Synergist – the leading CRM software solution

Many businesses have now seen the benefits of CRM software (Client Relationship Management software) but too many CRM solutions fail to deliver the full potential benefits. Synergist provides CRM functionality that is powerful, yet easy to use whilst being fully integrated into the job management system.

This ensures there is no need for re-entry of information whilst giving users the CRM functionality they want in an integrated system that is accessible both in the office and remotely. The Synergist CRM module provides contact management facilities and manages and logs all client, prospect, colleague and supplier calls, emails, to-do's and correspondence in an automated yet simple environment.

The comprehensive system enables users to create and action messages, emails, to-do's and attached files. The user may assign required completion dates and attach or create relevant correspondence and other documents such as contact reports, letters, proposals, project plans and spreadsheets.

The CRM module also provides the facility to create automatic JobAlerts' through the Synergist server monitoring the job database and sending emails to assigned managers on matters that require urgent attention.