Email Integration
- File emails and any attachments against the correct job or client from any email system
- Give relevant team members all attachments as shared files
- Trigger the creation of new emails directly from Synergist with easy selection of likely recipients
Document Management
- Attach files to a job, client or supplier
- File emails and attachments against the job or client
- Share files with your team wherever they’re based
- Ensure your team are working on the latest version of any file
CRM Functionality
- Upgrade prospects to clients and opportunities to live jobs with the click of a button – no re-entry of data required
- Log actions, activities and all client or prospect contact
- Create follow-up alerts
- File emails and any attachments against the correct client or prospect from any email system
iPhone / Android App
- Functionality includes:
- Timesheet entry
- Expense entry
- View clients and contacts
- View jobs and activities
Every day, thousands of people in creative agencies and other project-based businesses and consultancies rely on Synergist.
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