Sales & CRM
- Leads
- Opportunities on a sales board
- Customers, contacts & customer groups
- Sales process with stages
- CTI: callers recognised instantly
- Map view
- Outlook add-in
Feature atlas
Everything inside SYNFONIX.
15 areas on one shared data model, sorted by the rhythm of an order. Pick your industry — we highlight what is typically used there.
15 areas · 107 features
One · Win the order
From first contact to confirmed order.
Quotes & documents
also in the app- Business cases from quote to invoice
- Order confirmation & delivery note
- Follow-up documents in one click
- Price lists & discount campaigns
- Payment terms & text blocks
- Document layouts & document types
- Search across all documents
- Customs tariff numbers
Two · Plan & deliver
People, material and machines — planned by the rules, captured on site.
Personnel & planning
also in the app- Rough planning across weeks and months
- Detailed planning down to the shift
- Qualification matrix & job profiles
- Jobs & shift addresses
- Absences block scheduling
- See who else is planning right now
- Employee records with documents
- Dictate shifts by voice
Time management
also in the app- Time tracking with time event types
- Work time models
- Time rules: rest periods, maximum hours, weekly rest, breaks
- Checked while you plan
- Substitute rest days created automatically
- Time rule audit after the fact
- Time accounts
- Public holidays per country & company holidays
Articles & production
also in the app- Articles with variants & bills of materials
- Product configurator
- Public configurators for your website
- Production & production types
- Production planning
- Requirements planning (MRP)
- Station board for the shop floor
- Article groups & product families
- Configurator inquiries
Warehouse & logistics
- Storage locations & slots
- Storage bookings & put-away
- Picking with photo check
- Batch tracing
- Shelf-life overview
- Inventory counts
- Packaging boxes & shipment methods
- Transport orders
Purchasing
- Reorder suggestions from demand
- Procurement requests
- Requests for quote
- AI comparison of supplier quotes
- Purchase orders
- Suppliers & supplier catalogue
Service & maintenance
also in the app- Service cases
- Service records
- Inventory with categories
- Maintenance
- Maintenance schedule
- Digital train orders with log
Learning & academy
also in the app- Course catalogue & course runs
- Training scheduler
- Training programmes across several courses
- Learning studio, learning packages & design templates
- Exams
- Auto-booking rules: pass the course, gain the qualification
- Trainers & training facilities
- Participant directory
Forms & signatures
also in the app- Form designer
- Forms from paper templates (AI)
- Prefill fields from documents (AI)
- Assignments & approvals
- Form submissions
- Signature requests with templates
- Signing on signature devices
Three · Bill & archive
From timesheet and delivery note all the way to accounting and the archive.
Payroll & billing
- Night, Sunday & holiday allowances
- Travel expenses
- Wage types
- Base pay list
- Personnel billing
- DATEV export (LODAS)
- BMD export
- Cost centres & cost objects
Finance
- E-invoicing: XRechnung, ZUGFeRD, ebInterface
- Payment reconciliation with camt.053
- Revenue accounts & account mapping
- Fiscal years
- Incoming invoices & archive via DOCBOX
Reports & printing
- Report designer
- Document layouts
- PDF templates & document kinds
- On-site print stations
- Print rules & print jobs
Foundation
What carries every area: collaboration, permissions, interfaces.
Collaboration
also in the app- Dashboard & order cockpit
- My tasks
- News feed & announcements
- Mass notifications
- Chat & phone book
- Inbox & push notifications
Platform & administration
- Roles, permissions & organisation units
- Custom fields & entities
- Data import with AI column mapping
- REST API & webhooks
- Audit log & change history
- Number sequences & labels
- 26 languages
- Switch areas on one by one
Missing something you need?
SYNFONIX is extended to measure — with custom fields, custom entities or an integration through the REST API.
Request a demo