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Contacts

Synergy contacts is the go-to point for all business contact information.

Synergy keeps business-wide contacts in one place so you can get important information on your  network of people and organisations from any device.

Key benefits of using Synergy contact management to store your AEC business contacts across your business:

  • Unlimited contacts on all plans
  • See contacts’ projects, invoices, notes
  • Contact lifetime value
  • Linked project history
  • Export contacts and manage lists
  • Import contacts from accounting systems
Manage project contacts with Synergy business and project management software.

Unlimited contact entry, import from accounts. CRM functions like notes and project history

Synergy contacts gives you a complete view of your entire network. Accessing and updating contacts is simple, and integrations with systems like Outlook and cloud accounting software applications make Synergy a dynamic and powerful application with you at the hub of your AEC network and projects.

 

Contacts is fully integrated across Synergy software — it’s a lot more than just a contact manager.

 

  • Link contacts to single or multiple projects
  • Manage similar named contacts with unique ID
  • Add notes to each contact
  • Send emails to contact records
  • See contact lifetime value based on invoices/supply
  • See staff history between employers
  • Contact file storage

More benefits of Synergy contacts

Additional benefits of Synergy contacts for architects and engineers include:

 

  • View contact details, personnel, projects, invoices, notes and documents of each contact
  • Launch emails and generate documents
  • Display addresses in Google Maps
  • Apply tags for simple grouping, filtering and search
  • Custom fields

You’re in good company

See more success stories
There’s lots of different project management type software out there, but we use the flexibility of Synergy to see an incredible level of detail or just as a broad-brush view — that side of it is really easy and user-friendly. It fits into the industry that we’re working in.
Logan McLennan
Logan McLennanOperations and BD Manager | RDCL
“You can track business and projects a lot more easily with Synergy. Even though we’ve got very different sizes of contracts, we can now keep a track of them all in a single, central location.”
HBL-Liam-Massey
Liam MasseyDirector | HBL Associates
“We have so many active projects going on, but they’re all at different stages of completion. Synergy enables us to ‘fly low’ and see how individual projects are progressing, but also hover up a level and see how things are going in a more macro sense.”
Sam Liptrott
Sam LiptrottDirector | OFR Consultants

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