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.
Know what’s coming, what’s at risk and what it’s worth before the work is won.
The Kanban board shows every opportunity by stage, from first contact to won job. You can filter by project manager, account manager, office, discipline or value. When an opportunity moves to Lost, Synergy asks for a reason, so over time you build a clear picture of why work gets away.
Log calls, meetings, emails and notes against each opportunity, and assign to-dos so follow-ups don’t slip. Every opportunity, proposal and project links back to one client record, with account statistics such as win rate, average job value and average payment days. Whoever picks up the phone knows the full history before the conversation starts.
Proposal opportunities feed straight into your revenue forecast. Each stage carries a likelihood of closing, so you get a weighted monthly view of the pipeline. You can plan resourcing and cash flow around realistic numbers instead of best-case guesses. And because SynergyCRM sits inside Synergy, the opportunity becomes the project, so you can see how the work you won actually performed, something no standalone CRM can show you.
Our experienced team is here to guide you through how Total Synergy can transform your project management approach.
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.
OLIVIA HAMILTON, OFFICE MANAGER
LAB-WORKS ARCHITECTURE
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.