Manage your agency projects for profitability

Under-quoting, over-servicing, scope creep and amends are all too familiar challenges for marketing and creative agencies. Synergist helps you take control. Get clear insights to ensure you're quoting accurately, live visibility of how each job's running, and instant reports on project, client and service profitability.

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Produce accurate estimates and profitable quotes

Discover the true cost of delivering each job, phase or task within a project. Synergist tracks all your time and costs in detail. This data is then used to drive accurate and consistent estimating across your agency.

Get an instant profit estimate when you generate a quote to ensure your target profit margins are met before a quote's sent to the client.

You can also see client investment - how much you've over or under-recovered across all their jobs - helping ensure each client meets your profit targets.

See more agency estimating and quoting features

Peter McQueen, MediaBlaze

"There are a number of things that I've done to make the agency more profitable. But the main thing is we can report on over-servicing so we can take action. There's absolutely no doubt that bringing in Synergist has really helped us ensure we've got the right financial controls in place."


Keep your jobs within budget

Book time based on budget. The resource schedule shows you the estimated vs remaining time on each job, so you can ensure bookings are within budget.

Dashboards show you each project’s health and key financials at a glance. Traffic light systems quickly reveal if you’re going over budget. Track quoted, invoiced, or recognised values vs actual time and costs - with a live view of % completion, potential overrun and profit.

Email alerts flag potential issues — for example, a job reaching a certain percentage of its budget.

See more on project planning and tracking


Manage your projects more efficiently

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 stop reinventing the wheel, bringing consistency, accuracy and efficiency to how you manage projects.

All project information, including briefs and emails, is stored within Synergist. And alerts mean communication isn't missed, and everyone who needs to know is informed. 

Learn more about project management

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Kim Stokes, Finance Director, Butterfly

“We can see whether money is being spent out of budget, and confidently have that conversation with the client. It also helped us identify gaps in our project costing review and control procedures. Now we have templates set up in Synergist to prompt users to think about different aspects of a project, so our project recoverability has increased significantly. The year following Synergist’s implementation was our biggest for profit.”

Kim Stokes, Finance Director, Butterfly – a leading brand and innovation agency based in London and New York

Client dashboard

See which projects, clients and services are most profitable

Get the visibility you need to make strategic decisions. Instantly see 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.

See more on agency and project reporting

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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 agency's profitability

Whatever your agency looks like – 10 to 500 people, design to digital –
Synergist can be shaped to the way you work.

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.