Everything you need in one powerful platform 

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 in one place.

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Management dashboard

The features agencies love...

Image of Nigel Wilson, Managing Director, Clevercherry
It tells me immediately about the state of every job, the work requests, the time remaining, the time quoted, everything. It flags up problems early on. It's educating the team. They make better decisions now.
Image of Nigel Wilson, Managing Director, Clevercherry
Nigel Wilson, Managing Director, Clevercherry
Image of Steven Clark, Finance Director, Tayburn
With Synergist I know what’s going on in every job as it’s happening. Costs are captured real-time. So there are no surprises. If Synergist was somehow taken away from us, it would be worse than having a fire.
Image of Steven Clark, Finance Director, Tayburn
Steven Clark, Finance Director, Tayburn
Image of Mark Beaumont, Founder & Chief Creative Officer, Dinosaur
Knowing you have a system that can handle it all and pull it all together and grow with you is a good feeling. Getting Synergist was a smart move. I will retire with Synergist!
Image of Mark Beaumont, Founder & Chief Creative Officer, Dinosaur
Mark Beaumont, Founder & Chief Creative Officer, Dinosaur
Image of Sara Blannin, Finance Director, environmental consultancy ECUS
Prior to this, we could be focusing on the wrong areas. We had 54 people working hard, but profits were still elusive.
Image of Sara Blannin, Finance Director, environmental consultancy ECUS
Sara Blannin, Finance Director, environmental consultancy ECUS
Image of Phil Robinson, CEO, ClickThrough Marketing
Synergist showed us we had been heavily over-servicing. The information empowers the team. Smarter client conversations take place today.
Image of Phil Robinson, CEO, ClickThrough Marketing
Phil Robinson, CEO, ClickThrough Marketing
Image of Sukhi Dehal, Founder, 383
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.
Image of Sukhi Dehal, Founder, 383
Sukhi Dehal, Founder, 383
Image of Kim Stokes, Finance Director, Butterfly
Automating processes and having access to the right information at the right time means I can now work more proactively. It’s freed up time to allow me to think more commercially and how I can use the data I now have to drive the business forward.
Image of Kim Stokes, Finance Director, Butterfly
Kim Stokes, Finance Director, Butterfly
Image of Ian Fiddler, Head of Business Operations, Enjoy Digital
I can report on job profitability to the board based on job types so they know which area of the business is most productive. There are many decisions the board can now make by using the information.
Image of Ian Fiddler, Head of Business Operations, Enjoy Digital
Ian Fiddler, Head of Business Operations, Enjoy Digital
Image of Helen Flanders, Operations Director, Something Big
We have our finger on the pulse. We can see any changes coming and don’t get caught by surprise. It’s saving us so much time too – where one particular report used to take us three days to create, now it takes me two hours!
Image of Helen Flanders, Operations Director, Something Big
Helen Flanders, Operations Director, Something Big
Image of Peter McQueen, former Finance Director, 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.
Image of Peter McQueen, former Finance Director, Mediablaze
Peter McQueen, former Finance Director, Mediablaze


Explore all Synergist's features

Synergist comes with hundreds of features that can be customised to how your agency works and give you the functionality you need as you grow.

CRM & pipeline features

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 communicationsAdd onAdd on
Integration with HubSpot and Salesforce CRMAdd onAdd onAdd on

Estimating & quoting features

Foundation

Professional

Enterprise

Unlimited opportunities and jobs
Job and quote numbers
Chargable and non-chargable jobs
Breakdown into multiple phases/stages per job
Set up retainers and recurring jobs
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
Quote option linesx
Multi-job quotingAdd on

Project planning & tracking features

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)

Task & workflow management features

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 DropboxAdd onAdd onAdd on

Resource scheduling & capacity features

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
Outlook Calendar integration or iCal feed
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
Freelancer bookings
Personal calendar/schedule. Add feedback and timesheet
Capacity dashboard and reporting
Utilisation dashboard and reporting by person, team and project

Timesheets & expenses features

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
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

Purchasing features

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 optional
Email PDF orders to supplier
Supplier CRM
Option to exclude items from quote (non-chargeable)
Reconcile purchase invoices
Upload documents and link attachments
Purchase invoices and export to your accounts package
Tender managementx
Raise freelancer POs against a job/phase or consolidate against multiple jobsxAdd on

Invoicing & revenue management features

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
Managed client sales orders - allocate to multiple jobs
Accounting software integration
Planned vs invoiced report
Revenue and profit forecasting
Financial management dashboard and reporting
Revenue management/recognitionxAdd on
Multi-job revenue management (Managed sales orders)xx
Multiple trading companiesxAdd on

Integrations

Foundation

Professional

Enterprise

Accounting software: ​Xero, Kashflow, MYOB, Access and Sage, Sage 50 Direct Interface, Quickbooks and Exchequer.
Outlook Calendar integration
File management: OneDrive, Google Drive and Dropbox
Microsoft and Google single sign-on (SSO)
Auto-filing of emails and attachments against jobs and organisationsAdd onAdd on
MS Teams and Slack
HubSpot and SalesforceAdd onAdd onAdd on

Mobile app

Foundation

Professional

Enterprise

Track time
Capture expenses receipts and mileage
Access contact info
See jobs and opportunity status
Manage activities
See work schedule

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 reporting dashboard
Integrated analytics, including filters, formulas, custom columns and cross-tabs

Looking for a specific feature?

See Synergist in action

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 if Synergist is right for you.

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.