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Optimize your service management process

Improve your relationship with customers

Turn customer to increase revenue

Identify and eliminate ineffective practices

Tracks your engineer's performance

Manage your invoice and quotation process

Improve your sales strategy

CRM Software for service management

Look no further for your after sales support. Synergy CRM is here to help.

Synergy CRM software program is specifically designed to help you automate the customer management process, but also help you move from using CRM as sales and marketing tool to improve customer services.

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CRM Prominent Features

Incident management

When an incident occurs at an ATM, the software automatically raises a ticket. The ticket is automatically allocated to the right service personal.

Escalation and Notification

The Escalation and Notification module is user configurable and can be customized according to any requirement.


Once the ticket is raised and allocated, the next activity begins. The problem has to be identified and passed onto the right service personal that will be able to sort out the issue.

Spare management

When the service personal receives the incident ticket, he rushes to the right site to sort out the issue. In case the problem requires RMA or Spare, then he will initiate the workflow process.

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CRM quick enquiry

Type of service management business industry

Instrumentation CRM helps raise your profit levels by reducing expenses related to acquiring and retaining customers. It is a web-based solution that lets you store and track your customer database, transactions and gives you a complete view of your customer details.
ATM service management software includes a range of features like ATM Monitoring, incident allocation, RMA, contract SLA, customer management, preventive maintenance, and technician’s travel among many more.
Merchant Management
Cogent has developed CRM software to fit into the payment industry in terms of unique workflow, processes, business rules and variations. This is achieved through employing various modules like merchant enrolment and boarding, field mobility, asset management, ticketing system, and inventory.
Information Technology
Streamline your operational processes and enhance operational quality with efficient IT CRM software from Cogent. With customization and modules like ticketing system, inventory, asset management, and customer portal combined with multi-level authorizations, it automates all or most of your operational tasks.


With Synergy CRM, our key activities became measurable, which helped us improve our customer services. It is a great tailor-made solution for Field Service Management.
ImageVinod Salunke
Metrohm India Limited
Before Synergy CRM, our operations management through excel led to many operational difficulties. After Synergy CRM, our problems were solved and overall productivity increased.
ImageN. Ramachandran
Thakral Services India Ltd.

Our Clients

  • Banktech
  • Bioscreen
  • BTIpayments
  • Carrier
  • Cashlink
  • CMS
  • Crescent
  • Eppendorf
  • Fractal
  • Hitachi
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