Synergist

Synergist

The Synergist Mobile App is perfect for members of the team who need to access live client and job information and post time and expenses from anywhere. The app is a free download from The Google Play Store or Apple App Store.

Get it on Google PlayDownload on App Store Logo


Time Entry & Dashboard

  • Dashboard summary of time entered in the last four weeks
  • Quick time entry via a weekly or daily interface
  • Add "work done" notes to timesheet entries
  • Duplicate timesheet lines for fast entry of repeated activities

Expense Entry

  • Quick creation of expense sheets and lines
  • Add photos of expense receipts from camera for quick approval
  • Duplicate lines and sheets for fast entry of repeated expense claims

Clients and Contacts

  • Client list with customisable views
  • Address with one click link to map with directions
  • Phone numbers
  • Email address with one click email creation
  • List of activities involving that client or contact
  • Details of opportunities and jobs for that contact

Jobs & Activities

  • Customisable lists of jobs and opportunities
  • Job list including thermometers showing budget remaining, % billed etc
  • Visibility of job quote, estimate and costs incurred
  • Customisable lists of activities
  • Drill-down view of activity details

What do I need to use the App?

  • The App is for users of Synergist and connects to your Synergist system. If you are not yet a user of Synergist you can download the App and connect to a hosted sample system to explore the functionality.
  • The App is available now as a free download from the App Store or Google Play Store. Search for "Synergist"
  • The new time and expense entry functionality requires your Synergist system to be running Synergist v11. If your system has not yet been updated to v11 the App will still work, just without the time and expense functionality.
  • The App needs to be able to contact your Synergist system via the Internet. It's the same address as you use to enter time and expenses via a web browser whilst out of the office. If you don't know this external address for your Synergist system, your Synergist Super User or internal IT contact should be able to provide you with it.
  • To access your Synergist data from the App requires you to have a valid user name and password along with a browser timesheet licence. If you're unsure your Synergist Super User will be able to confirm if you have this.

If you're an existing Synergist user and need any assistance with the App please contact us at support@synergist.co.uk

The Key Benefits

Total job visibility

When we recently did a poll of our users, they said visibility & control was their number one reason for choosing Synergist. It’s all about having the essential information available real-time to help you steer, track and manage the business effectively.

Ease of use

Making powerful systems easy to use is a Synergist hallmark. It’s not merely a question of creating slick screen layouts. It involves the design of well-thought-out sequences to optimise information flow, designed by teams steeped in the world of agency and consultancy management.

Desktop, online and mobile

Synergist is easy to access via desktop, web browser and mobile app, and on Apple and Windows platforms.

Synergist mobile app

All your jobs are in hand

Our new App is available to download for Android, iPhone and iPad devices.

iPhone / Android App

The Agency Works

Our exclusive UK implementation partner

Providing on-site demonstrations, training, experience and consultation.

Synergist are sponsors of BMC The Business Marketing Club