With proper billing hours provided, client satisfaction with users is raised, providing better chances of another project together. Apart from that, the system can also send invoices to customers while ensuring that the information contained within is correct. Thanks to this, the time tracked is more accurate. Synergy makes the usage of spreadsheets as a time tracking tool obsolete because it has a built-in timesheet feature. This is a good way of keeping them updated on the project’s progress without having to reveal more than they have to know. But this aspect is fully under control of the users since they still can choose which items, in particular, can be viewed by clients. With more than 1.5 million users in a variety of industries, Insightly is a leading CRM software.
SYNERGY CRM SOFTWARE REVIEWS SOFTWARE
Clients can be given access to project files as well. Insightly is a powerful, easy to use CRM software with native integrations to Gmail, Office 365, MailChimp, and other popular applications. With this, users can securely access and distribute information in order for them and their team to engage with the tasks. Project portals are a feature of Synergy that stores all the digital paraphernalia that are related to specific projects. This way, processes are able to flow more smoothly and workflow bottlenecks are prevented since every involved party is able to access necessary contacts and documents at all times. Synergy can act as a central repository of all information needed for working on a project. Thanks to this, finance-related processes are streamlined. Moreover, the platform provides users with the capability to integrate the app with well-known accounting software such as QuickBooks Online and Xero. This way, they are assured that current projects are advancing as planned and do not go over the intended budget. Overall, the software is a good fit for companies that have the financial and technical resources required and who are looking for robust lead and account management capabilities. In that regard, Synergy provides users with tools for job costing. However, as many reviews noted, the price is on the higher side, the app can take a while to load and using the platform requires a significant amount of training. In order to do this, it is very important that business owners have an understanding of how profitable the potential projects could be. Here are more details:īusinesses’ goal isn’t simply to survive but to be profitable. The main benefits of Synergy are its tools that enable reliable job costing, centralized platform for project management processes, real-time collaboration among teams, and accurate invoicing and timesheets.
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