Turn sales leads into new business
Synergy helps architecture and engineering businesses capture sales leads in a central contact database, so the latest details are always available to view or quickly generate emails, lists, documents and reports.
Import existing sales lists into Synergy or simply add new leads as contacts when they arrive. Segment and qualify leads with tags and track any unique data with custom fields.
Synergy uses notes to track phone calls and meetings and to-dos for follow-up action — never lose sight of an opportunity again.
Prepare great briefs, win more jobs
Successful design projects start with a great brief developed with the client and other key stakeholders. Synergy helps architects and engineers quickly get the information needed to produce winning briefs and ensure all stakeholders see the project vision.
Synergy allows you to build branded templates for briefs that staff can customize and reuse in the future to keep efforts organized, scalable and minimized. Different versions of the developing brief are easily tracked, shared and discussed through a secure, online project portal.
Outshine the competition with high-quality proposals
Writing winning proposals takes time, expertise and accurate project data. Time is money. That’s why architects and engineers use Synergy to improve accuracy and efficiency, bring consistency to key documents, and make their services outshine the competition.
Synergy puts all project work in one place, so project managers can create high-quality proposals with realistic budgets, accurate forecasts, and available resources. Track time spent writing proposals and adjust the likelihood percentage of winning the work on the planning board.
Spot the right opportunities
Know what is possible and profitable with business-wide data at your fingertips