End-to-end agency project management

Proper planning, streamlined workflows, and profitable delivery.

Designed specifically for agencies, Synergist provides all the tools you need to manage your agency projects effectively and profitably. Manage multiple small projects, big complex projects, and ongoing client retainers with ease.

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Agency office

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Create accurate and consistent estimates

Accurate estimating sits at the heart of agency project management. Get it wrong and you'll either face going over budget or risk upsetting your client with a high quote or additional project costs.

Synergist lets you create project estimates from previous project data to ensure your budgets are realistic and consistent. You can break down complex projects into phases, helping you estimate and track your time, costs, and profit against each stage. You can also record any changes to the project costs for accurate project billing.

Project purchase management tools enable you to raise POs against a project and control mark-up rates and purchase approvals. 

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Estimate, no costs
Nigel Wilson, Managing Director, Clevercherry

"The Studio has benefited greatly. It's removed a lot of admin from them. It's cleaned everything up. Made it slick. No more Post-It notes flying around! No more physical timesheets! No, we wouldn't go back to all that now.”

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Plan projects using waterfall or agile approaches

Break complex projects down into phases, stages, and tasks to plan and track them in detail. By creating project templates and checklists, you can save time and achieve consistency across project management.

Create visual project timelines using the drag-and-drop Gantt chart tool. Add tasks and dependencies, easily adjust dates and view online or download them to share with your client.

Kanban boards help you organise, prioritise, and collaborate on tasks at the project, client, or team level. Project managers can populate briefing templates, create checklists, add comments, and attach or link documents. Automated alerts and reminders make managing projects easy.

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Quickly schedule resources and manage bookings

Time can be requested or booked into your agency resource schedule using the simple drag-and-drop scheduling calendar. Quickly see availability and book draft, tentative or confirmed time slots.

You see estimated time vs. remaining on a project, so you don’t go over budget. The workload view ensures your team isn't overbooked.

Team members can view all project information in their calendar, update progress, and record timesheets straight from their schedule or via the mobile app.

Learn more about agency capacity management

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Calendar booking
Peter McQueen, MediaBlaze

“It gives us a snapshot of each project and how aligned the costs are with the rate of completion."

“Synergist is central to everything we do. Without it, we wouldn't have had the level of success we've had."

Job costing dashboard and job list

Keep track of project progress and profitability

Get a real-time picture of your project's performance using the project dashboards and reporting. Track estimated, quoted, invoiced, or recognised values vs. actual time and costs, with a live view of % completion, potential overrun, and profit.

Traffic light systems quickly reveal if you’re going over budget or deadlines, and views can be set up to show you the info you want at a glance.

Email alerts can help quickly address emerging issues, such as a project reaching a certain percentage of its budget, late milestones, or additional costs.

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Stay on top of invoicing and forecasting

For projects requiring staged payments or retainers, billing plans let you set billing by date, project milestones or work completed and easily forecast billings and profit by month.

Plus, the optional advanced revenue recognition feature allows you to invoice in advance and accrue or defer revenue in line with work in progress. 

Synergist seamlessly integrates with leading accounting software systems, including Xero, Sage, MYOB, and Quickbooks, so there's no more double-data entry.

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Billing plan summary
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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.

Streamline your agency project 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.