SymVolli
SymVolli Limited is a privately held UK software firm that sells a web-based, process-driven organisational management system combining CRM, ERP, and EPM for mid-market companies across the UK, Europe, and US, delivered as a SaaS subscription via direct enterprise sales and regional channel partners.
- Company typePrivate
- Founded1994
- HeadquartersCamberley, United Kingdom
- Headcount1–10
- GTM typeB2B
- OfferingSoftware
What SymVolli does
SymVolli Limited is a privately held UK software company, founded in 1994 (originally as SalesVision, rebranded in 2008), that develops and sells a web-based, process-driven Organisational Management System. The platform integrates CRM, ERP, and Enterprise Performance Management (EPM) capabilities into a single unified application, anchored by a customizable 'Process Builder' that allows organizations to design and enforce workflows across sales, marketing, customer service, HR, operations, and compliance. Core modules include SymVolli Conductor (contact management), SymVolli Critic (business intelligence dashboard), and SymVolli Maestro (business process management), with integration support for Microsoft Exchange/Outlook, Gmail, and Synety CloudCall Click telephony. Notable technical capabilities include a product configurator that rationalized 12,000-13,000 SKUs to 57 configurations for one customer, and SLA monitoring with traffic-light indicators for support operations.
The company operates a SaaS subscription revenue model with quote-based annual enterprise pricing and no publicly disclosed tiers. Distribution is direct via an enterprise field-sales motion with a 'Request a Demo' website CTA, supplemented by a small set of regional channel and technology partners (Orbis Software for BPM, Synety for telephony, Global Consultants in Cyprus, M&N Business Intelligence in India/SEA/Australia, Going4Growth for sales consulting). Target customers are predominantly UK, European, and US mid-market organizations in verticals such as IT services, manufacturing, installation/contracting, security, telecoms, and public-sector procurement. Headcount is reported at 1-10 employees and the company is bootstrapped with no disclosed external funding; George Petri serves as Managing Director. The firm is GDPR-compliant and operates from offices in Deepcut (Camberley, Surrey), London, and San Rafael, California.
Disclosed customer outcomes — such as a 90% reduction in documentation time, 15% improvement in sales predictability within three months, consolidation of six disparate systems into one, and SLA-driven support operations managing 600+ downstream clients — position SymVolli as a low-cost ERP/CRM alternative for process-centric mid-market buyers. Strategic emphasis is on consultative implementation and switching-cost lock-in through deep process customization rather than technology differentiation or AI capability.
SymVolli firmographics
Firmographics- Name
- SymVolli
- Legal name
- SymVolli Limited
- Website
- https://symvolli.com
- Company type
- Private
- Founded year
- 1994
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- SymVolli Limited is a privately held UK software firm that sells a web-based, process-driven organisational management system combining CRM, ERP, and EPM for mid-market companies across the UK, Europe, and US, delivered as a SaaS subscription via direct enterprise sales and regional channel partners.
- Ownership category
- akta.pro rank
SymVolli industry classification
Industry- Product category
- Organizational Management / Business Process Management Software
- NAICS
- Computer Systems Design and Related Services (54151)
- SIC
- Services-Prepackaged Software (7372)
- akta.pro primary industry
- Sales Force Automation (SFA) CRM (HDAEAFAA)
- akta.pro secondary industries
- Marketing Automation & Campaign Management CRM (HDAEAFAB), Core ERP Suites (Financials, Procurement, Projects) (HDAEAEAA)
Keywords
Where SymVolli is headquartered
LocationHeadquarters
- HQ city
- Camberley
- HQ country
- United Kingdom
- HQ region
- Europe
Offices3 records
Markets served
SymVolli business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Personnel, Technology or R&D, Marketing or Sales, Operations, Infrastructure
Revenue model
- Software Subscription: SymVolli operates as a web-based software-as-a-service (SaaS) platform, charging subscription fees for access to their all-in-one organisational management system. The company provides implementation and consultancy services as part of deployment.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Enterprise subscription pricing |
Go-to-market motion2 records
Distribution channels3 records
Marketing channels7 records
SymVolli product offering
Product offeringCore offering
SymVolli is a web-based, all-in-one Process Driven Organisational Management System that integrates CRM, ERP, and EPM capabilities for small-to-mid-market and enterprise customers. Built around a proprietary Process Builder, the platform unifies sales, marketing, customer service, HR, operations, compliance, business intelligence, and telephony into a single configurable workflow environment, sold primarily on an annual enterprise subscription basis with implementation and consultancy services.
Product overview
SymVolli is a single unified Organisational Management System that delivers ERP-level functionality at CRM-level cost. The core SymVolli platform integrates CRM, ERP, and EPM capabilities across sales, marketing, customer support, compliance, workflow, business intelligence, and telephony. It is offered as a platform with optional add-on modules including SymVolli Conductor (Contact Management), SymVolli Critic (Business Intelligence Dashboard), and SymVolli Maestro (Business Process Management). A sub-brand, SymVolli CRM, focuses specifically on customer relationship management functions. The platform is built around a process-driven approach, using a 'Process Builder' that allows total customization of business workflows.
Differentiator
Problem solved
Functional benefit
Brands
- SymVolli Conductor: Contact Management Module enabling users to view, create and send emails, tasks and appointments within the SymVolli environment with audit capabilities.
- SymVolli Critic
- SymVolli Maestro
Products and services
- SymVolli Organizational Management Platform Web-based, all-in-one Process Driven Organisational Management System that combines CRM, ERP, and EPM capabilities for mid-market and enterprise customers. Includes a configurable Process Builder, integrated marketing, sales forecasting, quotation/PQQ/tender automation, customer support workflows, compliance documentation, business intelligence dashboard, and telephony integration, sold as an annual enterprise subscription.
- SymVolli CRM Customer Relationship Management focus of the SymVolli platform, marketed under its own sub-brand and product page, targeting organisations that want to streamline CRM systems, improve collaborative working, increase customer satisfaction, convert leads, generate sales, and measure marketing ROI.
Quantifiable outcome
- 15% improvement in sales predictability within 3 months
- +7 more outcomes
Companies that use SymVolli
Customer profileNamed customers10 records
Segments6 records
Ideal customer profiles3 records
SymVolli technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration3 records
Feature10 records
SymVolli partnerships and signals
Strategic signalPartnerships
Seven partnerships are on record, tiered core and minor.
- StreamwirecoreStrategic relationship formed in August 2012 with Streamwire, an established IT services company. Streamwire was originally part of Serviced Office Group and became independent in October 2013. They provide fully managed IT and Technology Services and have been a SymVolli customer since 2012, using the system to manage support operations and SLA monitoring.
- Global ConsultantscoreStrategic business partner based in Larnaca, Cyprus. Global Consultants is one of the largest licensed independent corporate service providers. Partnership extends SymVolli's reach in the Cyprus and Eastern Mediterranean market.
- M&N Business Intelligence India LLPminorBusiness partnership established to expand SymVolli business in the Indian subcontinent, South East Asia, Australia, and USA. M&N BI LLP serves as distribution and implementation partner for these markets.
- Going4GrowthminorPartnership with Going4Growth for sales performance improvement consulting. Going4Growth has expertise in sales performance management and comfortable dealing with senior management.
- TSSI SystemsminorUK manufacturer of biometric and document security solutions who ordered SymVolli as their sales performance system. TSSI required sales process development and growth management capabilities.
- Orbis SoftwarecoreOEM partnership with Orbis Software integrating their TaskCentre BPM capabilities with SymVolli. TaskCentre's Business Process Management capabilities integrate with SymVolli's sales performance objectives, enabling customers to drive efficiency and measure effectiveness. Automates repetitive tasks and ensures key milestones are not missed in workflow processes.
- PenguinsminorEarly client and business partner, hosting SymVolli's launch event. Leading corporate events organiser that implemented SymVolli for their sales operations and endorsed the system's flexibility for non-typical product-focused sales environments.
Scale indicators7 records
Recent moves6 records
Expansion highlights6 records
SymVolli competitors and assessment
Company assessmentDirect peers
- HubSpot: HubSpot offers an integrated CRM, marketing automation, sales hub, and service hub platform targeting SMB and mid-market—directly mirroring SymVolli's integrated CRM/marketing/sales positioning, though at much larger scale and lower per-seat price.
- Zoho: Zoho provides a broad suite of integrated business applications (CRM, ERP, HR, finance) at low price points for SMB/mid-market. SymVolli's 'ERP-power at CRM-cost' positioning is most directly comparable to Zoho One's integrated suite strategy.
- Pipedrive: Pipedrive is an SMB-focused sales CRM with pipeline management and forecasting. SymVolli competes on similar sales-centric use cases but offers broader ERP/EPM functionality at higher price points.
- Bitrix24: Bitrix24 combines CRM with project management, collaboration, and basic ERP features at very low per-user pricing. Comparable to SymVolli in offering an all-in-one platform for SMBs seeking to consolidate multiple business systems.
- Apptivo: Apptivo offers an integrated suite of business apps including CRM, project management, invoicing, and supply chain for SMBs. Mirrors SymVolli's integrated organizational management approach targeting similar mid-market customers.
- SugarCRM: SugarCRM provides customizable sales, marketing, and service CRM for mid-market and enterprise. Comparable to SymVolli's process-driven, customizable approach with embedded workflow capabilities.
- Really Simple Systems: UK-based CRM provider targeting SMB with integrated sales, marketing, and help desk functionality. Competes with SymVolli in the same UK SMB/mid-market segment with similar integrated approach.
- Insightly: Insightly offers CRM with project management and pipeline tracking for SMB and mid-market. Comparable to SymVolli in its integrated approach to sales, projects, and customer relationship workflows.
Broad incumbents
- Salesforce: Salesforce Sales Cloud is the dominant SFA CRM and competes with SymVolli in the sales performance and pipeline forecasting space. SymVolli positions as a lower-cost, more integrated alternative for mid-market and SMB customers.
- Microsoft Dynamics 365: Microsoft Dynamics 365 (Sales, Customer Service, Business Central) competes with SymVolli's integrated CRM/ERP positioning at the mid-market and enterprise tier, leveraging Microsoft's existing Exchange/Outlook integration advantage that SymVolli also targets.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat4 records
Key risks6 records
Key highlights6 records
Customer concentration
SymVolli social profiles
Digital presenceSymVolli compliance and trust
Trust signalCompliance2 records
SymVolli financial estimates
Financial estimateRevenue estimate
Valuation estimate
SymVolli leadership team
Management profileNumber of profiles
Profiles1 record
SymVolli funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
SymVolli M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about SymVolli
What does SymVolli do?
SymVolli is a web-based, all-in-one Process Driven Organisational Management System that integrates CRM, ERP, and EPM capabilities for small-to-mid-market and enterprise customers. Built around a proprietary Process Builder, the platform unifies sales, marketing, customer service, HR, operations, compliance, business intelligence, and telephony into a single configurable workflow environment, sold primarily on an annual enterprise subscription basis with implementation and consultancy services.
Is SymVolli a public or private company?
SymVolli is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was SymVolli founded?
SymVolli was founded in 1994. It employs 1 to 10 people.
Where is SymVolli based?
SymVolli is headquartered in Camberley, United Kingdom, in the Europe region.
How does SymVolli make money?
One revenue line is on record: software Subscription.
Who are SymVolli's main competitors?
Direct peers on record are HubSpot, Zoho, Pipedrive, Bitrix24, Apptivo, SugarCRM, Really Simple Systems and Insightly. Broad incumbents are Salesforce and Microsoft Dynamics 365.
Does SymVolli have an API?
No public API is recorded for SymVolli.
What industry is SymVolli in?
SymVolli's product category is Organizational Management / Business Process Management Software. Its primary akta.pro industry code is HDAEAFAA, Sales Force Automation (SFA) CRM, with a secondary code of HDAEAFAB, Marketing Automation & Campaign Management CRM. Its NAICS code is 54151 and its SIC code is 7372.