Orchestrate the full B2B sales cycle - from pipeline and quoting to orders, invoices, projects, and field sales—in one configurable platform. Two-way calendar sync, IMAP email, mobile apps, automation, and deep ERP integrations keep every team on the same page.
Why buyers choose Synergius
End-to-end sales ops: Opportunities → quotes → orders → invoices, all in one place.
Native ERP connectivity (PL market): Real-time, two-way sync for customers, products, pricing, stock, orders, and invoices.
Made for field teams: iOS/Android apps with tasks, notes, push alerts, click-to-call, optional location visibility and nearby-account planning.
Automations that save time: Trigger-condition-action rules for follow-ups, cross/up-sell, invoice sends, and payment reminders (email/SMS).
Key capabilities
Pipeline & opportunity management (Kanban, custom stages, conversion/loses reporting).
Account & contact 360 (attributes/tags, history, linked emails, tasks, docs; GUS lookup by NIP).
Quoting & proposals (templates, multi-variant offers, 1-click convert to order).
Order management (auto-fill from ERP catalog/pricing, PDF, email send, reporting).
Invoicing & payments in-CRM (or import from ERP), unpaid-invoice widgets, XLSX export.
Email integration (IMAP): read/send inside CRM, auto-link to accounts/opps, segmented bulk mailings.
Calendar & tasks: two-way CalDAV sync (iOS/Android & Google Calendar app), reminders, recurring tasks.
Projects: Agile Kanban and Gantt, time/progress tracking, configurable boards.
Automation builder: rule-based email/SMS, mass updates, auto-open opps, status changes.
Mass actions: bulk tasking, bulk emails, CSV import/export, product batch edits.
Internal comms & files: built-in messenger, announcements, and a permissioned file repository.
Permissions & governance: role-based visibility and access down to reports and modules.
Integrations
ERPs: Symfonia Handel, Comarch Optima/ERP XL, Subiekt GT/Nexo, WAPRO ERP, Navireo, Enova - two-way sync for key commercial data.
Email & Calendar: IMAP mail; CalDAV sync with native iOS/Android calendars and Google Calendar mobile.
Mobile
Native apps for iOS & Android with account/contact access, task planning, notes (incl. voice dictation), push notifications, and optional rep-location view for smarter route planning.
Who it’s for
B2B companies (field sales, distribution, manufacturing, services) that need a configurable CRM tightly coupled with Polish ERPs, plus quoting→ordering→invoicing in one stack.
Trial
30-day free trial available.
