Sometimes a prompt response can stop a minor hiccup becoming a major headache. Be alerted at the first signs of an issue, so you can take positive action quickly.
As an agency leader, you need total visibility into the overall health of your agency, without waiting for separate data from account handlers or finance. Synergist management dashboards give you live visibility of your KPIs. This allows you to see what’s happening in your agency and helps you spot potential problems before they occur.
Track actual and forecasted financials View your actual and forecasted turnover, gross profit, work in progress and costs, plus breakdowns by client to make it clear what's needed to hit your profit targets.
Track sales pipeline vs. targets Instantly see the value in your pipeline, the hours sold and hours still available to sell so you can manage your capacity or see where new business is needed.
See why the UK's top-performing agencies and consultancies use Synergist to grow, smartly (and smoothly).
Big decisions are hard but necessary. What sorts of projects and clients should we be focusing on? Should we let a client go? Do we need to restructure or recruit? We all pride ourselves on our professional instinct. But having the data to back up instincts and forecast what’s likely to happen in the future makes tough decisions and conversations much easier.
Key reports can be automatically created and sent to you on (say) the first day of each month. As well as standard reports, the Data Viewer lets you build custom reports with a simple drag-and-drop interface. Create tables and charts. Export as an image or PDF, or into a spreadsheet or presentation. You can even schedule them for automatic delivery to nominated people.
From new business, costing, project and resource management, through to billing and reporting, Synergist brings together everything you need to manage your projects, people, clients and financials.
Every day, thousands of people in agencies and consultancies rely on Synergist. They use it to manage their projects, track their time, inform their decisions, oversee their clients and drive their businesses forward profitably.
“Understanding just where our time is being spent is very important – both in terms of managing our business and serving our clients. Tracking this amount of data requires a non-trivial solution.”
"My only regret is that we didn't get to grips with this sooner.”
David Ladds
Then Managing Director, Bladonmore
"We no longer have to rely on gut instinct and experience alone. It's there in black & white."
"It's educating the team. They make better decisions now."
Nigel Wilson
Managing Director, CleverCherry
“We decided to get serious."
“Preparing the agency for growth, getting the basics right, making sure you’ve got the right people with the bigger picture mindset, having them run proper little cost centres and so on..."
Mark Beaumont
Founder, Dinosaur
Fill out the form below to start your journey towards calmer and more strategic agency operations, with increased profitability.
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.
