Agency operational management software

Driving agency performance and profitability requires accurate, real-time insight – unattainable when you have information across different systems and spreadsheets, or stuck in people’s heads.

Synergist's intelligent system 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.

Agency office

Get full visibility of your agency’s pipeline

Instantly see a live forecast of prospect and client revenue, margin, billings and profit, and track performance against targets.

Filter by probability, client handler, source, type, sector, status, and more. Manage opportunities easily with CRM, notes, attachments, activities and automated reminders to win more new business, and see which types of work have capacity. For example, if design have some free time coming up, sales can look to fill this gap with new work.  See more on Dashboards. and New business pipeline tracking.

Sales dashboard
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

Capacity and Loading

Understand capacity and utilisation across your agency

View availability, demand and utilisation by team, skill or individual over the coming days, weeks and months.

Quickly spot under-utilisation or over-demand to make informed training, recruitment and freelancer-hiring decisions.

Perform “what if” analysis to see how winning some prospective business would impact on your resource and capacity.  See more on Capacity Planning.


Accurate revenue and cost forecasts

Instantly see how much is invoiced versus that planned for a job. Billing plans let you invoice staged payments based on set dates or project milestones and forecast billings and profit by month.

Purchase and expense management tools give you control over costs and cash flow forecasts. 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). See more on Billing and Purchasing. 

Billing Plan summary
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."

Steven Clark,
Finance Director, Tayburn

Management Dashboard and Standard Reports

Understand which project, clients and services are most profitable

The real power of Synergist comes from the reporting. 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.  See more about Reporting.


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, comms system or online proofing tool. What we do is integrate seamlessly with other leading solutions including accounting software, so you can choose the packages you prefer.  See more on Accounts Integration.

Accounting software compatible with Synergist
Data Viewer

Build custom reports and automatically deliver to your inbox

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 as an image or PDF, or into a spreadsheet or presentation. You can even schedule them for automatic delivery to nominated people. See Drag and drop project reporting.

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 projects, people, clients and financials.

Improve your agency’s management

See it for yourself. Schedule a demo, customised for your specific agency needs, to see how Synergist can improve your agency's profitability.

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.