Welcome to the monthly Product Newsletter for February 2023.
WORKFLOW
This month we have released the first version of SynergyOS Workflow, our Customer Relationship Management (CRM) product designed for professional services firms.
Projects
A central place to track all company projects. Project is the general name of the functionality but it can be customized according to industry conventions:
- Finance: Deal
- Law: Matter
- Consulting: Project
Projects represent very different types of activities: sales opportunities, partnerships, To Dos, and accordingly, can be categorized in different pipelines.
Contracts
All your legally binding documents in a central place to make it easy to track all signed contracts with metadata, including signature date, effect date, and expiration date. All original files are located in SynergyOS Drive and linked into Workflow.
Contacts
Internal and external contacts database with all related activities, including notes, emails, conversations, emails and files.
Companies
Companies database with all related activities, including notes, emails, conversations, emails and files.
Pipelines
You can customize the project pipelines to fit your best use case. You can have distinct pipelines for different activities. For example, you can have 1) a sales pipelines for new customer opportunities, 2) an internal projects pipeline for internal improvement processes, and 3) a marketing pipeline for different marketing activities.
Custom fields
All main entities (projects, contracts, contacts and companies) have pre-defined fields that store the most common types of information. For example, name, phone number or address are default fields.
We also provide an easy-tu-use functionality to create custom fields to make Workflow more powerful for your specific needs. For example, you might want to create a custom fields for contacts where you can include the name of who is the lawyer / advisor of a specific contact or company.
DRIVE
New Conversion features
We have launched a new feature that converts files from different formats, designed for document automation. The key file conversions are:
- Text: plain text, markdown
- Word (.docx)
- HTML
2023-03 Roadmap
The upcoming features on our roadmap for February include:
- Workflow: new entities including notes, conversations, tasks, and emails
- Copy several hyperlinks at the same time to paste in emails/chat
- PDF conversions for Office files on the server with LibreOffice
- Revamp of local Office operations (PDF, compare) in Tools
The Synergy team