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

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.

“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.”

“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.”

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

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FEATURES

Contacts

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

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

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

More benefits of Synergy contacts

You’re in good company

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