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.
Simplify Product Delivery
Reduce Project Risk
Win the Right Projects
Receive 24/7 Support
Produce Budgets & Quotes
Make budgeting and quoting easier, more accurate, and less stressful.
Manage Projects
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.