Synergia CRM · For the Business
A CRM that knows what the customer actually bought.
Standalone CRMs see promises. SynTrack CRM sits on your ERP, so every lead, quote and follow-up lives beside real orders, deliveries and outstanding balances. Your salespeople see the whole customer — not half of one.
Made to manage
Sales management for teams that sell on relationships.
Lead capture
Web enquiries, calls and referrals land in one pipeline — nothing lives in notebooks.
Pipeline stages
Deals move through your stages with value, owner and age visible.
Customer 360
Orders, deliveries, invoices and balance from the ERP — on the CRM card.
Quotations
Priced from your real price lists; approved quotes become orders in one tap.
Activities & visits
Calls, meetings and visits logged — with geo check-in for field teams.
Follow-up engine
Every deal has a next step and a date. Overdue ones chase the owner.
Targets
Monthly targets vs actual by salesperson, team and product line.
Segmentation
Customers by type, area, size and history — for campaigns that make sense.
Credit awareness
See a prospect’s balance and overdue status before promising terms.
Mobile CRM
The pipeline in the field, on Android — offline-friendly.
Team visibility
Managers see every deal and every stalled follow-up, live.
Sales analytics
Win rates, cycle length, lost reasons and forecast — by team and product.
The full list
Every capability, spelled out.
Leads & deals
- Multi-source lead capture
- Duplicate detection
- Deal stages & values
- Win/loss reasons
- Deal age & stall alerts
- Forecast view
Customer knowledge
- ERP-linked customer 360
- Order & delivery history
- Outstanding & aging visibility
- Contact & branch records
- Notes & documents
- Segmentation tags
Sales execution
- Quotation builder from price lists
- Quote approval workflow
- Quote-to-order conversion
- Activity & visit logging
- Follow-up scheduling
- Email/WhatsApp templates ready
Management
- Targets by rep & team
- League tables
- Pipeline reviews
- Lost-deal analysis
- Campaign tracking
- Auto-sync with ERP sales
The workflow
Capture, sell, learn — with the ERP watching your back.
Built for B2B
Built for B2B selling, GCC style.
Service Companies
Proposals, renewals and account farming.
Technology & Equip.
Demo-driven sales with serial-tracked fulfilment.
We sit right next to it
CRM wins the customer. These are its neighbours.
Questions?
CRM — FAQs.
What is CRM software?
CRM (customer relationship management) software tracks every prospect and customer interaction: leads, pipeline stages, activities, quotations and follow-ups. SynTrack CRM is built into the SynTrack ERP, so it also shows each customer’s real orders, deliveries and outstanding balance.
Why is an ERP-connected CRM better than a standalone one?
A standalone CRM knows what salespeople typed. An ERP-connected CRM also knows what actually happened: what the customer ordered, what was delivered, what they owe. Quotes use real price lists, and won deals become orders without retyping.
Can it manage quotations?
Yes. Quotes are built from your actual price lists with margin floors respected, routed for approval if needed, and converted to sales orders in one tap when accepted.
Does it work for field sales teams?
Yes. The pipeline, customer 360 and activity logging work on Android in the field, alongside the SynTrack field sales app for order-taking routes.
Can managers see team performance?
Yes. Targets vs actual, win rates, pipeline by stage, stalled deals and overdue follow-ups — by salesperson and team, live.
Get started
Put your pipeline next to your ledger.
A 30-minute demo with your sales process: capture a lead, build a quote from real prices, and watch it become an order.
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