Everything you need to manage your clients, opportunities, projects, retainers, resources, and reporting – all in one highly customisable platform.
Unlock agency-wide efficiency, real-time visibility, and powerful insights with Synergist agency management system.
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.
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.
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!
Prior to this, we could be focusing on the wrong areas. We had 54 people working hard, but profits were still elusive.
Synergist showed us we had been heavily over-servicing. The information empowers the team. Smarter client conversations take place today.
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.
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.
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.
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!
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.
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.
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.
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
Synergist gives you complete visibility into what’s happened, what’s happening, and what’s going to happen in your agency so you can make informed decisions.
✓ Live forecasts and KPI dashboards
✓ Granular client and project profit reporting
✓ Automated management reports and alerts
"It has given us the opportunity to look three, six, nine months down the line in terms of where we need people, where projects are dropping off and things are starting up. It helps us forecast and plan in every way possible." Darryl Kennedy, Director at Spike
With Synergist, there’s no more chasing. No more surprises. No more questions. Instantly see what’s happening with projects, keeping them profitable and staying in control of costs.
✓ Accurate forecasts and financial reporting
✓ Seamless accounts system integration
✓ Purchase management, billing plans and revenue recognition
"With Synergist, I know what’s going on in every job, and the great thing about it is that I know it as it’s happening. So there are no surprises." Steven Clark, Finance Director at Tayburn
Synergist gives you all the tools you need to plan, manage, and track your clients, projects, retainers, and new business in one place.
✓ Job templates, checklists, workflows, reminders and alerts
✓ Real-time project progress and budget tracking
✓ Client targets and profit reporting
“You can look at loads of project management systems, but they need to actually work in an agency – a very unique business model. Synergist does what I need it to do; it’s logical, and it makes sense.” Andrea Allen, Operations Director at Rooster Punk
Synergist helps you accurately forecast capacity, optimise resource allocation and ensure utilisation targets are met.
✓ Real-time capacity forecasts and workload reporting
✓ Smart scheduling workflows based on budgets and priority
✓ Detailed timesheet and utilisation reporting
"Synergist has made people more aware of where they spend their time. We can also forecast better, and this also helps us look at who we want to hire in the future, which is unreal… invaluable really.” Steven Smith, Operations Director at Copy House.
Everything your team need in one place. Get briefs, share updates and record time and expenses quickly and easily.
✓ See schedules, tasks and to-dos
✓ Access job info, docs and comms in one place
✓ Easily record time and expenses - via desktop or app
"The job info is super quick to find. All the emails and docs are held in the job requisition, not in people’s heads. All jobs in the schedule are real and ready, with no one waiting for briefing.” Susy Combie, Production manager at ArmstrongB2B
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.
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.
Get answers straight away from our friendly UK-based helpdesk. Swift, knowledgeable, and always ready to assist.
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
“Synergist has transformed the running of this agency and greatly increased our profitability.”
“It’s just amazing.”
Julie Clare
Chief Executive, Clear B2B
"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
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.