Explore features
CRM & pipeline |
Foundation |
Professional |
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 such as scope of work, briefs, contracts or 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 and activities to simplify data maintenance | ✓ | ✓ | ✓ |
| Data import/export | ✓ | ✓ | ✓ |
| GDPR management | ✓ | ✓ | ✓ |
| Email integration to centrally record all key communications | Add on | Add on | ✓ |
| Integration with HubSpot and Salesforce CRM | Add on | Add on | Add on |
Estimating & quoting |
Foundation |
Professional |
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 | Add on | ✓ | ✓ |
Project planning & tracking |
Foundation |
Professional |
Enterprise |
| 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 |
Foundation |
Professional |
Enterprise |
| Unlimited activities/tasks | ✓ | ✓ | ✓ |
| Add tasks/activities to client, job or phase | ✓ | ✓ | ✓ |
| Custom activity types e.g. requisitions, calls, emails, tasks | ✓ | ✓ | ✓ |
| Checklists - build new or create templates | ✓ | ✓ | ✓ |
| Custom fields | ✓ | ✓ | ✓ |
| Assignee, start/due date, priority and colour coding | ✓ | ✓ | ✓ |
| Alerts, reminders and follow-ups | ✓ | ✓ | ✓ |
| Threaded comments and history | ✓ | ✓ | ✓ |
| List or a kanban board - customisable lists and filtered views | ✓ | ✓ | ✓ |
| Unlimited boards/lists | ✓ | ✓ | ✓ |
| Unlimited attachments | ✓ | ✓ | ✓ |
| Create templates such as briefs, contracts or letters | ✓ | ✓ | ✓ |
| Timesheet against task | ✓ | ✓ | ✓ |
| File management: OneDrive, Google Drive and Dropbox | Add on | Add on | Add on |
Resource scheduling & capacity |
Foundation |
Professional |
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 |
Foundation |
Professional |
Enterprise |
| 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 (optional) | ✓ | ✓ | ✓ |
| 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 | ✓ | ✓ | ✓ |
| AI expense creation | ✓ | ✓ | ✓ |
| Expense approval workflows. Ability to query, hold or reject. | ✓ | ✓ | ✓ |
| Utilisation reporting dashboard | ✓ | ✓ | ✓ |
| Freelancers timesheeting | ✓ | ✓ | ✓ |
| Missing timesheet report | ✓ | ✓ | ✓ |
| Timesheet reporting by person, team and project | ✓ | ✓ | ✓ |
| Internal and non-chargeable time tracking | ✓ | ✓ | ✓ |
Purchasing |
Foundation |
Professional |
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) | ✓ | ✓ | ✓ |
| AI purchase invoice autofill | ✓ | ✓ | ✓ |
| Email supplier invoices for automatic processing or bulk upload | Add on | Add on | ✓ |
| Reconcile purchase invoices | ✓ | ✓ | ✓ |
| Upload documents and link attachments | ✓ | ✓ | ✓ |
| Purchase invoices and export to your accounts package | ✓ | ✓ | ✓ |
| Tender management | x | ✓ | ✓ |
| Raise freelancer POs against a job/phase or consolidate against multiple jobs | x | Add on | ✓ |
Invoicing & revenue management |
Foundation |
Professional |
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 | x | x | ✓ |
| 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 | Add on | ✓ |
| Multi-job revenue management (Managed sales orders) | x | x | ✓ |
| Multiple trading companies | x | Add on | ✓ |
| Departmental revenue analysis | x | ✓ | ✓ |
| Managed client sales orders - allocate to multiple jobs | x | x | ✓ |
Reporting |
Foundation |
Professional |
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 | ✓ | ✓ | ✓ |
| Schedule and email reports | ✓ | ✓ | ✓ |
| Custom reports | ✓ | ✓ | ✓ |
| Custom business dashboard | ✓ | ✓ | ✓ |
| Integrated analytics | ✓ | ✓ | ✓ |
Mobile app |
Foundation |
Professional |
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 |
Foundation |
Professional |
Enterprise |
| Accounting software: Sage Business Cloud Accounting, Sage 50, Sage 300, Sage Intacct, Xero, QuickBooks, Access, KashFlow, Microsoft Dynamics, Access Financials, Iplicit, AccountsIQ, and Pegasus Opera 3. | ✓ | ✓ | ✓ |
| File management: OneDrive, Google Drive and Dropbox | ✓ | ✓ | ✓ |
| Microsoft and Google single sign-on (SSO) | ✓ | ✓ | ✓ |
| Auto-filing of emails and attachments against jobs and organisations | Add on | Add on | ✓ |
| Outlook and Google Calendar integration | ✓ | ✓ | ✓ |
| Pleo integration | ✓ | ✓ | ✓ |
| Docusign integration | ✓ | ✓ | ✓ |
| HubSpot and Salesforce | Add on | Add on | Add on |
Security & access |
Foundation |
Professional |
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
What's the difference between Synergist Foundation, Professional, and Enterprise?
Foundation includes all core agency management features.
Professional adds multi-job quoting, optional phases, tender management, scheduled reporting, timesheet approval workflows, departmental revenue analysis, and API support.
Enterprise includes everything plus revenue recognition, multi-job revenue management, unlimited trading companies, consolidated purchase orders, email integration, and an enterprise service level agreement.
See the pricing page for full details.
Can I upgrade my Synergist plan later?
Yes. As your agency adds users, your monthly subscription may automatically qualify for the next tier. You can also choose to upgrade at any time by paying the minimum monthly subscription for the higher tier.
Are some features available as add-ons on lower tiers?
Yes. Some features included in higher tiers are available as add-ons on Foundation and Professional. See the pricing page for details.
Have more questions? Drop us an email enquires@synergist.co.uk