CATS Software Suite

Synergistix presents the Customer Analysis and Targeting System (CATS) Software Suite: smart, innovative PC-based CRM Solutions that adapt to your needs. Our highly configurable software works both online and offline for iPad, Windows, and Android, and provides both robust management reporting tools as well as flexible, field-based data capture.

The CATS Software Suite provides sales teams what they need to gain a competitive edge.  Explore the CATS software modules in more detail below.

CATS-3

Comprehensive, PC-based CRM Solution

  • Cloud-based, complete tool with personalized support and services
  • Record a call or visit in under 30 seconds
  • Perform all rep functions offline
  • Integrated dashboards and reports
  • Practitioner and territory management
  • Electronic details, video clips and other multimedia files
  • Electronic signatures and practitioner expense capture

CATS-M

All-in-One Mobile Solution

  • Runs on iOS and Windows-based tablets
  • Can be used in companion mode with any Windows-based PC
  • Performs all core functions necessary for field-based user teams
  • Integrated geo-targeting functionality
  • Nimble, swift interface

CATS Express

Smartphone Solution

  • Designed for iPhone, Android and Windows 8
  • Provides easy access to contacts to make calls and basic details
  • Quick, convenient access to date
  • Eliminates the need for paper signature capture
  • Fully compatible with CATS-3 and CATS-M

CATS-R

Reporting 

  • Revamped Reporting System based on Microsoft Reporting Services
  • Replaces previous CATS-3 reporting module
  • Independent and seamless reporting solution
  • Integrated with CATS-M and CATS-3
  • Cleaner export to Microsoft applications
  • Enhanced drill downs
  • Select report dimension at runtime
  • Multiple data sources
  • Real-time, online database
  • Faster, pre-calculated data-marts

CATS-RB

Report Builder

  • This extension of CATS-R allows users to create unique reports from multiple data sources, selecting fields, parameters and other options
  • Includes both CRM and external data
  • Create user-selectable parameters
  • Schedule reports to be created and distributed via e-mail
  • Deploy created reports within the CATS-R system for access by all users

CATS Admin

Administrative Tools

  • Web-based module will allow customers to administer some features of the CRM System
  • Look up practitioner degrees and specialties
  • Search and consolidate information for both practitioner and institution
  • Manage territory re-alignments and related files
  • Add new users and transfer users between territories