Keep opportunities within view
Each opportunity is listed as a card with all the essential information; and each stage gives an overview of your expected revenues.
Efficient organization
The Kanban view organizes opportunities by stage. Drag and drop them on the pipeline to move them from a stage.
Never miss out on a follow-up
Schedule calls, meetings, mailings, or quotations, and Synergy automatically plans the next activity based on your sales script.
Effortless communication means no miscommunication
Communication is key. Incoming emails are automatically added to your pipeline, and all contact with your team and customers is made from a single place, ensuring easy access to information at all times.
Attractive quotations
in two clicks
Create professional-looking quotations in no time with a user-friendly interface. Select your products from the catalog and let Synergy handle the rest.
Turn reporting data into money
Smart decisions are based on accurate and real-time data. Dig deeper into your sales metrics with revenue forecasts, team performance analysis, and custom dashboards.
Integrates with:
Live Chat
SMS
VoIP
All the features done right
Enable automation
Automate lead creation, team assignment, scheduled activities, and focus on what really matters.
AI lead scoring
Too many leads? Our AI scores leads to ensure you always work on the right priorities.
Reduce manual entry
Send quotes in just a few clicks, manage your pipeline by drag-and-dropping, and more.
Manage leads
Create, acquire, import, nurture, score, etc. Manage all aspects of your leads in a single place.