What Synergy Consultants does

Synergy Consultants CRM + Prozesse GmbH is a privately held German CRM consulting and implementation firm, founded approximately 25 years ago and headquartered in Kelkheim/Taunus near Frankfurt. The company serves mid-market and enterprise customers primarily across the DACH region (Germany, Austria, Switzerland), with selected international engagements, addressing the full CRM lifecycle from strategy and software selection through implementation, integration, and ongoing operation. Its customer base spans FMCG, manufacturing, life sciences, paints and coatings, food and beverage, electronics distribution, and NPO/cultural institutions, including reference logos such as WANDER AG, DR.SCHNELL, Envases Group, DAW, Schenker Storen, frischli Milchwerke, and H. Gimborn. The firm operates as a family-owned, bootstrapped business under Managing Director Klaus M. Eichhorn with 11-50 employees, including a head of Professional Services (Jörg Klumpp) and a bench of platform specialists.

Name

Synergy Consultants

Legal name

Synergy Consultants CRM + Prozesse GmbH

Website

https://synergyconsultants.de

Company type

Private

Founded year

2001

Operating status

Operating

Headcount range

11–50 employees

Short description

Synergy Consultants is a German CRM consulting and implementation firm serving mid-market and enterprise customers across the DACH region. It combines certified delivery for Salesforce, Aurea, and Sugar CRM with a proprietary SYNNOVATIONS module family covering geo-visualization, integrations, and AI assistants.

Ownership category

akta.pro rank

Product category

CRM Consulting and Implementation Services

NAICS

Management Consulting Services (54161), Marketing Consulting Services (541613), Custom Computer Programming Services (541511), Computer Systems Design and Related Services (54151)

SIC

Services-Management Consulting Services (8742), Services-Management Services (8741), Services-Prepackaged Software (7372)

akta.pro primary industry

CRM Strategy & Consulting (BPAFAFAA)

akta.pro secondary industries

ERP, CRM & Enterprise Applications Consulting (BPAHAEAI), CRM Managed Services & Support (BPAEAGAD), Customer, Marketing & Sales Consulting (BPAHACAG)

Keywords

• CRM consulting services
• CRM implementation
• Salesforce partner services
• CRM software integration
• CRM business process optimization

Headquarters

HQ city

Kelkheim

HQ country

Germany

HQ region

Europe

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Technology or R&D, Infrastructure, Marketing or Sales, Operations

Revenue model

1. CRM Consulting Services: Professional consulting services including software selection, business process optimization, CRM strategy development, and organizational change management.
2. CRM Implementation: Implementation services for Salesforce, Aurea CRM, and Sugar CRM platforms including configuration, customization, data migration, and system integration.
3. SYNNOVATIONS Products: Pre-configured modules and components (GeoManager, Teams Integration, Event Management, etc.) sold as extensions to core CRM platforms. Available as one-time purchases or potentially subscription-based.
4. Cloud Hosting Services: SYNERGY hosting infrastructure in Germany for customers wanting cloud deployment with full data access and German data residency.
5. Training & Education: CRM training services and user enablement programs.

Go-to-market motion2 records

Distribution channels3 records

Marketing channels6 records

Core offering

Synergy Consultants is a CRM consulting and implementation specialist that advises mid-market and enterprise customers on CRM strategy, selects and implements CRM platforms (Salesforce, Aurea CRM, Sugar CRM), and extends them with a proprietary product family called SYNNOVATIONS (modules such as GeoManager, UCO, MS Teams Integration, MatchCode data quality, and AI assistants). Services span software selection, business process optimization, implementation, integration with SAP/ERP, AI enablement, training, and managed cloud hosting.

Product overview

Synergy Consultants operates as a CRM consulting and solutions firm offering both a proprietary product family called SYNNOVATIONS and certified partner services for three major CRM platforms. The SYNNOVATIONS portfolio comprises approximately 18 preconfigured modules and add-ons designed to extend and enrich CRM deployments — including GeoManager (map-based visualisation and routing), UCO (universal middleware/connector), MS Teams Integration, AI-powered LeadCapture, MatchCode Data Quality, Power BI Integration, Event Management, and a suite of industry-specific templates (Consumer Brand, Museum Manager, Event Manager). The firm also resells, implements, and extends Aurea CRM, Sugar CRM, and Salesforce as a certified partner, and offers SnapADDY as a complementary data-capture tool. Services span software selection, implementation, process optimisation, and ongoing operation.

Differentiator

Problem solved

Functional benefit

Brands

• SYNNOVATIONS: Pre-configured CRM modules and consulting packages including GeoManager, UCO, Teams Integration, Image & Document Viewer, MatchCode, MS Power BI Integration, Eventmanagement, and various templates.
• GeoManager
• UCO (Universal Connector Online)

Products and services

• GeoManager Map-based CRM add-on that visualises CRM data on Google/Bing maps, supports route planning and optimisation, territory analysis, geographic target-group selection, radius-based product search, and object-view clustering. Compatible with all popular CRM systems.
• UCO (Universal Connector Online) Middleware and standard interface that connects CRM systems with external services, ranging from ERP integrations to digital business-card scanning.
• MS Teams Integration Integration module enabling MS Teams functions (call, chat, video call) to be launched from within the CRM, with synchronisation of files, teams, and channels, plus phone integration that opens CRM records on incoming Teams calls.
• MatchCode - Data Quality Duplicate detection module with customisable match codes for simplified merging of data records; includes a DataQuality dashboard for review and merge decisions.
• Aurea CoPilot AI Assistant AI-powered assistant integrated into Aurea CRM that enables natural-language queries against CRM data (e.g., 'Show me TOP 10 customers') and generates customer summaries by synthesising CRM tree-view data. Also available for Salesforce customers.
• AI Email Assistant AI assistant that automatically answers emails received at a company's 'info@' address; available for both Aurea CRM and Salesforce.
• ITSM - Salesforce Agentforce IT Service IT Service Management solution powered by Salesforce Agentforce IT Service, combining Service Cloud, Agentforce, and Slack/Teams for conversation-based IT service management; AI agents can fully automate up to 50% of incoming IT service tickets.
• CRM Structures & Processes Consulting Consulting service that analyses and restructures customers' business processes, sales structures, and organisational workflows to align with CRM deployment and long-term adoption.
• CRM Software Selection Advisory service for selecting a CRM platform (Salesforce, Aurea, Sugar) best suited to a customer's business requirements, including needs assessment and fit analysis.
• CRM Implementation Implementation services for Salesforce, Aurea CRM, and Sugar CRM platforms, including configuration, customisation, data migration, and system integration with SAP, ERP, and other enterprise systems.
• Cloud Made in Germany (Managed Hosting) Managed CRM cloud hosting using SYNERGY infrastructure located in Germany, providing full customer data access, high security, and German data residency.
• CRM Accelerator Program Pre-packaged offering that leverages SYNNOVATIONS modules and industry templates to fast-track CRM deployments and reduce time-to-value.

Quantifiable outcome

• AI agents can fully automatically process up to 50% of incoming IT service tickets
• +4 more outcomes

Named customers10 records

Segments6 records

Ideal customer profiles5 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration6 records

AI capability6 records

Feature13 records

Partnerships

Nine partnerships are on record, tiered core and minor.

• SalesforcecoreImplementation/ SI/ Consulting PartnerSYNERGY is a certified Salesforce Partner (Salesforce Partner Portal: salesforce.synergyconsultants.de) providing Salesforce implementation, customization, and integration services. They have delivered multiple Salesforce CRM projects including implementations for WANDER AG, Schenker Storen, Chip-Germany, frischli, DR.SCHNELL, and others.
• Aurea CRMcoreImplementation/ SI/ Consulting PartnerSYNERGY specializes in Aurea CRM implementation with dedicated subdomain (aurea-crm.synergyconsultants.de). They offer Aurea CoPilot AI integration and have delivered projects including DAW renovation and Envases Group implementation.
• Sugar CRMminorImplementation/ SI/ Consulting PartnerSYNERGY provides Sugar CRM implementation services through dedicated subdomain (sugar.synergyconsultants.de).
• entergonminorGTM or Marketing PartnerFull-service provider for CRM-integrated dialog marketing offering customized IT solutions, cross-media lead management methods, and creative dialog campaigns for optimizing business relationships.
• Great Sales Force (GSF)minorStrategic or Co-development PartnerGSF provides the Great Sales Force Survey tool for measuring sales organization productivity potential, helping identify optimization measures.
• Meyer-Martin Consulting Services GmbHminorStrategic or Co-development PartnerIT consulting firm with 30+ years experience in IT projects and system landscapes. 25-year collaboration and partnership with SYNERGY in consulting topics and innovation projects.
• MicrosoftcoreTechnology or IntegrationSYNERGY integrates Microsoft Teams into CRM systems and connects to Microsoft Power BI for business intelligence. They also utilize Azure cloud platform for deployments.
• SAPcoreTechnology or IntegrationSYNERGY offers pre-configured SAP interface (SYNERGY ERP connect C) for secure and fast data exchange between SAP and CRM systems. Multiple customer projects include SAP integration.
• MuleSoftcoreTechnology or IntegrationMuleSoft integration platform used for connecting CRM with enterprise systems. SYNERGY has delivered MuleSoft projects including DR.SCHNELL implementation.

Scale indicators4 records

Recent moves6 records

Expansion highlights6 records

Broad incumbents

• valantic: DACH-focused digital consulting and software group with a CRM/customer experience practice. Comparable customer base and geographic footprint but significantly broader portfolio beyond CRM.
• Capgemini: Global SI with substantial CRM and customer experience practice including Salesforce, Microsoft Dynamics, and SAP C/4HANA. Direct incumbent competitor for multi-country enterprise CRM mandates beyond SYNERGY's DACH focus.
• Arvato CRM Solutions: Bertelsmann-owned CRM and customer experience services provider with strong DACH presence, blending technology implementation with BPO. Operates at significantly larger scale than SYNERGY across customer operations and CRM technology.
• Accenture: Global systems integrator with a large Salesforce and CRM transformation practice. Competes for the same enterprise RFPs as SYNERGY but at a different scale, often as a prime contractor with SYNERGY-style partners sub-contracted.
• msg systems: Large German IT consultancy and software provider with a CRM/ERP practice. Overlaps with SYNERGY in DACH enterprise CRM implementation but operates at materially larger scale with proprietary industry software.
• Allgeier: German IT services group with CRM and enterprise application practices serving DACH mid-market and enterprise customers. Broader than SYNERGY in scope (ERP, custom development, staffing) but overlapping in CRM consulting/implementation.

Direct peers

• mindsquare: German CRM and ERP boutique consultancy with similar customer segment (DACH mid-market) and similar service offering across CRM strategy, implementation, and managed services. Closest head-to-head competitor in the German market.
• CRM Partners: Dutch-headquartered Salesforce Platinum consulting partner focused on CRM implementations and managed services for mid-market and enterprise customers. Highly comparable in service portfolio, multi-platform heritage, and customer segment, though somewhat larger in scale.
• axxessio: German digital consulting firm with a dedicated CRM practice spanning Salesforce, Microsoft Dynamics, and cloud platforms. Comparable mid-market/enterprise DACH positioning and a similar mix of strategy, implementation, and managed services.
• Slalom: US-based consulting firm with a deep Salesforce practice and regional delivery model across multiple geographies. Directly comparable as a Salesforce-focused consultancy with strong focus on customer experience and CRM transformations for mid-market and enterprise buyers.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat5 records

Key risks6 records

Key highlights6 records

Customer concentration

• YouTubeyoutube.com/channel/UCz8V8w8k-lM1lWj-Ca5Z0_g
• LinkedInlinkedin.com/company/synergy-consultants-crm-prozesse-gmbh

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles8 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Synergy Consultants