Whether your agency’s working hybrid or a team spread out across multiple locations, without having a physical presence, communication is more difficult and keeping track of projects and schedules can be a challenge.
Synergist makes remote working easy. Your teams can access all the tools and info they need to get their jobs done from wherever, and whenever they need. And with all your projects, people, clients and financials in one place, you get full visibility of what’s going on.
The resource scheduling calendar lets you see at-a-glance what everyone is booked on. It’s clear when a resource is under or over-utilised.
Specific teams or skills can be filtered for a quick view of availability. And when new work is scheduled, it’s linked to the estimate, so the budgeted number of hours are scheduled.
Briefs, documents, checklists and notes can all be attached to the work booking, so there are no delays getting started.
Learn more about agency resource management features.
“We have been able to plan more accurately around studio capacity and produce very accurate automated financial reports that are delivered to our inbox from the system.”
Synergist brings real-time visibility of your pipeline and the implications of winning or losing work.
Capacity dashboards show you where you will have underutilised resources, in time to find chargeable work.
You can tentatively schedule opportunities in the resource calendar and indicate how likely it is to land. You can also include probability weightings to your opportunities to give you an accurate forecast.
All the contact details, including communications and documents, can be found in the integrated CRM, so nobody is left wondering where things are up to.
See more on agency pipeline management
Estimating how long something will take can be more challenging when you’re not sitting with your colleagues.
With Synergist, estimates can be based on previous jobs, so you know exactly how long a similar task or project took. The more projects you run, the more accurate these estimates become.
You can also create workflows, so senior team members must sign off estimates and purchases before they’re turned into formal quotes. Stopping projects from being loss-makers before they’ve even begun.
See why thousands of design, digital, marketing and PR agencies - from 10-500 people - choose Synergist to grow, smartly (and smoothly).
Customisable Kanban boards help manage project workflows and keep evolving priorities clear.
All project information, including briefs, estimates, checklists and communications, can be stored within Synergist. No more bottlenecks because crucial information is hidden in someone’s inbox or on someone’s desktop!
And alerts make sure communication is never missed, and everyone who needs to know is informed. Furthermore, alerts are fully customisable, so you’re alerted to what matters to you.
See more agency project management features.
You can break projects down into phases and tasks and view them as an interactive Gantt chart that can be shared with clients. Any overruns are highlighted in your calendar, so you know when work needs rescheduling.
See live visibility on project progress, including actuals vs budget, work in progress and when projects or phases can be invoiced. Time and expenses are logged easily in Synergist, so the data is always up to date.
Email alerts flag issues early. For example, you can set up an alert to inform you when a job reaches 95% budget - making it easy to stop over-servicing. And, when you need a deeper dive into the data, you can run detailed reports to get to the root of the problem.
See more project planning and job tracking features.
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.
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.
