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
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