Discover the true cost of delivering each job, phase or task within a project. Synergist tracks all your time and costs in detail, giving you data to improve future estimating and ensure profitable projects.
Generate your client quote based on your estimate or using value-based pricing. Then, see the projected profit margins to ensure targets are met.
You can also see client investment - how much you've over or under-recovered across all their jobs - to make sure each client meets your profit targets. And if they don't, you can tackle the issue so it's not an ongoing problem.
The resource schedule shows you the estimated vs remaining time on each job so you can make sure internal time bookings are within budget... and stay there.
Dashboards show you each project’s health and key financials at a glance, with traffic light visuals quickly revealing if you’re going over budget. Track quoted, invoiced, or recognised values vs actual time and costs - with a live view of percentage completion, potential overrun and profit.
You can also set email alerts to flag potential issues — for example, a job reaching a certain percentage of its budget.
We can see profitability on a job-by-job and client basis, and account handlers can see estimated hours versus actual hours and where we are in a project compared with where we think we should be in real time.
No more duplication or missing information. Synergist gives you all the tools you need to manage your agency's projects, all in one place.
Project templates help you to bring consistency, accuracy and efficiency across all your projects, with everyone working in the same way each time.
All project information, including briefs and emails, is stored within Synergist. And alerts mean communication isn't missed, so everyone who needs to know is kept informed.
Get the visibility you need to make strategic decisions by instantly seeing profitability by client, job, phase, service and more.
Client dashboards show each client's financial performance - tracking revenue vs targets, profit, investment and forecasts.
Project reports show you where projects have gone over budget, so you can take learnings and improve profit on future jobs.
