All-in-one agency management software

As an agency grows, with information often stuck in people’s heads or spread across multiple systems, it’s easy to lose control, waste time and harm profits.

Synergist is an integrated agency management system designed for agencies that want to grow, smartly and smoothly.

It brings together everything you need to manage your projects, people, clients and financials in one place.

Saving time, letting everyone see the information they need, and giving you real-time data to make informed decisions that power your agency’s performance and profitability.

Synergist helps you answer key questions

 Which clients, projects and services are the most profitable?
 Where are we losing money? Overspending, over servicing or time wasting?
 What’s our utilisation and which resources have capacity?
 How should we build our team? Should we recruit or use freelancers?
 How much should we be charging for specific projects?
 What does our live pipeline, revenue and cost forecast look like?

Synergist gives you the right information at the click of a button.
It takes away the guesswork and discrepancies, giving you real-time detail on every aspect of your agency.

So, you can drive your agency forward in the right – and most profitable – direction.

Book a demo

What people say about Synergist

Image of Nigel Wilson, Managing Director, Clevercherry
It tells me immediately about the state of every job, the requisitions, 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 Clare Aveling, Finance Director, Candyspace
Now we’re using just one system for finance and delivery rather than several – it’s had a positive impact across the entire business. Bringing all the processes together and recording data in one place has made us much more efficient. We’re saving substantial amounts of time.
Image of Clare Aveling, Finance Director, Candyspace
Clare Aveling, Finance Director, Candyspace
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

Catapult into high-performance mode

Synergist’s intelligent system brings all your operations into one place, giving you clear visibility of how your agency is performing, which areas are the most profitable and how well you’re using capacity.

Create pipelines and forecasts, monitor project progress and see real-time live data that helps you make informed decisions to take your agency forward.


Power your projects' profitability

With clear insights into how profitable each job and client is, you can see where your areas of focus need to be, and where there’s room for improvement. Generating accurate quotes can eliminate under-quoting and over-delivering, while billing plans can ensure smooth regular payments.


Take your project management to new heights

Good use of time is key to your profitability, and Synergist helps you manage this at a granular level across your whole team.

See how much time is left on a project, deploy the right people to work on it, break down projects into tasks and phases, and see a live picture of progress, scheduling, budgets, costs and profitability.

Best-in-class agency management software

Just like you, we’re a dedicated team of UK-based craftspeople, honing and shaping what we do to perfection. For the past 20 years we’ve been crafting our software into one which has helped to drive over 1,000 of the UK’s leading agencies forward.

We get there’s no one-size-fits-all approach when it comes to agencies. We shape your system to your specific needs, giving your team full training, ongoing help and strategic support so you can grow your agency with confidence.

And Synergist Support is just as it should be. You can pick up the phone and speak to an experienced, UK-based expert right away. In the words of one of our customers, "Pick up a phone to them, ask a question and get an answer there and then."

"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, more accurate data quickly and easily. So we can forecast and plan more effectively and make more informed decisions across the business.”

Dean Corney, Chief Operating Officer at The Pull Agency

Trusted by top-performing agencies and consultancies

For the past 20 years we’ve been crafting our software into one which has helped to drive over 1,000 of the UK’s leading agencies forward. They’ve told us that it’s been the best decision they made, helping them run their agencies more intelligently and profitably.

We recognise that each agency is unique

Schedule a personal demo and we’ll tailor it for your specific needs.

Our implementation partner, The Agency Works, will contact you to arrange your demo. Their extensive agency experience means they can guide you towards the most effective set-up to help you save time, increase profits and ultimately achieve your goals.