MARKETING AND SALES | DESKTOP | BROWSER |
Data import and de-duping tool | ✔ | |
Marketing lists* | ✔ | |
Campaign creation and tracking facilities* | ✔ | |
Lead* creation | ✔ | |
Prospect / Client 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 | ✔ | ✔ |
* 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 invoice approval / make real | ✔ | ✔ |
Batch creation of draft invoices | ✔ | |
High volume revenue recognition tools | ✔ | ✔ |
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 | ✔ | |
Batch update of jobs / phases | ✔ | ✔ |
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 | ✔ | |
Calendar bookings | ✔ | ✔ |
Calendar bookings with 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 | ✔ | |
Saved User / Company views of standard reports for quick reuse | ✔ | ✔ |
Output reports to PDF, CSV, HTML & Text | ✔ | ✔ |
Gantt charts | ✔ | ✔ |
INTEGRATION | DESKTOP | BROWSER |
Integration with leading Cloud / On premise accounts systems | ✔ | ✔ |
Sage 50 / Exchequer Accounts Integrations via COM | ✔ | 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 | ✔ | |
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 | ✔ | ✔ |
Import clients / supplier / contact data from .csv | ✔ | |
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.
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