Clear
Straightforward language, intuitive structure and less needless complexity.
About
Built around a real quoting problem.
At one end of the market sit basic templates with little control. At the other sit heavyweight CPQ platforms that are too costly or complex for many growing businesses. Quoterly is built for the space in between: more structure and better control, connected to ERP and CRM, without unnecessary complexity.
Our story
From customer conversations to product.
Quoterly is developed by Synaptic Synergy. It grew out of Synergy Technology’s long experience with business systems, and from listening to the customers who rely on them.
1997
Synergy Technology is founded
Decades of work on CRM, ERP and accounting systems give a close view of where commercial processes break down. Quoting is one of those points.
Listening
Hearing the same problem again and again
Supporting customers’ CRM and ERP systems, the team kept hearing the same frustration: quotes put together by hand, outside the systems that already held the right information. Existing tools were either too basic or too heavy for growing businesses. That gap became the reason to build something better.
2024
Synaptic Synergy is formed
A dedicated software company is set up to build a better way to quote, as part of the Pure Synergy Group.
Today
Building Quoterly
A focused SaaS product for growing businesses that quote between ERP and CRM, shaped by real commercial workflows.
What we stand for
Clear. Connected. Confident.
Connected
Quotes, data, people and approvals working together.
Confident
Accurate information, visible control and credible outcomes.
The team
The people building Quoterly.
Commercial, product and systems experience, brought together around one problem.
David Hay
Managing Director
Over 20 years leading growth in technology, keeping Quoterly focused on a clear market need.
Tony Poole
Founder and Director
Helped establish Synaptic Synergy to build a useful product for quoting between ERP and CRM.
Trevor Sharp
Head of Development
Brings product, systems and integration thinking to a practical, reliable platform build.
Sameer Bhat
Director
Leads the technical architecture, turning the product vision into a scalable SaaS build.
Lara Goddard
Head of People and Culture
Builds the team and culture behind Quoterly as the business grows.
- Careers at Synaptic Synergy
Join the team
We are looking for curious people who want to build something real.
See Quoterly with your own quotes.
Tell us how your team quotes today. We will walk you through Quoterly using an example close to your own process.