Explore features
Synergist AI |
Core |
Advanced |
Enterprise |
| Expense autofill | ✓ | ✓ | ✓ |
| Purchase autofill | ✓ | ✓ | ✓ |
| AI Brief Builder (Coming soon) | x | ✓ | ✓ |
| AI Job Health (Coming soon) | x | ✓ | ✓ |
| AI Timesheets (Coming soon) | x | ✓ | ✓ |
| MCP server (Coming soon) | ✓ | ✓ | ✓ |
| AI-powered support | ✓ | ✓ | ✓ |
CRM & pipeline |
Core |
Advanced |
Enterprise |
| Unlimited clients, prospects, leads, suppliers, opportunities and jobs | ✓ | ✓ | ✓ |
| Link contacts to company/jobs | ✓ | ✓ | ✓ |
| Multiple addresses per company | ✓ | ✓ | ✓ |
| Unlimited custom fields | ✓ | ✓ | ✓ |
| Task setting and reminders | ✓ | ✓ | ✓ |
| Record comms history | ✓ | ✓ | ✓ |
| Unlimited file storage | ✓ | ✓ | ✓ |
| Create templates e.g. scope of work, briefs, contracts, letters | ✓ | ✓ | ✓ |
| % weightings/probability of converting | ✓ | ✓ | ✓ |
| Track lead progression | ✓ | ✓ | ✓ |
| Jobs and invoices stored against client and contact | ✓ | ✓ | ✓ |
| Client-specific rate cards, markups or discounts and invoicing terms | ✓ | ✓ | ✓ |
| Client reporting dashboards | ✓ | ✓ | ✓ |
| Sales/pipeline dashboard and reports | ✓ | ✓ | ✓ |
| Target setting and tracking | ✓ | ✓ | ✓ |
| Batch updates | ✓ | ✓ | ✓ |
| Data import/export | ✓ | ✓ | ✓ |
| GDPR management | ✓ | ✓ | ✓ |
| Outlook/Gmail emails and attachments against jobs, clients or suppliers | ✓ | ✓ | ✓ |
| HubSpot and Salesforce integration | Add on | Add on | Add on |
Estimating & quoting |
Core |
Advanced |
Enterprise |
| Unlimited opportunities and jobs | ✓ | ✓ | ✓ |
| Job and quote numbers | ✓ | ✓ | ✓ |
| Chargeable and non-chargeable jobs | ✓ | ✓ | ✓ |
| Breakdown into multiple phases/stages per job | ✓ | ✓ | ✓ |
| Add % weightings/probability of converting | ✓ | ✓ | ✓ |
| Estimate time by role/charge code | ✓ | ✓ | ✓ |
| Add purchases/costs with pre-defined markups (see purchasing) | ✓ | ✓ | ✓ |
| Calculates estimated profitability vs target | ✓ | ✓ | ✓ |
| Client-specific rates cards, mark-ups, discounts and invoicing terms | ✓ | ✓ | ✓ |
| New, duplicate or quoting templates | ✓ | ✓ | ✓ |
| See each client's financial investment/recovery to date | ✓ | ✓ | ✓ |
| Store documents and communications | ✓ | ✓ | ✓ |
| Job type templates | ✓ | ✓ | ✓ |
| Create common document templates, e.g. Statement of work | ✓ | ✓ | ✓ |
| Quote by: time and materials, fixed fee or fixed fee and expenses | ✓ | ✓ | ✓ |
| Customisable client-facing quotes | ✓ | ✓ | ✓ |
| Multiple currencies | ✓ | ✓ | ✓ |
| Store quote revisions | ✓ | ✓ | ✓ |
| Sales reporting dashboard | ✓ | ✓ | ✓ |
| Pipeline forecasting | ✓ | ✓ | ✓ |
| Email branded quotes to clients | ✓ | ✓ | ✓ |
| Optional phases | x | ✓ | ✓ |
| Quote option lines | x | ✓ | ✓ |
| Departmental revenue analysis | x | ✓ | ✓ |
| Multi-job quoting | x | ✓ | ✓ |
Project planning & tracking |
Core |
Advanced |
Enterprise |
| 🤖 AI Brief Builder (Coming soon) | x | ✓ | ✓ |
| 🤖 AI Job Health (Coming soon) | x | ✓ | ✓ |
| Breakdown job into phases and stages of work | ✓ | ✓ | ✓ |
| Estimate, plan and track at the phase/stage level | ✓ | ✓ | ✓ |
| Add details, documents, links, activities and comms to each phase or stage | ✓ | ✓ | ✓ |
| Assign and schedule from the job | ✓ | ✓ | ✓ |
| List or Gantt timeline views | ✓ | ✓ | ✓ |
| Drag and drop to adjust timelines | ✓ | ✓ | ✓ |
| Add dependencies and milestones | ✓ | ✓ | ✓ |
| Download client-friendly project plans - PDF, image or XML for MS project | ✓ | ✓ | ✓ |
| Multi-job Gantt charts | ✓ | ✓ | ✓ |
| Planned vs actual timelines | ✓ | ✓ | ✓ |
| Job status, progress, deadlines, estimated vs actual cost/time | ✓ | ✓ | ✓ |
| Budget and profit tracking | ✓ | ✓ | ✓ |
| Project plan templates | ✓ | ✓ | ✓ |
| Job dashboards and reporting | ✓ | ✓ | ✓ |
| Kanban boards (see task management) | ✓ | ✓ | ✓ |
Task & workflow management |
Core |
Advanced |
Enterprise |
| Unlimited boards and tasks | ✓ | ✓ | ✓ |
| Add tasks to a client, job or phase | ✓ | ✓ | ✓ |
| Custom task types e.g. requisitions, calls, emails, tasks | ✓ | ✓ | ✓ |
| Custom workflows (status) | ✓ | ✓ | ✓ |
| Checklists and checklist templates | ✓ | ✓ | ✓ |
| Custom fields | ✓ | ✓ | ✓ |
| Start/due date, priority and colour coding | ✓ | ✓ | ✓ |
| Automatic email alerts and reminders | ✓ | ✓ | ✓ |
| Activity history and comments feed | ✓ | ✓ | ✓ |
| Customisable lists and filtered views | ✓ | ✓ | ✓ |
| Document templates such as briefs, contracts or letters | ✓ | ✓ | ✓ |
| Attach unlimited files, URLs and cloud document links | ✓ | ✓ | ✓ |
| Assign owners, teams, watchers and client contacts | ✓ | ✓ | ✓ |
| Timesheet against task | ✓ | ✓ | ✓ |
Resource scheduling & capacity |
Core |
Advanced |
Enterprise |
| Unlimited resources and teams | ✓ | ✓ | ✓ |
| Resource management & skill database | ✓ | ✓ | ✓ |
| Permissions: view, request, draft only or full bookings | ✓ | ✓ | ✓ |
| Add notes, colour code, attachments, checklists | ✓ | ✓ | ✓ |
| Holidays, absences and special events | ✓ | ✓ | ✓ |
| View day, week and month, up to 12 weeks ahead | ✓ | ✓ | ✓ |
| Customise calendar views and filters | ✓ | ✓ | ✓ |
| Client and project views | ✓ | ✓ | ✓ |
| Flexible booking: based on estimated hours or requisitions | ✓ | ✓ | ✓ |
| Drag and drop calendar booking | ✓ | ✓ | ✓ |
| See estimated vs remaining time | ✓ | ✓ | ✓ |
| Bookings created from work requests, estimates or manually | ✓ | ✓ | ✓ |
| Tentative / draft bookings | ✓ | ✓ | ✓ |
| Schedule time slots or hours/days | ✓ | ✓ | ✓ |
| Spread loading time across a date range | ✓ | ✓ | ✓ |
| Recurring bookings | ✓ | ✓ | ✓ |
| Overbooking/availability view | ✓ | ✓ | ✓ |
| Two-way Outlook/Google Calendar integration & iCal feed | ✓ | ✓ | ✓ |
| Freelancer bookings | ✓ | ✓ | ✓ |
| Personal calendar/schedule. Add feedback and timesheet | ✓ | ✓ | ✓ |
| Capacity dashboard and reporting | ✓ | ✓ | ✓ |
| Utilisation dashboard and reporting by person, team and project | ✓ | ✓ | ✓ |
Timesheets & expenses |
Core |
Advanced |
Enterprise |
| 🤖 AI Timesheets (Coming soon) | x | ✓ | ✓ |
| 🤖 AI Expenses autofill | ✓ | ✓ | ✓ |
| Timesheets from browser or mobile app | ✓ | ✓ | ✓ |
| Personal time and expense dashboard | ✓ | ✓ | ✓ |
| Time recording by role/rate card | ✓ | ✓ | ✓ |
| Multiple time entries per day or job | ✓ | ✓ | ✓ |
| Timesheet from schedule or task | ✓ | ✓ | ✓ |
| Time tracking stopwatch | ✓ | ✓ | ✓ |
| Timesheets approval workflows | ✓ | ✓ | ✓ |
| Manage company credit card expenses | ✓ | ✓ | ✓ |
| Log expenses against a client/job or internal | ✓ | ✓ | ✓ |
| Upload and store digital receipts - from a browser or mobile app | ✓ | ✓ | ✓ |
| Mileage calculator | ✓ | ✓ | ✓ |
| Expense approval workflows. Ability to query, hold or reject. | ✓ | ✓ | ✓ |
| Utilisation reporting dashboard | ✓ | ✓ | ✓ |
| Delegated timesheeting for freelancers or leadership | ✓ | ✓ | ✓ |
| Missing timesheet report | ✓ | ✓ | ✓ |
| Timesheet reporting by person, team and project | ✓ | ✓ | ✓ |
| Internal and non-chargeable time tracking | ✓ | ✓ | ✓ |
Purchasing |
Core |
Advanced |
Enterprise |
| Create purchase estimates against a job/phase | ✓ | ✓ | ✓ |
| Pre-defined markup by supplier or client | ✓ | ✓ | ✓ |
| Optional discounts/markup | ✓ | ✓ | ✓ |
| Define spend limits by user | ✓ | ✓ | ✓ |
| Approval workflows | ✓ | ✓ | ✓ |
| Email PDF orders to supplier | ✓ | ✓ | ✓ |
| Supplier CRM | ✓ | ✓ | ✓ |
| Option to exclude items from quote (non-chargeable) | ✓ | ✓ | ✓ |
| Reconcile purchase invoices | ✓ | ✓ | ✓ |
| Upload documents and link attachments | ✓ | ✓ | ✓ |
| Purchase invoices and export to your accounts package | ✓ | ✓ | ✓ |
| 🤖 AI Purchase Invoices autofill | ✓ | ✓ | ✓ |
| Tender management | x | ✓ | ✓ |
| Email supplier invoices for automatic processing or bulk upload | x | ✓ | ✓ |
| Raise freelancer POs against a job/phase or consolidate against multiple jobs | x | ✓ | ✓ |
Invoicing & revenue management |
Core |
Advanced |
Enterprise |
| Billing/payment plans based on start, finish or fixed date, % or set value | ✓ | ✓ | ✓ |
| Recurring billings | ✓ | ✓ | ✓ |
| Invoice approval workflow | ✓ | ✓ | ✓ |
| Invoice multiple phases or jobs in one invoice | ✓ | ✓ | ✓ |
| Invoice based on quote, actual costs or bespoke | ✓ | ✓ | ✓ |
| Time and cost allocation to invoice | ✓ | ✓ | ✓ |
| Customise invoices | ✓ | ✓ | ✓ |
| Multi-currency billing plans and invoicing | ✓ | ✓ | ✓ |
| Client VAT and payment terms | ✓ | ✓ | ✓ |
| Credit notes and write-offs | ✓ | ✓ | ✓ |
| Accounting software integration | ✓ | ✓ | ✓ |
| Planned vs invoiced report | ✓ | ✓ | ✓ |
| Revenue and profit forecasting | ✓ | ✓ | ✓ |
| Financial management dashboard and reporting | ✓ | ✓ | ✓ |
| Revenue management/recognition | x | ✓ | ✓ |
| Multi-job revenue management (Managed sales orders) | x | ✓ | ✓ |
| Departmental revenue analysis | x | ✓ | ✓ |
| Managed client sales orders - allocate to multiple jobs | x | ✓ | ✓ |
| Multiple trading companies | x | x | ✓ |
Reporting |
Core |
Advanced |
Enterprise |
| Customisable dashboards | ✓ | ✓ | ✓ |
| Financial dashboard and reports | ✓ | ✓ | ✓ |
| Utilisation dashboard and reports | ✓ | ✓ | ✓ |
| Sales dashboard and reports | ✓ | ✓ | ✓ |
| Capacity reporting dashboard | ✓ | ✓ | ✓ |
| Client dashboards and reports | ✓ | ✓ | ✓ |
| Job dashboards and reports | ✓ | ✓ | ✓ |
| Job budget/profit tracking | ✓ | ✓ | ✓ |
| Custom alert emails | ✓ | ✓ | ✓ |
| Download graphs | ✓ | ✓ | ✓ |
| Data exports | ✓ | ✓ | ✓ |
| Custom reports | ✓ | ✓ | ✓ |
| Custom business dashboard | ✓ | ✓ | ✓ |
| Integrated analytics | ✓ | ✓ | ✓ |
| Schedule reports to email, Teams or Slack | x | ✓ | ✓ |
Mobile app |
Core |
Advanced |
Enterprise |
| Available on iOS and Android | ✓ | ✓ | ✓ |
| Timer/stopwatch for time recording | ✓ | ✓ | ✓ |
| Capture expense receipts and mileage | ✓ | ✓ | ✓ |
| Access contact info | ✓ | ✓ | ✓ |
| See job/opportunity status and financial health | ✓ | ✓ | ✓ |
| Add and assign tasks | ✓ | ✓ | ✓ |
| See work schedules | ✓ | ✓ | ✓ |
| MFA and SSO | ✓ | ✓ | ✓ |
Integrations |
Core |
Advanced |
Enterprise |
| Office365 email integration: send quotes, invoices and Purchase orders from Synergist | ✓ | ✓ | ✓ |
| Auto-filing Outlook/Gmail emails and attachments against jobs, clients or suppliers | ✓ | ✓ | ✓ |
| Outlook / Google 2-way calendar-schedule integration | ✓ | ✓ | ✓ |
| Schedule reports to email, Teams or Slack | x | ✓ | ✓ |
| Cloud connectors: OneDrive, Google Drive, Dropbox | ✓ | ✓ | ✓ |
| Microsoft and Google single sign-on (SSO) | ✓ | ✓ | ✓ |
| Accounting software integrations: Sage Business Cloud Accounting, Sage 50, Sage 300, Sage Intacct, Xero, QuickBooks, Access, KashFlow, Microsoft Dynamics, Access Financials, Iplicit, AccountsIQ, and Pegasus Opera 3. |
✓ | ✓ | ✓ |
| Pleo expenses integration | ✓ | ✓ | ✓ |
| DocuSign quote approval integration | ✓ | ✓ | ✓ |
| 🤖 MCP server connect ChatGPT, Claude and Copilot (Coming soon) | ✓ | ✓ | ✓ |
| HubSpot and Salesforce | Third party | Third party | Third party |
Security & access |
Core |
Advanced |
Enterprise |
| Hosted on secure AWS servers - separate client data instances | ✓ | ✓ | ✓ |
| Encrypted data in transit and at rest | ✓ | ✓ | ✓ |
| ISO 27001 certified | ✓ | ✓ | ✓ |
| User access management | ✓ | ✓ | ✓ |
| Multi-factor authentication | ✓ | ✓ | ✓ |
| Microsoft and Google single sign-on (SSO) | ✓ | ✓ | ✓ |
| Role-based user permissions | ✓ | ✓ | ✓ |
| GDPR-compliant data handling | ✓ | ✓ | ✓ |
| Managed backups & recovery | ✓ | ✓ | ✓ |
Frequently asked questions
Our team of agency experts would love to help answer your questions.
What’s the difference between Core, Advanced and Enterprise?
Core is a complete system for running your agency. CRM, estimating, project planning, resourcing, timesheets, purchasing, invoicing and reporting, with no limits on users, clients, jobs or storage.
Advanced adds enhanced financials, workflows and reporting, with automation doing more of the heavy lifting. Revenue recognition, multi-currency, tender management, AI and scheduled reports.
Enterprise is for agency groups running more than one company, each with its own clients, jobs, workflows and financials, with group-level reporting across all of them.
Can I upgrade?
Yes, whenever your agency needs more. Talk to your client success consultant about what’s prompting the move, since sometimes the answer is a different plan and sometimes it’s getting more from what you already have.
Downgrading isn’t possible, because you’d lose access to data created using the features in your current plan.
Are there any limits on users, clients or storage?
No. Synergist doesn’t cap anything.
Unlimited users, clients, jobs, tasks and file storage. Unlimited custom fields, roles and permissions. Your full reporting history, however far back it goes.
Is support included?
Yes, on every plan. A UK helpdesk you can phone, a client success consultant who has run agencies, and access to our events, webinars and community.
What makes Synergist different?
Three things.
It’s built for agencies rather than adapted for them, so clients, jobs, retainers, rate cards and utilisation are there from the start.
It’s configured around how your agency works, not the other way round, which is what onboarding is for.
And you get help from people who have run agencies, on every plan, for as long as you’re with us.
How does Synergist compare to cheaper tools?
On licence price alone, some are cheaper. That’s worth knowing rather than arguing with.
The questions that matter more are what’s included, and what it takes to get the thing working. Check whether rate cards, forecasting, revenue recognition and reporting sit in the plan you’re pricing or a higher one. Then check who does your setup, your data migration and your training, and what that costs.
Compare the total over three years, not the monthly seat price. Sometimes cheaper wins. You should at least know which you’re choosing.