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CRM & PIPELINE

Easily manage your agency's pipeline

Ditch the spreadsheets and forecasting meetings. Track your new business and existing client opportunities all in one place for accurate revenue, profit, and capacity forecasts.

Optimise your opportunities

See all your opportunities, track progress and drive the next actions.

  • Manage opportunities in Synergist or import them automatically from your HubSpot or Salesforce CRM

  • Set up next tasks, checklists, and reminders so you don't forget to follow up on opportunities

  • Create mail-merge templates such as contracts or NDAs

  • Store communications, notes and files so all the information is on hand

  • Quote different types of jobs, including multi-option quotes, retainers, recurring work, multi-phase projects and managed sales orders

  • Build estimates and quotes using client-specific rate cards and get an instant profit estimate to make sure your target profit margins will be met

  • Email a branded quote straight to your client, mark a quote as accepted and save revisions for accurate billing

  • When you win the work, simply convert it to a live job

It has given us the opportunity to look three, six, nine months down the line in terms of where we need people, where projects are dropping off and things are starting up." 

Image of Darryl Kennedy
Darryl Kennedy Executive Director, Spike
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Get full visibility of your agency’s pipeline

See your new business, existing client opportunities and live jobs all in one system.

  • See opportunity volume, revenue and estimated profit for new and existing clients by sales funnel stage or rating. Filter by status, sector, business, job type or choose your own custom fields

  • Set your sales funnel to match your sales cycle. You can add a probability of conversion using a percentage weighting for a more accurate forecast

  • Track sales vs targets for each account handler. See planned and invoiced revenue or profit

  • See hours sold vs available by resource/charge code, so you can fill gaps and make better decisions about recruitment and freelancers

  • Analyse sales performance. Customisable reports let you see who’s closing opportunities, where you’re winning, how long it’s taking and forecasts vs actual

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Consolidate contact data

Manage all your clients, prospects, suppliers and contacts data using Synergist's integrated CRM.

  • Store unlimited company and contact data

  • Link multiple contacts to each client/company and tag them for easy tracking.

  • Categorise, segment, and download contact lists so you can personalise your marketing activities

  • Store your files centrally so everyone can access what they need. You can upload unlimited files or link to cloud attachments (OneDrive, Google Drive and Dropbox), and store them against a client, job, phase, activity or booking

  • Integrate Outlook or Gmail to store a full email history against a contact, client or opportunity

Agency guides

Improve your agency estimating and job costing

Read guide

Manage client profitability

See instantly which of your clients are profitable and gain clear insights to make informed strategic decisions.

  • View all jobs, invoices, activities and communications against each client and contact. Add client-specific rate cards, markups or discounts and invoicing terms

  • Track all client interactions. If any ring alarm bells, create 'job alerts' to send the troublesome message to an assigned manager for their urgent attention

  • See actual and forecast revenue and profit and track total client investment - how much you've over or under-recovered across all their jobs, to make sure each client meets your profit targets

  • Analyse profit by client sector, size, project type or other criteria. Customisable reports let you slice and dice your data to get business insights relevant to your agency