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6. CRM

SynergyOS Workflow includes Customer Relationship Management (CRM) and project management to structure and monitor your company's projects efficiently.

The structured layout provides a clear view of your projects, contacts, companies, and pipelines.

Messages

There are 5 main areas in the Drive application:

  1. Projects
  2. Contracts
  3. Contacts
  4. Companies
  5. Pipelines

Projects​

Initiate, plan, and track projects from inception to completion. The Projects section provides a comprehensive overview of ongoing, completed, and upcoming projects.

Contracts​

Manage contractual agreements seamlessly in the Contracts section. Record contract details, monitor contract stages, and ensure timely follow-ups, all within a structured and accessible environment.

Contacts​

Manage all your business contacts in one place. The Contacts section allows for the addition of new contacts, viewing contact details, and tracking interactions.

Companies​

The Companies section is your hub for managing interactions with other businesses. Record company details, track projects, and monitor communications efficiently.

Pipelines​

Visualize the stages of your projects and sales processes in the Pipelines section. Create and manage pipelines to track progress and forecast outcomes.