Most A&E firms run their business development on memory, email threads, and whoever happened to be in the last client meeting. When a principal is out of the office, the knowledge goes with them. When a project wraps, nobody connects what was promised in the pitch to what was profitable in delivery. SynergyCRM fixes that by linking your pipeline directly to your project and financial history, so every business development decision is backed by past data, not instinct.
See it in action
Take the first step toward transforming your practice. In just one demo, our team will show you how Total Synergy simplifies project management, project finances, and project analytics for over 18,000 A&E professionals.
Track every opportunity through the sales cycle with a clear view of where each one sits, who owns it, and what needs to happen next. Set targets for your team and see at a glance whether you’re on track to hit them.
Each opportunity, proposal, and project is associated with a single client record. When someone picks up the phone to a client, they know the full history before the conversation starts, not just the current job.
Win/loss reporting shows you where opportunities are dropping out of the pipeline and why. Over time, that builds a picture of which project types, client sectors, and fee levels you convert most reliably, so you can pursue the work you’re most likely to win.
Because SynergyCRM sits inside Synergy, you can see how the projects you won performed and those results against your clients over time. That’s something no standalone CRM can give you: the link between what you promised to win the work and what it costs to deliver it.
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.