
It tells me immediately about the state of every job, the requisitions, the time remaining, the time quoted, everything. It flags up problems early on. It's educating the team. They make better decisions now.

Starting at £300/month
✓ 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 (including Xero, Sage, MYOB and Quickbooks)
+ Email integration for £55 per month
+ Multi-job quoting for £55 per month
Starting at £650/month
Everything in Foundation, plus:
✓ Quoting with options
✓ Multi-job quoting
✓ Scheduled reporting
✓ Timesheet approval workflows
✓ Tender management
✓ Custom document layouts*
✓ Custom security configurations*
✓ API support
+ Additional trading companies: £100 per month each
+ Email integration for £55 per month
+ Revenue recognition for £55 per month
* Charges may apply depending on requirements
Starting at £1600/month
Everything in Professional, plus:
✓ Unlimited trading companies
✓ Email integration
✓ Revenue recognition
✓ Multi-job revenue management
✓ Consolidated purchase orders
✓ SLA with service credits if breached
All tiers include: ✓ 1:1 UK-based helpdesk ✓ Access to free training resources ✓ Safe and secure hosting
Your monthly subscription is made up of the number of full and timesheet users you require – it’s the same price per user regardless of tier – so you only pay for what you need.
The price per user is determined by the number of users.
Each tier has a minimum monthly subscription. As you add more users, your monthly subscription will qualify you for the next tier and unlock the functionality you’re likely to need to support your growth.
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.
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, and support you every step of the way to make sure you get the most out of Synergist.
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.
You need your software to work as hard as you do
We recognise that each agency is unique and there isn’t a one-size-fits-all approach. With the right onboarding, you can make sure your new system is perfectly configured for your agency’s needs and get everybody fully up to speed with how to use it to best effect.
Our partner, The Agency Works, will configure your software to work exactly as you need. 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. The Agency Works’ experts will work with you to design an onboarding plan customised to your business needs.
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.