All-in-one agency management software designed to help you grow intelligently

Synergist has everything you need to manage your projects, people, clients and financials – all in one highly customisable platform.

 

Trusted by the UK’s top-performing agencies and consultancies

Image of Nigel Wilson, Managing Director, Clevercherry
It tells me immediately about the state of every job, the work requests, the time remaining, the time quoted, everything. It flags up problems early on. It's educating the team. They make better decisions now.
Image of Nigel Wilson, Managing Director, Clevercherry
Nigel Wilson, Managing Director, Clevercherry
Image of Steven Clark, Finance Director, Tayburn
With Synergist I know what’s going on in every job as it’s happening. Costs are captured real-time. So there are no surprises. If Synergist was somehow taken away from us, it would be worse than having a fire.
Image of Steven Clark, Finance Director, Tayburn
Steven Clark, Finance Director, Tayburn
Image of Mark Beaumont, Founder & Chief Creative Officer, Dinosaur
Knowing you have a system that can handle it all and pull it all together and grow with you is a good feeling. Getting Synergist was a smart move. I will retire with Synergist!
Image of Mark Beaumont, Founder & Chief Creative Officer, Dinosaur
Mark Beaumont, Founder & Chief Creative Officer, Dinosaur
Image of Sara Blannin, Finance Director, environmental consultancy ECUS
Prior to this, we could be focusing on the wrong areas. We had 54 people working hard, but profits were still elusive.
Image of Sara Blannin, Finance Director, environmental consultancy ECUS
Sara Blannin, Finance Director, environmental consultancy ECUS
Image of Phil Robinson, CEO, ClickThrough Marketing
Synergist showed us we had been heavily over-servicing. The information empowers the team. Smarter client conversations take place today.
Image of Phil Robinson, CEO, ClickThrough Marketing
Phil Robinson, CEO, ClickThrough Marketing
Image of Sukhi Dehal, Founder, 383
We have been able to plan more accurately around studio capacity and produce very accurate automated financial reports that are delivered to our inbox from the system.
Image of Sukhi Dehal, Founder, 383
Sukhi Dehal, Founder, 383
Image of Kim Stokes, Finance Director, Butterfly
Automating processes and having access to the right information at the right time means I can now work more proactively. It’s freed up time to allow me to think more commercially and how I can use the data I now have to drive the business forward.
Image of Kim Stokes, Finance Director, Butterfly
Kim Stokes, Finance Director, Butterfly
Image of Ian Fiddler, Head of Business Operations, Enjoy Digital
I can report on job profitability to the board based on job types so they know which area of the business is most productive. There are many decisions the board can now make by using the information.
Image of Ian Fiddler, Head of Business Operations, Enjoy Digital
Ian Fiddler, Head of Business Operations, Enjoy Digital
Image of Helen Flanders, Operations Director, Something Big
We have our finger on the pulse. We can see any changes coming and don’t get caught by surprise. It’s saving us so much time too – where one particular report used to take us three days to create, now it takes me two hours!
Image of Helen Flanders, Operations Director, Something Big
Helen Flanders, Operations Director, Something Big
Image of Peter McQueen, former Finance Director, Mediablaze
There are a number of things that I've done to make the agency more profitable. But the main thing is we can report on over-servicing so we can take action. There's absolutely no doubt that bringing in Synergist has really helped us ensure we've got the right financial controls in place.
Image of Peter McQueen, former Finance Director, Mediablaze
Peter McQueen, former Finance Director, Mediablaze

See which projects and clients are profitable

Track exactly where time and costs are spent on each project against the budget. Quickly spot potential overservicing and avoid working for free!

With insights into each project, client, retainer and service's performance, you can see where you’re making profit... and where you're not.

Book a demo    Learn more

Job Costing dashboard
Three dashboards: Management, Sales, Performance

Forecast your pipeline, profits and payments

Instantly see a live forecast of your new business and existing client pipelines. Track client performance against targets and keep on top of planned billing.

Plus, with the revenue recognition tools, you can adjust the amount of revenue you recognise to sit in line with work in progress.

Book a demo   Learn more

Know when you need extra resources

Know where you have availability to take on extra work, so you can look to fill gaps... or where you might have resourcing issues.

View capacity by team, skill set or individual over the coming days, weeks and months. See how winning work would impact your resources. And easily monitor your team's utilisation to make sure everybody is busy on billable work - but not overcapacity

Book a demo     Learn more

Booked vs Capacity

All-in-one agency management software

Synergist brings together everything you need to manage your agency – from new business to billing and everything in between – all in one scalable platform. 

Our team of highly experienced consultants are here every step of the way

Bespoke onboarding

Every agency is unique, so your system setup should be too. We configure Synergist to the way your agency needs, train your teams and help get everyone onboard.

Expert advice

Regular check-ins, training and advice from agency management experts. We help you help you understand what the data is telling you and where you can improve.

Ongoing support

Get answers straight away from our friendly UK-based helpdesk. Swift, knowledgeable, and always ready to assist.

Why agencies love Synergist

Thousands of people within creative, marketing, digital, PR and professional services agencies rely on Synergist every day.

The Pull Agency logo

"Synergist has given us visibility of all areas of the business, from leads, clients, projects and resources to the financials. We’re now able to access in-depth, accurate data quickly and easily. We can forecast and plan more effectively and make more informed decisions across the business."

Dean Corney, Chief Operating Officer, The Pull Agency

 

“We have been able to plan more accurately around studio capacity and produce very accurate automated financial reports that are delivered to our inbox from the system.”

Sukhi Dehal
Managing Partner and Founder, 383

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“Synergist has transformed the running of this agency and greatly increased our profitability.”

“It’s just amazing.”

Julie Clare
Chief Executive, Clear B2B

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"We can now act on the information we have, rather than just collecting it, which has allowed us to improve significantly the efficiency of the whole agency.”

Paula Murray
Financial Controller, Leith

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See Synergist in action

Whatever your agency looks like – 10 to 500 people, design to digital –
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.