Palm Beach, 33404, FL,
United States
SYNEO Technographics
SYNEO Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by SYNEO and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 50 SYNEO employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that SYNEO has purchased the following applications: Intuit Quickbooks Enterprise for ERP Financial in 2013, Microsoft 365 for Collaboration in 2016, CallRail Call Tracking for Call Tracking and Recording in 2020 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems SYNEO is running and its propensity to invest more and deepen its relationship with Intuit , Microsoft , CallRail or identify new suppliers as part of their overall Digital and IT transformation projects to stay competitive, fend off threats from disruptive forces, or comply with internal mandates to improve overall enterprise efficiency.
We have been analyzing SYNEO revenues, which have grown to $13.0 million in 2024, plus its IT budget and roadmap, cloud software purchases, aggregating massive amounts of data points that form the basis of our forecast assumptions for SYNEO intention to invest in emerging technologies such as AI, Machine Learning, IoT, Blockchain, Autonomous Database or in cloud-based ERP, HCM, CRM, EPM, Procurement or Treasury applications.
SYNEO Tech Stack and Enterprise Applications
SYNEO ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Intuit | Legacy | Intuit Quickbooks Enterprise | ERP Financial | ERP | x | 2013 | 2013 |
In 2013, SYNEO implemented Intuit Quickbooks Enterprise as its ERP Financial system. The deployment centralized core accounting and financial management for the 50-employee distribution company based in the United States.
The Intuit Quickbooks Enterprise implementation covered general ledger, accounts payable, accounts receivable, inventory management, and financial reporting capabilities typical of ERP Financial suites used in distribution. Configuration work focused on chart of accounts standardization, inventory valuation methods and job costing to align accounting flows with order fulfillment and distribution operations.
Deployment was executed as a multi-user on-site installation to support concurrent transaction processing across finance and distribution workflows. Operational scope included the finance function and distribution operations, consolidating order-to-cash and procure-to-pay processes into a single financial system.
Governance introduced role-based access controls, defined reconciliation and month-end close procedures, and standardized transactional workflows to improve financial control and auditability. Intuit Quickbooks Enterprise was maintained as the primary ERP Financial platform for corporate accounting and distribution transaction control.
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SYNEO Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2016 | 2016 |
In 2016, SYNEO implemented Microsoft 365 for Collaboration. The presence of Microsoft 365 artifacts in the company website source indicates a tenant level deployment used to centralize email, content and team collaboration for the 50-employee distribution firm. The implementation was positioned to consolidate core collaboration workflows across the organization.
Configuration emphasized Microsoft 365 collaboration services, referencing Exchange Online for email, SharePoint Online for team sites and document management, OneDrive for user file storage, and Microsoft Teams for synchronous collaboration and messaging. Typical configuration elements evident in category aligned deployments include Office application provisioning to endpoints, mailbox and SharePoint site structure, and Teams channel architecture to mirror operational processes.
Operational governance was aligned to a centrally administered tenant model with user provisioning, role based access controls, and baseline security and compliance settings to manage collaboration access across sales, operations, and back office functions. Public web signals show Microsoft 365 serves as the primary Collaboration platform in SYNEO's application footprint, and administration appears consolidated to support company wide communications and content collaboration.
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SYNEO CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| CallRail | Legacy | CallRail Call Tracking | Call Tracking and Recording | CRM | n/a | 2020 | 2020 |
In 2020, SYNEO implemented CallRail Call Tracking on their website. CallRail Call Tracking, classified in the Call Tracking and Recording category, was deployed to instrument inbound phone interactions for campaign attribution and lead capture directly from the company site.
The implementation used standard Call Tracking and Recording configurations typical for SMBs, including site-level tracking script installation, dynamic number insertion to attribute calls to marketing sources, and centralized call logs with recorded call access for review. Operational coverage centered on marketing and sales workflows in the United States, with governance focused on consistent campaign naming, call tagging, and an operational process for sales to review inbound call transcripts and recordings.
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Customer Experience | CRM |
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2020 | 2020 |
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SYNEO IaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Application Hosting and Computing Services | IaaS |
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2020 | 2020 |
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Content Delivery Network | IaaS |
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2020 | 2020 |
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IT Decision Makers and Key Stakeholders at SYNEO
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
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Chief Technology Officer | CXO | IT | |
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Chief Executive Officer | CXO | Finance | |
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Director of Finance | Director | Finance | |
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Apps Being Evaluated by SYNEO Executives
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| No data found | ||||||