Track and follow up all your new business opportunities

Converting leads into concrete new business can be a delicate, long-term process. So effective management of all new business contact is essential to make sure no potential sales fall through the cracks. Synergist helps you:

  • track all leads and see they have been effectively followed up
  • create action and to-do lists with email reminders for follow ups needed 
  • view sales to both new business and repeat business opportunities - with a drill down of details
  • new business reporting and analysis to help overall business forecasting.

By managing  all your new business opportunities and repeat business opportunities in one complete CRM system, you will also get a full 360◦ view of your sales forecast without the need for any re-entry of information.

Synergist mobile app

All your jobs are in hand

Our new App is available to download for Android, iPhone and iPad devices.

iPhone / Android App

The Agency Works

Our exclusive UK implementation partner

Providing on-site demonstrations, training, experience and consultation.


Synergist are sponsors of BMC The Business Marketing Club