What’s new for 2023: software update, new features and an exciting interface makeover

 |  In: Product | Synergist news

As we dive into the new year, what lies ahead for your agency? Growth, development, new clients, different challenges?

Whatever 2023 has in store for you, Synergist is here as your agency’s ally. And to help us be at our very best for you, we’ve got some exciting new changes ahead.

New features, speedier developments and an interface refresh! All designed to keep your agency running smoothly, successfully... and profitably.

We’re bringing in...

New software, new features

A software update takes us to v12.9. We've updated our underlying database, development and testing suite, which means you'll benefit from faster developments and more regular updates. Plus, we've added over 70 of the most requested enhancements and new features to help your day-to-day operations. 

New features include:

  • Choose what you show on your Kanban Cards - add, remove and reorder fields
  • New Data Viewer options allow you to control how you display data
  • Assign colours to your projects or campaigns
  • More choices to determine the auto colouring of bookings in your calendar schedule
  • And, more...

See all the new v12.9 features and release notes

Two-way syncing with HubSpot and Salesforce

Synergist’s easy integration with HubSpot and Salesforce CRM helps to keep your agency pipeline in Synergist clutter-free and up-to-date, so you can accurately forecast.

It's a quick, easy way to send data regarding clients, contacts and opportunities into Synergist from HubSpot and Salesforce CRMs. You decide what and when to sync, to avoid clogging up your pipeline with non-sales-ready leads. This clever two-way linking system also syncs data from Synergist back to your CRM.

A new look for Synergist

Watch this space as 2023 will include a major interface refresh, transforming the look of Synergist!

We’ll keep you posted about our future developments. Exciting times!