Business management

Manage your simple or complex business through a cross-functional vision and processes tailored to your business.

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Endorsements and sales orders

Easily add endorsements to ongoing business and track your customers’ orders.

Year-end discount

Define the rules for calculating year-end discounts (YER) for the customers concerned, and generate them.

Internal affairs

Initialize your in-house business automatically in 2 clicks and keep track of it.

Sales alerts

Benefit from assisted sales follow-up with reminders and alerts (signature, overrun, renewal, etc.).

Operational business follow-up

Control your business: sales, planning, production, workloads, progress, work-in-progress, remaining work, milestones, deliverables, etc.

Commercial quality

Keep files (prospects, customers, business,…) up to date by following the expected documents and their validity.

Electronic signature of deliverables

Send a secure link for your customer to view and electronically sign an acceptance report or delivery note.

Analytical follow-up

Define and associate analytical axes to your business. Use these breakdowns in reports, for example.

Commercial views KANBAN

Work visually and more fluidly thanks to KANBAN views: sales tasks, opportunities,…

Automatic revaluation

Automatically manage Syntec revaluation at set periods.

Business objectives

Set and monitor sales targets.

Sales reporting

Consult business indicators, cross-tabulations and graphs: business and stakeholder profitability, sales, etc.

Business and contracts

Manage your business with the ability to mix different types of sales: fee-based, flat-rate, (re)sale, subscription, etc.

Contract review

Detail all the authorizations and implications of a case (legal, HSEQ, HR, etc.).

Case thread

Follow and participate in internal discussions related to each case.

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