It tells me immediately about the state of every job, the work requests, the time remaining, the time quoted, everything. It flags up problems early on. It's educating the team. They make better decisions now.
Your monthly subscription is made up of the number of full and timesheet users you require.
Our tiers are designed to provide more advanced functionality, when you need it. As you add more users, your total monthly subscription will qualify you for the next tier and unlock the functionality you’re likely to need to support your growth. User pricing is the same across all tiers.
Includes all standard features
Unlimited clients, contacts, opportunities, jobs and tasks
Unlimited file storage
Branded documents
Multiple currencies
Reporting, data analytics and alerts
Mobile app
Accounts system integration
(incl. Xero, Sage, MYOB and Quickbooks)
Optional add-ons:
Email integration
Multi-job quoting
Minimum subscription
£300/mo
Everything in Foundation, plus:
Multi-job quoting and quoting with options
Scheduled reporting
Timesheet approval workflows
Tender management
Custom document layouts and security configurations (charges may apply)
API support
Optional add-ons:
Additional trading companies
Email integration
Revenue recognition
Consolidated purchase orders
Minimum subscription
£650/mo
Everything in Professional, plus:
Unlimited trading companies
Email integration
Revenue recognition
Multi-job revenue management
Consolidated purchase orders
Managed sales orders
SLA with service credits if breached
Minimum subscription
£1600/mo
All tiers include: ✓ 1:1 UK-based helpdesk ✓ Access to free training resources ✓ Safe and secure hosting
Thousands of people within creative, design, marketing, digital, advertising, PR and professional services agencies rely on Synergist software every day to manage projects, track time, inform decisions, oversee clients and ultimately accelerate their agency.
It tells me immediately about the state of every job, the work requests, the time remaining, the time quoted, everything. It flags up problems early on. It's educating the team. They make better decisions now.
With Synergist I know what’s going on in every job as it’s happening. Costs are captured real-time. So there are no surprises. If Synergist was somehow taken away from us, it would be worse than having a fire.
Knowing you have a system that can handle it all and pull it all together and grow with you is a good feeling. Getting Synergist was a smart move. I will retire with Synergist!
Prior to this, we could be focusing on the wrong areas. We had 54 people working hard, but profits were still elusive.
Synergist showed us we had been heavily over-servicing. The information empowers the team. Smarter client conversations take place today.
We have been able to plan more accurately around studio capacity and produce very accurate automated financial reports that are delivered to our inbox from the system.
Automating processes and having access to the right information at the right time means I can now work more proactively. It’s freed up time to allow me to think more commercially and how I can use the data I now have to drive the business forward.
I can report on job profitability to the board based on job types so they know which area of the business is most productive. There are many decisions the board can now make by using the information.
We have our finger on the pulse. We can see any changes coming and don’t get caught by surprise. It’s saving us so much time too – where one particular report used to take us three days to create, now it takes me two hours!
There are a number of things that I've done to make the agency more profitable. But the main thing is we can report on over-servicing so we can take action. There's absolutely no doubt that bringing in Synergist has really helped us ensure we've got the right financial controls in place.
Schedule a personal demo and we'll tailor it for your specific needs.
Our implementation partner, The Agency Works, will contact you to arrange your demo. Their extensive agency experience means they can guide you towards the most effective set-up to help you save time, increase profits and ultimately achieve your goals.
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 work. They will have access to enter time and expenses and view job-related information.
Yes, you can add or remove users from your monthly subscription. You’ll be charged/credited a prorated 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.
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.
Yes.
The following options can be added to the Foundation tier:
+ Email integration for £55 per month
+ Multi-job quoting for £55 per month
The following options can be added to the Professional tier:
+ Additional trading companies: £100 per month each
+ Email integration for £55 per month
+ Revenue recognition for £55 per month
+ Consolidated purchase orders for £55 per month
You can cancel by giving 3-month notice. There is an initial term of 12 billing months.
Yes. We get that there’s no one-size-fits-all approach when it comes to agencies.
Our partner, The Agency Works, 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 insight to achieve your agency’s goals.
See more on implementing Synergist
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.