is recorded against a user.
- Record-level visibility rules
- Full change history per deal
- Controlled export permissions
How Dynreach Drives Deal Progression
Lead Capture & Qualification
Discovery & Engagement
Quotation & Negotiation
Closed-Won & ERP Handoff
Lead Capture & Qualification
Enquiries arrive from every channel into one queue, get checked against existing records, scored on profile and intent, then assigned to a named rep with a response clock running.
Configured Around How You Sell
The same pipeline engine, set up differently for each of these sales motions.
B2B Field & Inside Sales
Reps update the pipeline from the field on a phone; managers see the same board in real time instead of chasing a weekly status call.
Lending & Financial Enquiries
Track applicants through verification, document collection and approval, with role-based visibility over sensitive applicant data.
Contracts, AMC & Renewals
Expiry dates raise their own reminders ahead of the renewal window, so account managers reach the customer before the contract lapses.
Real Estate & High-Ticket Deals
Schedule site visits, record interest level per buyer, and keep negotiation history confidential to the people working the deal.
Runs Where You Need It, Connects to What You Have
Cloud or Your Own Infrastructure
Run Dynreach on our managed cloud, or deploy inside your own network where data residency and security policy require it.
Your Data Stays Yours
Existing leads, contacts and deal history are migrated in at rollout, and your records can be exported in full at any point.
Connected to the Rest of the Stack
Native Dynatlas handoff, plus WhatsApp, email and telephony channels — and a REST API for anything else you already run.
Configured Around Your Process
Pipelines, stages, fields, roles and approval thresholds are set up to match how your team sells, not the other way round.
Dynreach is part of the Dynsimulation product line alongside Dynatlas for operations and finance, and a custom AI Voice Agent that can qualify inbound calls and log them straight onto the deal.
Explore DynatlasSee It Against Your Own Pipeline
Tell us how your team sells today and we will walk you through Dynreach configured for that process — your stages, your channels, your handoffs. No obligation.
Frequently asked questions
What is Dynreach?
Dynreach is a sales CRM covering the full funnel — lead capture and qualification, pipeline stages, follow-up automation and conversion reporting — with role-based visibility at every step.
How does Dynreach capture leads?
Leads are captured across channels and scored on entry, so the pipeline reflects where the real opportunities are rather than simply who arrived most recently.
Can we configure our own pipeline stages?
Yes. Deal pipelines and their stages are configurable with drag-and-drop, so the CRM maps to how your team actually sells instead of forcing a fixed process.
Does Dynreach work with Dynatlas?
Yes. Dynreach integrates directly with Dynatlas, so a customer record created in the CRM carries through to quotations, orders, invoices and support without being re-keyed.
Can we control which deals each person sees?
Yes. Role-based access control governs record visibility, and activity is recorded in audit trails so you can see who changed what.
Is Dynreach cloud or on-premise?
Either. It runs on our managed cloud or inside your own infrastructure, depending on your security and data residency requirements.
Can we bring our existing leads and deal history across?
Yes. Existing leads, contacts and deal history are migrated in during rollout, and your records can be exported in full at any point afterwards — the data stays yours.
Can field reps use it away from a desk?
Yes. Reps update deals, log calls and clear follow-up tasks from a phone in the field, and managers see the same pipeline in real time rather than waiting for a weekly status call.
Does it handle quotations and discount approvals?
Yes. Quotes are built from your product catalogue with version history against the deal, and discounts beyond a set threshold route to an approver based on role.
How much does Dynreach cost?
Pricing is quoted per deployment, based on user count, the pipelines and integrations you need, and whether you run on our cloud or your own infrastructure. Send us your requirements and we will scope against them.