From new business and estimating to project and resource management, billing and reporting, Synergist pulls it all together to help you run your agency more smoothly and profitably.


Management dashboard

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Dashboards are the first thing you see when you log-in to Synergist. You decide which dashboard you want to see. They could be on KPIs showing business performance or a more granular reporting dashboard showing your key deliverables for that day.

The management dashboard includes key KPIs such as monthly financials, billing forecasts, staff & team utilisation rates and top client data. See more about dashboards

Management dashboard

Management dashboard

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As Synergist is a complete, integrated agency management system you need a screen that pulls it all together into one summary. Dashboards do that.

They’re the first thing you see when you log-in to Synergist. You decide which information you and your team want to see on them. They could be on KPIs showing business performance, or a more granular reporting dashboard showing project detail and key deliverables for that day.

The management dashboard includes key KPIs such as monthly financials, billing forecasts, staff & team utilisation rates and top client data.  See more about dashboards

Management dashboard
Sales dashboard

Sales dashboard

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Within the sales dashboard you can forecast expected revenue for both new and existing business. You can view it by probability or stage of sales funnel, report the quoted, gross or net value and look at it as total pipeline or weighted based on % probability of winning.   

You can see planned and recognised revenue and profit each month, track sales performance against targets and see hours available to sell. See more about dashboards

Sales dashboard

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Within the sales dashboard you can forecast expected revenue for both new and existing business. You can view it by probability or stage of sales funnel, report the quoted, gross or net value and look at it as total pipeline or weighted based on % probability of winning.   

You can see planned and recognised revenue and profit each month, track sales performance against targets and see hours available to sell. See more about dashboards

Sales dashboard

Performance dashboard

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Essentially, agencies sell people’s time. So the more hours you sell, the more revenue you make. The performance dashboard shows you how well you’re utilising and recovering your team’s time. For example, you can track each team’s monthly utilisation rate, chargeable hours and chargeable value vs their targets.

Performance dashboard

Performance dashboard

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Essentially, agencies sell people’s time. So the more hours you sell, the more revenue you make. The performance dashboard shows you how well you’re utilising and recovering your team’s time. For example, you can track each team’s monthly utilisation rate, chargeable hours and chargeable value vs their targets.

Performance dashboard
Personal at-a-glance dashboard

Personal dashboard

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The personal dashboard gives each user an ‘At a glance’ summary of the key things they need to see and do. As well as showing a weekly timesheet summary, quick calendar view for day/week/next week, and a personal expenses log. See more about dashboards

Personal dashboard

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The personal dashboard gives each user an ‘At a glance’ summary of the key things they need to see and do. As well as showing a weekly timesheet summary, quick calendar view for day/week/next week, and a personal expenses log. See more about dashboards

Personal at-a-glance dashboard

CRM

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Manage all your new and existing client data using the integrated CRM. You can add custom fields, store contact preferences, add notes and related documents, create tasks and reminders, and filter and download contact lists as needed.

The opportunities management feature lets you track the status of potential jobs and forecast your pipeline based on % probability. Briefs, estimates, quotes and communications are all stored against the opportunity, so when it’s ready to convert to a live job, all the information is there. See more about CRM

CRM slides

CRM

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Manage all your new and existing client data using the integrated CRM. You can add custom fields, store contact preferences, add notes and related documents, create tasks and reminders, and filter and download contact lists as needed.

The opportunities management feature lets you track the status of potential jobs and forecast your pipeline based on % probability. Briefs, estimates, quotes and communications are all stored against the opportunity, so when it’s ready to convert to a live job, all the information is there. See more about CRM

CRM slides

Estimates and quotes

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Accurate estimating sits at the heart of profitable project delivery.  Synergist lets you create estimates from previous project data or by using prepopulated templates so you can control pricing and continually improve the accuracy of your estimating. 

You can break estimates down into phases and tasks and add time estimates for each resource. Manage internal costs and external client quotes based on standard or client-specific rates, and show gross and net estimated profit for each task and job.

Control how much detail to show in customer quotes. Record agreed changes to jobs. Workflows can be set up to make sure quotes are approved internally before going ahead. See more on estimating

Estimates and quotes

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Accurate estimating sits at the heart of profitable project delivery.  Synergist lets you create estimates from previous project data or by using prepopulated templates so you can control pricing and continually improve the accuracy of your estimating. 

You can break estimates down into phases and tasks and add time estimates for each resource. Manage internal costs and external client quotes based on standard or client-specific rates, and show gross and net estimated profit for each task and job.

Control how much detail to show in customer quotes. Record agreed changes to jobs. Workflows can be set up to make sure quotes are approved internally before going ahead. See more on estimating

Billing plans

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For projects requiring staged payments or retainers, billing plans let you set billing by date or project milestones.   

Plus, the optional advanced revenue recognition feature allows you to adjust the amount of turnover or profit to sit in line with work in progress. See more on billing software 

Billing plan summary

Billing plans

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For projects requiring staged payments or retainers, billing plans let you set billing by date or project milestones.   

Plus, the optional advanced revenue recognition feature allows you to adjust the amount of turnover or profit to sit in line with work in progress. See more on billing software 

Billing plan summary
Job costing dashboard and job list

Project management

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Client and project managers have everything they need to manage jobs easily and profitably. Track estimated vs actual costs and show project health and key financials to keep projects profitable and invoicing on track.

Synergist offers integrated project management tools including briefing templates, checklists, shared files, project communications, Gantt charts and Kanban boards to help you manage projects efficiently, all in one online space. It also offers automated alerts and reminders to help you keep things on track. See more on Kanban boardsjob/project tracking and dashboards

Project management

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Client and project managers have everything they need to manage jobs easily and profitably. Track estimated vs actual costs and show project health and key financials to keep projects profitable and invoicing on track.

Synergist offers integrated project management tools including briefing templates, checklists, shared files, project communications, Gantt charts and Kanban boards to help you manage projects efficiently, all in one online space. It also offers automated alerts and reminders to help you keep things on track. See more on Kanban boardsjob/project tracking and dashboards

Job costing dashboard and job list

Gantt charts

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Manage project timelines by breaking down projects into jobs, phases and tasks in an interactive Gantt chart, a type of bar chart which illustrates a project schedule. Share it with your client. See who’s scheduled on each task, track percentage progress and spot how delays impact the overall project timeline and billing plan. See more on job/project tracking

Gantt chart

Gantt charts

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Manage project timelines by breaking down projects into jobs, phases and tasks in an interactive Gantt chart, a type of bar chart which illustrates a project schedule. Share it with your client. See who’s scheduled on each task, track percentage progress and spot how delays impact the overall project timeline and billing plan. See more on job/project tracking

Gantt chart
Kanban board

Kanban boards

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Kanban boards help you manage projects and tasks across your teams. They make it easy to see the volumes of work at each stage.

The standard views show you all work for a job, client, team or individual. Easily identify stalled tasks and overloaded teams before they cause problems. See more on Kanban boards

Kanban boards

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Kanban boards help you manage projects and tasks across your teams. They make it easy to see the volumes of work at each stage.

The standard views show you all work for a job, client, team or individual. Easily identify stalled tasks and overloaded teams before they cause problems. See more on Kanban boards

Kanban board

Calendar bookings

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Once a job’s approved, time can be requested and booked straight into the schedule using simple drag-and-drop in Synergist’s calendar bookings.

You can quickly see availability, book time and placehold future bookings using the draft or tentative booking feature.

The calendar is linked to your estimates, so you have clear visibility on estimated, booked and remaining time so jobs don’t go over budget.  

The loading view shows capacity by team, skill or individual over the coming days, weeks and months so you can quickly spot under-utilisation or over-demand to pull jobs forward or make resourcing decisions. See more on calendar bookings and scheduling

Calendar booking from estimate

Calendar bookings

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Once a job’s approved, time can be requested and booked straight into the schedule using simple drag-and-drop in Synergist’s calendar bookings.

You can quickly see availability, book time and placehold future bookings using the draft or tentative booking feature.

The calendar is linked to your estimates, so you have clear visibility on estimated, booked and remaining time so jobs don’t go over budget.  

The loading view shows capacity by team, skill or individual over the coming days, weeks and months so you can quickly spot under-utilisation or over-demand to pull jobs forward or make resourcing decisions. See more on calendar bookings and scheduling

Calendar booking from estimate
Capacity table

Capacity planning

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The capacity reports show you how much time is available and booked for each team, so you can quickly see which teams have capacity to take on more work and where you're going to have potential resourcing issues. See more on capacity planning

Capacity table

Capacity planning

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The capacity reports show you how much time is available and booked for each team, so you can quickly see which teams have capacity to take on more work and where you're going to have potential resourcing issues. See more on capacity planning


My calendar

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My calendar is the user’s view. See work scheduled for the day, access in one place all the information you need, and enter timesheets directly. See what’s next in your schedule, so if a task is completed early the brief, documents and work requests are in place so you can move to the next one without delay. Particularly useful when working from home.

There’s also a time tracking mobile app to make it quick and easy to record time.

My calendar

My calendar

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My calendar is the user’s view. See work scheduled for the day, access in one place all the information you need, and enter timesheets directly. See what’s next in your schedule, so if a task is completed early the brief, documents and work requests are in place so you can move to the next one without delay. Particularly useful when working from home.

There’s also a time tracking mobile app to make it quick and easy to record time.

My calendar

Expense sheet with receipt

Purchases and expenses

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Purchase and expense management features let you accurately track costs against a job or client.

You can manage suppliers, create purchase orders, manage client mark-up or discount rates, track estimated vs actual costs, store all related information and documents against a purchase, manage purchase invoices, and report cost forecasts as needed. See more on purchasing

Expense sheet with receipt

Purchases and expenses

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Purchase and expense management features let you accurately track costs against a job or client.

You can manage suppliers, create purchase orders, manage client mark-up or discount rates, track estimated vs actual costs, store all related information and documents against a purchase, manage purchase invoices, and report cost forecasts as needed. See more on purchasing


Invoicing​

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Synergist invoicing is quick and professional. Use branded invoice templates and show details or narrative. Purchase and expense management means all your project costs and invoices are accurately tracked.  

Synergist seamlessly integrates with leading accounting software systems including Xero, Sage, MYOB and Quickbooks, so you can easily run real-time profit-and-loss and cash flow forecasts. See more on billing software

Invoicing

Invoicing​

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Synergist invoicing is quick and professional. Use branded invoice templates and show details or narrative. Purchase and expense management means all your project costs and invoices are accurately tracked.  

Synergist seamlessly integrates with leading accounting software systems including Xero, Sage, MYOB and Quickbooks, so you can easily run real-time profit-and-loss and cash flow forecasts. See more on billing software

Invoicing

Reporting

Reporting

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The real power of Synergist comes from the reporting. See everything that’s happening across your agency in real time. Get the facts you need to make intelligent business decisions and continuously improve your performance.

Synergist delivers a suite of reports to help drive agency performance and profitability.

  • Invoicing and forecasting
  • Profitability by period, job and client
  • Purchase invoicing to help you manage cash flow
  • Project estimates vs actuals and work in progress reports
  • Staff utilisation, cost analysis and timesheets

Reports can be automated to run at specific times and project milestones, or produced in real-time to show live data. See more on key reports and on scheduled reports

Reporting

Reporting

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The real power of Synergist comes from the reporting. See everything that’s happening across your agency in real time. Get the facts you need to make intelligent business decisions and continuously improve your performance.

Synergist delivers a suite of reports to help drive agency performance and profitability.

  • Invoicing and forecasting
  • Profitability by period, job and client
  • Purchase invoicing to help you manage cash flow
  • Project estimates vs actuals and work in progress reports
  • Staff utilisation, cost analysis and timesheets

Reports can be automated to run at specific times and project milestones, or produced in real-time to show live data. See more on key reports and on scheduled reports


Data viewer

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Synergist also lets you build your own detailed reports, using the data viewer reporting tool. It gives you sophisticated filtering options, so you can select the exact data you want to see, and it even makes cross tab reporting simple.

Reports can be viewed on screen using a number of different charting options, or printed or exported into Excel. Once you’ve built a report you can save it for future use and even schedule it to be regularly delivered by email. See more on drag and drop reporting

Data Viewer

Data viewer

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Synergist also lets you build your own detailed reports, using the data viewer reporting tool. It gives you sophisticated filtering options, so you can select the exact data you want to see, and it even makes cross tab reporting simple.

Reports can be viewed on screen using a number of different charting options, or printed or exported into Excel. Once you’ve built a report you can save it for future use and even schedule it to be regularly delivered by email. See more on drag and drop reporting

Data Viewer

Summary

Synergist is a sophisticated, integrated agency management system, designed for agencies that want to improve performance and profitability. 

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.

The best bit is it’s configurable, so as your agency grows, additional functionality becomes available to support your needs.

We get there’s no one-size-fits-all approach when it comes to agencies. So, we set up the system to work exactly as you do, train your team for smooth implementation, and give you ongoing support to get the most out of Synergist.

Want to see it in more detail? 

What people say about Synergist

Image of Nigel Wilson, Managing Director, Clevercherry
It tells me immediately about the state of every job, the requisitions, 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 Clare Aveling, Finance Director, Candyspace
Now we’re using just one system for finance and delivery rather than several – it’s had a positive impact across the entire business. Bringing all the processes together and recording data in one place has made us much more efficient. We’re saving substantial amounts of time.
Image of Clare Aveling, Finance Director, Candyspace
Clare Aveling, Finance Director, Candyspace
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

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