Get a demo

Agency software that grows with you

As you add more users, the price per user goes down, allowing your agency to save money as it grows.

Synergist Cloud

from £ 55 /mo + optional add-ons

+

Full users

from £ 33 /mo to £54/mo*

+

Timesheet users

from £ 13 /mo to £21/mo*

Full users have full access to everything (except admin settings). 
Time users have access to their tasks, time and expense entry, and job-related information.

More functionality as your agency needs it

Our tiers provide more advanced functionality, flexibility and control as you grow. User pricing is the same across all tiers (see pricing above).

Explore features by tier

Foundation

Everything you need to manage and grow your agency


  • Hundreds of features

  • Unlimited clients, contacts, opportunities, jobs and tasks

  • Branded documents

  • Unlimited file storage

  • Multiple currencies

  • Dashboards, reports, custom analytics and alerts

  • Highly secure UK or EU hosting

  • Single sign-on (SSO)

  • Mobile app

  • Accounts system integration (incl. Xero, QuickBooks, Sage and MYOB)

  • Optional add-ons:

    • Email integration
    • Multi-job quoting
    • Purchase invoice inbox

Min. subscription £300/mo

Professional

For agencies needing advanced options and customisation


  • Includes all Foundation features

  • Multi-job quoting and quoting with options

  • Scheduled reporting

  • Timesheet approval workflows

  • Tender management

  • Custom document layouts and security configurations (charges may apply)

  • Departmental revenue analysis

  • API support

  • Optional add-ons:

    • Additional trading companies
    • Email integration
    • Revenue recognition
    • Consolidated purchase orders
    • Purchase invoice inbox

Min. subscription £650/mo

Enterprise

For agencies needing enterprise-grade features and support


  • Includes all Professional features

  • Unlimited trading companies

  • Email integration

  • Revenue recognition

  • Multi-job revenue management

  • Consolidated purchase orders

  • Purchase invoice inbox

  • Enterprise service level agreement

Min. subscription £1600/mo

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

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

There are two types of paid 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 enter time and expenses and view job-related information.

See more on Synergist user types

Can I add / remove additional users?

Yes, you can add or remove users from your monthly subscription. You’ll be charged/credited a pro-rated amount for the remaining days to the end of your current billing period. Your next monthly bill will increase or decrease based on the new users.

Can I upgrade / downgrade to a different tier?

Our tiers are designed to provide more advanced functionality, when you need it. And not to overcomplicate things when you need simplicity. So, you’ll start on the lowest tier that provides the functionality you require. 

Each tier has a minimum subscription value. As you grow and add more users, your monthly subscription will qualify you for the next tier. If your monthly subscription is less than the minimum, you can also choose to upgrade to the next tier and pay the minimum monthly subscription. We also offer the option of staying on a lower tier and adding certain additional features for a small monthly fee.

It’s not possible to downgrade tiers, as this would result in loss of access to previously created data.

Can I pay for additional options?

Yes.

The following options can be added to the Foundation tier:

+ Email integration: £55 per month
+ Multi-job quoting: £55 per month

The following options can be added to the Professional tier:

+ Additional trading companies: £100 per month each
+ Email integration: £55 per month
+ Revenue recognition: £55 per month
+ Consolidated purchase orders: £55 per month

What if we want to cancel?

You can cancel by giving 3 months' notice. There is an initial term of 12 billing months.

Is there a setup and onboarding fee?

Yes. 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 to make sure you get the most out of Synergist. 

They’ve worked with hundreds of high-performing agencies, so they know how to design the most effective set-up to improve efficiency and give you the insights you need to achieve your agency’s goals.

See more on implementing Synergist

Is support included?

The Synergist help desk telephone and email support is available 9am-5.30pm Monday - Thursday and 9am-5pm Fridays (UK). It’s run by highly experienced people who are experts in using the Synergist system, so your questions are answered there and then by people who understand Synergist inside out.

Still have questions?

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

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.