Synergist

Synergist is the leading job costing and project management system.
It helps agencies, consultancies and in-house departments
take control of their business.

Storing and managing job or project documentation

If your business has a mound of documentation that drifts from ‘live’ to ‘dead’, you know just how long it can take to efficiently and methodically store it. But now Synergist automates everything, with a simple interface which allowing files to be attached directly to jobs or clients.

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What can Synergist do for you? View all features

Document management

Synergist automates the folder-creation process allowing all job related information, including email, to be stored centrally. You can also:

  • attach any file type to a job, client or supplier with optional folders to ensure easy navigation
  • support Microsoft Office templates to automate creation of common documents such as briefs or contact reports
  • automatically file email attachments against the correct job or client
  • allow your team to download the latest version of relevant files e.g. Creative Brief.

All relevant information can also be shared in the office or remotely via any browser. And with clients via the secure client portal.

Benefits to you Click to choose

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Who uses Synergist Case studies

“Synergist has enabled us to tighten up our agency procedures and to see where critical steps may be missing in our processes.”

Clare Walsh

Synergist mobile app

All your jobs are in hand

Our new application is available to download on both iPhone and iPad devices.

Available on the App Store

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