Ditch the spreadsheets and forecasting meetings. Synergist helps you keep track of new business, move opportunities forward and accurately forecast your pipeline and capacity requirements to deliver the work you win.
See all your opportunities, track progress and drive the next actions.
Manage your new business opportunities, existing client quotes and live jobs all in one system.
See why thousands of design, digital, marketing and PR agencies - from 10 to 500 people - choose Synergist to manage their projects more intelligently and profitably.
Manage all your clients, prospects, suppliers and contacts data using the integrated CRM.
"Without a system that shows capacity, pipeline and connects every aspect of your business from new business to delivery, Steven says you can hit a lot of bottlenecks.”
Steven Smith, Operations Director, Copy House
See instantly which of your clients are profitable and gain the insights to make informed strategic decisions.
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.