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FOR CLIENT & PROJECT MANAGERS

Keep your projects on track and clients profitable

Synergist gives you the full picture. Know exactly where every job stands.

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Manage your agency's projects, clients and new business 

Under-quoting, over-servicing, scope creep and amends are all too familiar challenges for creative agencies. Synergist helps agencies and consultancies handle small jobs, big complex projects and ongoing retainers in one place.

Day-to-day: stay ahead

Synergist helps you organise priorities and keep jobs moving, alerting you to issues immediately.

  • Stay on top of your actions. See immediately what activities you need to do at an opportunity, client or job level and add reminders for future actions.

  • Assign tasks to your teams. Create activities against a client, job or project phase.

  • Keep on track. See the status of outstanding activities at a glance and get alerts when comments are added, tasks are completed or deadlines are missed.

  • Get early warnings. Customisable alerts flag any issues, such as a job that’s running late or reaching a certain percentage of its budget.

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Week-to-week: manage projects proficiently

Deliver projects on time and on budget. Plan, track and finish it all in one place.

  • Create accurate estimates. Use previous project time and cost data or templates to keep your estimating consistent.

  • Plan projects visually. Quickly set up Gantt charts to plan project timelines and share visual project plans with clients.

  • Book and brief seamlessly. Schedule the right resources, attach all the information they need and accurately track time against the job.

  • Keep jobs on track. Instantly see a live picture of your project’s progress, budgets, costs and profitability. An at-a-glance colour-coded system alerts you if you’re ‘job healthy’ or not, so you can quickly take proactive measures.

Month-to-month: drive project profitability

Under-billing or over-servicing? Use past project data to learn from every job and price the next one for profit.

  • Keep billing on track. Create billing plans based on phase completion or dates. Easily allocate costs, generate timely invoices and update revenue forecasts automatically.

  • See project and profit reporting. Quickly see the profit of overall job or phase within a job, identify where projects have gone over budget or delays have occurred.

  • Manage client reporting. Monitor client revenue forecasts, actual spend vs target, profit and margins, and your client investment to make sure you’re managing clients effectively and profitably.

  • Stay on top of new business. Easily manage contacts, opportunities and actions to keep new business on course. Track your pipeline against targets and see where you have capacity to bring work forward or sell more.

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Take a closer look

Watch how agencies and consultancies use Synergist to estimate and plan projects, schedule work, and track every task to delivery.

The real system, in under 20 minutes.

Synergist essentially improves all your processes. We’ve seen improved productivity and quoting, team development, job reporting, briefing... all aspects of the business have benefited.

Image of Susy Combie
Susy Combie Production Manager, ArmstrongB2B

Frequently asked questions

What is project management software for agencies?

Project management software for agencies helps you plan, run and track client work from brief to invoice. Synergist combines project management with estimating, scheduling, timesheets and billing, so you can see progress, budget and profit on every job in one place.

How does Synergist help agencies prevent overservicing and scope creep?

Synergist tracks estimated time and costs against actuals on every job and phase. Customisable alerts flag when a job is running late or reaches a set percentage of its budget, and a colour-coded view shows which jobs need attention.

Can Synergist manage retainers and one-off projects together?

Yes. Synergist handles small jobs, large multi-phase projects and ongoing client retainers in the same system. You can track time and budget against each one and create billing plans based on phase completion or dates.

How does Synergist help client managers track client profitability?

Synergist’s project management software for agencies includes client reporting on revenue forecasts, actual spend against target, profit, margins and client investment. You can see which clients are profitable and spot overservicing before it affects margin.

Have more questions? Drop us an email enquiries@synergist.co.uk

 

Agency management software designed to help you grow with intelligence

From new business to billing, Synergist streamlines all your operations for efficient workflows, instant visibility, and robust reporting. It's set up to fit your agency's unique processes and we give you ongoing support as your business grows.

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