Synergist helps consultancies use time and resources more effectively. Streamlining processes, automating reporting and giving you the information you need to work smarter and be more profitable.
“Profitability is very clear now, by project, by sector, by client – we can report on a variety of key categories. Prior to this, we could be focusing on the wrong areas.”
Sara Blannin, Finance Director of ECUS environmental consultancy
Manage, track and report on jobs from leads to billing.
"We manage a large number of projects at any one time. And they represent a very wide variety of project sizes. Length of projects can range from a single day to two or three years.”
Andy Yates, Director of Webb Yates Engineers
Allocate resources smartly and plan hiring proactively.
"When we installed Synergist, we were in for a shock: in some cases, our utilisation was more than 10% worse than we had thought. That makes a huge difference."
Sara Blannin, Finance Director of ECUS environmental consultancy
Gain visibility to make confident, forward-focused decisions.
Designed specifically for consultancies and agencies, Synergist comes with everything you need to grow. But we get that there’s no one-size-fits-all approach when it comes to consultancies. Which is why Synergist can be configured to work in harmony with your business and set up to give you the exact reporting you need.
"Having your own consultant to lean on and shape the software step-by-step makes it feel even more bespoke. It’s also someone to run things by to make sure I’m looking at things in the right way.”
Steven Smith, Operations Director at Copy House
✓ 1-on-1 system and reporting design and custom implementation
✓ Role-specific training sessions in your own system
✓ Ongoing training and advice from highly-experienced consultants
✓ Unlimited phone and email support
Yes. You can manage different types of jobs, including multi-option quotes, retainers, recurring work, multi-phase projects and managed sales orders with Synergist.
Yes. You can create different charge rates by team or skill, or you can set charge rates at an individual staff level. You can also set up client-specific rates.
Yes. The revenue management module allows you to recognise or defer revenue in line with when the work is completed and costs are incurred. Learn more about revenue management
Yes. You can set up different permissions for each user or user group, such as 'administrators', 'project managers' or 'directors', etc. You can select which menus, tools and reports each user can access. You can also set up user groups to see specific reports. For example, you could create a suite of reports for the board.
Yes. Synergist Cloud has been developed to be highly secure, reliable and compliant with UK data regulations. Keeping your core business information safe, secure and available, whenever and wherever you need it. Learn more about security
Synergist has direct integrations with leading software like Microsoft 365, Google, Xero, Sage, HubSpot and many more. Plus, our API enables you to integrate with anything. Learn more about integrations
Your sales invoice, purchases and expenses can be fed directly into accounting software to eliminate double-entry.
Whatever your consultancy looks like – 10 to 500 people –
Synergist can be shaped to the way you work.
Synergist consultants, Agency Works, will be in touch to arrange your bespoke demo. Their experience working with hundreds of agencies means they can help you work out if Synergist is right for you.
