UK's Leading Agency Management Software

Thousands of people within agencies such as marketing, advertising, digital, creative, design, PR and branding, rely on Synergist every day to manage projects, track time, inform decisions, oversee clients and ultimately accelerate their agency.

Breadth of Synergist


Increases everyone's productivity, improve project communication and ensure smooth workflow management with Synergist's drag-and-drop scheduling and Kanban boards.

Enable your team to spend more time using their skills on chargeable work by reducing admin whilst breaking bad habits such as over-servicing and communication blocks. Gain all you need to accelerate your agency. 

Connect operations
with financials

Synergist marries operations with financials so you quickly see the impact of decisions and the health of your projects and agency.

Reduce financial surprises and finance-based admin. Enjoy easy billing and integrate seamlessly with your existing accounts package. Learn from every project and see hidden project working patterns that are holding you back.

Help quality

Enable smarter decision-making across your agency. Synergist empowers team members with the clarity to make informed decisions, and makes strategic choices easier for the management team.

Gift every team member with the confidence to perform at their best and enjoy clearer conversations with clients. Steer the agency on the strong foundation of facts, not guesswork.   

Pull separate
elements together

Siloed information leads to misunderstandings, inaccurate reporting and potential project hold-ups. In contrast, Synergist pulls everybody's information together into one collaborative truth. Live visibility.

One shared view means there's less confusion, admin is greatly reduced, and teams are helped to deliver smoother projects and build a more profitable and successful agency. 

Synergist agency project management software exists to drive smoother projects and more profitable agencies whether you're a marketing, digital, creative or PR agency. Below are details on some of the ways it does this. If you'd like to know more you can, see all Synergist features

Accurate Forecasting 

Gantt chart
  • Project and business forecasting is more accurate thanks to complete and live project data.
  • Estimates and budgets are more realistic because Synergist prompts you to consider truthful previous project performance
  • Estimates can be produced using a standard template or from scratch, then saved as branded PDF's, ready to use as formal quotes.
  • Gain a factual picture of how much has been billed vs forecast in one click. Synergist also supports revenue recognition.

Maximise Team Capacity 

  • Drag-and-drop calendar bookings simplify scheduling and reorganisation of work.
  • Individual and department capacity is clearly visible.
  • Workflow management is greatly simplified and much more efficient.
  • Documents, work instructions and work requisition requests can be attached to bookings so there's no repetition of documents and your team can immediately start work on their next task with little or no briefing. 
  • Timesheets can be created from the calendar booking with a single click. 


Drag and drop calendar booking
Kanban board
  • Kanban boards simplify task management and help ensure a smooth flow of work.
  • Everybody knows their priorities and no tasks are forgotten.
  • Views can be filtered to show only complete or only incomplete work for example
  • Synergist Kanban boards are configurable so you can have as many boards, with as many workflow status as you need.  

Accurate Costing and Truthful Reporting

  • Your custom dashboard shows you what you need to see in simple, visual terms.
  • See an accurate picture of project or complete business health the moment you log-on.
  • Flags and alarms automatically highlight potential issues and milestones. 

  • Synergist offers key reports as standard. These reports can be seen in the image to the left
  • You can also produce custom reports to show anything you need.
  • Reports can be pulled off immediately or scheduled for specific times or project milestones.
  • All reports can be exported to a spreadsheet or PDF.
  • Reports are based on live data so they're always accurate and up-to-date. Our agency clients have reported hours of time saved trying to understand the origin of the numbers and fewer surprises at the end of a project. 

Now you know about some of Synergist's features, learn first-hand how our agency clients have used Synergist for their agency's project management and overcome common problems including scalability, lack of financial control and project inefficiencies including over-servicing. See how Synergist helps agencies, solve common problems


Everyone in the agency accesses and logs their time in Synergist, and this has been fundamental in getting visibility on where jobs are at, profitability-wise, as all the information we need is in one place. I can easily see the time spent on a job against what has been estimated, as well as what people are working on and how long it’s taking.

Ian Fiddler, Head of Business Operations, Enjoy Digital

Enjoy Digital


With Synergist I know what’s going on in every job, and the great thing about it is that I know it as it’s happening. Costs are captured real-time. So there are no surprises. And the team sees how many hours are allocated to a job and how many hours are left. So when we have a Monday morning meeting to allocate who will be working on which job, it’s completely transparent to all.

Steven Clark, Finance Director, Tayburn

Tayburn logo

Book a free online demo

Your demo will:

  • Take approximately 15 minutes
  • Focus on the areas you're interested in
  • Be information-led, not sales-led
  • Be delivered by our trusted partners, The Agency Works. 
ISO 27001


Synergist holds an ISO accreditation for development and provision of business software, systems and associated services. Giving you confidence that you and your data are in safe hands. 

Integration / APIs

Integrations / APIs

Synergist seamlessly integrates with all leading accounts packages including Sage 50, Sage 200, Sage ACCPAC, Xero, Access Accounts, QuickBooks, KashFlow, Microsoft Dynamics-GP and more.    



Synergist has a UK-based helpdesk which is accessible via phone and email, Monday to Friday. So you always have support at your fingertips.