Business
For Growing A&E Practices Ready to Level Up
Perfect for small to mid-sized A&E firms looking to streamline operations and gain better control over projects, finances, and resources.
Features
Project phases
Group stages together
Customise Reports
Save and share
Budgets
Analyse profitability
Document transmittals
Incl document tracking/sharing
Forecasting
Forecast revenue and capacity
Enterprise
For Established Practices That Need Customization and Scale
Built for A&E practices that need advanced features, premium support, and higher API call limits, it’s designed to help your business scale, and manage more projects, people, and processes with confidence.
All features of Business, plus:
Resource Planning
Remove capacity bottlenecks
Advanced Forecasting
Revenue breakdown to stages
Custom Dashboards
Instant view of priorities
Double invoicing capacity
Time saved on invoicing
Saved on projects per week
Global A&E users
Discover additional features that expand Total Synergy’s capabilities for architecture and engineering firms.
Analytics Plus
Advanced dashboards and reports, helping you make data-driven decisions.
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Premium API
Seamless integrations with your existing tools using a powerful API.
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Synergy PIM
Centralized management for all your project documents and emails.
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Synergy HR
Simplified staff management for availability, skills, and leave tracking.
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Synergy CRM
Organized tracking for client interactions, leads, and opportunities.
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| Feature | Business | Enterprise |
|---|---|---|
| Storage Per User | 5GB | 10GB |
| Data Imports | ||
| Email Management | ||
| Custom Email Domains | ||
| Custom Domains for Sending Emails | ||
| Customizable Permissions | ||
| Custom Permission Roles | ||
| Multi-Office Setup & Reporting |
| Feature | Business | Enterprise |
|---|---|---|
| Create & Send Invoices | ||
| Multiple Invoice Templates | ||
| Timesheets & Expenses | ||
| Manage Rates, Fees, & Costs | ||
| Automated Payment Reminders | ||
| Purchase Orders & Bills | ||
| Accounting Integrations | ||
| Multi-Office Setup & Reporting | ||
| Revenue Forecasting | ||
| Multi-Currency Invoicing | ||
| Bulk Create & Send Invoices |
| Feature | Business | Enterprise |
|---|---|---|
| Document Templates | ||
| Break Down Projects | ||
| Budgeting & Fee Calculator | ||
| Project Templates | ||
| Variable Rates Per Project | ||
| Transmittals | ||
| Document & Access Management | ||
| Project Portals & Activity Feed | ||
| Contact Management | ||
| Project Scheduling | ||
| Detailed Project Scheduling | ||
| Advanced Stage Management | ||
| Staff & Resource Planning | ||
| Unearned Income | ||
| Team Management |
| Feature | Business | Enterprise |
|---|---|---|
| Create, Customize & Share Reports | ||
| Advanced Reports with Graphics | ||
| Project Performance (EVM) | ||
| Automated Scheduling of Reports |
Total Synergy is a complete project management platform that guides Architecture and Engineering practices to the clearest path to project profitability. We bring together project management, project financials, and project analytics to help practices eliminate time-sucking tasks, reduce common project risks, and gain access to real-time practice insights for smarter decision making, ensuring repeatable project success.
Total Synergy is used by architecture and engineering firms. These firms require efficient project management tools to handle complex workflows, manage resources, and improve collaboration. It’s tailored for businesses looking to scale and improve project visibility while reducing administrative headaches.
Total Synergy simplifies project management for AEC firms by offering tools for task tracking, resource planning, budgets, and templates, along with financial features like timesheets, expenses, invoicing, and forecasting. It includes pre-built dashboards for analytics across projects, finance, and teams, as well as tailored onboarding and dedicated support to ensure success. Additional features cover HR management with staff availability and leave tracking, CRM tools for lead tracking and client management, and a unified workspace with document control and centralized email management. Everything you need to streamline your business is in one platform.
Managing architecture and engineering projects can be a headache—juggling resources, staying on budget, and keeping everyone aligned isn’t easy. Overworked teams, scattered data, clunky invoicing, and poor project visibility can derail progress fast. Total Synergy helps fix this by bringing everything together—project management, project financials, project analytics, and collaboration tools—all in one platform, so you can focus on delivering great work without the operational headaches.
Total Synergy provides comprehensive customer support, including:
The implementation timeline varies depending on the size and complexity of the firm. Typically, small to mid-sized firms can get up and running within a few weeks. The onboarding process is designed to ensure a smooth transition, including data migration, system setup, and team training.
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.
