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 | ✔ | |
| Purchase discount feature on PO's (suitable for media buying etc) | ✔ | ✔ |
| 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 | ✔ | |
| Customisable Kanban boards for visual task management | ✔ | |
| Automated email capture and indexing against jobs and clients | ✔ | ✔ |
| Automated Word templates for creation of standard documents | ✔ | |
| Formatted docs (html) with data merge fields for 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.