UK's Leading Agency Management Software

Thousands of people within agencies rely on Synergist every day to manage projects, track time, inform decisions, oversee clients and ultimately accelerate their agency.

Breadth of Synergist

Maximise productivity

Increase everyone's productivity, improve project communication and ensure a smooth flow of work 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 decision-making

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 management software exists to drive smoother projects and more profitable agencies whether you're a 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

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.
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.

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.

See Synergist demo

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

Quote

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

Quote

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

See more agency stories

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

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.

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.

Helpdesk

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