Improve your agency's pipeline management

Optimise your opportunities

See all your opportunities, track progress and drive the next actions.

• Manage opportunities in Synergist or import them automatically from your HubSpot or Salesforce CRM
• Log client emails, set up next tasks, schedule reminders, add notes and checklists
• Create mail-merge documents such as contracts, NDAs or statement of work
• Store files and communications against the opportunity, so all the information is there when you convert it to a live job
• Build estimates and quotes using client-specific rate cards. Get an instant profit estimate to make sure your target profit margins will be met. Email a beautiful, branded PDF straight to your client, mark a quote as accepted and save revisions for accurate billing
• Quote different types of jobs, including multi-option quotes, retainers, recurring work, multi-phase projects and managed sales orders.

Get full visibility of your agency’s pipeline

Manage your new business opportunities, existing client quotes and live jobs all in one system.

• See opportunity volume, revenue and estimated profit for new and existing clients by sales funnel stage or rating. Filter by status, sector, business, job type or custom fields
• Set your sales funnel to match your sales cycle. Add probability of converting (% weighting) to give a more accurate forecast
• Track performance vs target for each account handler and each client. Instantly see planned and invoiced revenue or profit
• See hours sold vs available by resource/charge code, so you can fill gaps and make better decisions about recruitment and freelancers
• Analyse sales performance. Customisable reports let you see who’s closing opportunities, where you’re winning, how long it’s taking, forecasts vs actual, and more

Consolidate contact data

Manage all your clients, prospects, suppliers and contacts data using the integrated CRM.

• Store unlimited company and contact data, including firm/demographics, GDPR info, gradings, credit limits, multiple addresses, social media and custom fields
• Link multiple contacts to each client/company, and tag them for easy tracking. For example, ‘Accounts’ or ‘Relationship lead’
• Categorise, segment and download contact lists for personalised marketing activities
• Store your files centrally, so everyone can access what they need, whether in the office, working from home or in another remote location. You can upload unlimited files or link to cloud attachments (OneDrive, Google Drive and Dropbox), and store them against a client, job, phase, activity or booking
• Integrate Outlook or Gmail to store a full email history against a contact, client or opportunity

Manage client profitability

See instantly which of your clients are profitable and gain the insights to make informed strategic decisions.

• View all jobs, invoices, activities and communications against each client and contact. Add client-specific rate cards, markups or discounts and invoicing terms
• Track all client interactions. If any ring alarm bells, create 'job alerts' to send the troublesome message to an assigned manager for their urgent attention
• See actual and forecast revenue and profit, track client targets and see your total client investment - how much you've over or under-recovered across all their jobs, to make sure each client meets your profit targets
• Analyse profit by client sector, size, project type or other criteria. Customisable reports let you slice and dice your data to get business insights relevant to your agency