The features you need to run a successful online business

Contact Database & CRM Features


Our approach is simple:
One central contact database that grows with your business, and helps you have better interactions with your customers online.

Key Features:

 Unlimited Contacts

 Detailed Activity Tracking

 Unlimited Admin Users

 Group & Segment Your Database

 Statistics & Search

 De-Duplication & Cleaning Tool

 Custom Database Fields

 Import / Export Contacts

 Integrate with Accounting Software

CRM Built-In

Website form submissions, purchases and sign-ups automatically add new contacts to the database.

The contact activity feed shows all details and interactions with a customer in one place.

Write notes, set follow-up reminders, and log important phone and e-mail conversations.

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Import an Existing Contact Database

Importing your existing database is easy with our contact import tool.

Most software allows you to export your customer database via an Excel spreadsheet or CSV file, allowing an easy import into Synergy 8.

Search by Conditions

Filter contacts based on any data stored in Synergy 8, such as: 

- Website Activity.
- Form Submissions.
- Purchase History. 
- E-mail Interactions.
- Event Attendance. 

Spend less time creating lists, and more time crafting the targeted messages your customers want. 

Integration Partners

We developed high-quality integrations with the third-party solutions you love using:

- Xero & MYOB for Accounting.

- Cliniko, simPRO, and Zoho CRM.

- Stripe, eWay, Secure Pay, PayPal, Authorize.Net Payment Gateways. 

- Australia Post, DHL, Toll Ipec and Fastaway Couriers Shipping Companies.

And more integrations are being developed right now.

Try a demo or book a walkthrough


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