Clockwork

Overservice by 10% and work for free.

Get your November back

1. Price right

Every quote is a profit decision. Do your quotes reflect what jobs really cost, and what they’re worth to the client?

Read: Value-based pricing for agencies

2. Stop margin slipping

Small favours add up fast. Is “just this once” for a client becoming every time?

Read: How to avoid overservicing

3. Plan capacity ahead

Resourcing problems are easier to fix before they happen. Can you see who’s stretched and who has room a month from now, not just this week?

Read: Agency capacity planning

4. Turn time into insight

Time is what every agency runs on. Are your timesheets telling you anything, or just being completed (or not)?

Read: Time intelligence vs time tracking

5. Make everyone commercial

Profit isn’t just leadership’s job. Would your team know if a job was losing money?

Sign up: How to build a commercial culture

Watch: Agency Masters, free agency management best practice

6. Build a more profitable agency

Turnover looks good on paper. Is enough of it turning into profit?

Download: Six steps to build a more profitable agency

Good work wins clients.

Good operations keep the profit.

Synergist brings it all together, from pipeline to profit, in one system built for agencies.

Protect every job's margin, from quote to delivery

Synergist tracks cost against estimates and quotes as the work happens, so you can act while there's still something to act on.

Quote accurately using estimates built on real job costs, not guesswork
See time and cost against budget live, on projects and retainers
Get automated alerts the moment a job's heading over
See what's causing the overservicing, not just that it happened

Know where time is actually being spent

See where the hours go across the whole business, not just the billable ones.

Time is logged to the job, phase and charge code, so it's charged correctly and you can see exactly where it went
Spot the internal work and admin quietly eating your team's week
Use what jobs actually take to make the next estimate sharper

Plan capacity with confidence

Synergist makes it easy to see what's coming in and spot who's stretched and who's underused, so you can balance the work to prevent burnout.

Spot overload or spare capacity weeks out, not the week it happens
See what's coming using a pipeline weighted by likelihood, and model the impact of a new project before you commit
Know when to hire, freelance or sell more, before it's urgent

See a client's true value across every job

Synergist tracks revenue, costs and recovery across every client relationship so you can see which accounts are earning their keep and which are quietly costing you money.

Track total client investment, how much you've over or under-recovered across all their jobs
Set turnover or margin targets per client, and see what's been invoiced, what's left and what percentage you've hit
Add client-specific rate cards, so you can fix an underpriced account rather than walk away from it

Get the reports you need in minutes

Reports and dashboards pull from live project data, so everyone's working from one source of truth, updated the moment time is logged or an invoice is raised.

Get the numbers you need to run the business the moment you need them, without waiting for someone to pull them together
Schedule reports to land in the right inbox, so nobody has to remember to run them
Build your own custom reports, with the exact data you want to see

Watch the tour

1 in 5 of the UK’s most successful £1m+ agencies choose Synergist to run their business*

500+

agencies and consultancies

15,000+

users

36%

average agency growth

Source: Independent 2025 BenchPress Survey of UK agency owners, showing 18% of £1m+ agencies use Synergist.

Since implementing Synergist, we’ve seen admin time reduced by about 20%, and in our most recent financial year, gross profit increased by 25%.

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.

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.

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.