Job / Project email capture and storage

Clients can view their jobs using the Synergist client portal interface. However, some still like the ‘belt-and-braces’ assurance of receiving email communication too. To make sure no emails disappear into one person’s inbox, never to be seen again, Synergist offers a smart email integration feature allowing you to:

  • capture all important email communication using your regular email interface
  • file all captured email as a note against the relevant job or client
  • give relevant team members all attachments as shared files
  • trigger the creation of new emails directly from Synergist with easy selection of likely recipients
  • access all captured email information via desktop, web browser or mobile app

So, everyone is constantly in the loop, sharing all key information and avoiding errors due to breakdowns in communication.

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