Set up multiple trading companies within one Synergist system, each with its own clients, jobs, suppliers, workflows, and financials. Configure each company to reflect how it operates, while maintaining consistent reporting and oversight across the group.
One of the biggest challenges for agency groups is managing people across company boundaries. Synergist gives you three ways to handle this: keep resources separate, cross-sell between companies, or share a single resource pool across the group.
The Sports Consultancy (TSC) have a multi-entity business structure, with some projects across both businesses.
Having everything in one place has also been transformational. Synergist is time saving, cost saving, easier and more efficient. It’s streamlined everything. As a business, we wish we’d turned to it years ago.
Synergist supports multi-currency at every level: group, company, client, and individual job. Estimate, quote, invoice, and manage purchases in any currency, with automatic conversion for reporting.
When each company in your group runs its own software, you get a fragmented picture. Reconciling data across systems takes time, resource visibility is limited to one company at a time, and group-level reporting means exporting and merging spreadsheets.
Synergist gives each company its own configuration, clients, billing, and workflows while keeping everything in one connected system. Leadership sees the full picture without anyone having to build it manually. And because you pay per user, not per company, adding a new trading company doesn't mean paying for a separate system.
Yes. Each company in Synergist is configured separately with its own clients, jobs, suppliers, billing, currency, tax codes, and accounting software integration. How one company operates doesn't affect the others.
Yes. Synergist supports three models: keeping resources separate by company, cross-selling between companies using internal POs and cross-charge rate cards, or sharing a single resource pool on one combined scheduling calendar. You can also track utilisation across company boundaries.
Yes. Synergist handles multi-currency at group, company, client, and job level. You can estimate, quote, invoice, and manage purchases in any currency. Reporting converts values automatically using pre-set or current exchange rates.
Per user. A single user can access multiple trading companies within Synergist for one user fee. Adding a new company to your group doesn't mean paying for a separate system.
Multi-company management is available on Synergist Enterprise, with additional trading companies available as an add-on on Professional. See pricing for details.
Have more questions? Drop us an email enquires@synergist.co.uk
