Seamless remote working for agencies

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.

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Get to grips with team capacity and availability

Synergist’s scheduling calendar lets managers see at-a-glance what everyone is booked on in the short and longer term.

Views can be filtered by specific teams or skills for an immediate view on availability. It’s clear when resource is under or over utilised. And when new work is scheduled, it’s linked to the estimate, so the budgeted number of hours are scheduled.

This shared calendar means the team know who’s working on what, and documents such as the brief can be attached to the schedule so there are no delays getting started. Learn more about Synergist Calendar bookings

Booking from estimate
Sukhi Dehal of 383 Project

“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.”

Sukhi Dehal,
Managing Partner and Founder, 383

Sales dashboard

See what's coming up in your agency

Synergist brings real-time visibility of your pipeline, and the implications of winning or losing work.

Capacity dashboards show you where you have underutilised resources, so you can work to fill with chargeable work.

You can tentatively schedule opportunities in the resource calendar, with an indication of how likely it is to land. You can also include probability weightings to your opportunity to give you an accurate forecast.

All the contact details including conversations and documents can be found in the integrated CRM, so nobody is left wondering where things are up to.

Seamless collaboration and workflows

All project information and documents including briefs, scopes, estimates and important emails are stored within Synergist. No more bottlenecks because crucial information is hidden in someone’s inbox or on someone’s desktop.

Kanban boards help manage project workflows and keep evolving tasks and priorities clear. Users can make comments against activities. Boards are customisable and views can be filtered.

Synergist alerts mean communication is never missed and everyone who needs to know is informed. Alerts are customisable, so you’re alerted to what matters to you. See more on Document Management, Kanban Boards and Alerts

Kanban board
Gantt chart

Crystal clarity on project progress

Synergist gives you live visibility on project progress including actuals vs budget, work in progress and when projects or phases can be invoiced. Timesheet and expense data is inputted straight into Synergist, so the data is always up to date.

Email alerts flag issues early and make it easy to spot over-servicing. For example, you can set up an alert to inform a colleague when a job has been scheduled or project phase completed.

And for when you need a deeper dive into the data, you can run reports instantly to get to the root of the problem.

You can break projects down into activities and phases and view them as an interactive Gantt chart that can be shared with clients. Your Gantt chart will track any dependencies and highlight potential overruns in your calendar, so you know when work needs rescheduling. Learn more about Custom Reports and Gantt Charts

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Keep control of project estimates

Producing an estimate remotely can be challenging, you’re not sat with your colleagues so it’s harder to get an answer to how long something will take them to complete.

Synergist estimates can be based on previous jobs, so you know exactly how long a similar task or project took, and the more projects you run, the more accurate these estimates become.

You can also create workflows so senior team members sign off estimates and purchases before they’re turned into formal quotes. This gives you complete control and stops projects from being destined to be loss-makers before they’ve even begun. Learn more about Estimating

Estimating, no costs

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 projects, people, clients and financials.

Enjoy seamless, profitable remote working

See it for yourself. Schedule a demo, customised for your specific agency needs, to see how Synergist can improve your agency's profitability.

Our implementation partner, The Agency Works, will contact you to arrange your demo. Their extensive agency experience means they can guide you towards the most effective set-up to help you save time, increase profits and ultimately achieve your goals.