Last Updated
Overview
Synergee is a cloud-based CRM software that centralizes credit management with modules for contract lifecycle tracking and sales opportunity funnels. While the platform is slightly difficult to navigate due to its complex features, it enables robust reporting dashboards, contract history, and cross-site benchmarking for commercial networks.
Overall Rating
Based on 9 users reviews
4.1
Rating Distribution
Positive
78%
Neutral
22%
Negative
0%
Starting Price
Custom
Synergee Specifications
- Opportunity Management
- Sales Forecasting
- Customer Communication Tracking
- Deal Pipeline Management
What Is Synergee?
Synergee software is a comprehensive CRM platform that serves commercial networks by unifying franchisee onboarding, contract management, and sales tracking in one cloud-based system. It manages candidate outreach, SLA alerts, and contract renewals with history logs and document attachments. The platform captures and visualizes sales activity including candidate conversion, contract status, and point-of-sale performance in dashboards. It also allows network stakeholders to submit visits, surveys, and action plans.
Synergee Pricing
Synergee pricing varies according to the following plans:
- Basic Plan: €4.00/user/month
Disclaimer: The pricing has been sourced from third-party websites and is subject to change.
Synergee Integrations
Who Is Synergee For?
Synergee is suitable for the following sectors:
- Finance
- Accounting
- Energy
- Real estate
- Maintenance
- Credit management
Is Synergee Right For You?
Synergee software is an extensive CRM system suitable for businesses aiming to manage franchise or partner networks from lead to contract and beyond. It handles CRM tasks like candidate tracking, contract history, and engagement workflows over network locations. The platform also tracks sales and supplier agreements inside CRM records, with notifications for deadlines and renewals.
Still not sure if Synergee is right for you? Contact our customer helpline at (661) 384-7070 for further guidance.
Synergee Features
Financial Reporting
Synergee provides a clear overview of network and point-of-sale financial performance, analysing actual versus budget variances for informed assessment. It offers cash-flow forecasting capabilities to anticipate liquidity needs accurately.
Sales Management
The software tracks sales activity across individual outlets and the wider network by consolidating data from POS systems or manual entries. It benchmarks performance using customizable indicators such as sales volumes, margins, product mix, and customer satisfaction.
Credit Management
The platform manages contractual terms, calculates periodic royalties, and issues invoices with accounting integration. It scores point-of-sale credit risk and centralizes reporting on receivables and overdue payments.
Property Management
The system centralizes real-estate contract data including indexation, deadlines, and invoices for global portfolio oversight. It calculates lease liabilities and rights-of-use according to IFRS 16 and supports detailed budget planning.
Pros And Cons of Synergee
Pros
Provides modular SaaS with 13 modules adaptable to needs
Cloud‑based, no installation required
Offers centralized contract deadline monitoring
Enables full financial reporting with cash‑flow forecasting
Cons
Requires initial configuration and training
Storage usage beyond limit incurs additional cost of €0.10/GB which is costly
Synergee Reviews
Total 9 reviews
4.1
All reviews are from verified customers
Rating Distribution
5
Stars33%
4
Stars44%
3
Stars22%
2
Stars0%
1
Stars0%
Share your experience
Investment Management, 51-100 employees
More than a year
“Our go-to for keeping customer service running”
Pros
It's really easy to read and works well with our internal system. The software is simple to use and their tech team has been super responsive and helpful. They feel more like a partner, always looking for ways to improve the service just like LUMINEM.
Cons
I don't really have an opinion since I'm not a direct user of the system.
Rating Distribution
Ease of use
10
Value for money
8
Customer Support
8
Functionality
8
Retail, N/A employees
More than a year
“Overall, its a fine tool”
Pros
Synergee is super complete and it covers a ton across all the modules. The only issue for me is that my team is really small, so we can't take full advantage of everything. Encoding all the data takes time and we just don't have the manpower for it.
Cons
Using the Real Estate module has been tricky like there's no way to pull a list of rents currently being paid and you cant split the rent into two parts, one with VAT and one without which is something we really need for shopping centers. One part of the rent is a Royalty that needs VAT and the other isnt but it doesn't handle that. Also, moving from Retail Drive to Synergee changed how we view equipment and some data especially because of new TAGs that were added later. It took us a while to get used to that. On top of that, the photo folders we created were deleted which wasn't ideal at all.
Rating Distribution
Ease of use
6
Value for money
8
Customer Support
8
Functionality
7
Supermarkets, 500+ employees
More than a year
“My go to pick for my team”
Pros
I like how I can monitor daily performance, stick to a set budget for the upcoming year and keep an eye on operating cash flow. It keeps everything clear and organized.
Cons
I don't have any real complaints. The few issues we've had are more about our specific setup like handling multiple counter brands and things like that.
Rating Distribution
Ease of use
10
Value for money
10
Customer Support
10
Functionality
8
Frequently Asked Questions
Does Synergee offer an API?
Yes, Synergee does offer an API.
Does Synergee have a mobile app?
No, Synergee does not offer a mobile app.
What language does Synergee support?
Synergee supports English and French.
What types of pricing plans does Synergee offer?
The vendor offers customized pricing plans according to different business needs. It offers a Basic Plan at €4.00/user/month. Get a customized Synergee cost breakdown for your business today.
What other apps does Synergee integrate with?
Synergee integrations are not available on its official website.
Who are the typical users of Synergee?
The typical users of Synergee include sectors like finance, accounting, energy, real estate, maintenance, and credit management.
What level of support does Synergee offer?
Synergee offers support through contact, news, white paper, case study, and email.