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.
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
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.
See How It WorksThe 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.
See How It WorksThe 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.
See How It WorksThe 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.
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