Manage your operations more intelligently

See everything that's happening across your agency in real time. Synergist's agency management software brings all your information into one place. Giving you clear visibility of how your agency is performing, which areas are the most profitable and how well you’re utilising resources, so you can make real-time decisions that take your agency forward. 

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Agency office

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Agency office

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Get full visibility of your agency’s pipeline

Keep track of all your opportunities and jobs in one system for complete visibility of revenue and capacity.

Instantly see a live forecast of your pipeline based on % probability, billings and profit. Track sales performance against targets. And see where you have capacity to take on extra work, so you can look to fill gaps... or where you might have resourcing issues!

Automated task reminders help you keep on top of new business. Plus briefs, estimates and communications are all stored against the opportunity, so when it’s ready to convert to a live job, all the information is there.

See more on agency pipeline management

Sales dashboard
Darryl Kennedy of Spike

“Synergist is the cornerstone of the business. 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 in every way possible.”

Billing plan summary

Accurate revenue and cost forecasts

Instantly see how much has been invoiced (or recognised) versus planned for each period.

Billing plans let you invoice staged payments based on set dates or project milestones, and forecast revenue and profit by month. Plus, the advanced revenue recognition feature allows you to adjust the amount of turnover or profit you recognise to sit in line with work in progress (WIP). 

Purchase management tools ensure costs are recorded to the correct job and give you control over spending. Manage suppliers and purchase approvals, control mark-ups or discounts, and store all related information and invoices in one place.   

See more agency billing and purchase management features.

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!”

Helen Flanders, Operations Director, Something Big - a creative communications agency based in Surrey


Simplify time and expense tracking

Filling in timesheets isn't many peoples' favourite activity, especially in busy agencies. That's why Synergist makes it as simple and quick as possible.

Timesheets are pre-populated with the right details - minimising the chance of putting time against the wrong job number - and users can use the timers to track time at the same time as they’re working on it.

The mobile app makes it simple to enter expenses and upload receipts. And expense approval workflows make sure costs are accurately allocated to the right job and passed on.

Learn more about timesheets and expense management

Timesheet and Synergist app
Steven Clark, Finance Director, Tayburn

“With Synergist I know what’s going on in every job, and as it’s happening. Costs are captured real-time. So there are no surprises. My month-end has been cut in half. If Synergist was somehow taken away from us, it would be worse than having a fire."

Management Dashboard and Standard Reports

Understand which project, clients and services are most profitable

See immediately which of your clients, projects, phases, services and resources are profitable.

It gives you live data on how your agency is performing and helps you understand what's making money.

All the reports you need to run effectively day-to-day are there at the click of a button, as well as the insights needed to make strategic decisions.

Learn more about agency profit management features.


Build custom reports and automatically deliver to your inbox

The real power of Synergist comes from the reporting. 

As well as standard reports, the data viewer lets you build custom reports, exactly as you need with a simple drag and drop interface.

You can create tables and charts and export them as an image or PDF, or into a spreadsheet or presentation. You can even schedule them for automatic delivery to nominated people.

See more on agency reporting

Data Viewer
Accounting software compatible with Synergist

Integrate seamlessly with your preferred accounts package

We know what we’re good at. We’re a best-in-class agency management system, not an accounting system or online proofing tool. What we do is integrate seamlessly with other leading solutions including your accounting software, so you can choose the packages you prefer.

Synergist seamlessly integrates with leading accounting software systems including Xero, Sage, MYOB, Quickbooks and more.

Learn more about integrations

All-in-one agency management software

From new business, costing, project and resource management, through to billing and reporting, Synergist brings together everything you need to manage your agency's projects, people, clients and financials.

Improve your agency management

Whatever your agency looks like – 10 to 500 people, design to digital –
Synergist can be shaped to the way you work.

See it for yourself.

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 what's right for you.