Synergy Consultants

A Holistic Approach to Implementation

Synergy Consultants delivers tailor made CRM solutions paired with intelligent tools. 25 years of experience and a distinct sense for trends and developments make us a leading partner – and an accelerator for your CRM initiatives.

Synergy takes a holistic approach to the implementation of Aurea products. The client company is viewed as a whole and every stakeholder is taken into account. The focus is on the customer-specific implementation of Aurea CRM. In addition, Synergy offers software tools and technologies that complement the Aurea experience – some of which are featured here:


An advanced but easy to use route planning and optimization tool that can be seamlessly integrated into your CRM environment.


Our extensive MS Teams integration solution allows you to increase efficiency, remove barriers, and foster team collaboration within your Aurea CRM.

Image & Document Viewer

A plugin that allows the customer to quickly review images within the CRM. It includes search and filter options as well as preview functionality

CG – Field Service Report

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

Event Management

Conveniently plan, hold and follow up events, seminars and training courses with just a few clicks – taking record of participants and questionnaires for subsequent automatic follow-up


A connector that enables our customers to organize interfaces. UCO is all about reducing complexity, while giving you maximum flexibility. 


A Data-Quality dashboard for simplified processing of duplicates and merging decisions

MS Power BI

We connect your Business Intelligence and Aurea environment to help you get the most out of your CRM data – with powerful custom dashboards and KPIs


A smart feature that lets you scan contact data of potential customers with your mobile devices and transfers it directly to your CRM – in accordance with GDPR requirements

Synergy Surveys

A service that enables you to create surveys, distribute them to your customers, transfer the data directly to the CRM system and analyze or process it as required.

Synergy Consultants CRM + Prozesse GmbH

Am Hohenstein 3-5 • 65779 Kelkheim/Taunus • Germany

+49 6196 76430-50 •

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