Accurate time estimating is at the heart of agency project management, informing your time plans and resource allocation.
Break down complex projects into phases and tasks, create estimates informed by past project data, and maintain consistency with job templates.
Get an instant profit estimate when you generate a quote to make sure you're meeting profit margins before sending on to your client.
You can also create workflows, so senior team members must sign off estimates before they’re turned into formal quotes.
Create visual project timelines using the drag-and-drop Gantt chart tool. Add tasks, milestones and dependencies, easily adjust dates, and download to share with your client.
Customisable Kanban boards help you organise, prioritise and collaborate on tasks at a job, client or team level. All project information, including briefs, checklists and communications, can be stored within Synergist. No more information hidden in someone’s inbox! And alerts ensure communication is never missed, and everyone who needs to know is informed.
You can look at loads of project management systems but they need to work in an agency with a unique business model.
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. And, any overruns are highlighted, so you know when jobs need attention.
Team members can see all the booking information in their calendar, update progress and record time straight from their schedule or via the app.
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 actuals - with a live view of percentage completion, potential overrun and profit.
Email alerts help you quickly address emerging issues — for example, a job reaching a certain percentage of its budget.
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.
