FEATURES

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 how we can centralise your data and simplify your workflows with our Add-ons.

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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.

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Deliver Your Best Designs with Project Management Built for Architects

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Manage Engineering Projects with Precision and Clarity

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