With Synergist, you can create accurate estimates based on real data and get an instant profit estimate when you generate a quote to ensure your profit margins are met.
Create estimates from previous project ‘actual’ data or job templates to keep them realistic and consistent.
Accurate estimating sits at the heart of agency project management. Get it wrong and you'll face going over budget or not having enough time. Get it right, and you can make a profit and plan capacity properly.
Quote different types of jobs, including multi-option quotes, retainers, recurring work, multi-phase projects and managed sales orders.
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.
At-a-glance traffic light systems quickly highlight if you’re going over budget, allowing you to identify problems early enough to rectify them.
"When client services are building opportunities into the system, there’s a minimum target net profit percentage they need to align to before a quote is presented to the client."
Peter McQueen, Finance Director, Media Blaze
Keep track of all your jobs and opportunities in one system, for complete visibility of revenue and capacity.
See more on agency management dashboards and reports
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.