Synergist

Synergist

SYNERGIST USER TYPES

KEY         ✔ = View, Creation, Editing & Deletion          RO = Read Only

 
FULL USER
TIMESHEET USER
Prospects / Clients
Opportunities / Jobs RO
Opportunities / Jobs via App RO RO
Estimates / Quotes RO
Estimates / Quotes via App RO RO
Activities / Attached Files 
Activities via App  RO RO
Purchase Orders  RO
Timesheet Entry via Browser
Timesheet Entry via App
Expense Entry / Approval via Browser
Expense Entry via App
Work Scheduling / Calendar Bookings RO
My Calendar Bookings
My Calendar Bookings via App
Invoicing  RO
Management & Sales Dashboard  
Personal Dashboard
Standard Reports   
Run Preconfigured Reports
Data Viewer (drag and drop report writer)   
Accounts System Integration   
System Administration  
     
Please Note: These are the access rights of each user type. User restrictions give more granular control over the features and data accessible to users. 

Synergist mobile app

All your jobs are in hand

Our new App is available to download for Android, iPhone and iPad devices.

iPhone / Android App

The Agency Works

Our exclusive UK implementation partner

Providing on-site demonstrations, training, experience and consultation.

 

Synergist are sponsors of BMC The Business Marketing Club