Synergist Agency Management Software Features

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CRM & pipeline	Foundation	Professional	Enterprise
Unlimited clients, prospects, leads, suppliers, opportunities and jobs	✓	✓	✓
Link contacts to company/jobs	✓	✓	✓
Multiple addresses per company	✓	✓	✓
Unlimited custom fields	✓	✓	✓
Task setting and reminders	✓	✓	✓
Record comms history	✓	✓	✓
Unlimited file storage	✓	✓	✓
Create templates such as scope of work, briefs, contracts or letters	✓	✓	✓
% weightings/probability of converting	✓	✓	✓
Track lead progression	✓	✓	✓
Jobs and invoices stored against client and contact	✓	✓	✓
Client-specific rate cards, markups or discounts and invoicing terms	✓	✓	✓
Client reporting dashboards	✓	✓	✓
Sales/pipeline dashboard and reports	✓	✓	✓
Target setting and tracking	✓	✓	✓
Batch updates and activities to simplify data maintenance	✓	✓	✓
Data import/export	✓	✓	✓
GDPR management	✓	✓	✓
Email integration to centrally record all key communications	Add on	Add on	✓
Integration with HubSpot and Salesforce CRM	Add on	Add on	Add on

Learn more about CRM and pipeline features

Estimating & quoting	Foundation	Professional	Enterprise
Unlimited opportunities and jobs	✓	✓	✓
Job and quote numbers	✓	✓	✓
Chargable and non-chargable jobs	✓	✓	✓
Breakdown into multiple phases/stages per job	✓	✓	✓
Add % weightings/probability of converting	✓	✓	✓
Estimate time by role/charge code	✓	✓	✓
Add purchases/costs with pre-defined markups (see purchasing)	✓	✓	✓
Calculates estimated profitability vs target	✓	✓	✓
Client-specific rates cards, mark-ups, discounts and invoicing terms	✓	✓	✓
New, duplicate or quoting templates	✓	✓	✓
See each client's financial investment/recovery to date	✓	✓	✓
Store documents and communications	✓	✓	✓
Job type templates	✓	✓	✓
Create common document templates e.g. Statement of work	✓	✓	✓
Quote by: time and materials, fixed fee or fixed fee and expenses	✓	✓	✓
Customisable client-facing quotes	✓	✓	✓
Multiple currencies	✓	✓	✓
Store quote revisions	✓	✓	✓
Sales reporting dashboard	✓	✓	✓
Pipeline forecasting	✓	✓	✓
Email branded quotes to clients	✓	✓	✓
Optional phases	x	✓	✓
Quote option lines	x	✓	✓
Departmental revenue analysis	x	✓	✓
Multi-job quoting	Add on	✓	✓

Learn more about estimating and quoting features

Project planning & tracking	Foundation	Professional	Enterprise
Breakdown job into phases and stages of work	✓	✓	✓
Estimate, plan and track at the phase/stage level	✓	✓	✓
Add details, documents, links, activities and comms to each phase or stage	✓	✓	✓
Assign and schedule from the job	✓	✓	✓
List or Gantt timeline views	✓	✓	✓
Drag and drop to adjust timelines	✓	✓	✓
Add dependencies and milestones	✓	✓	✓
Download client-friendly project plans - PDF, image or XML for MS project	✓	✓	✓
Multi-job Gantt charts	✓	✓	✓
Planned vs actual timelines	✓	✓	✓
Job status, progress, deadlines, estimated vs actual cost/time	✓	✓	✓
Budget and profit tracking	✓	✓	✓
Project plan templates	✓	✓	✓
Job dashboards and reporting	✓	✓	✓
Kanban boards (see task management)	✓	✓	✓

Learn more about project planning and tracking features

Task & workflow management	Foundation	Professional	Enterprise
Unlimited activities/tasks	✓	✓	✓
Add tasks/activities to client, job or phase	✓	✓	✓
Custom activity types e.g. requisitions, calls, emails, tasks	✓	✓	✓
Checklists - build new or create templates	✓	✓	✓
Custom fields	✓	✓	✓
Assignee, start/due date, priority and colour coding	✓	✓	✓
Alerts, reminders and follow-ups	✓	✓	✓
Threaded comments and history	✓	✓	✓
List or a kanban board - customisable lists and filtered views	✓	✓	✓
Unlimited boards/lists	✓	✓	✓
Unlimited attachments	✓	✓	✓
Create templates such as briefs, contracts or letters	✓	✓	✓
Timesheet against task	✓	✓	✓
File management: OneDrive, Google Drive and Dropbox	Add on	Add on	Add on

Learn more about task and workflow management features

Resource scheduling & capacity	Foundation	Professional	Enterprise
Unlimited resources and teams	✓	✓	✓
Resource management & skill database	✓	✓	✓
Permissions: view, request, draft only or full bookings	✓	✓	✓
Add notes, colour code, attachments, checklists	✓	✓	✓
Holidays, absences and special events	✓	✓	✓
View day, week and month - up to 12 weeks ahead	✓	✓	✓
Customise calendar views and filters	✓	✓	✓
Client and project views	✓	✓	✓
Flexible booking: based on estimated hours or requisitions	✓	✓	✓
Drag and drop calendar booking	✓	✓	✓
See estimated vs remaining time	✓	✓	✓
Bookings created from work requests, estimates or manually	✓	✓	✓
Tentative / draft bookings	✓	✓	✓
Schedule time slots or hours/days	✓	✓	✓
Spread loading time across a date range	✓	✓	✓
Recurring bookings	✓	✓	✓
Overbooking/availability view	✓	✓	✓
Two-way Outlook/Google Calendar integration & iCal feed	✓	✓	✓
Freelancer bookings	✓	✓	✓
Personal calendar/schedule. Add feedback and timesheet	✓	✓	✓
Capacity dashboard and reporting	✓	✓	✓
Utilisation dashboard and reporting by person, team and project	✓	✓	✓

Learn more about resource scheduling and capacity features

Timesheets & expenses	Foundation	Professional	Enterprise
Timesheets from browser or mobile app	✓	✓	✓
Personal time and expense dashboard	✓	✓	✓
Time recording by role/rate card	✓	✓	✓
Multiple time entries per day or job	✓	✓	✓
Timesheet from schedule or task	✓	✓	✓
Time tracking stopwatch	✓	✓	✓
Timesheets approval workflows (optional)	✓	✓	✓
Manage company credit card expenses	✓	✓	✓
Log expenses against a client/job or internal	✓	✓	✓
Upload and store digital receipts - from a browser or mobile app	✓	✓	✓
Mileage calculator	✓	✓	✓
AI expense creation	✓	✓	✓
Expense approval workflows. Ability to query, hold or reject.	✓	✓	✓
Utilisation reporting dashboard	✓	✓	✓
Freelancers timesheeting	✓	✓	✓
Missing timesheet report	✓	✓	✓
Timesheet reporting by person, team and project	✓	✓	✓
Internal and non-chargeable time tracking	✓	✓	✓

Learn more about timesheets and expenses features

Purchasing	Foundation	Professional	Enterprise
Create purchase estimates against a job/phase	✓	✓	✓
Pre-defined markup by supplier or client	✓	✓	✓
Optional discounts/markup	✓	✓	✓
Define spend limits by user	✓	✓	✓
Approval workflows	✓	✓	✓
Email PDF orders to supplier	✓	✓	✓
Supplier CRM	✓	✓	✓
Option to exclude items from quote (non-chargeable)	✓	✓	✓
AI purchase invoice autofill	✓	✓	✓
Reconcile purchase invoices	✓	✓	✓
Upload documents and link attachments	✓	✓	✓
Purchase invoices and export to your accounts package	✓	✓	✓
Tender management	x	✓	✓
Raise freelancer POs against a job/phase or consolidate against multiple jobs	x	Add on	✓

Learn more about purchasing features

Invoicing & revenue management	Foundation	Professional	Enterprise
Billing/payment plans based on start, finish or fixed date, % or set value	✓	✓	✓
Recurring billings	✓	✓	✓
Invoice approval workflow	✓	✓	✓
Invoice multiple phases or jobs in one invoice	✓	✓	✓
Invoice based on quote, actual costs or bespoke	✓	✓	✓
Time and cost allocation to invoice	✓	✓	✓
Customise invoices	✓	✓	✓
Client VAT and payment terms	✓	✓	✓
Credit notes and write-offs	✓	✓	✓
Accounting software integration	✓	✓	✓
Planned vs invoiced report	✓	✓	✓
Revenue and profit forecasting	✓	✓	✓
Financial management dashboard and reporting	✓	✓	✓
Revenue management/recognition	x	Add on	✓
Multi-job revenue management (Managed sales orders)	x	x	✓
Multiple trading companies	x	Add on	✓
Departmental revenue analysis	x	✓	✓
Managed client sales orders - allocate to multiple jobs	x	x	✓

Learn more about invoicing and revenue management features

Reporting	Foundation	Professional	Enterprise
Customisable dashboards	✓	✓	✓
Financial dashboard and reports	✓	✓	✓
Utilisation dashboard and reports	✓	✓	✓
Sales dashboard and reports	✓	✓	✓
Capacity reporting dashboard	✓	✓	✓
Client dashboards and reports	✓	✓	✓
Job dashboards and reports	✓	✓	✓
Job budget/profit tracking	✓	✓	✓
Custom alert emails	✓	✓	✓
Download graphs	✓	✓	✓
Data exports	✓	✓	✓
Schedule and email reports	✓	✓	✓
Custom reports	✓	✓	✓
Custom business dashboard	✓	✓	✓
Integrated analytics	✓	✓	✓

Learn more about dashboards and reporting features

Mobile app	Foundation	Professional	Enterprise
Track time	✓	✓	✓
Capture expense receipts and mileage	✓	✓	✓
Access contact info	✓	✓	✓
See jobs and opportunity status	✓	✓	✓
Manage activities	✓	✓	✓
See work schedule	✓	✓	✓

Learn more about mobile app features

Integrations	Foundation	Professional	Enterprise
Accounting software: Sage Business Cloud Accounting, Sage 50, Sage 300, Sage Intacct, Xero, QuickBooks, Access, KashFlow, Microsoft Dynamics, Access Financials, Iplicit, AccountsIQ, and Pegasus Opera 3.	✓	✓	✓
File management: OneDrive, Google Drive and Dropbox	✓	✓	✓
Microsoft and Google single sign-on (SSO)	✓	✓	✓
Auto-filing of emails and attachments against jobs and organisations	Add on	Add on	✓
Outlook and Google Calendar integration	✓	✓	✓
HubSpot and Salesforce	Add on	Add on	Add on

Learn more about Synergist integrations

Security & access	Foundation	Professional	Enterprise
Hosted on secure AWS servers - separate client data instances	✓	✓	✓
Encrypted data in transit and at rest	✓	✓	✓
ISO 27001 certified	✓	✓	✓
User access management	✓	✓	✓
Multi-factor authentication	✓	✓	✓
Microsoft and Google single sign-on (SSO)	✓	✓	✓
Role-based user permissions	✓	✓	✓
GDPR-compliant data handling	✓	✓	✓
Managed backups & recovery	✓	✓	✓