Synergist

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

Estimating and Quoting quickly and accurately

The smallest job or the most complex project needs an estimate, not a guesstimate. So Synergist makes the process speedy and precise… whether you’re tendering for the business or just for internal budget purposes.

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What can Synergist do for you? View all features

Time & money

Planning & tracking

Communicating & sharing

Reporting & management

New business

Estimating / Quoting

A good estimating tool is an essential part of any agency job costing system. After all, the estimate is a financial model of the job. So a quote generated through Synergist:

  • prompts the user to consider the details of what’s required to do the job, either by using a template, an existing job or from scratch
  • displays the estimated cost and recommended charge for doing the job, based on either standard or client specific rates and hence margin
  • can be automatically reformatted to build a quotation
  • can be quickly edited and sent to the client as a branded pdf via email (created automatically in your standard email package)
  • becomes the budget for the job allowing the various components to be allocated to people or teams following approval
  • gives you a live view of how the budget is being used allowing you to identify problems early enough to rectify them as the job progresses
  • allows you to record agreed changes to the job ensuring clear records and accurate billing.

Estimating / Quoting

A good estimating tool is an essential part of any project costing system. After all, the estimate is a financial model of the project. So an estimate generated through Synergist:

  • prompts the user to consider the details of what’s required to do the work, either by using a template, an existing project or from scratch
  • displays the estimated cost and recommended charge for doing the work, based on either standard or client specific rates and hence margin
  • can be automatically reformatted to build a client quotation
  • can be quickly edited and sent to the client as a branded pdf via email (created automatically in your standard email package)
  • becomes the budget for the job allowing the various components to be allocated to people or teams following approval
  • gives you a live view of how the budget is being used allowing you to identify problems early enough to rectify them as the project progresses
  • allows you to record agreed changes to the project ensuring clear records and accurate billing.

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

Red Web Small Read more

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

Find out more

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