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.
Our new App is available to download for Android, iPhone and iPad devices.
Providing on-site demonstrations, training, experience and consultation.
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