...to effectively and painlessly manage your agency. With features spanning both the effective delivery of projects and pin-sharp financial reporting, Synergist replaces the need for a complicated mix of siloed tools, plug-ins and spreadsheets. Everything in is one, full system.
Once you’re using Synergist, you’ll gain:
The second you log in, you’ll see a dashboard view, which is a personal health check on all your areas of responsibility. Project progress vs budget, pipeline, billing and more. It’s all there in black and white – well actually, it’s colourful, visual, easy-to-digest tables, charts and more.
Pulling together information from across the system, including timesheets, Synergist gives you an immediate view on live financials. Your Financial Director, Account Directors, Operations and more save hours with no complicated unravelling of project information in an attempt to deduce profitability. Key reports including billing, period profitability forecast and WIP can be gleaned in an instant, as often as you need and they’re always accurate.
Kanban boards give everyone a clear picture on their evolving priorities and act as a guide to project progress and bottlenecks.
Synergist’s schedule saves time with pre-populated fields and functionality to drag and drop tasks straight from the estimate. Clarity on scheduled work gives everyone a clear view on how long work should take so they know when over-servicing will begin. Functionality to attach documents to the scheduled jobs mean less time hunting for information and it’s often possible to immediately pick-up the next task with little or no briefing.
The capacity planner integrates with the schedule to let you know in red, amber and green which individuals and departments are over or under-loaded so you can maximise utilisation. When teams are consistently over-loaded then it’s a sign of recruitment needs, rather than using profit-reducing freelancers. Under-loaded departments can offer guidance to new business teams on the types of work to chase.
You get unlimited support from Synergist’s helpdesk. Available on phone and email, knowledgeable human beings are on hand to ensure you get the most from your system. Every helpdesk member is based in the UK, in fact they’re mostly sat with the developers. So there is nothing we can’t help with, well nothing Synergist-related anyway, we’re not sure what colour you should paint your kitchen.
All this and much more...
Get to grips with Synergist and start effectively managing your agency.
"At the end of every day I generate a report that shows all the key information which I use to email the account managers with updates, slippages, etc. At a quick glance I can see everything.”
See the full story of how much CleverCherry achieve with Synergist.
Don’t compromise on your systems. Treat yourself to the best agency management system, and then integrate seamlessly with the accounts system you’re already using.
Synergist will take you from 10 to around 500 people so as you evolve, so too will your system. And if you need to tweak things a little, expert consultants The Agency Works can help.
Implementation is done by The Agency Works. They’ve years of experience working with the UKs leading agencies. During implementation, and beyond, they’ll share their best practise advice.
Your personal demo will:
