Synergist

Synergist

SYNERGIST USER TYPES

KEY         ✔ = View, Creation, Editing & Deletion          RO = Read Only

FULL USER
TIMESHEET USER
Prospects / Clients
Opportunities / JobsRO
Opportunities / Jobs via AppRORO
Estimates / QuotesRO
Estimates / Quotes via AppRORO
Activities / Attached Files
Activities via AppRORO
Purchase OrdersRO
Timesheet Entry via Browser
Timesheet Entry via App
Expense Entry / Approval via Browser
Expense Entry via App
Work Scheduling / Calendar BookingsRO
My Calendar Bookings
My Calendar Bookings via App
InvoicingRO
Management & Sales Dashboard
Personal Dashboard
Standard Reports
Run Preconfigured Reports
Data Viewer (drag and drop report writer)
Accounts System Integration
System Administration
Please Note: These are the access rights of each user type. User restrictions give more granular control over the features and data accessible to users.

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