Tracking the business pipeline

One reason for getting a project management system is to ensure that nothing falls through the cracks. No allocated time, no costs, no expenses.

But why stop there? Giving the same attention to new business leads makes just as much sense, because letting one of those fall through the cracks is just as unthinkable.

The pipeline as part of the whole

Your business pipeline unified into your overall processes

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 system, you will also get a full 360◦ view of your sales forecast without the need for any re-entry of information.

The MD of a digital agency using Synergist:

"Synergist helps us throughout our whole process. From monitoring our lead generation, pipeline and new business activity all the way through to setting up client projects and monitoring their health."

"We use Synergist in our marketing management. We track our lead sources very carefully with it. It’s really important for us to know which marketing initiatives work and which ones don’t. It helps us decide how we should be allocating budgets. I also create reminders of actions and who to call – you can set it all up in Synergist.

"We check the business pipeline weekly with Synergist – it’s essential. Which projects are 95% likely to come in? 75%? 50%? It helps us decide what resources we need to start pencilling into projects."

The Agency Works

Our exclusive UK implementation partner

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