SYNNOVATIONS – made by Synergy

"It was almost as simple as having an instant drink from the vending machine. We had a problem and SYNERGY had the solution. For a patch upgrade, SYNERGY offered us existing and proven modules. This allowed us to solve our problem quickly and without costly development, cost-effectively and without risk".

(Sales Manager, Industrial Enterprise Textile)

In diesen Bereichen Ihres Unternehmens können Sie SYNNOVATIONS einsetzen:


SYNERGY started early to structure experiences from the projects and to develop them in the sense of "product solutions" and "consulting packages". These are conceived, discovered and produced as "SYNnovations". Our pre-configured modules and components are described here:


Image & Document-Viewer


Benefit: Smart DMS in CRM

Quickly view images in CRM. Display of images with preview (thumbnail) and documents directly in AUREA-CRM including search and filter options. The Image & Document Viewer can be used both as a global search in CRM or in the context of all info areas / tables.

LeadCapture & Business Card Scanner


Benefit: Capture of leads, contact persons and trade fair contacts.

Business card scanner and capture of leads for further processing in the CRM and trade fairs.
Integrated questionnaire – everything in accordance with GDPR (General Data Protection Regulation requirements.



Benefit: Map integration (BING/Google) in CRM

Route planning and optimization via Google/BING, planning of routes via maps, display of customer allocations of their territories in CRM and optimization of territories via geographic information, geographic target group analysis for event management. Display of figures + KPI's in maps for geographical analysis.
Video (in German): GeoManager | Optimise tours!

MatchCode - Data Quality


Benefit: Improved data handling through visualisation of duplicates

Detection of duplicates with individually customisable, very precise match codes for simplified merging of data records in dialogue. Also used in the context of data import. DataQuality dashboard for simplified processing of duplicates and decisions on merging.

MS Teams Integration


Benefit: Integration of Microsoft Teams in CRM

Call up MS Teams functions from CRM (call, chat, video call) and synchronise information and files (documents, teams, channels).
Phone integration: Receive calls via Teams and open the person directly in CRM.

MS Power BI


Benefit: Connection Business Intelligence

Connection to Microsoft Power BI and evaluation of CRM data. Creation of Power BI dashboards and KPI


Benefit: Event management in CRM

Conveniently plan, hold and follow up events, seminars and training courses with just a few clicks. Mobile recording of participants and questionnaires. Automated control of simple follow-ups.

Simple Marketing Planning


Benefit: Quick creation of marketing activities, target groups and JobCards

Simplification of the control of JobCards in marketing activities and target group generation.

CG- Field-Service-Reports


Benefit: Best practice reports in the FMCG sector.

Reports for managing the field team in the FMCG world: distribution development, facing, price surveys (price comparison list), visit evaluations, KPIs.

Cloud made in Germany


Benefit: Outsource your servers. Save time & resources

If you want to take your business to the cloud but want to have 100% access and prefer Germany as a safe place to store data, we offer SYNERGY hosting infrastructure at a high level of security and maintenance.

& More


Area: Data collection

Creation of surveys in the CRM and forwarding to the recipients, direct transfer of the results into the CRM and analysis or further utilization of the data.


SYNERGY Lead Capturing
Area: Capturing of prospective customers

Fast scan as well as verification of addresses. Direct transfer to the CRM and further processing as a lead - of course in accordance with DSGVO requirements.


SYNERGY Consumer Brand Template©
Area: Consumer goods/OTC solution
Preconfigured solution based on update for quick implementation and with the industry know-how of 27 years.


SYNERGY Museum Manager©
Area: NPO, museums, cultural enterprises
Lean CRM solutions for PR, marketing, event management, fundraising and more.


SYNERGY Event Manager Template©
Area: Event Management
Comprehensive solution for seminar organizers and exhibition companies, pharmaceutical events and continuing education, from planning to success control.


SYNERGY Excelreports©
Area: Analyses via Excel integration
Integration of Excel frontends. Direct call from CRM and use of CRM data for analysis quickly operable for all employees with Excel knowledge.


SYNERGY ERP connect C (for SAP)©
Area: SAP interface
Integration in SAP environment with preconfigured elements for secure and fast data exchange.


SYNERGY Online connect©
Area: Online interfaces
Direct connection from CRM to any system. Direct call from the CRM interface. Many application possibilities: E.g. user registration and online invoice control. Reduction of process errors, acceleration and more customer orientation.
SYNERGY Online connect©