NEW — Synergy CRM
Manage your opportunities through the sales cycle with this powerful tool. Synergy CRM is free until July 1, 2021.
- Add new opportunities and take them through the sales cycle.
- Set targets for your teams and personnel.
- Get rich data about the companies you’re managing opportunities for.
- Gain deeper understanding of trends in win/loss reporting.
- Use Kanban to-dos + opportunity details to get down to the granular level of your sales process.
Enable Synergy CRM in your organisation’s subscription page!
UPDATE — Work Breakdown
- In the project details page, choose whether to ‘view’ or ‘edit’ the work breakdown. ‘View’ is read-only – for when you need to check details rather than make any changes.
UPDATE — Rate Groups
- Set a default rate group per office.
UPDATE — Revenue Forecasting
- Chose to remove all forecasted monthly values when you move from linear to custom distribution (rather than manually removing each).
UPDATE — Internal Project
- Include the cost centre and discipline from your internal project stages for when you connect to you accounting packages.
UPDATE — Fixes + improvements
- Significantly improved performance in the work breakdown.
- The invoice API endpoint now includes the ‘Invoice Audit’.
- The transactions API endpoint now includes the expense type (e.g., mileage).
- Fixed an issue where staff custom fields were always blank when generated in document templates.
- The headers on the ‘Project financials’ and ‘Transactions’ screens are now fixed when you scroll.
- You’ll now be notified (via email) when emails/messages/invoices you send to your clients bounce or cannot be sent.
- Fixed an issue where, when searching for a team on the resource planning board, only primary team members showed (now it shows everyone in that team)
UPDATE — Fixes
- Fixed an issue where unsuccessful stages were included on the revenue forecasting screen.
