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Features
Workflows
Drive project profitability
See what's making money...and what's not
Streamline project management
Budget, plan and manage your projects end-to-end
Manage capacity & utilisation
Know how much time is available and how time's being used
Improve business intelligence
Get real-time insight across your agency
Support remote working
Collaborate and manage work from anywhere
Why Synergist?
By role
Overview
Stop doing what’s not working and do more of what is
For Agency Leaders
Get the data and insight to make informed business decisions
For Finance
Gain control and visibility to drive performance and profit
For Client & Project Managers
Manage your clients, jobs and new business effectively
For Resource Managers
Plan capacity accurately and maximise your resource efficiency
FAQs
About us
Implementing Synergist
Security
GDPR
More FAQs
Pricing
Customer stories
Resources
Featured
Six ways to build a more profitable agency
How to choose an agency management system
Learn
Guides
Discover agency and project management best practices
Blog
Keep up to date on the latest agency insights, news and product updates
Support
Need help with Synergist? Get online help, training and support from the team
Contact
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AMBITIOUS manage retainers smartly with Synergist
Screenmedia transformed their capacity management using data
Gilroy unlocks intelligence for business success with Synergist
CWA marketing agency transforms processes and reporting with Synergist
ArmstrongB2B marketing agency improves utilisation with Synergist
Storytelling agency Rooster Punk tells their own story
The Marketing Practice B2B agency
Managing fast growth in a content marketing agency
From spreadsheets to Synergist
Dinosaur communications agency
Clevercherry creative and digital agency
Tayburn branding and digital agency
HMA digital agency
Leith advertising agency
JBP communications agency
ECUS environmental consultants
Bladonmore communications agency
383 digital design agency
Blue Chip consumer marketing agency
Clear B2B marketing agency
Splashdown design agency
Webb Yates civil and structural design engineers
Electrical Safety UK training and advice consultancy
Europe Economics economics consultancy
Cooper Cromar architects
Macmillan Distribution book distributors
Resources
Guides and more
Agency management intelligence
Capacity Planning
Agency utilisation rates: everything you need to know
How to manage agency projects more profitably...
Timesheets — does your agency really need them?
Agency Project Management Guide
How to choose an agency management system
Best Agency Management Software
How to write a business case for a new agency management system
Things Agency Clients Are Looking For
Why a separate accounting system is better
Project Management vs Agency Management Software, what’s the difference?
Agency reporting for looking ahead
Why invest in Synergist
Create stronger agency processes for better project management
How can you encourage your agency’s teams to upsell more
How to improve your agency's estimating and job costing
Manage your agency’s resource for less peaks and troughs
6 steps to managing multiple projects more profitably
5 reasons agencies over-service, and how to avoid it
Talent retention and the multi-generational workforce
How to raise your agency's commercial awareness
Driving consultancy efficiency
Driving consultancy profitability
Driving consultancy culture
Can you accurately forecast your agency’s profit and loss?
Business growth through team empowerment
How long can you run an agency on spreadsheets?
Destroying the overservicing demon
Dealing With Loss of Control and Visibility
Preparing your business for sale
The 5 Essential Reports
Common Problems Solved
Wasting time on the mechanics of business
Encouraging more upselling
Making long-term decisions
Just how scalable are you
Do you have financial control of your business
Are you running on gut instinct
Is your team commercially aware
Improving client service
What are your inefficiencies costing you
Blog
2023
January
Integrate your CRM & project management software
Product update - what's new for 2023
March
Mental health and wellbeing support for agency staff
April
Top six challenges facing agencies in 2023
May
How to keep and grow your agency clients
June
How to manage capacity with Synergist
What makes a great agency account manager?
July
How to manage agency retainers using Synergist
August
6 things the most profitable agencies are doing
Top agency management software
September
How to improve your agency utilisation rates
Agency KPIs Project profit margins
October
How to accurately recognise revenue using Synergist
How to manage client amends
WorkflowMax alternative for agencies
Product update new integrations, enhanced analytics and more
November
Microsoft Outlook Calendar Integration
How to manage new business with Synergist
How to turn data into insights using Synergist
December
Make timesheeting easier with Synergist
2022
February
Clients crave commercial awareness in their agency
April
The positives and negatives of remote working
May
What’s the alternative to TrafficLIVE
Is saying yes too frequently killing your agency’s profits
June
Agencies enjoy stable growth
August
Why the best agency resource scheduling software is integrated
September
Proud sponsors of CIRP’s annual conference
December
Why do we have to timesheet? A letter to creatives
2021
April
Multiple software apps vs one integrated management system: which is best for your agency?
June
Survey of client-agency relationships
November
Should your agency charge more?
December
Agency skills shortage temp vs permanent solutions
2020
February
Agency Profitability Reporting
May
What exactly is project tracking
How To Be A Good Project Manager
2019
April
Synergist voted most popular software by top B2B marketing agencies
7 Ways for Businesses to Reduce Wasted Time
May
What defines a healthy business
How agencies use content marketing to market their own services
June
Is your tech working hard enough?
July
How can I progress my team
September
Reducing corporate amnesia
When employees can make their own decisions
November
The drive for agency profitability
The risks of setting targets
December
What is Project Management
2018
April
Tips for making project billing work for you
August
Three reasons to audit your current job costing system
How Synergist transforms invoicing
2017
February
Five ways to waste time in a busy agency
May
How much time does your team spend on admin?
Culture
June
Is constant fire-fighting normal in agency culture
The power of at-a-glance visibility
30% of fastest-growing B2B agencies use Synergist
How profitable is your flagship client?
Is your agency’s financial reporting based on solid foundations?
July
Is your agency the agency you dreamed of?
Great Books for Agencies
August
Don't guess your estimate
Agency advice on new business
September
How do clients choose an agency
November
Are spreadsheets harming your agency?
2024
January
New Xero at-a-glance paid status
Client target tracker
Agency KPIs Client profitability
February
Multiple vs all-in-one agency software: which is better?
How to calculate your employees’ cost rate per hour
March
How to use Synergist for accurate agency forecasting
Personal dashboards
April
Key findings from the agency marketing benchmark report 2024
May
Managing agency groups in Synergist
What to include in your project plan
June
Tips for better agency project management
What’s the difference between project management and account management?
Obstacles to effective agency resource planning
Implementing Synergist
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