Accurate time estimating is at the heart of agency project management, informing your project plans and resource allocation.
Build estimates based on actual project data or job templates, break down complex projects into phases and tasks, and get an instant profit estimate to make sure you meet profit margins.
Generate client-facing quotes derived from your project estimates or by using value-based pricing.
You can also set up approval workflows, so project estimates and quotes are signed off before being shared with your clients.
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.
Request time or book it straight into the resource schedule using the drag-and-drop scheduling calendar.
Get a complete view of your team's availability and see the estimated time vs. the remaining time on a job, so you don’t overbook. Any overruns are highlighted, so you know when projects need attention.
Team members can view all booking information in their calendar, update progress, and record time directly 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, project billing plans enable you to set billing by date, project milestones, or work completed, and easily forecast your agency's revenue and profit.
The optional advanced agency revenue recognition feature allows you to invoice in advance and accrue or defer revenue in line with work in progress.
Plus, Synergist integrates with accounting tools like Sage, Xero, and QuickBooks, ensuring a seamless data flow from your agency project management software to your accounting software.
