Synergist

Gold Member

Synergist is an integrated agency and project management system designed for agencies that want to grow intelligently. It’s trusted by 1,000s of the UK’s top-performing agencies to improve performance and profitability.

Team Management Software

Entry Level Price: £300

4.5

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About

Synergist is designed to help agencies improve performance and profitability. From new business, costing, project, and resource management, to billing and reporting, Synergist brings together everything you need to manage your agency’s projects, people, clients, and financials.

For the past 20 years, they’ve been crafting their agency software, turning it into one which has helped to drive over 1,000 of the UK’s leading agencies forward.

But unlike other agency management systems, they recognise that each agency is unique. Whatever your agency looks like – 10 to 500 people, design to digital – Synergist can be shaped to the way you work. Their agency experts set up your system to work exactly as you do and give you the business intelligence you need.

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Features

CRM & pipeline

Estimating & quoting

Profit management

Project planning & tracking

Task & workflow management

Resource scheduling

Capacity planning

Utilisation reporting

Timesheets & expenses

Purchasing

Invoicing & revenue management

Forecasting

Business intelligence

Dashboards & reporting

Advanced analytics

Mobile app

Accounting software integrations

Synergist Reviews

4.5

Overall Ratings 10-50 Reviews

A robust CRM system

Before Synergist, users have reported that they were struggling to keep track of their clients and leads. But now, they have stated that they could easily see all of their active and potential clients in one place. They have also received notifications when it is time to follow up, and so they improved their sales and marketing results significantly.

Project planning and tracking

Users, mostly agency owners, have stated that Synergist's project management features helped them to visualize their projects, collaborate with their team members, and stay on top of deadlines. The Kanban boards and Gantt charts also made it easy for them to see the progress of each project, and the collaboration tools helped their team members stay connected.

Invoicing and payment tracking

The invoicing and payment tracking has been reported by the users was a time-consuming process. They have said that they often forgot to send invoices or they could not receive payments on time. Synergist's invoicing system has made it much easier for them to send invoices and track payments. They have also added that they could automate the invoicing process and receive notifications when payments were due.

Agency reporting

Users have praised for the pre-built reports that provided them with insights into key metrics, such as project profitability, resource utilization, and client satisfaction. They have also mentioned that they could create custom reports to track specific data. This information has helped them to improve their agency by increasing the profits, allocating the resources, and increasing their client satisfaction.