Information The Way You Want It.

Synergi has the right workflow solution for you. Move beyond traditional client management software to not only streamline your workflow, but increase customer satisfaction and drive revenue.

It’s simply the wisest investment you can make in your future on-the-job success.

Today’s business professionals need to be able to process more information, and faster, than ever before to stay competitive. Managing a large database of clients by simply using client relationship software is no longer viable. They are only one of the many tools needed to track critical business processes and data in context, not sufficient enough to manage workflow and improve productivity efficiently.

Use solutions powered by Synergi for Microsoft Office and Microsoft SharePoint.

Synergi helps you integrate disparate applications, enabling you to handle larger, more complex workflows, increase productivity, customer satisfaction and retention, and drive revenue.


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100% fully responsive

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Numerous additions & optimizations

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Customized to the way you/your firm does (or wants to do) business today

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Pulls information from diverse sources, putting it at your finger tips the way you want it

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Utilize existing systems and capture the value from those systems

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Eliminates duplication of efforts from multiple users

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Very short training cycle by using existing applications already on your desktop

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Allows you to focus on your return on investment and achieve business goals

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Removes the need to open various applications and re-type data

Try Synergi Today!

See for yourself how Synergi can improve your workflow.
Request a Demo