Synergist

Synergist

SYNERGIST v12.0 - KEY FEATURES

DESKTOP vs BROWSER INTERFACE

MARKETING AND SALES
DESKTOP
BROWSER
Data import and de-duping tool  
Marketing lists*  
Campaign creation and tracking facilities*  
Lead* and client creation  
Prospect creation
Mailshots, email shots, export of recipients to mailing tools*   
Action and follow up reminders by email and on screen  ✔ 
Opportunity management and tracking  ✔ 
Pipeline and targets dashboard ✔ 
Pipeline reporting  
       * These features require the advanced sales and marketing module    
ESTIMATING AND QUOTING
DESKTOP
BROWSER
Quick estimating from templates, existing jobs or from scratch
Standard, client-specific or job-specific rates
Purchase estimates (line or text) with automated markup options     
Branded quotations created as PDFs
Branded quotations created as PDFs attached to emails  
Estimate revisions 
Quote revisions 
Merging lines   
TIME AND EXPENSE RECORDING
DESKTOP
BROWSER
Detailed time and expense entry
Multi-level time and expense approval
Weekly time entry view (with timer function)                                          
Create timesheet from calendar entry  
JOB COSTING
DESKTOP
BROWSER
Live thermometer view of costs vs budgets, quoted vs invoiced etc.
Detailed breakdown of actual vs estimated costs
Actual and estimated profitability views
Purchase invoice register with purchase order allocation
Billing plans
Draft / real invoicing from quote, actual costs or manual
Multi job invoicing
Batch invoicing  
Revenue recognition facilities  
Quick billing plan  
Consolidated PO (cross job)  
Create / edit client pricing and targets
Supplier Price List  
Managed Sales Orders  
Transfer Costs  
Move phases between jobs  
PROJECT MANAGEMENT
DESKTOP
BROWSER
Up to 5-tier project / job structure 
Job scheduling with interactive Gantt charts
Drag and drop staff scheduling and capacity planning
Dependencies between Phases and / or Stages  
Automated email capture and indexing against jobs and clients
Automated Word templates for creation of standard documents  
Storage & management of all job-related communications & files
MS Project import & export facility  
Virtual job folders  
Physical Job Folders - created automatically on local network  
Staff Loading indicators  
REPORTING
DESKTOP
BROWSER
Job thermometers show remaining budget, unbilled work, overdue jobs etc
Access to all standard reports with full control over data selection tools
Dashboard (Sales, Management & Personal)  
Create / edit automated email alerts & scheduled email reports  
Data viewer with drag and drop data selection interface and charts
Trigger data viewer reports with pre-saved views for data selection
Manual Report Writer  
Output reports to PDF, CSV, HTML & Text
Gantt Charts
Calendar Bookings with loading indicators  
Calendar bookings
INTEGRATION
DESKTOP
BROWSER
Integration with all leading accounts systems Via standalone app
Sage 50 COM integration offers controlled automation of transfers Via standalone app
View Synergist tasks in any application with iCalendar support
Integration to email clients inc Apple Mail, Outlook, Entourage Partial
OTHER FEATURES
DESKTOP
BROWSER
Mac and PC compatibility
Full multi-currency support
Multiple trading companies
Inter-company trading  
Client PO management  
Batch update of records  
Self-maintaining with automatic maintenance upgrades
Pre-set views of Jobs / Organisations / Contacts etc 
Creation / Editing of Pre-Set Views 
Delivery Notes   
Mandatory Fields 
Create job from template 
Create New Phase wizard
 Media Module  
 File Maintenance

Please note: The exact functionality of Synergist Cloud systems is determined by the Subscription Tier. For details please see the Synergist Pricing Page.

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

 

Synergist are sponsors of BMC The Business Marketing Club