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All-in-one agency management software

From pipeline to profit

See problems coming, make smarter moves, grow profitably. With software built to flex to your needs, supported by experts who know agencies inside out.

The UK's leading software for agencies and consultancies

500+

agencies and consultancies

15,000+

users

36%

average agency growth

You can't manage what you can't see

When your data's scattered across different systems and spreadsheets, you can't see what's really going on. By the time you spot problems - underquoting, overservicing, capacity gaps, team burnout - they've already cost you.

Synergist connects your projects, resources, and financials in one place - streamlining work and giving you the real-time data you need. Whether you're a 10-person creative agency or a 1,000+ global consultancy, Synergist adapts to how you work.

Synergist helps agencies to...

Stop over-servicing in its tracks

  • Track project budgets in real time and spot over-servicing with automated alerts

  • See which projects, retainers, clients or services are profitable, and which are draining you

  • Monitor client recovery rates to ensure each account hits your profit targets

Understand exactly where time is spent

  • Track time across all projects, tasks, and activities to see exactly where hours go

  • Compare estimated vs actual time to improve future estimates and stop underquoting

  • Identify non-billable time and inefficiencies, so you can shift more hours to profitable work

Since implementing Synergist, we’ve seen admin time reduced by about 20%, and in our most recent financial year, gross profit increased by 25%.
Image of Nick Lovett
Nick Lovett Managing Director at M3.agency
Synergist is the cornerstone of the business, we have all our information and data in there. We just open the dashboard to see where we are.
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Darryl Kennedy Executive Director, Spike
Synergist is time saving, cost saving, easier and more efficient. It’s streamlined everything. As a business, we wish we’d turned to it years ago.
Image of Alexander Joseph
Alexander Joseph Finance Manager at The Sports Consultancy
The biggest return is clarity. Now I actually have clarity on what we're doing, I can take the strategic role of properly growing our business using data.
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Andrea Allen Commercial & Operations Director, Rooster Punk
Our business plan was to grow and scale, and what Synergist allows us to do is review the data and make informed decisions to support this.
Image of Lis Anderson
Lis Anderson Founder and Director, AMBITIOUS

Spot capacity gaps and prevent burnout

  • See who's working on what, who has capacity, and where to balance work to prevent burnout

  • Forecast capacity across days, weeks, and months, so you know when to freelance, hire, or sell more

  • Model the impact of new projects before committing, so you can deliver without overloading your team

Make decisions on real data, not guesswork

  • Live dashboards show you what's happening across pipeline, projects, people, and profit

  • Track opportunities and forecast revenue by probability, so you know what's likely to close and if you're on target

  • Integrate with your accounting software for accurate revenue recognition and to eliminate double-entry

  • Build custom reports and charts easily with built-in analytics

It's not just software. It's software + 25 years of agency expertise. 

Experts who know agencies and consultancies inside out match it to your processes, guide you on what you need, and support you as you scale.

  • Expertly configured

    We match Synergist to how you work, not the other way around.

  • Guided improvement

    Best practice advice to help you build better agency processes and reporting.

  • Ongoing support

    We stick around as you scale, not just set up and goodbye.

Trusted by agencies and consultancies who want to grow profitably

M3.Agency Logo Profile

How M3.agency reduced admin by 20% and boosted profit by 25% using Synergist

"Synergist has saved us a lot of time across the business, made us more profitable and made our agency culture far more positive. It’s been a game-changer for us."

Nick Lovett

Managing Director at M3.agency

Armstrong Logo

ArmstrongB2B® marketing agency improved utilisation and productivity across the business

"Synergist provides us visibility and control on resource scheduling and job allocation. We’ve improved our utilisation and productivity across the company, which in turn has improved our on-time delivery of client work, effectively reducing and meeting deadlines far more consistently."

Susy Combie

Production manager, ArmstrongB2B

TMP Logo White

How The Marketing Practice used Synergist to boost profitability and client satisfaction

"Synergist is the best agency management investment we have made as an agency, and I would absolutely recommend it to any marketing services business that wants to understand exactly what is making them money, and where all the time is being spent."

David van Schaick

CMO, The Marketing Practice

Rooster Punk Logo White

How B2B storytelling agency Rooster Punk shifted from spreadsheets to strategic control with Synergist

"The biggest return is clarity. Now we actually have clarity on what we’re doing, I can take the strategic role of properly growing our business using data. I feel Synergist enables growth."

Andrea Allen

Commercial & Operations Director, Rooster Punk

AMBITIOUS PR agency manage retainers smartly with Synergist

“We can understand more about whether we’re overservicing or underservicing our clients, and if so, what’s causing this. Ultimately, managing time is key as that’s what we’re billing for.”

Lis Anderson

Founder and Director, AMBITIOUS

Gillroy

Gilroy unlocks business intelligence with Synergist

"Without Synergist, it's like running a business with one arm tied behind your back because you're making decisions based on unreliable, manually generated information or different people's perspectives."

Kelly Walsh

Head of Operations, Gilroy

The Sports Consultancy improved financial efficiency with Synergist

“Basically, by the time we reported to the business at the end of each month, projects had already gone too far. If we wanted to make any changes, it was too late.”

Alexander Joseph

Finance Manager at TSC

Recognised as the UK's best agency management software

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See problems coming, make smarter moves, grow profitably

Join 500+ agencies and 18,000+ users who rely on Synergist to connect their projects, resources, and financials in one place.