CRM System Malaysia for SMEs
Customers, prospects, activities and follow-ups in the same system as Synergy accounting and Synergy POS, so your sales team always knows who to call next, with nothing kept in separate spreadsheets.
What Is a CRM System?
A CRM (customer relationship management) system keeps every customer and prospect in one place: contact details, calls and meetings, quotations, follow-ups and sales history. Instead of notes in diaries, WhatsApp chats and Excel lists, your team works from one shared record, so follow-ups are not missed when someone is busy or on leave.
Because Synergy CRM is part of the same system as your accounting and POS, a customer’s invoices, payments and purchases sit right next to their activities and follow-ups.
Synergy CRM Features
Customers and prospects
Keep customers and new leads in one list. Import contacts from Excel, and get a warning when a phone number already exists.
Activity planner
Plan calls, meetings, demos and tasks on a calendar, record what happened, and e-mail the activity to the customer or your team.
Sales follow-ups
Every follow-up has a due date and a person in charge, so quotations and enquiries are followed up on time.
Referrals and renewals
Track referral leads and contract or subscription renewals, and see which ones are due this week.
Message blasts and e-mail
Select the customers you want to reach and send a message blast, or send e-mails straight from the customer’s activity record.
Linked with accounting and POS
Customer details, invoices, payments and POS purchases are shared with Synergy accounting and POS, with no double entry.
How a CRM System Helps Your Business
- No more missed follow-ups: due dates and a person in charge for every lead
- Faster replies: the full customer history is on one screen
- Repeat sales: see who bought what and when, and contact them at the right time
- Less double entry: customers are shared with accounting and POS
- Clear view for managers: see each salesperson's activities and pending tasks
Synergy CRM suits trading companies and distributors, service businesses with renewals, and retailers that want to keep in touch with their members. Book a demo to see it with your own customer list.
Synergy Accounting System
Synergy Software provide accounting software for small businesses built in mind of user-friendliness, performance, security and scalability.
POS System (Point Of Sales)
Point of Sale System by Synergy Software is a comprehensive and user-friendly solution designed for businesses to efficiently manage their point-of-sale operations.
What We Offer
POS System & Accounting Software
Our team of dedicated professionals is passionate about helping businesses improve their operating efficiency and achieve success.
Frequently Asked Questions
A CRM (customer relationship management) system keeps every customer and prospect in one place, with their contact details, activities, follow-ups and history, so your team knows who to contact and when.
Yes. Synergy CRM works in the same system as Synergy accounting and POS, so customer records, invoices, payments and purchases are shared instead of kept in separate lists.
Yes. Contacts and prospects can be imported from an Excel file, and the system warns you when a phone number already exists.
Yes. Sales, referral and contract follow-ups each have a due date and a person in charge, and planned calls and meetings show in the activity planner.
Yes. You can select customers and send a message blast, and you can e-mail customers from their activity records.
Synergy is installed on your own computer or server, so you can work with your customer records without internet. Sending e-mails and message blasts needs an internet connection.
Yes. It is built for Malaysian SMEs, from a single user to sales teams with several salespeople and branches.