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“Loving the new SynergyCRM! The team are excited to be using it too. We can already see a lot of benefit.”

— Steven Hayes, Information Systems Manager, Klein

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Check the subscription page to see the price calculation for your company size and region

Developed by
Total Synergy
Added in 2021

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developer@totalsynergy.com

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SynergyCRM

SynergyCRM keeps you attuned to your customer with information that’s targeted, relevant, and up-to date in one, central location.

Manage your opportunities through the sales cycle with this powerful tool. 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.

Synergy + SynergyCRM

The SynergyCRM add-on for Synergy centralises your customer data so you can save time piecing together your customer knowledge, easily see insights into all your opportunities, and track your customer journey through the business pipeline from a lead, to winning a project and beyond.

Getting started

Purchase licenses for SynergyCRM from the subscription page or view the blog here.

To view the release notes click here.

For more information on SynergyCRM, get in touch with us to book a free online demo.

 

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Why Total Synergy?

Simplify Product Delivery

Free Your Team to Focus On What They Do Best: Delivering Great Projects

Reduce Project Risk

Reduce Project Risk with Real-Time Financial Insights.

Win the Right Projects

Win Projects That Drive Profit and Avoid the Ones That Don’t.

Receive 24/7 Support

Expert A&E-Focused Support Whenever You Need It.
Solutions

Produce Budgets & Quotes

Make budgeting and quoting easier, more accurate, and less stressful.

Manage Projects

Stay organized, on time, and on budget with tools that drive project profitability and efficiency.

Track Time

Track time effortlessly, stay on budget, and improve billing accuracy at every project phase.

Allocate Resources

Easily see who’s working on what, their availability, and how to best balance workloads.

Process Invoices

Get invoices out faster, reduce delays, and keep cash flowing with clear project finances.

Track Finances

Make budgeting and quoting easier, more accurate, and less stressful.

Decide with Data

Make smarter decisions with real-time dashboards and reports.

Forecast Revenue

Gain crystal-clear visibility into your future revenue, project profitability, and resource needs.

Apply Document Control

Centralize your project information for seamless collaboration, better control, and fewer headaches.

Use Cases

By Practice

Architecture

Deliver Your Best Designs with Project Management Built for Architects

Engineering

Manage Engineering Projects with Precision and Clarity

By Role

Business Owner

Run a Smarter Practice with Less Stress

Finance Leader

Take Charge of Your Firm’s Financial Future with Confidence

Project Manager

Lead Projects Without the Stress

Operations

Simplify Your Operations for Unmatched Efficiency

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