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.
Understand where you're making money... and where you're not. See profitability by client, job, phase, service and more.
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Know how your resources are being used, where you have capacity and what's coming so you can proactively plan your resources.
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Get complete visibility on what’s happened, what’s happening and what’s going to happen in your agency.
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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 communications | Add on | Add on | ✓ |
Integration with HubSpot and Salesforce CRM | Add on | Add on | Add 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 lines | x | ✓ | ✓ |
Multi-job quoting | Add 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 Dropbox | Add on | Add on | Add 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 management | x | ✓ | ✓ |
Raise freelancer POs against a job/phase or consolidate against multiple jobs | x | Add 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/recognition | x | Add on | ✓ |
Multi-job revenue management (Managed sales orders) | x | x | ✓ |
Multiple trading companies | x | Add 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 organisations | Add on | Add on | ✓ |
MS Teams and Slack | ✓ | ✓ | ✓ |
HubSpot and Salesforce | Add on | Add on | Add 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?
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.
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.