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

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.

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: £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

You can cancel by giving 3 months' 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, 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 insights you need 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.