Get a demo

Pricing shaped for your agency

Choose the plan that best fits your business. You only pay full price for the people who need it. Everyone who just logs time costs less.

Core

A complete system for running your agency, set up to the work the way you need.

£55 /mo Full user
£25 /mo Timesheet user
From 5 Full users

Core includes:

  • CRM, pipeline management and targets

  • Rate cards, estimating, quoting and profitability forecasts

  • Project, retainer and task management

  • Capacity planning, scheduling and utilisation

  • Outlook / Google calendar integration

  • Purchase and expense management

  • Budget vs actuals at job and client level

  • Billing plans, invoicing and revenue forecasting

  • Multi-currency

  • Dashboards, reports and custom reporting

  • Unlimited custom fields and calculations for advanced reporting

  • Unlimited users, roles, permissions, clients, jobs, tasks and attachments

  • Approval workflows: time, expenses, purchases, quotes and invoices

  • Email integration

  • Accounting software integration

  • Mobile app for timesheets and expenses

  • UK or EU data hosting

  • Enforced SSO and 2FA

  • UK-based phone support

Advanced

Enhanced financials, workflows and reporting, with automation doing more of the heavy lifting.

£65 /mo Full user
£25 /mo Timesheet user
From 5 Full users

Everything in Core plus:

  • Revenue recognition

  • Departmental revenue analysis

  • Multi-job quoting, quote options and optional phases

  • Managed client sales orders across multiple jobs

  • Tender management

  • Consolidated purchase orders

  • Purchase invoice inbox with automatic processing

  • Scheduled reports, delivered to email, Teams or Slack

  • Custom document layouts

  • Open API access

Plus SynergistAI

  • AI Brief Builder

  • AI Timesheets

  • AI Expenses

  • AI Purchase Invoices

  • AI Job Health

  • MCP: Connect ChatGPT, Claude and Copilot

Enterprise

For agency groups. Complete visibility and control, with each company working its own way.

Everything in Advanced plus:

  • Unlimited trading companies, each with its own clients, jobs, workflows and financials

  • Separate billing, currency, tax codes and accounting integration per company

  • One login across every company, charged as one user

  • Shared or separate resourcing across companies

  • Cross-charge rate cards and internal POs

  • Multi-currency at group, company, client and job level

  • Group-level reporting with currency conversion

  • Control which data users can access, edit and approve

  • Enterprise service level agreement

  • Dedicated client success consultant

Full users have access to everything they need (except admin settings). Timesheet users have access to their tasks, time and expense entry, and job-related information. Freelancers only need a user licence if they need to log in themselves, if someone else is recording their time, no licence is required.

See what's included in every plan

Set up right, supported for the long run

Buying software is the easy part. Getting it working exactly as you need, your team using it properly, and delivering the results you wanted is where it usually gets hard.

That's where our agency experts come in. Some have spent years in senior agency roles, others have spent them helping agencies perform better. So they know how to make an agency work, and what to do about the bits that don't.

They map how you work, suggest what could work better, set the system up to match, then train your team role by role. Most agencies are live in six to eight weeks. Then three months of close support to help you embed it and make sure you're getting the reporting you need.

After that, a client success consultant stays with you, reviewing how you're using Synergist and where you could get more from it. Not just at the start. For as long as you're with us (and most stick around for decades).

We price onboarding on your size and complexity. You'll have a fixed quote before anything starts.

See how onboarding works >

We didn't want to fit our business to the system, we wanted our system to fit to our business.

Image of Michelle Ford
Michelle Ford COO, Uniform Group

Recognised as the UK's best agency management software

Best software badges

Frequently asked questions

Our team of agency experts would love to help answer your questions.

What makes Synergist different?

Three things.

It’s built for agencies rather than adapted for them, so clients, jobs, retainers, rate cards and utilisation are there from the start.

It’s configured around how your agency works, not the other way round, which is what onboarding is for.

And you get help from people who have run agencies, on every plan, for as long as you’re with us.

What’s the difference between a full user and a timesheet user?

Full users are the people in charge of your clients, projects, people or finances. They will have access to all features, including time and expense entry.

Timesheet users are the people who do the billable work. They will have access to their own tasks, time and expense entry, and the job information they need to do the work. .

You only pay full price where full access is genuinely needed, which is usually fewer people than agencies expect.

See more on Synergist user types

Do freelancers need a licence?

Only if they need to log in to Synergist. If a freelancer is entering their own timesheets or accessing Synergist directly, they'll need a timesheet user licence, at £25 a month.

But if someone else is handling their time on their behalf, all you need is a resource record for them. That's enough to include them in estimates, resource scheduling and timesheets, with no licence required.

This means a freelance-heavy agency can run with a small number of licensed users and still have a full picture of who's working on what.

Licences aren't tied to a person permanently. When a freelancer finishes, reassign their licence to the next one. You pay for the number of people working at any one time, not everyone who has ever worked for you.

Can I add or remove users?

Yes, you can add or remove users from your monthly subscription.

Adding a user is charged pro-rata for the rest of the billing period. Approved reductions take effect from the start of your next monthly billing period, so you keep the licences until then.

Licences aren’t tied to a person. When someone leaves or a contract ends, you can reassign their licence.

Is there a set up and onboarding fee?

Yes, a one-off fee. We get that there’s no one-size-fits-all approach when it comes to agencies.

Our agency experts will configure Synergist to work exactly as you need, train your team on how to use it to best effect and support you every step of the way.

Most agencies are live in six to eight weeks. Onboarding is priced on your size and complexity, and you’ll have a fixed quote before any work starts.

See more on implementing Synergist

Can I upgrade or downgrade to a different tier?

Our tiers give you more advanced functionality when you need it, rather than overcomplicating things when you don’t. So most agencies start on the tier that covers what they need today.

You can upgrade whenever that changes. Talk to your client success consultant about what’s prompting it, since sometimes the answer is a different tier and sometimes it’s getting more from what you already have.

Downgrading isn’t possible, because you’d lose access to data created using the features in your current tier.

Is there a minimum contract?

Yes. The subscription runs for 12 months and renews automatically for a further 12 months each year.

If you don’t want to renew, let us know at least three months before your renewal date.

Is support included?

Yes, on every plan.

A UK helpdesk you can phone, staffed by people who know the product properly, so most things get solved on the call. A client success consultant who has run agencies and helps you with reporting, workflows and getting more from the system. And access to our events, webinars and the wider agency community.

No support tiers, no premium plan, no paying extra to reach a human.

Do the AI features cost extra?

No. The AI features in your plan are included, with no usage charges or credits to buy.

Which features you get depends on your plan.

Are there any limits on users, data or storage?

No. Synergist doesn’t cap anything.

Unlimited users, clients, jobs, tasks and file storage. Unlimited custom fields, roles and permission sets. Your full reporting history, however far back it goes.

You pay for the licences you need. Nothing else is metered.

How does Synergist compare to cheaper tools?

On licence price alone, some are cheaper. That’s worth knowing rather than arguing with.

The questions that matter more are what’s included, and what it takes to get the thing working. Check whether rate cards, forecasting, revenue recognition and reporting sit in the plan you’re pricing or a higher one. Then check who does your setup, your data migration and your training, and what that costs.

Compare the total over three years, not the monthly seat price. Sometimes cheaper wins. You should at least know which you’re choosing.

Women working on laptop in agency

See Synergist in action

Our agency experts will show you how Synergist can be shaped for your agency's unique needs and answer any questions you have.