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Synergius CRM is an advanced customer relationship management system that grows with a company's needs. It is an off-the-shelf solution aimed at companies with standard needs, but is characterized by full scalability related to the possibility of a smooth transition to a sister solution tailored to individual needs - Aura Business. Questy, the developers of the system, focused on flexibility and convenience of use. The user has easy and quick access to key and current information on cooperation with contractors, past and current sales opportunities and ongoing projects. In addition to this, according to the assigned permissions, owners, managers, as well as selected employees have access to reports that allow them to effectively analyze their daily activities.
In addition, the system includes a built-in communicator that allows constant contact between team members. But that's not all - Synergius CRM facilitates task scheduling, including meetings with clients. A shared task calendar serves this purpose, as well as a built-in map. The map displays the addresses of contractors and the current location of employees using the mobile application at any given time, using the GPS module in the phone. System administrators also have the option of extended privilege management, deciding who has access to particular information and the ability to edit it.
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Synergius CRM offers key integrations related to both email and calendar, which are fundamental elements in any CRM system. To take advantage of email integration, simply go to account settings and then manage your email account by editing a new account using IMAP/SMTP settings. Here the user has access to a number of options related to security and synchronization conditions. The trial version of the system does not allow calendar synchronization, but this can be achieved by contacting a consultant and using the CalDav application.
Synergius CRM has an available API, but does not offer native integration with telephone VOIP, which may be important for some companies.
However, the system is distinguished by the availability of many ready-made solutions for bilateral integrations with sales programs, a unique feature compared to other CRM systems. Ready-made integrations are available for many popular programs, such as:
In addition, the manufacturer encourages users to contact a consultant for integration with other programs, giving users more flexibility to customize the system to their needs.
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A CRM system cannot exist without effective sales opportunity management, which is a key tool in the sales process. In most CRM systems, a kanban view and a table are available, which allow for convenient and transparent monitoring of sales opportunities. These solutions are usually intuitive and do not require lengthy training or complicated procedures.
In the kanban view, users can move sales opportunities between different stages using drag-and-drop. This view is often similar to the one found in other popular CRM systems, such as Pipedrive, but can differ visually, for example by using different colors or themes.
Directly from the sales opportunity cabana, you can go to the settings of the selected sales campaign, defining its phases, conditions for entering subsequent phases, goals, attributes, as well as reasons for lost opportunities.
When we click on the selected sales opportunity in Synergius CRM, we are taken to a new tab, which contains all the relevant information about this opportunity. Here we can see the history of activities and correspondence related to this opportunity, as well as important dates and parameters. It is also possible to customize this information by adding custom fields that are specific to our activity. In addition, within this view, we can add a bid or order, schedule a task or note an event, attach documents and edit basic information about the opportunity.
Synergius CRM also allows us to collect and organize customer information. We can store basic company data, financial history, documents, active discounts, attributes, tasks, events, emails and reports. We can also add a company to the system using its VAT number, and all its data will be automatically retrieved from the Central Statistical Office database.
The Synergius CRM system also facilitates cooperation with commercial programs by having a product database that can be synchronized with the ERP system, which enables the creation of commercial offers, orders and invoices based on product and service catalogs.
Reports are an essential part of any CRM system. They provide reliable data that allows us to analyze our processes, identify possible problems and support the development of our company.
The available reports in Synergius CRM are carefully selected statements that allow us to monitor virtually all relevant management data. However, if we need additional reports, there is always the option to export the data to .csv or .xslx files, which allows us to customize the analysis according to our needs. What's more, the solution's manufacturers offer to create additional automatic reports in the system tailored to the needs of the company. All this is done during individual discussions with specialists.
Synergius CRM is also distinguished by its unique map feature. With this feature, we can effectively plan our field activities, which reduces the costs associated with customer visits. The map allows us to display the location of employees, potential customers, active collaborations, and completed transactions, which makes it easier to plan travel and select meetings with customers to save time and travel costs.
All of these features have been integrated into a map with clear markers to aesthetically present the goals of our visits and field activities.
Synergius CRM also offers a mobile application that allows access to basic functions such as:
Synergius CRM gives you a choice of 4 available plans:
Start 34 zł per month per user on an annual basis
Standard 59 zł per month per user on an annual basis Everything as in the "Start" plan and in addition:
Pro 89 zł per month per user on an annual basis Everything as in the "Standard" plan and in addition:
Dedicated (price determined individually) Plan dedicated to Aura Business
A dedicated solution, such as Aura Business, is an excellent option for companies that need customized solutions and want to maximize the potential of their CRM system to achieve their business goals.
Synergius CRM offers many advantages, such as:
Synergius CRM, despite its many advantages, also has some limitations and inconveniences, such as:
Synergius CRM has a generally accessible interface that is easy to use. However, you may occasionally encounter illogical or baffling solutions, although these are occasional cases.
Unique integrations with commercial programs, extensive privilege management and a map function useful for planning field activities are important assets of Synergius CRM in the market.
Synergius CRM can be seen as a starting point that allows a company to grow dynamically and move on to a more advanced solution, such as Aura Business. Aura Business uses similar mechanics, but offers much more extensive interfaces and features.
In addition to Polish, Synergius CRM also offers support for three other languages: English, German and Russian.
Synergius CRM now has the ability to integrate with various ERP programs, including: Subiekt GT, Subiekt NEXO, Symfonia ERP, WAPRO ERP, Comarch Optima, Comarch ERP XL, Navireo, Enova.
Data protection is one of the company's top priorities. World-class information security standards have been implemented, resulting in ISO/IEC 27001 certification. In addition, they make every effort to ensure that operations are always in compliance with RODO regulations.
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