Synergist is the UK's leading all-in-one agency and project management system, designed for agencies that want to improve performance and profitability.
From CRM, job costing, project management, resource scheduling and capacity planning to timesheets, expenses, billing and reporting, Synergist gives you everything you need to manage your agency’s projects, retainers, resources, clients, and reporting - all in one highly customisable system.
Synergist is a cloud-based SaaS system designed for creative, design, digital, marketing, PR and professional services – 10 or 500 people.
Yes. Multicurrency in Synergist lets you estimate, quote, invoice and manage purchase orders and expenses in any currency.
You'll choose a base currency for each trading company, which is your default and is used in your company reports. You can then add multiple foreign currencies, pre-set their sales and purchase exchange rates and add different VAT codes.
You can set a currency for each client or supplier, or pick the currency for each individual job. When you come to invoice, you can either use your pre-set exchange rate or override it with the latest exchange rate.
You can add as many trading companies as you like on the Professional and Enterprise tiers*. For example, if you have a UK head office and registered offices in New York and Dubai, you could set these up as different companies in your Synergist system.
Users have one login - you only pay for one user subscription - but can be granted access to multiple companies and navigate between them if needed.
Each company will have its own base currency, reporting and accounts link.
You can run reports at a company level, plus multi-company consolidated reports.
You can also choose to share your resources across multiple companies and use the scheduling calendar to book people for jobs from your selected companies.
*Small additional fee on the Professional tier.
Yes, you can download our mobile app from either the Apple App Store or Google Play. Using the app, you can access client and project info on the go, add tasks when you're out and about, and easily track time and expenses, including uploading pictures of receipts.
Synergist seamlessly integrates with leading accounting software systems, removing the need for manual re-entry and preventing errors when transferring sales, purchase and expense data from one system to another.
Your finance team can continue to use the accounting software they’re familiar with, at the same time gaining improved financial visibility and control through Synergist.
Integrations include Sage, Xero, Access, Sun Systems, Epicor, Exchequer, KashFlow, MYOB, Microsoft Dynamics-GP, QuickBooks, QuickBooks Online and Pegasus Opera.
Synergist offers numerous productivity and security-enhancing integrations with Microsoft and Google tools. These include:
See our integrations page for more details.
Synergist's extensive REST API lets you share all your core data with other systems and automate the creation of new records in Synergist. In addition, users can create custom fields and views in Synergist, and our API immediately makes these available for your chosen integrations.
Please see our dedicated site for our Synergist API documentation
Synergist is certified to ISO 27001, the global information security management (ISMS) standard demonstrating our ongoing commitment to the security of customer information.
It is subject to audit by the British Assessment Bureau.
Yes, Synergist is fully cross-platform as well as offering a browser interface and app. This gives users of the on-premises version of Synergist access via an installed piece of client software for either Windows or Mac, a web browser or our app for iOS or Android. Users of the Synergist Cloud can use either the web browser interface or our app for iOS or Android.
It depends which approach you choose. As detailed below, a fast track implementation of our Synergist Cloud system offers a short implementation with very quick results. A consultative implementation takes longer but can deliver a system that maps very closely to your existing working practices. Whichever approach you choose, our experienced implementation partner will ensure any disruption is minimised through their experience of working with hundreds of similar businesses.
Based on best-practice methods. Ideal for businesses that:
2. Consultative implementations
In this approach, the configuration of Synergist is very closely mapped to your existing processes and procedures, via close consultation. Ideal for firms that:
Once an order is placed there is typically a 3-6 week lead time for system consultants to begin the system configuration and training. In this time, any data transfer work will be done. We will also give you a list of any other information we need, so this can be ready before the system configuration work begins. Once the configuration and training is done we recommend going live on the system immediately. Typically the whole process from placing an order to going live is 8 – 10 weeks.
Each Synergist Cloud customer has their own Synergist Cloud Instance hosted within the AWS (Amazon Web Services) environment. This means that there is a fundamental isolation of each customer's data within their own virtual operating system. This has numerous security benefits such as the timing of Software version upgrades can be specific to each customer and there is no risk of customer data being exposed to other Synergist customers even in the event of a bug in the Synergist software. These individual Synergist instances are not directly exposed to the internet and all access is via high availability reverse proxy. Each Synergist Cloud customer is allocated their own domain e.g. https://customername.synergist.cloud and all communications utilise the latest SSL encryption technology and when last tested achieved an A+ rating from SSL labs. User access is controlled by username and password. Password complexity rules can be set by each Synergist customer. These include minimum length, number of upper case characters, number of lower case characters, number of numeric characters, number of punctuation characters and validation in days before it must be changed, as well as a store of previous passwords to prevent reuse. There is also a feature for forgotten username and password that makes use of the email address that is stored for that user. In addition Synergist Express Ltd is certified to ISO 27001, the internationally-recognised Information Security Management Standard. It exhibits Synergist’s ongoing engagement and resolve in dealing with the security of customer information.
You can learn more about the onboarding process by visiting our Migrating to Synergist page. If you still have questions or want to learn more about your personal implementation, give us a call +44 1625 572 690 or email us enquiries@synergist.co.uk