Unlimited contact entry, import from accounts. CRM functions like notes and project history.
Synergy contacts gives you a complete view of your entire network. Accessing and updating contacts is simple, and integrations with systems like Outlook and cloud accounting software applications make Synergy a dynamic and powerful application with you at the hub of your AEC network and projects.
Contacts is fully integrated across Synergy software — it’s a lot more than just a contact manager.
- Link contacts to single or multiple projects
- Manage similar named contacts with unique ID
- Add notes to each contact
- Send emails to contact records
- See contact lifetime value based on invoices/supply
- See staff history between employers
- Contact file storage
More benefits of Synergy contacts
Additional benefits of Synergy contacts for architects and engineers include:
- View contact details, personnel, projects, invoices, notes and documents of each contact
- Launch emails and generate documents
- Display addresses in Google Maps
- Apply tags for simple grouping, filtering and search
- Custom fields (coming to Business level and above)
See our pricing plans