Manage tasks and timesheets while you're out and about

With Synergist's mobile app, project info, timesheets and expenses are accessible anywhere, anytime.

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Access client and project info on the go

Whether you’re on a train, at a client's office or at your kitchen table, everything you need is on hand.

  • View all your jobs, phases and opportunities. Quickly access quotes, see estimated vs actual time and materials, and track costs. See project health at a glance using the thermometer
  • Add new tasks and activities to a job. Assign tasks to a team or individual team member, and send instant notifications to alert them. Add details, dates, priority, checklists and attachments, so they can get started straight away
  • Track outstanding activities, messages and job requests. Add comments, mentions and gifs. Team members can add updates and mark activities as complete. Synergist will email the project manager and any 'watchers', and store a history of comments and actions
  • Access client, prospect and lead info on the go. Quickly get contact details and click to email, call or get directions straight from the mobile app. View all jobs and activities relating to that client, including progress, timescales and financials
Jobs listing
Weekly timesheet line

Track time and expenses from your mobile

Synergist's app makes it easy for your team to log timesheets and expenses on their phone or tablet.

  • See jobs booked in your daily or weekly schedule. Get all the job info, tasks and communications in one place
  • Timesheet as you go using the timer/stopwatch or record hours once they're completed. Scheduled jobs are auto-populated with the job number and charge code for accurate project budget tracking
  • Track your total time logged on chargeable and non-chargeable work to make sure you've logged your required hours each day/week
  • Submit expenses and mileage easily. Allocate expenses to a job or internal cost. Capture a photo of the receipt - before you lose it - or upload a digital file

See Synergist in action

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.

All-in-one agency management software

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.