End-to-end agency project management

Streamline your processes, easily plan projects and keep budgets on track. Designed for UK-based marketing, creative and digital agencies, Synergist gives your team everything they need to plan, schedule, manage and track projects in real time, all in one place.

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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 costs.

Synergist lets you create estimates from previous project data to ensure your budgets are realistic and consistent. Purchase management enables you to raise POs against a job, and control mark-up rates and approvals. Plus, it allows you to record any changes to the job for accurate billing.

You can break down complex projects into phases, helping you estimate and track your time, costs and profit against each stage.

See more agency estimating and quoting features

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.”

Kanban board and Gantt

Plan projects using waterfall or agile approaches

Break projects down into phases and tasks and schedule them using Gantt charts or keep things fluid with Kanban boards.

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 a job, client or team level. Project managers can populate briefing templates, create checklists, add comments, and attach or link documents. And automated alerts and reminders make managing projects easy.

See more on project planning


Quickly schedule resources and manage bookings

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

You see time estimated vs remaining on a job, so you don’t go over budget.

Team members can see all the booking information in their calendar, update progress and record time straight from their schedule or via the app.

Learn more about agency resource management

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 live picture of your project's performance in live job dashboards. Traffic light systems quickly reveal if you’re going over budget.

Track estimated, quoted, invoiced, or recognised values vs actual time and costs - with a live view of % completion, potential overrun and profit.

And email alerts can help quickly address emerging issues — for example, a job reaching a certain percentage of its budget, late milestones or additional costs.

See more on project tracking

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. 

See more agency billing features

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.

Improve your project’s delivery

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.