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1307 Review
59 Karma

Review on Synergist by Marcel Robinson

Revainrating 5 out of 5

Easy for tracking sales proposals / quotations

I use it so much in my career as an Account Executive at ESI, we are able to track our work easily with this software and keep up to date which helps us be efficient when quoting clients. It would have been good if there was better version control or more customization features available but other than that i can say its easy to learn and gets results! Having everything recorded makes things easier at times of dispute etc. We also like how you can see what your clients/ prospects needs really are by looking through their quotes via Syngentica online (it shows client reviews etc), great insight into each one, no idea who they were before using them now haha!! I like that it has everything we need to keep track of our projects, from clients to costs to invoices. It even allows you to export data so if your computer crashes or gets stolen then all info can be retrieved later! The user interface could use some work - but this isn't anything new as far as software goes these days. We are able create budgets & reports quickly which helps us manage workloads more effectively (and also reduces admin time!).

img 1 attached to Synergist review by Marcel Robinson



Pros
  • Overall ease of use for tracking quotations / project management is fantastic; very intuitive UI design too :) Also love having access to customer feedback within synergy itself without needing 3rd party apps such as Salesforce Chatter..this way saves me money compared purchasing those services separately.also appreciate being able to upload images directly instead of requiring separate app download + integration process! Love working
Cons
  • I will keep silent