Insights
Knowledge for better digital decisions
Practical lessons from our own projects, written so you can use them even without us.
All articles
6 articles
Guides
Everything about SyntraDesk, by topic
The full guides live inside the platform itself. Below you can see which topics exist, so you know what to expect.
Getting started
From choosing a plan to a working environment.
- Choosing the right plan: standalone website, maintenance or SyntraDesk
- Implementing SyntraDesk with the onboarding wizard
- The pilot route: start small, then expand
Account
Your own access and preferences.
- Activating a test licence after an invitation
- Managing your profile: name, language and timezone
- Setting your password and notification preferences
Organisation
Relationships, files and follow-up.
- Managing relationships, contacts, debtors and creditors
- Automatic follow-up for A, B and C customers
- Connecting a Microsoft 365 Outlook calendar
- Storing emails and documents in the relationship file
- Flagging contract risks
- Recording hardware in the CMDB with serial numbers and warranties
Licences
Term, renewal and cancellation.
- Licence term and notice period
- Renewing, upgrading or downgrading
- What happens to your data when it ends
Website
Connecting your site and having it maintained.
- Connecting WordPress and Elementor sites
- Outsourcing maintenance: monitoring, updates and security
- Setting up backups and testing a restore
Marketing
Content and visibility, with AI as an accelerator.
- Creating content with AI and the review step that belongs with it
- Running SEO audits and spotting competitor gaps
- Feeding results back to the source
Support
Questions, incidents and hours.
- The ticket system, classified by impact and urgency
- Time tracking and billing for support
- Response times and escalation
Security
Privacy, sub-processors and responsible AI use.
- How we handle your data and who the sub-processors are
- Guidelines for responsible AI use
- Permissions and who can see what
Access to the complete guides comes with your SyntraDesk environment.
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Jesse Peijffers
Founder & Head of Commerce