Manage project progress with a work breakdown structure, segment projects into stages, tasks and fee types.
Central cloud document management for files, images and emails, with security, version control and sharing.
Collaborate on projects via a secure, online portal. Track file viewing and manage communications.
Send project documents as a transmittal. Download a ZIP file from the portal. Track who downloaded the documents.
Forecast revenue and estimate capacity with a dynamic, drag-and-drop Gantt chart for confirmed and proposed projects.
Advanced forecasting enables directors and project managers to see their revenue breakdown to stage level.
Resource planning allows architecture, engineering and construction design firms to ensure the right resources – people – are on the right jobs at the right time.
Present organized data and drill-down reports for better business and project decisions.
Track time on project tasks with timesheets, timers and expense entry for accurate project accounting.
Improve cash flow with simple invoicing. Send invoices with project, stage and task detail, and mixed fee types.
Synergy makes project email management easy with its Outlook add-in saving you hours per week.
Connect leading accounting applications to Synergy for synchronized, two-way data transfer.
Set staff rates for use at project and stage level. Create non-staff rates to recover costs as expenses.
Unlimited contact entry, import from accounts. CRM functions like notes and project history.
Dashboards give you a high level graphical snapshot of the most important business and project information.
Synergy's image gallery lets you view and manage images as the key assets they are. Comment, filter, tag, search, share.
Manage security through a matrix where you can assign custom levels of access to individual staff within your organization.
Help files, how-to videos and online helpdesk to support you if you get stuck or something’s not working.
Connect Synergy to best-of-breed third party applications, like document markup. (Coming soon: CRM, HR, BI and more.)
No credit card required