Chrome Extension
Synseus Intelligence,
inside your CRM
Surface succession signals, revenue gaps, and M&A opportunities automatically while you work in Wealthbox or Redtail. No API partnership required.
How it works
Add the extension from the Chrome Web Store. No configuration needed — it works with your existing Synseus account.
Navigate to a contact in Wealthbox or Redtail. The Synseus panel appears automatically on the right side of your screen.
Contact-level opportunity score, archetype-matched talking points, succession signals, and revenue gap analysis — surfaced in context, without switching tabs.
What you see in the panel
CCO-Ready by Design
The Synseus extension uses a client-side Zero-PII scrubber — sensitive client data is redacted locally in your browser before anything reaches Synseus servers. No client PII is ever transmitted.
Works with
Works alongside your CRM — no API key or partnership required.